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.

William Phelps is a financial advisor with LPL Enterprise, holding Series 63 and 65 credentials and over 20 years of industry experience. He previously worked at Wells Fargo Clearing and Ameriprise Financial Services, Inc. Outside of his advisory work, he owns a DJ and event emcee business and serves as a soccer referee. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers financial planning, third-party asset manager access, and other services through a network of investment adviser representatives.

Kurt Diehl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Diehl Financial Group since 2020 and has been associated with PFS Investments Inc. and Primerica Financial Services since 2007 and 2006, respectively. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on portfolio management rather than institutional pension or profit-sharing plans.

Ellis Weiss is a CFP® professional with 26 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, Allstate Insurance, and Ameriprise. Weiss serves as a zoning hearing board member for East Fallowfield Township. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Michael Kern is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Group, NEXT Financial Group, and Porter and Guide Wealth. 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, supported by a large network of investment adviser representatives.

Kaitlin Horan is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018, including her current role at Fidelity Investments since 2025. Her prior experience includes a brief tenure at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios comprised of mutual funds, ETFs, and ETPs. The firm serves a diverse client base and offers advisory roles to several registered investment companies and fund-of-funds.

Christopher Sarr is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Primerica Advisors since 2013 and has worked with Primerica Financial Services since 2002. Outside of his advisory role, he works as a public adjuster through Metro Public Adjustment, Inc. and serves as a youth soccer referee with the Eastern Pennsylvania Youth Soccer Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Andrew Kamees is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Prudential Advisors and Prudential Financial. He serves on the board of a nonprofit homeowners association in Telford, Pennsylvania. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and access to a broad range of product types through its affiliation with J.P. Morgan’s broker-dealer and banking entities.

Leonard Borcky Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2008 and also operates under Independent Advisor Group since 2015. Outside of his advisory role, he is involved in rugby officiating and education, serving as a referee and instructor for USA Rugby and regional rugby organizations. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Marc Wagner is a CFP® with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include long tenure at HD Vest Investment Services and Commonwealth Financial Network, as well as operating Wagner Financial Services. He is also a licensed CPA who provides tax services outside of his advisory work. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a variety of investment platforms and models, including proprietary and third-party strategies, with both discretionary and non-discretionary options tailored to client objectives.

Jason Peters is a financial advisor with Wells Fargo Advisors based in Washington Crossing, PA, holding a Series 66 credential and 25 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 20 years before joining Wells Fargo Advisors in 2026. Outside of his advisory role, Peters serves as president of KGM Gaming, LLC, a manufacturing and distribution business for casino equipment. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products such as banking and lending.

Ryan Mitchell is a financial advisor with Edward Jones in Perkasie, PA, holding a Series 66 designation. He has one year of experience at Edward Jones and four years of prior experience at Citizens Bank. His work history also includes roles at The Giant Company, Chick-fil-A, Tswirl Crepes, and Liberty University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Debra Herrlinger is a CFP®-credentialed financial advisor with 32 years of industry experience. She is currently with LPL Enterprise and has previously worked at The Prudential Insurance Co. of America, Pruco Securities, and Lincoln Investment Planning, Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. Its investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on access to third-party asset managers and affiliated non-securities products and services.

Alec Szafran is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and various positions outside the financial industry, including at Harrolds Pharmacy and educational institutions. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Danny Buesing Jr. is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank, Bank of America, Merrill, Citizens Securities, and Aaa. Prior to his financial services career, he was involved in carpentry and operated a chiropractic and rehabilitation center. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets and employs more than 14,000 financial advisors, offering research-driven investment strategies and a range of financial products through affiliated banks and insurance companies.

Sean German is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Lord Abbett for 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Stephen Kidron is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked within Wells Fargo’s clearing and advisory divisions from 2013 to 2023. Kidron is an investment committee member at Chestnut Hill College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Leonard Brodsky is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Commonwealth Financial Network for 19 years and operates Leonard Brodsky and Associates Inc., which he founded in 1995. Brodsky also acts as trustee for his company’s defined benefit plan and provides assistance with medical insurance claims. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm uses multiple platform arrangements and a mix of proprietary and third-party investment strategies tailored to client objectives.

Michael Nunno is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Christopher Huber is a financial advisor at LPL Financial with 32 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Grove Point Investments, Malloy Advisors, and H. Beck, Inc. 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 with flexible investment approaches, including access to third-party asset managers and customized strategies.