William Mckinley is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Raymond James in 2024, he operated W Mckinley & Associates LLC and worked at Mutual Securities, Inc. for over a decade. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Dennis Cooney is a CFP® with 33 years of experience in the financial industry. He is currently with Wells Fargo Advisors in Doylestown, PA, having been with affiliated Wells Fargo entities since 2009. Cooney also owns Dennis Cooney Consulting, LLC, a separate business focused on investment-related activities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Barbara Rowens is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at IC Advisory Services, Inc. and The Investment Center, Inc. Additionally, she has a long tenure with the School District of Philadelphia spanning over five decades. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party providers.

David Carothers is the Senior Resident Director and Financial Advisor at the Merrill office in Doylestown, PA. Since joining Merrill Lynch Wealth Management in 2006, David has served in various leadership roles, including management positions in Princeton and Philadelphia. He maintains a dual role focused on assisting clients and advisors in creating realistic paths toward meaningful financial objectives, employing a planning-based approach that prepares clients for both expected and unexpected financial events. David earned a Bachelor’s degree in Business Administration with a concentration in Finance and a minor in Information Technology from Monmouth University. He holds the Personal Investment Advisor (PIA) designation. His client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, and socially responsible and values-based investing. David emphasizes understanding each client's goals and pursues them with simplicity and transparency. Outside of his professional responsibilities, David facilitates charitable and fundraising events in the community and supports a local animal orphanage. He enjoys outdoor activities such as fishing—fly fishing, freshwater, and saltwater fishing—boating, hiking, and playing sports. He also enjoys cooking and spending time on new adventures with his wife, Lauren, and their two daughters.

Brett Osborn is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked previously at National Comfort Products, State Farm, Giant Fitness, and Kutztown University. Outside of advising, he is involved in tax preparation and administrative work with Penn Wealth Accounting Group. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Thomas Percetti is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked with Equitable Advisors since 2015 and previously with Axa Advisors, LLC for five years. 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Scott Marshall is a CFP® professional with 29 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. He has held roles at Cambridge Investment Research Inc since 2002. Marshall is a board member of the Lenape Valley Foundation in Doylestown, PA. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base that includes individuals, pension plans, charitable organizations, trusts, and other retirement sponsors. The firm offers a range of investment approaches through independent Financial Professionals, including proprietary models and access to outside strategists.

Richard Lepard is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and possessing one year of industry experience. His prior work includes roles at PFS Investments Inc. and multiple positions at Corelogic, Inc., as well as stints with Ice Mortgage Technology and Black Knight. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with thousands of advisors and over $15 billion in assets under management, delivering advisory services through model-based investment strategies managed by unaffiliated asset managers.

James Korman is a financial advisor with LPL Enterprise, holding a Series 66 credential and beginning his industry career in 2025. He has experience teaching at Lafayette College and involvement with Kreyco Educational Services, a language learning network. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, and third-party asset management, combining adviser programs with sales of financial products including insurance through an affiliated agency.

Gracelyn Paul is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses. She has been in the financial services industry since 2025, with prior experience at PFS Investments Inc. and Primerica Financial Services. Outside of finance, she has been involved with Olive Oil Etcetera since 2016. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by unaffiliated asset managers. The firm operates nationally with approximately 3,948 advisors and $15.5 billion in assets under management.

Lauren Dale is a financial advisor with Fidelity, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. She has worked with Strategic Advisers and Fidelity Investments since 2000 and Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Gerald Woolf III is affiliated with LPL Enterprise and holds a Series 66 designation. He has professional experience beginning in 2026 and previously worked at Saint Joseph's University from 2015 to 2018. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

John Ortolf is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Wells Fargo Advisors in Doylestown, PA since 2016. Outside of his role at the firm, he holds a majority ownership in JK Partners LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce. Advisors use Wells Fargo's research and tools to develop tailored recommendations that clients may implement through various brokerage or advisory programs.

Emily Fernberger is a financial advisor at Raymond James & Associates with 24 years of industry experience. She previously worked at Citizens Securities, Inc. for 13 years before joining Raymond James in 2020. Fernberger holds Series 65 and Series 66 licenses. She serves on the board of directors for the Mount Sinai Cemetery Association. 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, institutions, charitable organizations, and public entities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Christina Mcquade is a financial advisor with LPL Enterprise in Warrington, PA. She holds a Series 66 designation and has been with LPL Enterprise since 2026. Her prior experience includes roles at Ridgetop Corporation, DeSales University, Norther Valley Old Tappan High School, and Norwood Public School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Beth Zucker is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling over 17 years within the Wells Fargo organization. Zucker holds ownership in Invictus Wealth Management and acts as a trustee for several retirement plans associated with that firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools, with an emphasis on planning engagements that are typically discrete rather than ongoing.

Christopher Cronin is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their financial situations and goals. He focuses on helping individuals and families simplify their financial lives, develop comprehensive plans, and monitor those plans as circumstances evolve. Prior to joining Fidelity in 2023, Christopher was a Financial Solutions Advisor at Merrill Lynch Bank of America from 2019 to 2023. His experience includes partnering with clients to create and execute financial strategies tailored to their needs. Outside of his professional work, Christopher enjoys camping, football, golf, and hiking.

Jeffrey Mc Elhaney Jr. is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where he has worked since 2009, accumulating 16 years of industry experience. He is based in Emmaus, PA. Outside of his advisory role, he owns a vacation rental property in Strathmere, New Jersey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branches.

Brett Melton is a financial advisor with J.P. Morgan Securities in New Britain, PA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, Lincoln Financial Group, and Citizens Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering comprehensive advisory and brokerage services.

Tylor Flebbe is a financial advisor at Wells Fargo Advisors with Series 66 registration and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Ameriprise Financial Services, LLC and held roles at The Pennsylvania State University as well as positions in retail and food service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet net-worth requirements. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop client recommendations.