Daniel Melville is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where he has worked since 2014. He has 13 years of industry experience and additional roles at Cambridge Investment Research, Inc. since 2013 and Susquehanna University since 2010. Outside of his advisory work, Melville serves as a volunteer firefighter and vice president of the Perkiomen Township Fire Company and holds a treasurer position with the Pi Kappa Phi fraternity’s Iota Epsilon chapter. Cambridge Investment Research Advisors serves a diverse client base that includes individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports multiple investment platforms and provides proprietary and third-party model strategies.

Gabriel Madnick is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Topstep and Foundera Beauty AI. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm typically uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Torey Laferney is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked with several companies including Red Bull Distribution and American Electrical Testing. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Matthew Delzingaro II is an advisor at LPL Financial holding Series 65 and Series 63 licenses. He has been associated with LPL Financial since 2025 and has prior experience at the Andrew Hoff Agency and Upperpark High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ashley Frankenfield is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior work includes roles at PFS Investments Inc. and various companies in marketing and supply industries. Outside of financial advising, she owns an eCommerce store and operates a massage therapy business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm manages approximately $15.5 billion in assets and delivers advisory services through model-driven strategies created by unaffiliated asset managers.

Jane Iademarco is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with LPL Financial since 2011 and is also affiliated with RWC Investment Management. Outside of her advisory work, she operates an online art store selling her own artwork. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, combining scale and diverse non-advisory financial activities alongside its advisory platform.

Nicole Pompa is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with firms including Diehl Financial Group and PFS Investments Inc. Outside of her advisory role, she operates Pompa Financial Services LLC and is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Eric Collier is a financial advisor with Cetera, holding Series 63 and Series 65 credentials. He has been with Cetera and its affiliates since 2025, following a brief tenure at KPMG. His professional experience in the industry is just beginning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and managing upwards of $256 billion in assets.

Daniel Ash is a financial advisor with Primerica Advisors in Hellertown, PA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 2016 and is also affiliated with The Perkiomen School since 2010. Outside of his advisory role, he is involved in real estate development through True Community Development. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Christine Kaminski is a financial advisor with Wells Fargo Clearing based in Doylestown, PA. She holds Series 63 and Series 65 licenses and has 16 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

David Durbin is a financial advisor with Primerica Advisors in Richboro, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and limited separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Gregory Baro is a financial advisor with Morgan Stanley in Flemington, NJ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by a structured process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Grant Raskin is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at firms including Merrill, LPL Financial, and Private Advisor Group, and is currently involved with Bucks County Wealth Management and BCWM Realty Group LLC. Outside of financial advising, he owns a podcast called Financial Education Sucks and a business buying and selling sports cards. Cetera Investment Advisers LLC is an SEC-registered firm serving a range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and advisory services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

Kyle Heuchert is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Morgan Stanley and Porter and Guide Wealth Management. His background includes roles at Marsh McLennan Agency and teaching experience at Temple University and Souderton Area High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Anita Grossman is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She worked at Lincoln Financial Advisors Corporation for 29 years before joining Osaic in 2025. Outside her advisory role, she operates a business offering various insurance products, including health, disability, and long-term care insurance. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm provides a multi-advisor platform with brokerage and advisory services, focusing on model-based asset allocation, portfolio optimization, and a range of investment strategies implemented through affiliated broker-dealer and RIA relationships.

Michelle Bartosik is a Series 66-licensed financial advisor with Merrill, based in Flemington, New Jersey, and has 20 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006 and with Bank of America, N.A. since 2011. Outside of her advisory role, she coaches gymnastics part-time for a family business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Gregory Frentzen Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Securities America Advisors, CUSO Financial Services, and Raymond James Financial. He is also the owner of Frentzen Financial Solutions LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management solutions, including access to third-party managers and customized strategies.

Eric Lewandowski is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in direct internet marketing sales of nutrition products through Market America. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate and charitable entities, using model-driven investment implementation and offering access to third-party asset managers and insurance products.

Jared Hark is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 65 credential and three years of industry experience. His prior work includes founding Hark & Associates, PC, and roles at Urban Outfitters and Temple University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, with investment strategies implemented through model portfolios, third-party subadvisors, or customized approaches.

Kevin Hiller is a financial advisor with Equitable Advisors in New Britain, PA, holding Series 63 and Series 65 registrations and having 10 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Penn Investment Advisors, and Northwestern Mutual, among others. He is also involved as an independent agent in the sales and service of fixed insurance products. Equitable Advisors serves a broad client base, including individuals, institutional clients, and retirement plans, providing financial planning, retirement consulting, and asset management programs. The firm’s approach emphasizes matching clients to model portfolios or discretionary managers, often through third-party sponsors, and offers a variety of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.