Elona Gera is a financial advisor with Equitable Advisors in Yardley, PA, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable and its predecessor, AXA Equitable, since 2013. Outside of her advisory work, she provides Albanian interpretation services for families at medical appointments. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and third-party managers.

Elizabeth Herman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Woodbury Financial Services and Lam Financial Services. Outside of her advisory work, she is involved in financial education as a facilitator and serves as secretary for a nonprofit community event organization and an elder law legal aid nonprofit. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes firm-provided asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios.

Ryan Murray is a financial advisor with Ameriprise based in Jamison, PA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Murray serves as Treasurer for Nestlewood Estates, is a member of the finance committee at Solomon's Lodge No. 3, and holds leadership positions including Honorary Chairman of the Business Advisory Council and President of Alternative Care Concepts. He also supports local education through involvement with the Jamison Elementary Home & School Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, primarily focusing on assets held in Ameriprise Managed Accounts.

Daniel Casino is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. He previously worked at Wells Fargo Clearing from 2016 to 2019 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds ownership in Invictus Wealth Management, LLC, and serves as a trustee for its 401(k) plan. He is also a notary public in Doylestown, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Mark Maertzig is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 17 years and has been involved with Tax Aid Associates since 2002, where he provides tax preparation and accounting services. He also holds Series 63 and Series 65 licenses and performs notary and non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Paul Krumenacker Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and Wealth Advisory Services. Outside of his advisory work, he operates a lifestyle brand and clothing business. LPL Financial is an 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 model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

Pin Yao is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds the Series 66 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2000. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage services.

Keith Schwarz is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Primerica Advisors since 2000 and has been affiliated with Primerica Financial Services since 1999. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure, with an operational model that allows it to curate and oversee investment models.

Steven Ross is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ross also operates under TruMark Financial Wealth Advisors, a DBA tied to his credit union affiliation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Susan Walla is a CFP® professional with 29 years of industry experience, currently affiliated with Cetera. She has an extensive background that includes over two decades at Avantax and founded her own tax and accounting business in 1988. In addition to her financial advisory work, she serves as Treasurer and Comptroller for Chalfont United Methodist Church, managing their accounting and charitable donation accounts. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, and institutional clients through a variety of portfolio management and retirement services. The firm operates a multi-manager platform offering a range of investment strategies and program options, overseeing more than $256 billion in assets and approximately 10,000 advisors.

Stephen Cassidy is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has prior experience with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options, with financial planning structured as annual collaborative relationships that utilize firm-approved analytical tools.

James Burroughs is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to understand their individual financial situations. Utilizing the tools and resources available at Fidelity, he helps develop comprehensive strategies aimed at achieving clients' financial goals. James has a background that includes roles such as Investment Consultant at Fidelity Investments, as well as various client service positions at Vanguard from 2017 to 2022. His experience spans client care and investment consulting, providing him with a broad perspective on client needs and financial planning. Outside of his professional work, James enjoys cooking and baking, participating in family activities, maintaining fitness, watching movies, exploring outdoor adventures, and traveling.

Paul Raker is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2010. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

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.

Catherine Alexander is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2008 and also holds an executor role for a family estate. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Eric Trimble is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry and joined Merrill Lynch in November 2008. Eric works closely with affluent families, high net worth individuals, and closely-held businesses to develop customized financial strategies. His approach involves personal consultations to set quantifiable goals, prioritize client needs, and implement tailored plans using a variety of financial instruments. Eric collaborates with clients’ tax advisors and estate planning attorneys to help ensure their financial affairs are well-managed. His areas of focus include college education planning, divorce transition planning, family wealth management, retirement planning, portfolio management, small business strategies, investment strategy, tax minimization, and retirement income. Eric holds a Bachelor of Arts degree in Business Administration from Lafayette College and is a member of the Investments & Wealth Institute™. He also carries the designation of Personal Investment Advisor (PIA). In addition to his professional work, Eric is involved in his community through organizing fundraisers for the Hearing Loss Association of America.

Andrew Connolly is a CFP® professional with 12 years of industry experience. He is currently with OSAIC, having joined the firm in 2023 after nine years at FSC Securities. Outside of his advisory work, Connolly operates a tax preparation business and serves as a notary public. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various portfolio construction tools and third-party solutions to manage accounts on both discretionary and non-discretionary bases.

Brian Rogers is a financial advisor with Ameriprise in Springfield, PA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Ameriprise, he worked at Wells Fargo Clearing and Global Atlantic Financial Group. His background also includes roles in education and sports analytics. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendations that incorporate research, modeling, and tax-efficient strategies. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic tools alongside professional oversight in its retirement planning approach.

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.

Anna Kayeva is a financial advisor at Fidelity with seven years of industry experience. She has held roles at Fidelity Brokerage Services LLC since 2021 and previously worked at Merrill from 2018 to 2021. Before entering the financial sector, she was involved with Umbrella Auto Transport and studied at Penn State University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios utilizing mutual funds, ETFs, and ETPs.