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.

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.

William Meyer is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he held various roles at West Virginia University, Pelican Shops, Stanton Ridge Country Club, and Hunterdon Central Regional High School. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a wide network of over 22,800 advisors.

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 with Wells Fargo Advisors in Doylestown, PA, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior experience includes roles at Lord Abbett for 14 years and Morgan Stanley for 2 years before joining Wells Fargo Clearing Services, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with services spanning cash flow, retirement, education, risk, and wealth-transfer planning, among other specialized areas.

Stephen Kidron is a CFP®-certified financial advisor with 12 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023. Kidron serves on the investment committee at Chestnut Hill College. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options supported by proprietary research and tools. The firm integrates advisory services with various financial products and referral channels.

Leonard Brodsky is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He previously worked for Commonwealth Financial Network for 19 years and has operated Leonard Brodsky and Associates Inc. since 1995, where he serves as president and sole owner. He also acts as trustee for his firm’s defined benefit plan. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and deploys a variety of proprietary and third-party platform strategies.

Michael Nunno is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Doylestown, PA. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 advisors and provides both brokerage and advisory solutions.

Brian Reiss is a CFP®-credentialed financial advisor with Ameriprise, based in East Windsor, NJ, and has 32 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as Chairman of the Board of Directors for the First Presbyterian Church of Hightstown. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team that delivers tailored, research-based recommendations to support clients’ retirement income planning.

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.

Drew Barlow is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for seven years. Outside of his advisory role, Barlow co-owns Knowledge Transfer Partners Inc., a marketing and web design business operated with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Jason Duross is a ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with LPL Enterprise and has worked at Prudential Insurance Company of America since 2009. Outside his advisory role, he is involved with the Comparion Insurance Agency as a property and casualty insurance agent. LPL Enterprise, LLC 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 uses model-driven investment strategies and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Jeff Jafolla is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 66 credential and 12 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Aiden Baltz is a financial advisor at LPL Financial with the Series 66 credential and three years of industry experience. His prior roles include positions at Banc of America Securities, Bank of America N.A., and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Elizabeth Mccarthy is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and 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 approximately $671 billion in assets and provides both brokerage and advisory solutions.

Matthew Phillips is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on understanding what matters most to his clients and their families to develop strategies that pursue their financial goals. With expertise spanning general investing, retirement planning, and saving for unexpected events, Matthew takes the time to get to know his clients personally. He offers ongoing advice and guidance tailored to their evolving needs. Matthew holds a Bachelor's Degree from Kutztown University and has earned the Personal Investment Advisor (PIA) designation.

Richard Graber is a financial advisor with Thrivent Investment Management in Perkasie, Pennsylvania. He holds a Series 66 designation and has 11 years of industry experience, all with Thrivent Financial and its investment management division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning addressing a range of topics and offers a combined planning and managed-account service called WealthPlan while keeping advisory functions separate.