Thomas McBride III is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including VOYA Financial Advisors and North Penn School District. Outside of his advisory role, he is also a musician involved in local theatrical productions. Cetera Investment Advisers LLC is a nationwide independent advisor network serving individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Matthew La Sala is a CFP® credentialed financial advisor with four years of industry experience. He is currently with Mass Mutual Investors Services and has prior experience at Northwestern Mutual and Ernst & Young. He also has a teaching role at Pace University. MML Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved tools and structured, annual planning engagements.

Salvatore Mannino is a financial advisor with Edward Jones in Lahaska, PA, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Edward D. Jones & CO., L.P. since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mary Jo Webb is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked with Primerica Advisors since 2022 and previously operated her own CPA practice for 13 years. In addition to her advisory role, she owns Quakertown Tax Services, providing tax and bookkeeping services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based investment strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Danielle Tersaga is a Senior Financial Advisor specializing in wealth management, financial planning, and investment strategies for high-net-worth individuals and families. Since 2013, she has been dedicated to guiding clients through a comprehensive planning process that begins with understanding their unique situations, values, and financial goals. Danielle designs and implements customized financial plans that incorporate cash flow analysis, simulation testing, and risk management to help clients achieve optimal asset allocation and adapt their plans as circumstances change. Danielle holds a B.S. in Business and Economics with a focus in finance from Ursinus College. She has earned the Accredited Wealth Management Advisor™ and Chartered Retirement Planning Counselor™ designations from the College for Financial Planning Institutes Corp. She also holds FINRA Series 7 and 66 securities registrations, along with life, health, and long-term care insurance licenses. After spending ten years in Washington, DC, Danielle currently resides in Pennsylvania, where she enjoys exploring Bucks County with her son on weekends.

John Griffith is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity and Citizens Securities Inc. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Harriet Litz is a financial advisor at Cetera with 15 years of industry experience and a Series 66 designation. She has worked at Cetera since 2021 and previously at Voya Financial Advisors. In addition to her advisory role, Harriet is a licensed attorney specializing in estate planning, administration, and related legal services, and she occasionally serves as executor or trustee for client estates. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Rozaliya Grigoryeva is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Lincoln Financial Advisors Corporation, State Farm, and Geico. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Jeanne Helmar is a CFP® with 19 years of experience in financial advising, currently with Cetera Wealth Services, LLC and Harmony Wealth Management. She has a background that includes over a decade at Avantax Advisory Services and has worked in related accounting and tax preparation roles. Outside of her advisory practice, she serves as a committee member on the Perkiomen Township Parks & Recreation Committee and participates in the Rockstar Roller Derby league. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with diverse program options and custodian relationships.

Kenneth Gallagher Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked with Linsco / Private Ledger Corp. since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Tracy Zimmerer is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and 24 years of industry experience. Her prior roles include positions at BlackRock Investments, Horner Townsend & Kent, and Merrill. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing 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 deliver tailored financial solutions.

Edward Cleary is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent 22 years at Cencora Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and investment solutions supported by a large national network of financial advisors and branch offices.

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.

Denise Satterthwaite is a CFP®-certified financial advisor with over 21 years of industry experience. She has worked with LPL Financial since 2021 and previously spent 16 years at Waddell & Reed, Inc. and various insurance carriers. In addition to her advisory role, she is involved in tax preparation and accounting through Collegeville Tax Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and investment management solutions supported by in-house and third-party research and technology.

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.

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.