Amanda Entenberg is a Vice President and Financial Consultant at Fidelity Investments. She partners with individuals and their families to create specific financial plans tailored to their unique situations by understanding their preferences and objectives. Amanda combines her dedication to planning with the resources available at Fidelity to pursue success aligned with her clients' goals. She has been with Fidelity Investments since 2017, progressing through roles including Relationship Manager, Investment Consultant, Financial Consultant, and currently Vice President Financial Consultant. Prior to joining Fidelity, Amanda worked as a Financial Advisor at Raymond James from 2015 to 2017.

Anthony Hasen is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Wells Fargo Clearing in 2022. He serves as a board member of the General Church of the New Jerusalem in Bryn Athyn, PA, where he evaluates the performance of the church’s investment advisor against its investment policy statement. 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 investment policy statement-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cornell Fields is a Financial Consultant at Fidelity Investments, where he has been working since 2021. He focuses on partnering with clients to develop, design, and implement financial plans dedicated to their long-term financial goals. His approach involves empowering individuals and families to utilize their finances to work toward what is most important to them. Before joining Fidelity Investments, Cornell served as a Senior Retirement Consultant at Prudential Retirement from 2015 to 2021. Prior to that, he was a High Net Worth Relationship Manager at Vanguard from 2011 to 2015, and a Financial Advisor at Merrill Lynch from 2007 to 2009. Throughout his career, he has built meaningful relationships with clients and combined his expertise with the resources of his employers to help clients move towards their financial goals.

Patrick Seiler is a CFP® credentialed financial advisor with Raymond James & Associates in Newtown, PA, bringing 30 years of industry experience. He has been with Raymond James & Associates since 2011 and has regulatory experience with FINRA dating back to 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering a range of financial planning, advisory, and consulting services supported by extensive research and multiple portfolio management styles.

Debra Sood is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group, Inc. for six years before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Michael Haberman is a financial advisor with UBS Financial Services in Newtown, PA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates as both a broker-dealer and investment adviser, offering a range of services including discretionary portfolio management and futures commission merchant activities.

Michael Reilly is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Cantella & Co Inc for 20 years. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary and third-party models, tailored to client objectives with both discretionary and non-discretionary options.

Steven Griffiths is a Senior Financial Advisor with over 20 years of experience in financial services, currently serving within Merrill Lynch Wealth Management. He specializes in helping clients develop personalized wealth management strategies that address a comprehensive range of financial needs. Steven's expertise encompasses executive compensation, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, as well as retirement income planning. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. Steven earned his Bachelor's Degree from the University of Richmond. In addition to his professional work, Steven enjoys fishing, running, skiing, swimming, and spending time with his family.

Tad Moses is a Planning Consultant at Fidelity Investments, where he collaborates with a team of financial advisors to assist clients in building and achieving their financial goals. His role focuses on planning support and fostering ongoing relationships to guide clients toward personalized financial success. He has been with Fidelity Investments since 2015, progressing through roles as Relationship Manager and Senior Relationship Manager before becoming a Planning Consultant in 2020. Prior to Fidelity, Tad worked as a Financial Advisor at VALIC and Raymond James, gaining experience in financial advisory services. Outside of his professional work, Tad enjoys baseball, social events with friends, hiking, music, parenthood, and tennis.

William Quaglio is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Primerica Advisors since 2014 and has additional roles in multiple school districts including Parkland, Southern Lehigh, Allentown, and Salisbury Township. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Barry Gessner is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include over two decades at Securities America Advisors, Inc. and its affiliates. Outside of his advisory work, he serves as President and majority shareholder of X-Pando Products Company, Inc., and is a volunteer committee member on the investment committee as well as a board director for Frankford Friends School, a private non-profit institution. OSAIC serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations through a network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and wrap programs.

Nicholas Hill is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in serving high-net-worth individuals and multi-generational families. With nearly 15 years of experience in financial services, he focuses on delivering tax-efficient strategies, estate planning, executive compensation, and legacy planning. Nicholas works closely with clients and his team to develop customized approaches that address retirement, education, liability management, and portfolio management, aiming to simplify complex financial decisions and enhance clients’ financial and emotional wellbeing. Nicholas earned a Bachelor of Science degree in Business Management from James Madison University, concentrating in Human Resources and minoring in English. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Personal Investment Advisor (PIA) credential. Throughout his career, Nicholas has emphasized client-centric service, following a family tradition of prioritizing clients’ best interests and fostering long-term relationships. Outside of his professional responsibilities, Nicholas is involved with the YMCA of Bucks and Hunterdon County. He enjoys spending time with his family, watching the Philadelphia Eagles, boating, playing golf and ice hockey, as well as relaxing at the family’s home on Long Beach Island.

Cheryl Berry is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Thrivent and its affiliates since 2017. Prior to her advisory role, she worked as faculty in the dental hygiene clinic at Montgomery County Community College, where she taught clinical skills. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions under a consolidated billing option called “WealthPlan.”

Kalpesh Patel is a financial advisor with Charles Schwab in Horsham, PA, holding CFP® and CFA® designations and bringing 20 years of industry experience. His prior roles include positions at Northwestern Mutual, Morgan Stanley, and Barclays Capital. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized custody and order-routing services.

Justin Rodda is affiliated with LPL Enterprise and holds a Series 66 designation. He has prior experience working at Glasbern, Moravian University, EdgeOne Property Services, and Northwestern Lehigh High School. 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, consulting, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products.

J. Michael Seymour is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 32 years of industry experience. He previously worked for Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Seymour is also the owner of UNI Private Wealth Strategies, a sole proprietorship that provides insurance and fixed annuity recommendations and monitoring. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and uses various portfolio construction and management tools supported by multiple advisory platforms.

Casey Startzell is a CFP® professional with 13 years of industry experience. He is currently with Osaic, having joined in 2023 after 11 years at FSC Securities Corporation. Outside of his advisory role, he owns STARTZELLGROUP LLC, a tax preparation service for individuals, families, and small businesses. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services and employs various tools and third-party solutions to construct and manage portfolios across asset classes on both discretionary and non-discretionary bases.

Jodi Banks is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with PFS Investments, Inc. since 2010 and Primerica Financial Services since 2009. Outside of investment advisory roles, she is involved in sales of home security and automation products through affiliated companies and operates a separate business, Jodi Banks, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Samuel Griffiths IV serves as a Senior Financial Advisor for The Griffiths Group at Merrill Lynch Wealth Management. He advises high net-worth individuals on wealth accumulation and wealth preservation. Additionally, he consults with business owners and corporations on liability management and retirement plan services. Mr. Griffiths began his financial career in commercial banking in 1985. Prior to joining Merrill Lynch Wealth Management in 1998, he was a Principal with Griffiths-Schreiber & Company, an employee benefits consulting firm. As a Portfolio Manager, he manages personalized and defined strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He is a graduate of Villanova University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Mr. Griffiths and his wife Kelly support organizations including the Fox Chase Cancer Center, First Book, and the Central Bucks Family YMCA.

John Derosa is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2010. He holds Series 63 and Series 65 licenses and serves as a trustee of a life insurance trust. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering a range of advisory and capital markets services through a large network of financial advisors.