Kyle Farley is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior experience includes roles at GWN Securities, KADES-MARGOLIS, and Lincoln Financial Distributors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Mark Roussey is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at POWER Engineers for seven years. Based in Phoenixville, PA, Roussey has been with Equitable Advisors since 2021. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s advisory approach involves assessing client risk tolerance and matching clients with program models or discretionary managers, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Andis Madani is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and has two years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities Inc, and Prudential Insurance Company of America. He also has ongoing outside employment at La Volgia Italian Restaurant. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Kellan Ward is a financial advisor with LPL Enterprise, holding a Series 66 license and one year of industry experience. Prior to joining LPL Enterprise, he worked in various roles including employment in the catering industry. He is involved with 12th Street Catering as an outside business activity. LPL Enterprise, LLC serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, brokerage, and insurance services.

Jerry Gross is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked at Grove Point Investments, LLC and Grove Point Advisors, LLC since 2021, and H. Beck, Inc. from 2016 to 2021. Outside of his advisory work, Gross serves as president of a local networking group and is vice president of the social committee at Adelphi Lodge. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing a range of portfolio construction tools and access to third-party money managers across multiple investment platforms.

Eugenia Ritvin is a financial advisor with Primerica Advisors in Doylestown, PA, holding Series 65 and Series 63 credentials and 12 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. In addition to advising, she receives non-investment related compensation for referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers advisory services through model-delivery strategies managed by unaffiliated asset managers.

Steven Samlin is a financial advisor with LPL Enterprise LLC and holds Series 66 and Series 63 designations. He has 15 years of industry experience, including 11 years with Farmers Financial Solutions and ongoing affiliation with Farmers Insurance Group. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning and consulting services.

Michael Charpentier is a Financial Consultant at Fidelity Investments, where he has been employed since 2003 in various roles. He has held positions including Financial Consultant since 2013, Investment Representative from 2011 to 2013, Service Delivery Manager from 2008 to 2011, and several specialist roles related to retirement investment and defined contribution plans throughout his tenure. His experience spans over two decades at Fidelity, focusing on wealth planning and assisting clients in working toward their financial goals. He emphasizes strategies tailored for all styles of investors within the Fidelity framework. Outside of his professional responsibilities, Michael's personal interests include bowling, attending concerts, playing golf, and music.

Riley Fantozzi is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Bausch + Lomb and has a background that includes roles at Arizona State University and in education with the Pennridge School District. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on model portfolios and governance.

Ryan Harris is a financial advisor with Merrill in Blue Bell, PA, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has been with Merrill since 2009 and recently began working with Bank of America in 2026. Outside of advising, he is the sole owner of a rental property in Feasterville, PA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jesse Brookreson is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as a finance committee member for St. Robert Bellarmine Roman Catholic Church in Warrington, PA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a broad range of portfolio management styles.

Brian Hines is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with Cambridge since 2010. Outside of his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of independent financial professionals, offering a range of portfolio management options and proprietary as well as third-party strategies.

Scott Brong is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Ellen Robinson Gunder is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. 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, model portfolios, third-party asset management, and institutional platforms.

Erica Wadel is a financial advisor at Ameriprise with 32 years of industry experience. She previously worked for RiverSource Distributors Inc for 12 years before joining Ameriprise in 2024. Erica holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she is involved as an insurance specialist with both Ashford Wealth Advisors and TruSpire Wealth Advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Alan Good is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, with prior experience at APW Capital and Kistler Tiffany Advisors. Outside of his advisory role, he is involved in independent insurance brokering, working with multiple carriers on life, disability, and long-term care insurance products as well as group health benefits through various brokerage firms. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ryan Johnson is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked for Raymond James & Associates Inc and Bank of America, N.A. prior to his current role. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Smith is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles within Fidelity Investments, including Investment Consultant from 2022 to 2023 and Investment Solutions Representative from 2021 to 2022. Prior to his tenure at Fidelity, Christopher was a Financial Consultant at Equitable Advisors from 2018 to 2021. In his role, Christopher partners with individuals and their families to develop and implement comprehensive financial plans tailored to their unique situations and goals. He focuses on helping clients make informed financial decisions to pursue their objectives and achieve financial freedom. Christopher values continuous learning and growth through his interactions with clients.

Stephen Kolodij is a financial advisor at Cetera with 19 years of industry experience and holds the Series 66 designation. He previously worked at Voya Financial Advisors and Cetera Wealth Services before joining Cetera in 2023. Outside of his advisory role, he serves on the audit and nominating committee of the Ukrainian Engineers' Society of America, acts as membership chairman for the Tryzub Ukrainian American Sports Center, and has worked as a machine inspector assisting voters in Philadelphia County. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of program options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary accounts.

Daniel Loftus is a Senior Financial Advisor and Portfolio Manager with the Lewis Rosenwald Loftus Group at Merrill Lynch Wealth Management in Doylestown, Pennsylvania. He has over 20 years of experience in the financial industry, most of which has been with Merrill Lynch. Daniel works closely with clients on various financial areas including college education planning, family wealth management, endowments, foundations, non-profits, legacy planning, retirement income, and socially responsible investing. Daniel holds a Bachelor's degree in Finance from the University of Scranton and earned his MBA from LaSalle University. He has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor (CRPC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), among others. He is an active member of professional organizations such as the Bucks County Estate Planning Council and serves on the Doylestown Township Bike & Hike Committee. Residing in Doylestown with his wife Ellen and their three children, Daniel is involved in the community through the Doylestown Athletic Association. He enjoys an active lifestyle including running, biking, golfing, swimming, and coaching youth sports teams.