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 an advisor at LPL Enterprise with Series 63 and Series 66 designations and no prior industry experience. His work background includes roles at BlackRock, Johnson & Johnson, and AmerisourceBergen. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Michelle Tauber is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Raymond James in 2019, she worked at Kappa Publisher Services and Rodale Inc., where she spent over 28 years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, corporate, and charitable clients. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and offers programs including wrap-fee advisory services and institutional consulting.

Ricky Whitmire Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at LPL Financial since 2022 and has held positions with Cuna Mutual Group and Cuna Brokerage Services, Inc. since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to diverse model portfolios and research.

Shannon Brown is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning their advisory career in 2025. Prior to entering the financial industry, Shannon worked at P.F. Chang's China Bistro and spent time at Chestnut Hill College and the University of Delaware. Outside of advising, Shannon maintains employment outside the financial sector. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolios, third-party management, and access to a broad range of financial and insurance products via an integrated platform.

Jason Paladino is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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 who holds the ChFC® designation and Series 63 license, with 36 years of industry experience. Prior to joining LPL in 2018, he worked at Nationwide Securities, LLC and Nationwide from 2010 to 2018. He is also involved in writing and servicing fixed insurance products through activities with Highland Capital and CRUMP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and brokerage services, including model portfolios, retirement plan consulting, and participant advice programs, supported by proprietary and third-party research.

Bradley Foose is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command-affiliated firms. Prior to his financial services career, he served in the U.S. Army for 13 years. Outside of advising, he manages a beach house rental in Ocean City, Maryland. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products.

Thomas Kanyok is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His career includes five years at Waddell & Reed Inc. and ownership of multiple wellness spa businesses under the Restore Hyper Wellness brand. Kanyok is involved as an owner in several health and wellness ventures alongside his advisory role. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment implementation options, including proprietary models and access to third-party strategists, delivered through a large network of independent financial professionals.

Paul Mazurski is a financial advisor with Merrill, holding a Series 66 credential and beginning his career in 2025. He previously held positions at Bank of America and Convene, and from 2013 to 2019 he worked at Pinstripes, Inc. Outside of his advisory role, he owns a small residential handyman service, providing assistance to friends and family. Merrill, together 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 plans, corporations, and charitable organizations.

Bradley Knecht is a financial advisor at Edward Jones in Quakertown, PA, holding a Series 66 designation with eight years of industry experience. He has worked with Edward Jones since 2017 and previously spent ten years with Enterprise Holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Larkin is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. His prior roles include positions at MassMutual, New York Life, Unum Group/Colonial Life, and Crump Life Insurance Services. Outside of his advisory work, he has been a sports referee since 2013 and has also coached sports and fitness. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolios, third-party asset management, and access to brokerage and insurance products through an integrated platform combining advisory programs with sales of other financial products.

Janna Lutz is a financial advisor with Edward Jones in Red Hill, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2026, she worked at Commonwealth Financial Network, Paragon Strategic Wealth, and Raymond James Financial Services Advisors, Inc. Lutz’s background also includes roles at American State Bank & Trust Company and CHI St. Alexius Health Williston. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Malcolm Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 designations and having 24 years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously spent five years with PNC Investments. Outside of his advisory role, he owns and manages a family rental property business in Sellersville, Pennsylvania. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional clients, utilizing both internal and third-party managers.

A Krempa III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes long-term roles at Ic Advisory Services, Inc. and The Investment Center, Inc., along with ownership of Krempa Associates, Inc. He also serves as a committee member at Our Lady of the Sacred Heart Catholic Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, employing a range of portfolio management strategies and multiple platform arrangements.

Michael Babinski is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2021 before joining Merrill in 2021. 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 strategies supported by internal investment teams and third-party managers for a variety of client types, including individuals, high-net-worth clients, and institutions.

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.

Ellis Weiss is a CFP® with 25 years of industry experience, currently affiliated with LPL Enterprise since 2024. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, as well as Allstate Insurance Company. Weiss serves as a member of the East Fallowfield Township Zoning Hearing Board. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, and access to third-party asset management, combining adviser programs with a broad range of financial products and services.

Michael Kern is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having eight years of industry experience. His prior roles include positions at Lincoln Financial Group and NEXT Financial Group, Inc. He also operates a registered representative business under Porter and Guide Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.