Susan Helm is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with LPL Financial since 2014. 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 advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to research, model portfolios, and various investment strategies.

Cristian Surdykowski is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked briefly at Janney Montgomery Scott, LLC and has experience in food retail and education sectors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage channels tailored to client goals and risk tolerance.

Joseph Azzara is a CFP® professional with 31 years of industry experience. He has worked at Wells Fargo Advisors since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2017. In addition to his advisory role, he owns Azzara Wealth Management, LLC, an independent financial practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including niche services like business-owner transition and special-needs analysis. The firm integrates advisory services with various financial products and referral channels.

Mark Roussey is a financial advisor with Equitable Advisors in Phoenixville, PA, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked for POWER Engineers from 2014 to 2021. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed TAMPs.

Andis Madani is a financial advisor with J.P. Morgan Securities in Ambler, PA, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at LPL Enterprise, Pruco Securities Inc., and Prudential Insurance Company of America. Outside of his advisory role, he has been involved in the restaurant business since 2018, managing La Voglia Italian Restaurant. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

John Frampton is a financial advisor with Raymond James Financial in King of Prussia, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James Financial since 2010 and is also involved with JEF Financial Advisors LLC, a business he owns. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis, and supports clients through various advisory and implementation pathways.

Ryan Harris is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 65 and Series 66 credentials and has been with Merrill since 2009, previously working at Bank of America, N.A. Harris owns and manages a rental property in Feasterville, Pennsylvania. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Brian Hines is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with Cambridge since 2010. Outside of his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of independent financial professionals, offering a range of portfolio management options and proprietary as well as third-party strategies.

Scott Brong is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he held positions at The Prudential Insurance Company of America and Pruco Securities LLC. 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 investment options, supported by a nationwide network of financial advisors and branch offices.

Ellen Robinson Gunder is a financial advisor with LPL Financial in Collegeville, PA. She holds a Series 66 designation and has 25 years of industry experience, including 20 years at Ameriprise and one year at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Erica Wadel is a financial advisor at Ameriprise with 31 years of industry experience. She previously worked for RiverSource Distributors Inc for 12 years before joining Ameriprise. Outside of her advisory role, she is involved as an insurance specialist with Ashford Wealth Advisors and TruSpire Wealth Advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Dudek is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include seven years at VOYA Financial Advisors and several years at Cetera Wealth Services, LLC before joining Cetera. He is also an independent insurance agent, involved in the sale of fixed insurance products and operates under Financial Independence Planning, LLC for advisory and financial planning services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supported by extensive assets under management and diverse program options.

Alan Good is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, with prior experience at APW Capital and Kistler Tiffany Advisors. Outside of his advisory role, he is involved in independent insurance brokering, working with multiple carriers on life, disability, and long-term care insurance products as well as group health benefits through various brokerage firms. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Aaron Von Alst is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He previously worked at Sei from 2005 to 2025 and has been with Cetera since 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across multiple program structures.

Jared Pinter is a financial advisor at Raymond James Financial Services Advisors, Inc. in Wayne, PA, holding a Series 66 designation and beginning his industry career in 2022. Prior to joining Raymond James, he worked at DeSales University, Target Corporation, and Boyertown Area School District. He is also an associate at Birch Run Financial LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations through comprehensive risk profiling and firm research.

Christopher Haring is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2019, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he is employed as a helper at Heidel Plumbing. 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 advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Anthony Lubrano is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory role, he serves as a trustee at The Pennsylvania State University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating mainly through LPL-sponsored solutions and a range of endorsed TAMPs.

John Kochel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a member of the vestry at Augustus Lutheran Church, is an appointed member of the Trappe Borough Zoning Board, and is a partner in a family horse breeding and training business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across a range of financial topics. The firm offers these services without discretionary trading authority and blends planning with managed accounts through a consolidated billing option called WealthPlan.

Megan Getz is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2024. Prior to this, she was employed at Freedom Credit Union for five years. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

John Ungerman is a financial advisor with Thrivent Investment Management in Pottstown, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning across a wide range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”