Geoffrey Japchen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2020. He is also involved with the organization Hope for Separated Husbands. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Darrell Collins is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including BNY Mellon and Chubb Inc. Outside of advising, he is involved in the sale of home security and automation products through an affiliate of Primerica. Primerica Advisors serves primarily individual investors as well as corporate and charitable clients, managing approximately $15.5 billion in assets through a wrap-fee asset management program. The firm delivers advisory services via model-driven strategies supported by third-party asset managers and provides custody and trade execution through Pershing.

Marcus Respes is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes positions at Alutiiq LLC and Marquee Restoration, among others. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Joseph Romanoski is a financial advisor with Wells Fargo Clearing in Lansdale, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes 17 years at Ameriprise Financial Services, Inc. and Ameriprise Advisor Services, Inc. He serves as a power of attorney for his spouse and co-executor for his mother, both involving investment-related responsibilities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with a large network of advisors.

Christian Aguirre is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been advising clients since 2004 and is a Founding Partner of the Aguirre Jankowski Group. Christian specializes in comprehensive wealth and investment strategies for private clients, corporations, and small institutions, focusing on total asset management and disciplined portfolio construction. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered Retirement Planning Counselor (CRPC). Christian earned his Associate's and Bachelor's degrees from the University of Phoenix and a High School Diploma from PCC. His advisory process involves a thorough assessment of clients' financial situations and goals to develop customized strategies across retirement readiness, education funding, estate planning, and more. Christian is involved in various community organizations, including Doylestown Borough Parks & Rec, Shriners Hospital, and Pine Run Retirement Community. He also participates in professional organizations such as the Freemason Society, Boy Scouts of America, St. Jude Children's Research Hospital, and the Children's Fund. Christian lives in Furlong with his wife, Ahliea, and their two children, Sebastian and Isabella.

Nathan Klevit is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior work includes roles at Bank of America, Merrill, E*TRADE Capital Management, Valic Financial Advisors, and The Vanguard Group. Outside of finance, he is self-employed as a DJ with The Pros Disc Jockeys. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Matthew Pruitt is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined ten years. Outside of his advisory role, he serves as an adjunct professor in the MBA program at Delaware Valley College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and public entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Patrick Dill is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Commonwealth Financial Network, American Portfolios Financial Services, and Hartford Funds Distributors. Outside of his advisory work, he serves as CEO of Dill Wealth Management LLC and is involved with Aucoin Wealth Management as a financial advisor and director of strategy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA employer advisory consulting.

Frank Policare is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial for 19 years before joining Ameriprise in 2022. Outside of his advisory role, Policare serves on the boards of the New Hope Historical Society and Bucks County Playhouse. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Samantha Brace is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2014, progressing through various roles including Assistant Branch Leader, Team Leader in Workplace Planning and Advice, and Senior Trading Specialist among others. Her professional experience encompasses leadership in client services, workplace planning, and financial representation. Throughout her career at Fidelity Investments, she has focused on supporting associates to reach their potential and assisting clients with planning for long-term financial well-being. Outside of her professional responsibilities, Samantha engages in activities such as family activities, parenthood, reading, and traveling.

Emily Frenzel is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, providing a broad range of capital markets and wealth management services.

Lida Sosinski is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary fundamental research, quantitative analysis, and algorithmic methods. The firm also serves registered investment companies and offers a range of discretionary and non-discretionary advisory services.

Daniel Cooney Jr. is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent 17 years at Jakks Pacific Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Brian Mckeon is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary options, with a broader range of investment products than typical institutional advisers.

Daniel Melville is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where he has worked since 2014. He has 13 years of industry experience and holds a Series 66 license. Outside of his advisory role, he serves as a volunteer firefighter and vice president at the Perkiomen Township Fire Company and is involved as treasurer and investment committee member for the Iota Epsilon chapter of the Pi Kappa Phi fraternity. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and custody platforms.

Abigail Stroka is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served as an Investment Consultant and Investment Solutions Representative at Fidelity Investments, gaining experience in various facets of financial advising from 2023 to 2025. Her career began as a Financial Advisor at Equitable Advisors in 2021, followed by a role as a High Net Worth Service Associate at Fidelity Investments in 2022. In her approach to financial consulting, Abigail focuses on developing personalized plans tailored to each client's unique needs, risk tolerance, and financial goals. She emphasizes building lasting relationships founded on trust, respect, and honesty to support clients in achieving their financial objectives. Outside of her professional work, Abigail enjoys cooking and baking, fitness activities including running, hiking, and yoga, and spending time with her pets.

Harvey Samachson is a financial advisor with Edward Jones in Newtown, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Dynamic Wealth Advisors for six years and Wells Fargo Advisors LLC for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as its offerings that include discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Gabriel Madnick is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Topstep and Foundera Beauty AI. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm typically uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Torey Laferney is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked with several companies including Red Bull Distribution and American Electrical Testing. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Matthew Delzingaro II is an advisor at LPL Financial with Series 63 and Series 65 credentials. He has been in the industry since 2025, previously working at the Andrew Hoff Agency. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.