Christopher Sarr is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Primerica Advisors since 2013 and has worked with Primerica Financial Services since 2002. Outside of his advisory role, he works as a public adjuster through Metro Public Adjustment, Inc. and serves as a youth soccer referee with the Eastern Pennsylvania Youth Soccer Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Andrew Kamees is a financial advisor with J.P. Morgan Securities in Doylestown, PA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Prudential Advisors and Prudential Financial. He serves as a board member of the Telford Square Homeowners Association, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jay Mitzner is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 39 years of industry experience. He previously worked at Grove Point Advisors, LLC and H. Beck, Inc. In addition to his advisory role, he operates a non-variable insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support.

Leonard Borcky Jr. is a Series 66-licensed advisor with LPL Financial in Furlong, PA, holding 25 years of industry experience. He has worked at LPL Financial since 2008 and has been affiliated with Independent Advisor Group since 2015. Outside of his advisory role, Borcky is involved in rugby officiating and education, serving as a referee and instructor with USA Rugby and regional referees organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Marc Wagner is a CFP® professional with 38 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and previously worked at HD Vest Advisory Services for nearly three decades. Wagner also operates Wagner Financial Services and is licensed as a CPA providing tax services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides a range of investment solutions, including proprietary and third-party strategies, delivered across multiple custody platforms with discretionary and non-discretionary options.

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® with 32 years of industry experience. She is currently affiliated with LPL Enterprise and has previously worked at The Prudential Insurance Co. of America, Pruco Securities, LLC, and Lincoln Investment Planning, Inc. Herrlinger holds the Series 63 designation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and a range of brokerage and insurance products delivered primarily by investment adviser representatives using research and model portfolios.

Alec Szafran is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has held positions at The Prudential Insurance Company of America, Pruco Securities LLC, biBERK Insurance, MassMutual Eastern PA, and worked in education and pharmacy sectors. 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, and a range of brokerage and insurance products, utilizing a platform that integrates adviser programs with financial product sales.

Sean German is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Lord Abbett for 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Stephen Kidron is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked within Wells Fargo’s clearing and advisory divisions from 2013 to 2023. Kidron is an investment committee member at Chestnut Hill College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Michael Carroll is a Financial Consultant at Fidelity Investments. In this role, he leads a team dedicated to helping clients and their families grow and protect their wealth while simplifying their finances. He focuses on assisting clients in taking control of their financial future to achieve more predictable outcomes. Michael has extensive experience within Fidelity Investments, having held various positions since 2018. His previous roles include Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, demonstrating a progression of responsibilities and expertise in financial management and client relations. Outside of his professional career, Michael has personal interests that include attending concerts, fitness activities, and traveling.

Michael Nunno is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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 Grove Point Investments, Grove Point Advisors, Malloy Advisors, and H. Beck, Inc. Outside of his advisory roles, he is involved with several insurance-related activities. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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 financial advisor at LPL Enterprise with 17 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, Duross is involved with Comparion Insurance Agency as an insurance agent. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Aiden Baltz is a Series 66 licensed financial advisor with LPL Financial, bringing three years of industry experience. His prior roles include positions at Merrill and Banc of America Securities. He previously worked in education and healthcare before transitioning into financial services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by proprietary and third-party research.

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.