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 worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

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.

Owen Kelly is a CFP® professional with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His background includes prior roles at The Vanguard Group and CAPTrust, as well as involvement in academia at Susquehanna University. He is also a volunteer committee member serving as District Finance Chair in Collegeville, PA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals and utilizes multiple custody platforms and proprietary and third-party investment strategies.

Mark Kemp is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. His prior experience includes roles at National Planning Corporation and operating Kemp & Associates Retirement Services since 2002. Outside of his advisory work, he has conducted business activities related to retirement services and tax advisory through his own firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individual and institutional clients. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, supported by various technology tools and a broad network of over 22,800 advisors.

Michelle Sheridan is a financial advisor with LPL Enterprise, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 13 years of industry experience, including previous roles at Prudential Insurance Company of America and Pruco Securities, LLC. Sheridan maintains an active notary license. LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach involves model-driven portfolios and offers access to third-party asset managers and insurance products through its affiliated entities.

Matthew Lindenmuth is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Primerica Advisors since 2013 and is also involved with Safety Rail Source as an administrative assistant and serves as a middle school soccer coach at Coventry Christian School. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and Pershing for custody and trade execution.

Harry Mcwilliams is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Linsco/Private Ledger since 2005, RBC Capital Markets from 2003 to 2005, and Wells Fargo Clearing from 2002 to 2003. He operates a DBA named Granite Financial Solutions in Colmar, PA. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive advisory and non-advisory financial activities.

Mackenzie Roedel is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Prior to this, Roedel worked at Delaware Distributors, LP and Macquarie Investment Management, each for five years, and held positions at Cornell University and Lazard Asset Management. Outside of Ameriprise, Roedel manages an advisory business, Penn Wealth Planning, LLC, based in New Hope, PA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic tools overseen by specialized committees to support its retirement planning offerings.

Chloe Moore is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Fidelity Investments and has a background in performing arts, including experience as an opera singer and voice teacher. She currently serves as a soprano section leader at Doylestown Presbyterian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jeffrey Kane is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a board member of the Madison House Condominium Association in Margate, NJ. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jorge Arrisueno is a Financial Advisor with Merrill Lynch Wealth Management, where he specializes in family wealth management strategies, services for endowments, foundations, and non-profits, and tax minimization. He collaborates with a team of specialists to develop customized wealth management solutions that emphasize simplicity, tax efficiency, and access to capital, aiming to secure financial security, preserve legacies, and support generational wealth continuity. Jorge is part of the Aguirre-Jankowski Group, which provides comprehensive wealth management through a goals-based approach focusing on life events such as education, retirement, and business transitions. Their approach integrates investment strategies, lending solutions, and risk management to deliver confidence and eliminate uncertainty in clients' financial life plans. Originally from New Jersey, Jorge graduated from Ursinus College with a Bachelor's Degree in Business and Administration, concentrating in Finance and minoring in Spanish. He holds the Personal Investment Advisor (PIA) designation and is proficient in both English and Spanish. Jorge's personal interests include camping, chess, music, skiing, surfing, traveling, and spending time with his family.

Christopher Finizio is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Fidelity Brokerage Services, Bank of America, Merrill, The Vanguard Group, and M&T Bank, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research tools.

Austin Seibert is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at NEXT Financial, Inc. and Ethos Group. His background also includes roles outside finance, such as work with Temple University and the East Penn School District. 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.

Kevin Di Biaso is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, where he worked for over a decade. Outside of his advisory work, he manages a portfolio through a personal business, DiBiaso, where he holds power of attorney. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

James Mccarthy is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2007 before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.