Morgan Hayes is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Morgan helps individuals and families make confident financial decisions by creating personalized financial strategies tailored to their unique goals and circumstances. Morgan's approach is designed to alleviate the stress often associated with financial planning, offering guidance in areas such as retirement planning, college education funding, and portfolio management. Morgan's expertise spans college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Morgan is supported by over 30 years of combined wealth management experience from The Barnish Michaels Hayes Group and has access to the resources of Merrill and Bank of America, enabling clients to navigate financial opportunities and challenges. Morgan holds a Bachelor's Degree from the Pennsylvania State University System and holds the Professional Investment Advisor (PIA) designation. Outside of work, Morgan enjoys baseball, basketball, football, golfing, swimming, traveling, watching movies, and spending time with family. Morgan also values community involvement and participates in volunteering with local organizations.

Robert Morse is a financial advisor at Thrivent Investment Management with 32 years of industry experience. He has been with Thrivent since 2002. Outside of his advisory work, he serves as treasurer for the Hit or Miss Hunting Club, managing dues, expenses, and investment of the club’s cash reserves. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various topics, combined with managed-account options under a consolidated billing approach, while maintaining separation between planning and portfolio management.

May Lai is a financial advisor with Ameriprise in Bala Cynwyd, PA, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, delivering written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Randy Bochniak is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has been with Cetera and its affiliates since 2004. He also operates Randy S Bochniak & Associates, Inc., a CPA accounting firm based in Quakertown, PA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with various program structures and investment options.

John Niemeyer is affiliated with LPL Enterprise and holds a Series 66 designation. He has recently begun his career in financial advising, having joined LPL Enterprise in 2026. Outside of finance, he has been involved with Mishock Physical Therapy since 2014. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third‑party asset management, and a range of brokerage and insurance products on an integrated platform.

William Norberg is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Advisors, Wells Fargo Clearing, Wachovia Bank, N.A., and Wells Fargo Advisors LLC. Outside of his advisory role, he manages BBCN, LLC, an entity used for business expense and payroll tax planning. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and third-party money managers to construct and manage portfolios across a wide range of investment types.

Mitesh Shah is a Planning Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he focuses on working with clients to achieve their financial goals by understanding both their financial situations and personal motivations. Prior to his current position, Mitesh gained experience at J.P. Morgan as a Trade Lifecycle Associate from 2019 to 2023. Earlier in his career, he worked as a Sales Associate at FS Investments in 2018 and as a Financial Solutions Advisor at Merrill Lynch from 2013 to 2017. Outside of his professional work, Mitesh has interests that include football, golf, outdoor adventures, pets, swimming, and traveling.

Kathryn Bogle is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for 12 years before joining Raymond James in 2019. Outside of her advisory role, she is involved as an administrative assistant at SGI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning and risk profiling tools and supports both retail and institutional advisory programs.

Allison Pearce is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2017. Prior to her career in finance, she held teaching positions at Council Rock School District and worked at Tony's Place Bar and Grill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach combines proprietary research and third-party data within a defined investment universe that includes affiliated products and manages assets with disclosed economic relationships.

Julie Wall is a financial advisor with Ameriprise in Warrington, PA, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has been with Ameriprise since 2012, including its predecessor entity Ameriprise Financial Services Inc. Outside of her advisory role, she co-owns an LLC that holds a partial investment in a local swim facility. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning focused on reliable income sources and tax-aware withdrawal strategies.

Sean Larkin is a CFP® certificant with four years of industry experience. He has worked at LPL Financial since 2022 and previously spent seven years at Sei. Larkin is also affiliated with Kemp Harvest Financial Group in Harleysville, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Amar Mehta is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning a total of 17 years within the Wells Fargo network. Mehta is also a 40% owner of KM Financial, LLC, a separate financial practice. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial products and referral channels.

Christine Brown is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 1985 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Geoffrey Japchen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2020. He is also involved with the organization Hope for Separated Husbands. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Darrell Collins is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His career includes roles at Primerica Mortgage LLC, Lifetime Fitness, CBRE, Chubb Inc, and BNY Mellon. Outside of his advisory duties, he is involved in the sale of home security and automation products as part of a referral arrangement. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm emphasizes model-driven strategies managed by external asset managers and supports trade execution and custody through established custodians, with approximately $15.5 billion in assets under management.

Marcus Respes is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Alutiiq LLC, Marquee Restoration, and Jottan Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to Model Wealth Portfolios, third‑party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Christian Aguirre is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been advising clients since 2004 and is a Founding Partner of the Aguirre Jankowski Group. Christian specializes in comprehensive wealth and investment strategies for private clients, corporations, and small institutions, focusing on total asset management and disciplined portfolio construction. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered Retirement Planning Counselor (CRPC). Christian earned his Associate's and Bachelor's degrees from the University of Phoenix and a High School Diploma from PCC. His advisory process involves a thorough assessment of clients' financial situations and goals to develop customized strategies across retirement readiness, education funding, estate planning, and more. Christian is involved in various community organizations, including Doylestown Borough Parks & Rec, Shriners Hospital, and Pine Run Retirement Community. He also participates in professional organizations such as the Freemason Society, Boy Scouts of America, St. Jude Children's Research Hospital, and the Children's Fund. Christian lives in Furlong with his wife, Ahliea, and their two children, Sebastian and Isabella.

Nathan Klevit is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior work includes roles at Bank of America, Merrill, E*TRADE Capital Management, Valic Financial Advisors, and The Vanguard Group. Outside of finance, he is self-employed as a DJ with The Pros Disc Jockeys. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Matthew Pruitt is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined ten years. Outside of his advisory role, he serves as an adjunct professor in the MBA program at Delaware Valley College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and public entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Patrick Dill is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Hartford Funds Distributors, LLC, American Portfolios Financial Services, Inc., and Ameriprise Financial. He is also the CEO of Dill Wealth Management LLC and serves as Financial Advisor and Director of Strategy at Aucoin Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals using analytical tools, and it supports municipal and public-finance work through a unique affiliated municipal advisor.