Jared Payne is a financial advisor at Thrivent Investment Management based in Montgomeryville, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at several companies including Zolon Tech Inc and N4 Solutions LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without implementation. The firm combines goal-based analyses with managed-account options under a consolidated billing service called "WealthPlan," and maintains periodic reviews of client plans.

Susan Helm is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with LPL Financial since 2014. 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, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to research, model portfolios, and various investment strategies.

Catherine Alexander is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2008, with a recent role at Bank of America N.A. beginning in 2025. She serves as an executor for a family estate in her community. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries.

Joseph Azzara is a CFP® professional with 31 years of industry experience. He has worked at Wells Fargo Advisors since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2017. In addition to his advisory role, he owns Azzara Wealth Management, LLC, an independent financial practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including niche services like business-owner transition and special-needs analysis. The firm integrates advisory services with various financial products and referral channels.

Kyle Farley is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior experience includes roles at GWN Securities, KADES-MARGOLIS, and Lincoln Financial Distributors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Andis Madani is a financial advisor with J.P. Morgan Securities in Ambler, PA, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at LPL Enterprise, Pruco Securities Inc., and Prudential Insurance Company of America. Outside of his advisory role, he has been involved in the restaurant business since 2018, managing La Voglia Italian Restaurant. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kellan Ward is a financial advisor with LPL Enterprise LLC and holds a Series 66 designation. He began his career in the financial industry in 2025. Prior to joining LPL, he gained experience working in the catering and hospitality sectors. Outside of advising, he is involved with 12th Street Catering and holds a non-variable insurance role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Eugenia Ritvin is a financial advisor with Primerica Advisors in Doylestown, PA, holding Series 65 and Series 63 credentials and 12 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. In addition to advising, she receives non-investment related compensation for referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers advisory services through model-delivery strategies managed by unaffiliated asset managers.

Steven Samlin is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Farmers Financial Solutions and Farmers Insurance Group. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management arrangements, and brokerage and insurance products via an integrated platform.

Michael Charpentier is a Financial Consultant at Fidelity Investments, where he has been employed since 2003 in various roles. He has held positions including Financial Consultant since 2013, Investment Representative from 2011 to 2013, Service Delivery Manager from 2008 to 2011, and several specialist roles related to retirement investment and defined contribution plans throughout his tenure. His experience spans over two decades at Fidelity, focusing on wealth planning and assisting clients in working toward their financial goals. He emphasizes strategies tailored for all styles of investors within the Fidelity framework. Outside of his professional responsibilities, Michael's personal interests include bowling, attending concerts, playing golf, and music.

Riley Fantozzi is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Bausch + Lomb and has a background that includes roles at Arizona State University and in education with the Pennridge School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on model portfolios and governance.

Jesse Brookreson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2021. Brookreson serves as a finance committee member at St. Robert Bellarmine Roman Catholic Church in Warrington, PA. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

Brian Hines is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with Cambridge since 2010. Outside of his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of independent financial professionals, offering a range of portfolio management options and proprietary as well as third-party strategies.

Scott Brong is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Ellen Robinson Gunder is a financial advisor with LPL Financial in Collegeville, PA. She holds a Series 66 designation and has 25 years of industry experience, including 20 years at Ameriprise and one year at LPL Financial. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ryan Johnson is a Series 66-licensed financial advisor at Merrill with 15 years of industry experience. He has worked at Merrill and Bank of America since 2018 and was previously with Raymond James & Associates Inc for five years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Christopher Smith is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles within Fidelity Investments, including Investment Consultant from 2022 to 2023 and Investment Solutions Representative from 2021 to 2022. Prior to his tenure at Fidelity, Christopher was a Financial Consultant at Equitable Advisors from 2018 to 2021. In his role, Christopher partners with individuals and their families to develop and implement comprehensive financial plans tailored to their unique situations and goals. He focuses on helping clients make informed financial decisions to pursue their objectives and achieve financial freedom. Christopher values continuous learning and growth through his interactions with clients.

Daniel Loftus is a Senior Financial Advisor and Portfolio Manager with the Lewis Rosenwald Loftus Group at Merrill Lynch Wealth Management in Doylestown, Pennsylvania. He has over 20 years of experience in the financial industry, most of which has been with Merrill Lynch. Daniel works closely with clients on various financial areas including college education planning, family wealth management, endowments, foundations, non-profits, legacy planning, retirement income, and socially responsible investing. Daniel holds a Bachelor's degree in Finance from the University of Scranton and earned his MBA from LaSalle University. He has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor (CRPC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), among others. He is an active member of professional organizations such as the Bucks County Estate Planning Council and serves on the Doylestown Township Bike & Hike Committee. Residing in Doylestown with his wife Ellen and their three children, Daniel is involved in the community through the Doylestown Athletic Association. He enjoys an active lifestyle including running, biking, golfing, swimming, and coaching youth sports teams.

Matthew Ebbecke is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation for nine years and has been involved with Stephen B. Ebbecke and Associates since 2012, an insurance brokerage specializing in life and disability products. 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 financial planning services supported by model portfolios, third-party research, and various investment technologies.

Christopher Haring is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2019, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he is employed as a helper at Heidel Plumbing. 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, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.