Rekha Trivedi is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a 20-year tenure at Wachovia Bank, N.A. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Evan Levitsky is a Series 66-licensed financial advisor with LPL Enterprise, based in Warrington, PA, and has three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has worked in retail security and functions as a sports referee and coach. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate 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.

Frank Colangelo is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Inc. since 2009. Outside of his advisory role, he owns an insurance agency that sells term insurance. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers both brokerage and advisory services supported by an extensive network of advisers and utilizes various tools and third-party platforms to construct and manage diversified investment portfolios.

Elizabeth Fizell Jenkins is a Wealth Management Advisor at Merrill Lynch Wealth Management. She assists clients in managing their wealth in a manner aligned with their individual needs and values, focusing on a comprehensive approach that includes Sustainable, Responsible and Impact (SRI) investing and Environmental, Social and Governance (ESG) analysis. Elizabeth works with clients to incorporate impact investing and faith-based investing considerations into their strategies, pursuing measurable social and environmental impact alongside financial objectives. With a background that includes a 25-year career in technology and consulting, Elizabeth transitioned to financial advising to have a greater impact on individuals, families, and businesses. She holds a B.A. in Economics from the University of Virginia and has earned several professional designations including Certified Divorce Financial Analyst (CDFA), Chartered SRI Counselor (CSRIC), and Certified Private Wealth Advisor (CPWA). Elizabeth has experience working with clients navigating divorce and non-traditional family dynamics and is particularly focused on women, LGBT community members, and socially responsible investing. Elizabeth is active in her community, having served on the board of the Cancer Support Community of Greater Philadelphia and held leadership roles in various organizations including the Delaware Friends of Folk and cBridge Divorce Support. She lives in Bucks County with her husband and enjoys live music, crocheting, and attending ice hockey games.

Denise Martin is a Wealth Management Advisor, First Vice President, and Portfolio Advisor at Merrill Lynch in Doylestown, Pennsylvania. She has provided integrated wealth management and financial advice for over three decades, serving affluent individuals, business owners, and corporate executives. Denise focuses on retirement income planning and analysis, distribution options for employer-sponsored retirement plan assets, estate planning issues, and strategic investment processes. She leads a team that delivers annual in-depth strategic analyses of portfolios, considering risk tolerance, time horizon, liquidity needs, and asset allocation to support clients in pursuing their financial goals. Denise holds several professional designations, including Accredited Asset Management Specialist (AAMS®), Certified Plan Fiduciary Advisor (CPFA®), Chartered Retirement Planning Counselor (CRPC™), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®). She is a licensed long-term health care and life insurance agent, including annuities, and is a member of the Bucks County Estate Planning Council. Denise earned her bachelor's degree from LaSalle University, where she also studied in Switzerland at the University of Fribourg. She graduated from Villa Joseph Marie High School in Holland, Pennsylvania. In addition to her professional work, Denise is involved with various non-profit organizations in the Bucks County community. She enjoys biking, cooking, football, music, reading, running, spending time with her family, swimming, traveling, and yoga. Denise values meeting clients face-to-face and fostering an educational environment through webinars and in-person events to facilitate shared learning and financial growth.

Michael Landis is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo in various capacities since 2011. Landis serves as a trustee for several family investment trusts. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Gloria Mondschein is a financial advisor at Stifel with 23 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Sean Gallagher is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding a Series 66 designation and 16 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2020 before joining Wells Fargo Clearing in 2020. 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 advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Brian Lee is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 13 years of industry experience. His previous roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. He is also an agent authorized to sell health insurance commissions through Emerson Reid. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning services, and insurance products through affiliated entities.

John West is a financial advisor with Ameriprise in Doylestown, PA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory work, West is a board member of the Fanny Chapman Pool Board and owns a consulting business, 27teen Consulting, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides tailored, non-discretionary recommendations focused on sustainable income and tax-aware withdrawal strategies, leveraging the firm’s investment research and proprietary tools.

Kathleen Lansing is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously spent six years at Oppenheimer & Co Inc. and one year in a position listed as Home. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm supports advisors with proprietary research and planning tools while integrating advisory services with various financial products and referral channels.

Kevin Welsh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with additional experience at firms including Securities America and Saybrus Partners. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Michael Stockmal is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he works as a ski instructor at Blue Mountain Ski Area. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services and financial planning, managing approximately $671 billion in assets and employing over 14,000 advisors.

Tracey Herring is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked at several firms, including Morgan Stanley and Cambridge Investment Research Advisors, and has been with Wells Fargo Clearing since 2019. Outside of her advisory role, she consults for PureHaven, a company that sells nontoxic home and personal care products. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tracy Cole is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1992. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maxwell Pacentrilli is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held various roles outside the financial industry, including positions at Outback Steakhouse and Albright College. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joshua Gummo is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Cetera and has held roles at Concourse Financial Group Securities Inc, Bank of America, and Merrill Lynch, Pierce, Fenner & Smith Inc. Outside of his advisory work, he serves as an elder at Ebenezer Bible Fellowship Church and participates in development efforts for Church Extension Ministries. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform to implement various investment strategies.

Thomas Lewis is a Financial Advisor with Merrill Lynch Wealth Management. He has been working in the finance industry since completing his academic career. Thomas focuses on helping clients manage their investments and plan for retirement, combining data-driven retirement forecasting with disciplined wealth management to support informed decision-making during market fluctuations. He earned a Bachelor's degree in Business and Finance from Saint Joseph's University in 2020, where he also competed as a Division I golfer. Thomas holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) designation. His client focus areas include education planning, family wealth management strategies, managing new wealth, portfolio management services, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. In addition to his professional commitments, Thomas is involved with the Bucks County Estate Planning Committee and participates in community activities through the Bucks County Opportunity Council. After living in Arizona for several years, he moved to Doylestown, Pennsylvania, in March 2024. Outside of work, Thomas enjoys golfing, playing billiards, hiking, biking, basketball, and woodworking.

Scott Rovito is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at PNC Investments LLC for nine years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Frederick Wagner Jr. is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2020. Prior to this, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2020. He is also the Membership Chair of LeTip of Doylestown, a local networking group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services primarily through non-discretionary consulting supported by multiple portfolio management styles and affiliated research.