Thomas Logue is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Merrill in two periods, from 2013 to 2021 and since 2022, and has also been affiliated with Lowe and Fidelity Investments. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Joseph Rowan is a financial advisor with Ameriprise based in Collegeville, PA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2015 and is also an independent football referee for youth and high school games. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Kenneth Gula is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Bestvest Investments Ltd, and Vision Financial Group. Outside of his advisory role, he owns and operates Vision Financial and Insurance Group, which provides various insurance products and financial planning services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Ernest Dimascia is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1985 and transitioned to LPL Enterprise in 2024. In addition to his advisory role, he is involved with The Warrington Insurance Group, focusing on property and casualty insurance. 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, and access to model wealth portfolios and third-party asset management, supported by an integrated platform that combines adviser programs with sales of financial products including insurance.

George Mantzoros is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds the CFP® and ChFC® designations and has worked with Prudential Insurance Company of America since 1981. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to managed portfolios through both advisory and brokerage channels.

Brian Shue is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he acts as a power of attorney for his mother. 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 advisory services. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Scott Cantwell is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with MML Investors Services since 2014 and with Mass Mutual Life Insurance Company since 2013. In addition to his advisory role, he also acts as an agent for individual life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by proprietary software and educational seminars.

Alan Hark is a financial advisor at LPL Financial with 14 years of industry experience and holds the Series 66 designation. He has been with LPL Financial since 2011 and also operates Hark & Associates P.C., providing accounting, tax, and business consulting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a wide range of advisory programs and financial planning services.

David Bilger is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Avantax and operates Bilger & Co., CPAs LLC, which offers accounting, tax, and financial services. Outside of his advisory work, he serves as president of the Upper Bucks Ski Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and custom strategies, supported by a large nationwide network of advisors.

Joanne Natale is a CFP® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. She has previously worked at Securities America Advisors, Park Avenue Securities, and Guardian Life Insurance Company. Outside of her advisory role, she is a CPA and managing partner at Proactive Tax Strategies, LLP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by a national network of investment adviser representatives.

Anthony Nicolai is a CFP® with 27 years of industry experience, currently serving as an advisor at Osaic since 2018. He previously worked for nearly two decades at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. In addition to his advisory role, Nicolai is involved as an insurance broker specializing in health and group benefits. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers, employing asset-allocation tools and multiple platforms to provide comprehensive portfolio management solutions.

Tracey Sudo is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. She has been with LPL Financial since 2010. Outside of her advisory work, she is also a licensed real estate agent with Keller Williams. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research and model portfolios from LPL Research and third-party subadvisors.

Christopher Lewis is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 38 years of experience helping clients and their families build, manage, and distribute their assets over their lifetime. Christopher focuses on areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds multiple professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned his Bachelor's Degree from St. Joseph's University, where he completed a dual major in Business Management and Finance. Christopher is a member of the Bucks County Estate Planning Council and the Central Bucks Rotary. He resides in Doylestown, Pennsylvania, where he enjoys biking, golfing, and reading. He is also engaged with his family, including his wife and three grown children.

Edward Foy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining LPL Financial in 2023, he was associated with Edward J. Foy, Minnesota Life, M & K Financial SVS, and Securian Financial Services from 1996 to 2023. Outside of his advisory work, he owns a business involved in buying and selling sports books and sports publications and serves as a member of the Parish Finance Council at Saint Genevieve Roman Catholic Church. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Stacia De Witt is a financial advisor at Ameriprise with 11 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Allstate Insurance Company, Mutual of Omaha Insurance Company, and Arkansas Community Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on retirement income strategies and tax-aware withdrawals.

Noel Wolfe is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his financial advisory role, Wolfe serves as a computer consultant for a law office and is a Sunday school teacher at Davisville Baptist Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning utilizing structured discovery processes and firm-approved tools.

James Pfister is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked for Ameriprise Financial Services, Inc. for 34 years. His career also includes brief periods at Pruco Securities LLC and Follett Ice. 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, access to model wealth portfolios, and third-party asset management solutions.

Anthony Mantellino is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, MassMutual, Fairleigh Dickinson University, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, Mantellino serves as a business manager at St Charles Borromeo Church and Our Lady of Guadalupe Church. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Fiazzo is a financial advisor with Ameriprise in Conshohocken, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Beacon Bridge Wealth Partners and Ameriprise Financial Services, Inc. He is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Makaila is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera, he worked at Financial Partners, LLC and Avantax Advisory Services. He serves as a board member of the Ebony Pearls Foundation, a nonprofit focused on scholarships, leadership development, and education for young women in Philadelphia County. Cetera Investment Advisers LLC is an SEC-registered firm offering financial planning, portfolio management, and retirement services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, and institutional accounts, and provides access to a multi-manager platform with both affiliated and third-party investment options.