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.

Marisa Litwinsky is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill Lynch and Bank of America. Outside of her advisory role, she holds ownership interests in investment-related ventures including JAR Research Inc. and WMLL Research, LLC, and is a financial advisor for Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients can implement through brokerage or advisory programs on a discretionary basis.

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.

Matthew Cramer is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2013. He is also the managing principal of Cramer Management LLC, a business involved in the operation of a franchise branch. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

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.

David Viola is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold.

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.

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.

Julie Shickel is a CFP® professional at OSAIC with 28 years of industry experience. She previously worked at Woodbury Financial Services for 14 years before joining OSAIC in 2024. Outside of her advisory role, she sells homeowners and auto insurance and manages fixed annuities, term life, disability, and long-term care insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms and third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Joseph Flynn is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previous experience at Equitable Advisors and Cobham Advanced Electronic Solutions. 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 range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Alan Katz is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has previously worked at Concourse Financial Group Securities Inc and Signator Investors Inc. Outside of his advisory role, Katz serves as a past president and lifetime board member of Temple Sinai of Dresher. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, including model portfolios, third-party managers, and customized strategies.

Gary Sanson is a CFP® and ChFC® with 33 years of experience in financial services. He is affiliated with Cambridge Investment Research Advisors and has held roles at Continuity Partners Group, LLC and various insurance agencies since the late 1990s. Sanson serves as a volunteer for the Regency at Kimberton Glen Homeowner's Association. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions delivered through a network of independent financial professionals, with capabilities spanning discretionary and non-discretionary portfolio management across multiple platforms.

Theresa Weaver is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 credentials and 9 years of industry experience. She has worked at PFS Investments Inc. since 2017 and has been with Primerica Financial Services since 2016. Outside of her advisory role, she is self-employed as an HR consultant and serves as an ambassador for Plexus Worldwide. Primerica Advisors manages 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 operates at scale, delivering advisory services through a model-based approach supported by third-party asset managers and custodians.

Matthew Delgado is a Financial Advisor based in Yardley, Pennsylvania, currently working with Merrill Lynch Wealth Management. Since beginning his career with Merrill in 2019, he focuses on developing personalized financial plans for individuals and families. His approach involves strategic investment management, tax planning, estate management, and retirement planning to help clients achieve long-term financial security. Matthew holds a Bachelor's Degree from Richard Stockton College of New Jersey and has earned multiple professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, as well as sports and entertainment financial needs. Residing in Yardley, Pennsylvania with his wife Taylor, Matthew enjoys traveling, cooking, working out, as well as outdoor activities such as camping, golfing, hiking, and playing pickleball. He emphasizes connecting all aspects of his clients' financial lives to help prioritize and pursue their most important goals.