Brenda Bagonis Cooke is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has worked previously at Royal Alliance Associates, Signator Investors, and B & B Associates. Outside of her advisory work, she owns and oversees a short-term rental property business through Gettysburg Getaway. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, using asset-allocation tools and third-party managed account solutions.

William Bishop is a financial advisor with Ameriprise in Philadelphia, PA, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Chestnut Hill Conservancy and is involved with the GFS Advancement Committee, supporting an independent school’s annual giving efforts. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, non-discretionary advice primarily for clients with significant investable assets.

Michael Knipe is a financial advisor with LPL Enterprise in Warrington, PA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for a combined total of nine years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active sales of other financial products.

James Witner is a financial professional with five years of industry experience, currently associated with Cetera. He holds the Series 65 designation and has worked at various firms including Rosenzweig & Associates and Diversified, LLC. Witner is also involved with Van Pelt Wealth Advisors, where he conducts investment research and operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management services and operates a multi-manager platform that supports diverse investment strategies across discretionary and non-discretionary accounts.

Jeffrey Smith is a financial advisor with Ameriprise who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including partnerships in a fitness gym and a logistics company, and he serves on the boards of The Baby Bureau and St. Joseph's Preparatory School. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds, providing detailed annual recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts and uses algorithmic tools overseen by a dedicated committee.

Joseph St. Pedro is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. His prior work includes ten years at National Planning Corporation and seven years with Securities America Advisors and Securities America Inc. He is also involved in insurance sales and co-owns Pottstown Progress Group, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Johanna Walters is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1998, she has worked with C-suite executives, successful entrepreneurs, and multigenerational families, providing investment analysis, wealth management strategies, and estate planning services. Her client-focused approach aims to help individuals and families make informed financial decisions tailored to their unique needs. Johanna graduated magna cum laude from Temple University with a major in finance and business law. She holds the Series 7 and Series 66 FINRA registrations and is licensed as an agent for life, accident, and health insurance. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), among others. She has also attended the University of North Carolina. Beyond her professional career, Johanna serves as a board member of Women's Animal Center, America's first animal shelter. She also supports Wissahickon Trails in its mission for improved water quality, environmental education, and land conservation. Johanna and her husband, Brian Sweeney, reside in Blue Bell, PA, and enjoy horseback riding, skiing, and hiking.

Kenneth Del Goleto is a financial advisor at Ameriprise with 39 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions with a focus on retirement income strategies that incorporate research, modeling, and tax-efficiency analysis.

Elizabeth Herman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Woodbury Financial Services and Lam Financial Services. Outside of her advisory work, she is involved in financial education as a facilitator and serves as secretary for a nonprofit community event organization and an elder law legal aid nonprofit. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes firm-provided asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios.

David Bruno is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC since 1989. LPL Enterprise serves a diverse clientele that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a comprehensive platform combining advisory and brokerage services with access to model portfolios, third-party asset management, and a range of financial and insurance products.

Kate Hershey is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds a Series 66 designation and has worked with PNC Financial Services Group since 2006. Hershey is also a licensed employee at Fulton Bank, where she dedicates a significant portion of her time. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations.

Alfred Barbato is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC and Wells Fargo. He is also associated with TruMark Financial Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Marc Bianchi is a financial advisor with Morgan Stanley in Blue Bell, PA, holding a Series 66 designation and 23 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Aaron Tidd is a financial advisor with LPL Financial in Pottstown, PA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at The North Face and held teaching positions at Boyertown Area Senior High and Boyertown Junior High East. He is also involved with Diamond Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios and research from LPL Research and third-party subadvisors.

Barry Weller is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and Questar Asset Management. In addition to his advisory role, he owns and operates Barry Weller & Associates Inc., a tax preparation and insurance services firm. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers and managed accounts. The firm utilizes asset-allocation tools and risk assessment techniques to construct diversified portfolios across multiple investment types.

Daniel Casino is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. He previously worked at Wells Fargo Clearing from 2016 to 2019 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds ownership in Invictus Wealth Management, LLC, and serves as a trustee for its 401(k) plan. He is also a notary public in Doylestown, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Mark Maertzig is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 17 years and has been involved with Tax Aid Associates since 2002, where he provides tax preparation and accounting services. He also holds Series 63 and Series 65 licenses and performs notary and non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Paul Krumenacker Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and Wealth Advisory Services. Outside of his advisory work, he operates a lifestyle brand and clothing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

Justice Smith is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Cetera. His prior roles include positions at Voya Financial Advisors and involvement with educational institutions as a football coach and board member. He is active in nonprofit work as treasurer for Friends of PJP and holds ownership in a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base ranging from individual investors to institutional accounts. The firm offers a variety of portfolio management and retirement services, operating as a multi-manager platform that provides advisors with diverse investment options and program structures.

Anthony Firrantello is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. In his role, he takes the time to understand clients’ individual priorities in order to help them develop tailored strategies for their short-, mid-, and long-term financial goals. He provides ongoing advice and guidance across a broad range of wealth management needs, including investing, retirement planning, and saving for unexpected expenses. Additionally, Anthony offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. His areas of focus cover a diverse set of client needs such as college education planning, family wealth management, services for endowments and non-profits, retirement income, tax minimization, legacy planning, LGBT wealth planning, special needs planning, and small business strategies. Anthony holds multiple professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma from Downingtown East High School. Outside of his professional responsibilities, Anthony enjoys billiards, cooking, fishing, golfing, hiking, hunting, reading, watching movies, traveling, and spending time with his family. He is married and has two daughters.