Max Claycomb is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked in education and hospitality before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research and quantitative analysis, and it offers services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Clare Shaw is a financial advisor with Cetera, holding a Series 63 designation and bringing 21 years of industry experience. Prior to joining Cetera in 2025, she spent 20 years with Avantax Investment Services and its related entities. In addition to her advisory role, Clare operates her own CPA practice and serves as a director for the Pennsylvania Society of Tax and Accounting Professionals. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform with a comprehensive range of portfolio management and retirement services. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors.

Matthew Jankowski serves as a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has spent his entire financial services career since joining the firm in 2001. In his role, he focuses on helping clients navigate complex financial matters including unwinding concentrated stock positions, managing stock option strategies and exercise, pension planning, long-term compensation planning, and implementing tax-efficient investment methods. His approach is goal-based and client-centric, operating in a fiduciary capacity with a fee-based, product-agnostic strategy that emphasizes controlling taxes, risk, and fees. Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and earned his Bachelor's Degree from Delaware Valley College. He was recognized in Forbes' 2018 list of "America's Top Next-Generation Wealth Advisors," reflecting his professional accomplishments and standing within the industry. He resides in Doylestown with his wife Ali and their three dogs, Murphy, Maggie, and Gertie. Outside of his professional commitments, Matt enjoys spending time with family and friends, golfing when time permits, as well as football, ice hockey, and traveling.

Krista Moffatt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she is involved in managing a rental property jointly owned with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Peczinka is a financial advisor with Stifel, holding a Series 66 designation and five years of industry experience. Prior to joining Stifel in 2025, he worked at Merrill from 2020 to 2025 and held various roles at firms including Merrill Lynch, LCI, and ISD Jackson. Outside of his financial advisory career, he owns and operates ECO Hamilton LLC, a retail store specializing in electronic vaping products. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy developed through its Investment Strategy Group.

Brian Odelli is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Luke Brown is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, First Financial, The Vanguard Group, Inc., and Ranstadt. Outside of his advisory work, Brown also serves as an Uber driver in San Francisco. 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, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with active financial product sales.

Debbi Friedman Peters is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at SagePoint Financial, LPL Financial, SII Investments, and Rosenblum & Co. She also serves as Executive Vice President of Rosenblum Wealth Management and Jupiter Tax Center, where she oversees administrative functions and tax preparation services. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, corporations, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a broad network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management with access to third-party money managers and wrap programs.

Nathan Christman is a financial advisor with LPL Financial in Quakertown, PA, holding Series 63 and Series 66 credentials and three years of industry experience. His prior professional background includes roles at PNC Capital Markets, QNB Bank, and Olympus Corporation of the Americas. Outside of advising, he maintains employment with Target in a non-investment capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

Robert Angelo is a CFP® professional with 31 years of experience in the financial industry. He is currently affiliated with LPL Financial, where he has worked since 2023. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, spanning over a decade. Angelo also operates Second Level Financial, a tax preparation and accounting business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Brian Arrow is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2022. Prior to that, he was associated with Cuna Brokerage Services, Inc. and Cuna Mutual Group beginning in 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and utilizes model portfolios and research to support its investment strategies.

Michael Cappiello is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise LLC, The Prudential Insurance Company of America, Pruco Securities LLC, and Ameriprise Financial Services Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Scott Kamm is a financial advisor with Primerica Advisors in Langhorne, PA, holding Series 63 and Series 65 licenses and with nine years of industry experience. His career includes roles at PFSI Investment Inc., Family First Funding, M&T Bank, and a long tenure at Primerica Financial Services. He also engages in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors manages 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 clients. The firm employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Bryan Nolan is a financial advisor at Stifel with seven years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Stifel in 2024, he worked at The Vanguard Group for six years and has experience with Randstad USA and Philadelphia University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations. The firm offers brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Randy Swope is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services since 2018, as well as Lincoln Investment from 2016 to 2018. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Pieter Lamley is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and in the real estate and energy sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

David Farina is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as Lead Pastor at Calvary Full Gospel Church, where he preaches, teaches, and oversees church operations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with asset allocation and planning analyses to support their investment decisions.

Robert Tomasulo is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 49 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Tomasulo is involved with a business called Power for Mother, based in Yardley, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and includes a range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Joseph Medica is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2003. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap-fee structure as part of its investment approach.

Yancy Whitaker is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held positions at BAE Systems and USLI Insurance and was a college student for several years. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes investment management and insurance products.