Janet Helbling is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within Wells Fargo subsidiaries since 2016. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet specific net-worth criteria. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations through a network of advisors.

Sidney Ruth is a CFP® with 24 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2024. Prior to this, Ruth worked at Cetera and FIFS, LLC, where they held advisory and ownership roles. Ruth is also a board member of the Mosaic Conference and the Living Branches Foundation, both nonprofit organizations. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals across multiple platforms and custodians.

Michael Lawlor is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and over 15 years of industry experience. His prior roles include positions with Prudential Insurance Company of America and Pruco Securities, LLC, and he has operated his own practice, Michael A Lawlor, P.C., since 1992. He also serves as a backup executor for family fiduciary appointments. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach and offers access to third-party asset managers, with additional services such as trust custody and affiliated insurance product sales.

Sage Bleakney is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Investment and Commonwealth Financial Network. Outside of financial advising, he is the founder and owner of Sage CRM Consulting, LLC, providing Redtail CRM consulting services, and also operates As If Entertainers, a separate business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to third-party money managers and various program structures.

Mark Gerdelmann is a financial advisor with MassMutual Investors Services in Chalfont, PA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with MassMutual and its affiliated companies since 2004. Outside of his advisory role, he serves as an agent for life and health insurance and is a member of an LLC related to advisory fee compensation. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers various programs including estate and employer-sponsored planning.

Jackson Piombino is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His background includes roles outside finance at various companies and educational institutions, alongside ongoing involvement with A Modo Mio for three years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Lois Tubbs is a financial advisor with Merrill in Flemington, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has previously worked at Morgan Stanley Private Bank and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bradley Thomas is a financial advisor with LPL Financial who holds CFP® and ChFC® designations and has nine years of industry experience. His prior roles include positions at Bank of America and Merrill, as well as service in the United States Marine Corps. Outside of his advisory work, he owns a party rental business called Keystone Bounce. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary research and third-party strategies, supported by technology tools for operational and research purposes.

Daniel Foy is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions, leveraging research from the Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Adam Older is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entity since 2011. Outside of his advisory role, he instructs students in Shotokan Karate and Aikijujitsu and is involved in promoting healthier lifestyles through a business assisting clients with weight loss and habit formation. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm employs a centralized service team that collaborates with advisors to produce customized Recommendation Reports and manages a distinctive investment approach incorporating affiliated product options.

Hunter Bentz is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His background includes positions at The Prudential Insurance Company of America, Pruco Securities LLC, Orrstown Bank, and various roles during his time at Penn State University. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Hugh Cameron is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 31 years of industry experience. Prior to joining Cetera in 2019, he worked at BB&T Securities and BBTIS. He is a partner and executive vice president at JBC Companies, focusing on strategies for fixed insurance, and serves on the board for strategic growth and planning at Vista Marketing Partners. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated managers.

Joseph Hodakowski Jr. is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Avantax and 1st Global Capital Corp, as well as operating his own wealth management entity, BKC Wealth Management. He is also a shareholder at BKC CPA's, where he mentors staff and oversees tax-related responsibilities. Additionally, Hodakowski serves as a trustee for family educational and special needs trusts. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment options, including model portfolios, third-party managers, and bespoke strategies, encompassing discretionary and non-discretionary account management across multiple custodial arrangements.

Joseph Carty is a financial advisor at Edward Jones with 34 years of industry experience. He holds a Series 66 designation and previously worked at Weeden and Company for 36 years before joining Edward Jones in 2023. His earlier roles include positions at NYLIFE Securities, LLC and New York Life Insurance Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Anthony Bagonis Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Royal Alliance Associates since 2018 and previously spent two years at Signator Investors. Outside of advisory roles, he is a commissioned Notary Public in Pennsylvania. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with various portfolio management options and supports both retail and institutional clients.

Neil McKeon is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He has been providing financial advisory services since 1994, working with wealthy families, small to medium-sized businesses, foundations, and institutions. In his role, Neil offers expertise in areas including education planning, executive compensation, family wealth management, personal retirement planning, philanthropic planning, socially responsible and ESG investing, special needs planning strategies, tax minimization, and retirement income. Additionally, he collaborates with other professional advisors to support income tax and estate planning strategies, and works with investment committees on institutional portfolio management. Neil holds a Master's Degree from Rutgers University and a Bachelor's Degree in Marketing from The College of New Jersey. He has professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). His experience includes extensive knowledge of corporate benefit programs such as equity compensation and various retirement plans, which is informed by his prior role in the Merrill Financial Planning Group. Outside of his professional work, Neil resides in Yardley, Pennsylvania with his wife and three children. He volunteers as a member of the National Ski Patrol, coaches youth mountain biking and softball teams, and serves on the board of directors for Habitat for Humanity of Bucks County.

Nicholas Attanasio is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses. He has been with LPL Enterprise since 2026 and previously worked at BlackRock from 2021. Outside of finance, his background includes roles at Johnson & Johnson and AmerisourceBergen, as well as experience in education and the restaurant industry. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment implementation is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Ricky Whitmire Jr. is a financial advisor with LPL Financial in New Britain, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Cuna Mutual Group, CUNA Brokerage Services, Inc., and PNC Wealth Management. 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, third-party asset management, and institutional platforms.

Lindsay Yarnell is a CFP® and holds a Series 66 license with 11 years of industry experience. She currently works at Morgan Stanley, having been with the firm and its affiliates since 2023. Prior to joining Morgan Stanley, Yarnell worked at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Shannon Brown is an advisor with LPL Enterprise holding a Series 66 designation and has been in the industry since 2025. Prior to joining LPL Enterprise, Brown worked at P.F. Chang's China Bistro, Inc. and has educational experience from Chestnut Hill College and the University of Delaware. Outside of financial advising, Brown is involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, primarily offering access to third-party portfolio managers and insurance products through affiliated entities.