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 with LPL Enterprise holding a Series 66 designation and two years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Orrstown Bank. Bentz attended Penn State University and also has prior experience outside finance in the landscaping industry and education. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with financial product sales.

Hugh Cameron is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with Cetera and its affiliates since 2016 and previously held a position at BB&T Securities. Outside of advisory work, he is a partner and executive vice president at JBC Companies, focusing on fixed insurance strategies, and serves on the board for strategic growth and planning at Vista Marketing Partners. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Anthony Bagonis Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is also commissioned as a Notary Public in Pennsylvania. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management using a variety of investment vehicles.

Nicholas Attanasio is an advisor at LPL Enterprise with Series 63 and Series 66 designations and no prior industry experience. His work background includes roles at BlackRock, Johnson & Johnson, and AmerisourceBergen. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Michelle Tauber is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Raymond James in 2019, she worked at Kappa Publisher Services and Rodale Inc., where she spent over 28 years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, corporate, and charitable clients. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and offers programs including wrap-fee advisory services and institutional consulting.

Ricky Whitmire Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at LPL Financial since 2022 and has held positions with Cuna Mutual Group and Cuna Brokerage Services, Inc. since 2009. 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 financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to diverse model portfolios and research.

Shannon Brown is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning their advisory career in 2025. Prior to entering the financial industry, Shannon worked at P.F. Chang's China Bistro and spent time at Chestnut Hill College and the University of Delaware. Outside of advising, Shannon maintains employment outside the financial sector. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolios, third-party management, and access to a broad range of financial and insurance products via an integrated platform.

Jason Paladino is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Doylestown, PA. He has 21 years of industry experience and has been with Wells Fargo in various capacities since 2015. 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 substantial assets and employs a large network of advisors, offering both brokerage and advisory solutions supported by comprehensive research and analytics.

John Northrop is a CFP®, ChFC®, and Series 66-licensed financial advisor with 10 years of experience at Edward Jones in Lansdale, PA. He has been with Edward Jones since 2016. Outside of his advisory role, he is president of Northrop Diversified, LLC, an investment company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, including access to separately managed accounts and affiliated mutual funds.

Michael Hudson is a financial advisor with LPL Financial who holds the ChFC® designation and Series 63 license, with 36 years of industry experience. Prior to joining LPL in 2018, he worked at Nationwide Securities, LLC and Nationwide from 2010 to 2018. He is also involved in writing and servicing fixed insurance products through activities with Highland Capital and CRUMP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and brokerage services, including model portfolios, retirement plan consulting, and participant advice programs, supported by proprietary and third-party research.

Bradley Foose is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command-affiliated firms. Prior to his financial services career, he served in the U.S. Army for 13 years. Outside of advising, he manages a beach house rental in Ocean City, Maryland. 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 portfolios, third-party asset management programs, and a range of brokerage and insurance products.

Thomas Kanyok is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His career includes five years at Waddell & Reed Inc. and ownership of multiple wellness spa businesses under the Restore Hyper Wellness brand. Kanyok is involved as an owner in several health and wellness ventures alongside his advisory role. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment implementation options, including proprietary models and access to third-party strategists, delivered through a large network of independent financial professionals.

Paul Mazurski is a financial advisor with Merrill, holding a Series 66 credential and beginning his career in 2025. He previously held positions at Bank of America and Convene, and from 2013 to 2019 he worked at Pinstripes, Inc. Outside of his advisory role, he owns a small residential handyman service, providing assistance to friends and family. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bradley Knecht is a financial advisor at Edward Jones in Quakertown, PA, holding a Series 66 designation with eight years of industry experience. He has worked with Edward Jones since 2017 and previously spent ten years with Enterprise Holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Larkin is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. His prior roles include positions at MassMutual, New York Life, Unum Group/Colonial Life, and Crump Life Insurance Services. Outside of his advisory work, he has been a sports referee since 2013 and has also coached sports and fitness. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolios, third-party asset management, and access to brokerage and insurance products through an integrated platform combining advisory programs with sales of other financial products.

Janna Lutz is a financial advisor with Edward Jones in Red Hill, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2026, she worked at Commonwealth Financial Network, Paragon Strategic Wealth, and Raymond James Financial Services Advisors, Inc. Lutz’s background also includes roles at American State Bank & Trust Company and CHI St. Alexius Health Williston. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Malcolm Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 designations and having 24 years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously spent five years with PNC Investments. Outside of his advisory role, he owns and manages a family rental property business in Sellersville, Pennsylvania. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional clients, utilizing both internal and third-party managers.

A Krempa III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes long-term roles at Ic Advisory Services, Inc. and The Investment Center, Inc., along with ownership of Krempa Associates, Inc. He also serves as a committee member at Our Lady of the Sacred Heart Catholic Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, employing a range of portfolio management strategies and multiple platform arrangements.

Daniel Porter is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and 12 years of industry experience. He previously worked at Fiduciary Trust International for 11 years before joining Wells Fargo in 2026. 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.