Jackson Piombino is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His background includes roles outside finance at various companies and educational institutions, alongside ongoing involvement with A Modo Mio for three years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Bradley Thomas is a financial advisor with LPL Financial who holds CFP® and ChFC® designations and has nine years of industry experience. His prior roles include positions at Bank of America and Merrill, as well as service in the United States Marine Corps. Outside of his advisory work, he owns a party rental business called Keystone Bounce. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary research and third-party strategies, supported by technology tools for operational and research purposes.

Daniel Foy is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 34 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 approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from the Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Adam Older is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entity since 2011. Outside of his advisory role, he instructs students in Shotokan Karate and Aikijujitsu and is involved in promoting healthier lifestyles through a business assisting clients with weight loss and habit formation. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm employs a centralized service team that collaborates with advisors to produce customized Recommendation Reports and manages a distinctive investment approach incorporating affiliated product options.

Hunter Bentz is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His background includes positions at The Prudential Insurance Company of America, Pruco Securities LLC, Orrstown Bank, and various roles during his time at Penn State University. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Hugh Cameron is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 31 years of industry experience. Prior to joining Cetera in 2019, he worked at BB&T Securities and BBTIS. He is a partner and executive vice president at JBC Companies, focusing on strategies for fixed insurance, and serves on the board for strategic growth and planning at Vista Marketing Partners. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated managers.

Anthony Bagonis Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Royal Alliance Associates since 2018 and previously spent two years at Signator Investors. Outside of advisory roles, he is a commissioned Notary Public in Pennsylvania. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with various portfolio management options and supports both retail and institutional clients.

Joseph Saskiewicz is a CFP® and ChFC® with 45 years of industry experience. He is currently affiliated with Cetera and has previously worked at Voya Financial Advisors and operated his own firm, Saskiewicz and Associates, since 1969. He serves on the finance committee of St Andrew Church and owns a tax preparation business. Cetera Investment Advisers LLC provides a broad range of services through a nationwide network of independent advisors, serving individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management options, financial planning, and access to third-party managers across multiple program structures and custodial relationships.

Nicholas Attanasio is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses. He has been with LPL Enterprise since 2026 and previously worked at BlackRock from 2021. Outside of finance, his background includes roles at Johnson & Johnson and AmerisourceBergen, as well as experience in education and the restaurant industry. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment implementation is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Michelle Tauber is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Raymond James in 2019, she worked at Kappa Publisher Services and Rodale Inc. for 28 years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using advanced analytical tools and maintains unique affiliations supporting municipal and public finance work.

Ricky Whitmire Jr. is a financial advisor with LPL Financial in New Britain, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Cuna Mutual Group, CUNA Brokerage Services, Inc., and PNC Wealth Management. 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.

Shannon Brown is an advisor with LPL Enterprise holding a Series 66 designation and has been in the industry since 2025. Prior to joining LPL Enterprise, Brown worked at P.F. Chang's China Bistro, Inc. and has educational experience from Chestnut Hill College and the University of Delaware. Outside of financial advising, Brown is involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, primarily offering access to third-party portfolio managers and insurance products through affiliated entities.

Jason Paladino is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent nine years at Merrill. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

John Northrop is a CFP®, ChFC®, and Series 66-licensed financial advisor with 10 years of experience at Edward Jones in Lansdale, PA. He has been with Edward Jones since 2016. Outside of his advisory role, he is president of Northrop Diversified, LLC, an investment company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, including access to separately managed accounts and affiliated mutual funds.

Michael Hudson is a financial advisor with LPL Financial in Lansdale, PA, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including prior roles at Nationwide and MSI Financial Services. Hudson is also involved in fixed insurance product sales as an agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Bradley Foose is a financial advisor with LPL Enterprise and holds a Series 66 designation, bringing four years of industry experience. Prior to joining LPL Enterprise, he held roles at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command entities. He also served in the U.S. Army from 2008 to 2022. Outside of advising, he manages a beach house rental business. 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’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers financial planning alongside access to third-party asset managers and insurance products through affiliated entities.

Thomas Kanyok is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Waddell & Reed Inc and Allspring Funds Management, LLC. He is also the owner of Restore Hyper Wellness, a wellness spa business. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through various platforms and provides access to third-party advisers and proprietary model strategies.

Bradley Knecht is a financial advisor at Edward Jones in Quakertown, PA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Brian Larkin is a financial advisor with LPL Enterprise, holding the Series 63, 65, and 66 credentials and over 10 years of industry experience. His prior roles include positions at MassMutual, New York Life, and Unum Group/Colonial Life. Outside of his advisory work, he has been involved as a sports referee since 2013 and has coaching experience in sports and fitness. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach leveraging portfolios developed by LPL’s Research Department and third-party strategists, while also facilitating access to financial planning, asset managers, insurance products, and affiliated services.

Janna Lutz is a financial advisor at Edward Jones with five years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Commonwealth Financial Network, Paragon Strategic Wealth, and Raymond James Financial Services Advisors, Inc. Outside of finance, she has worked with CHI St. Alexius Health Williston and The Williston Area Chamber of Commerce. 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 managed solutions, supported by a large network of advisors and branch offices nationwide.