Edward Farley is a financial advisor with Wells Fargo Clearing in Doylestown, PA. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. Farley has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Anjali Khatwani is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Long Ridge Partners and has experience in various roles including at Penn State Recreation Center and Isaac Newton's Bar and Grill. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of advisory roles with a focus on systematic methodologies and long-term asset allocation.

Martha Harding is a financial advisor at UBS Financial Services with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS and its predecessor, Painewebber Inc., since 1989. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to customize financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Gregory Miller is a financial advisor with UBS Financial Services in Newtown, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he walks dogs for their owners on weekends. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm operates across brokerage, advisory, and futures commission merchant capacities, providing a broad range of capital markets services and wealth management solutions.

Victoria Lilley is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Thrivent and its affiliates since 2006. Outside of her advisory role, she is a partner in Lilley Roesinger LLC, a pass-through entity managing business expenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics, with an option to combine planning with managed accounts under a consolidated billing structure.

Lida Rogers is a Financial Consultant currently working at Fidelity Investments, where she has been since 2020. She has held roles as a Planning Consultant and Investment Consultant before assuming her current position in 2024. Prior to joining Fidelity Investments, she worked as a Financial Solutions Adviser at Merrill Lynch from 2017 to 2020. Throughout her career, Lida has focused on partnering with clients to develop financial plans that align with their individual goals and preferences. She emphasizes understanding clients on both personal and professional levels to build trust, which she considers fundamental in financial advisory relationships. Her approach involves helping clients develop, implement, and maintain sound financial strategies. Outside of her professional responsibilities, Lida has personal interests that include baseball, biking, gardening, traveling, yoga, and exploring culinary experiences.

Kenneth Welsh is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Smith Barney. He serves on the finance committee of Neshamony United Methodist Church, assisting with budget and fund distribution matters. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to deliver tailored recommendations.

Jonathan Sharaf is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo since 2009, including his current role since 2016. 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 IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Michael Rochonchou Jr. is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at American Portfolios Financial Services, American Portfolios Advisors, Haddon Planning, and BCG Securities. 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 wide range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Garret Quallet is a Financial Consultant currently employed at Fidelity Investments. In this role, he works with individuals and families to develop personalized strategies to grow and protect their wealth. Garret has experience in financial planning and investment consulting, with a focus on creating strategies grounded in logical and sound principles that prioritize long-term goals. He has held various positions at Fidelity Investments since 2023, including Financial Services Representative, Relationship Manager, and Investment Consultant. Outside of his professional work, Garret has interests in baseball, comedy, fitness, football, and reading.

David Forscht is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2022. Prior to this, he was affiliated with Primerica Financial Services from 2019. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through a model-driven investment approach supported by third-party asset managers and custodial services.

Leah West is a financial advisor with LPL Financial in Lambertville, NJ, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She previously worked at Cadaret, Grant & Co. Inc. for 20 years and has been affiliated with Rivertown Financial, LLC since 2016. In addition to her advisory work, she facilitates estate planning as a home-based activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms, supporting investment strategies through a broad network of advisors.

Duncan Reed is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He has prior experience at DeVry University and has been affiliated with Gwynedd Mercy University since 2010. Edward Jones is a full-service wealth management firm with approximately $1.01 trillion in assets under management, serving individual and institutional clients through a large network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Schleicher is a financial advisor with LPL Financial in Warminster, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Cuna Mutual Group, CUNA Brokerage Services, Inc., and PRUCO Securities, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives.

Ryan Harrison is a financial advisor with Ameriprise in Levittown, PA, holding a Series 66 designation and nine years of industry experience. He worked at Merrill from 2015 to 2021 before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

Donovan Stuard is a financial advisor with LPL Financial in Newtown, PA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at McDermott Investment Services, Merrill Lynch, and as an instructor at Widener University and Bethlehem Catholic High School. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and technology tools to support advisors and clients.

Adam Gladstone is a CFP® professional with 25 years of industry experience. He has worked at LPL Financial since 2016 and previously held positions at VOYA Financial Advisors and Global One Financial Services. In addition to his advisory work, he is involved in tax preparation and accounting through his role at Global One Financial Services. 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 and access to third-party asset management programs, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Michael Pulcini is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and has been in the industry since 2025. Prior to his current role, he worked at Deloitte Consulting LLP for three years. He is also involved in outside insurance sales as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning supported by firm-approved analytical tools.

Howard Lashner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and also operates Lashner Financial Group. Outside of his advisory work, Lashner is an author and serves as a consultant for American Fence Systems. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities while maintaining oversight of its investment models.

Bradley Bishop is a financial advisor with LPL Financial in Harleysville, PA, holding the Series 63 and Series 65 designations and bringing 11 years of industry experience. His prior work includes seven years at Next Financial Group, Inc. and three years at NEXT Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across multiple platforms.