Mark Freilich is a financial advisor with LPL Financial in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2009. Freilich operates under the DBA DeKalb Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of advisors with access to a range of financial planning, model portfolios, third-party asset management, and institutional platforms.

Nathan Christman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and four years of industry experience. He has worked at LPL Financial and QNB Bank since 2023 and previously at PNC Capital Markets, LLC. Outside of advisory work, he is employed part-time at Target. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and technology tools.

Robert Angelo is a CFP®-designated financial advisor with over 31 years of industry experience. He is currently with LPL Financial and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he owns a small personal office condominium and operates Second Level Financial, a tax and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research tools and a broad network of over 22,800 advisors.

Brian Arrow is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at CUNA Brokerage Services, Inc. and CUNA Mutual Group since 2008, as well as Ameriprise from 2006 to 2008. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Cappiello is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise LLC, The Prudential Insurance Company of America, Pruco Securities LLC, and Ameriprise Financial Services Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Robert Musselman is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at VOYA Financial Advisors and operated his own firm, R Bruce Musselman. He is also president of Musselman Financial Solutions, LLC, a firm involved in the sale of fixed insurance, securities, and investment products. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, as well as institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Nathaniel Coleman is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2014 and 2015 respectively. Outside of his advisory role, he participates in the Financial Literacy Center of Lehigh Valley, where he educates students on the benefits of using banking services and the basics of the financial system. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Liam Di Fonzo is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC and Renault Winery. Outside of his advisory role, he is involved with Bala Financial Group Inc. as a registered representative and insurance agent, focusing on sales and marketing of securities, fixed annuities, and health insurance products. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Randy Swope is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services since 2018, as well as Lincoln Investment from 2016 to 2018. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Mckenzie Moore is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Wells Fargo Advisors in 2025, Moore worked at Charles Schwab and held positions outside the financial sector, including roles at Tommy Hilfiger, UPS, DoorDash, and staffing companies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.

Pieter Lamley is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Bank of America, Merrill, and roles in insurance and real estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

Joseph Medica is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2003. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap-fee structure as part of its investment approach.

Michael Frederick is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at firms including J Alden Associates, Triad Advisors, Wells Fargo Advisors, and Merrill. He serves as treasurer of the Upper Frederick Fire Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Sklencar is a financial advisor with Osaic Wealth, Inc. based in Plymouth Meeting, PA, holding Series 63 and Series 65 licenses. He has 43 years of industry experience, including long-term roles at FSC Securities Corporation and Physicians Private Client Group. In addition to his advisory work, he organizes and promotes a scholarship focused on healthcare authorization awareness and fundraising events. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, employing a range of investment tools and third-party platforms to construct and manage portfolios across various asset classes.

Yancy Whitaker is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he held roles at BAE Systems and USLI Insurance and was a college student. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

William Lewis is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He previously worked at Merrill and Bank of America, N.A. He serves on the Board of Trustees for Luzerne County Community College. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Leon Hart is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2002 and was employed by FedEx Home Delivery from 2006 to 2025. Outside of his advisory role, he is involved in home health care services as a home health aide on a part-time basis. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs third-party asset managers and offers a tiered wrap-fee structure, focusing on curated portfolio models rather than institutional or pension plan management.

Edward Purvis is a CFP® with 45 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 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Simon is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Simon serves as an officer and vice president at 1792 Wealth Advisors, LLC, where he is engaged in financial advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports institutional consulting and portfolio management through a large advisor network.

Leslie Benzak is a CFP® with 25 years of industry experience, currently advising at Cetera. Her prior experience includes roles at Tupelo Wealth Partners, Commonwealth Financial Network, and Lincoln Investment Planning. Outside of advising, she is co-owner of Otium Ventures, a company involved in real estate management, and also provides tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and supports both discretionary and non-discretionary accounts.