Lida Rogers is a Financial Consultant currently working at Fidelity Investments, where she has been since 2020. She has held roles as a Planning Consultant and Investment Consultant before assuming her current position in 2024. Prior to joining Fidelity Investments, she worked as a Financial Solutions Adviser at Merrill Lynch from 2017 to 2020. Throughout her career, Lida has focused on partnering with clients to develop financial plans that align with their individual goals and preferences. She emphasizes understanding clients on both personal and professional levels to build trust, which she considers fundamental in financial advisory relationships. Her approach involves helping clients develop, implement, and maintain sound financial strategies. Outside of her professional responsibilities, Lida has personal interests that include baseball, biking, gardening, traveling, yoga, and exploring culinary experiences.

Kenneth Welsh is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Smith Barney. He serves on the finance committee of Neshamony United Methodist Church, assisting with budget and fund distribution matters. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to deliver tailored recommendations.

Jonathan Sharaf is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 32 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Garret Quallet is a Financial Consultant currently employed at Fidelity Investments. In this role, he works with individuals and families to develop personalized strategies to grow and protect their wealth. Garret has experience in financial planning and investment consulting, with a focus on creating strategies grounded in logical and sound principles that prioritize long-term goals. He has held various positions at Fidelity Investments since 2023, including Financial Services Representative, Relationship Manager, and Investment Consultant. Outside of his professional work, Garret has interests in baseball, comedy, fitness, football, and reading.

David Forscht is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2022. Prior to this, he was affiliated with Primerica Financial Services from 2019. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through a model-driven investment approach supported by third-party asset managers and custodial services.

Duncan Reed is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He has prior experience at DeVry University and has been affiliated with Gwynedd Mercy University since 2010. Edward Jones is a full-service wealth management firm with approximately $1.01 trillion in assets under management, serving individual and institutional clients through a large network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Schleicher is a financial advisor with LPL Financial in Warminster, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Cuna Mutual Group, CUNA Brokerage Services, Inc., and PRUCO Securities, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives.

Adam Gladstone is a CFP® professional affiliated with LPL Financial, with 25 years of industry experience. He has worked with LPL Financial since 2016 and has been involved with Global One Financial Services since 2003. Outside of his advisory role, he is engaged in tax preparation and accounting services through Global One Financial Services and holds a non-variable insurance license. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Michael Pulcini is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and has been in the industry since 2025. Prior to his current role, he worked at Deloitte Consulting LLP for three years. He is also involved in outside insurance sales as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning supported by firm-approved analytical tools.

Howard Lashner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and also operates Lashner Financial Group. Outside of his advisory work, Lashner is an author and serves as a consultant for American Fence Systems. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities while maintaining oversight of its investment models.

Bradley Bishop is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Next Financial Group, Inc. for seven years. 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.

Scott Utterba Ck is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial LLC, BBD, LLP, and Penn Wealth Accounting Group. He serves as Treasurer on the Board of Directors for the Warrington Township Volunteer Fire Company and works as a tax preparer outside of his advisory role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Reidy is a financial advisor at OSAIC with 35 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Securities America Inc. for seven years each, National Planning Corp for five years, and held various roles at OneAmerica Securities, Cetera Wealth Services, and Hornor, Townsend & Kent. Outside of advisory work, he serves as a General Agent for Ameritas Life Insurance through OnePenn Financial Group. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and multiple management options.

Kevin McLane is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In his role, he collaborates with clients to develop personalized financial plans tailored to their specific needs, risk tolerance, and financial goals. He focuses on understanding what matters most to each client to create and implement unique strategies aimed at achieving both short- and long-term objectives. Kevin's approach emphasizes co-creating financial plans that reflect individual priorities and circumstances. Outside of his professional work, he engages in family activities and enjoys golf and music.

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.

Matthew Delzingaro is a financial advisor at Fisher Investments with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Symetra Securities, Symetra Life Insurance Company, Brighthouse Securities, and MetLife Investors Distribution Company. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that incorporates quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

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.