Marc Wagner is a CFP® with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include long tenure at HD Vest Investment Services and Commonwealth Financial Network, as well as operating Wagner Financial Services. He is also a licensed CPA who provides tax services outside of his advisory work. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a variety of investment platforms and models, including proprietary and third-party strategies, with both discretionary and non-discretionary options tailored to client objectives.

Ryan Mitchell is a financial advisor with Edward Jones in Perkasie, PA, holding a Series 66 designation. He has one year of experience at Edward Jones and four years of prior experience at Citizens Bank. His work history also includes roles at The Giant Company, Chick-fil-A, Tswirl Crepes, and Liberty University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Debra Herrlinger is a CFP®-credentialed financial advisor with 32 years of industry experience. She is currently with LPL Enterprise and has previously worked at The Prudential Insurance Co. of America, Pruco Securities, and Lincoln Investment Planning, Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. Its investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on access to third-party asset managers and affiliated non-securities products and services.

Alec Szafran is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and various positions outside the financial industry, including at Harrolds Pharmacy and educational institutions. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Danny Buesing Jr. is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank, Bank of America, Merrill, Citizens Securities, and Aaa. Prior to his financial services career, he was involved in carpentry and operated a chiropractic and rehabilitation center. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets and employs more than 14,000 financial advisors, offering research-driven investment strategies and a range of financial products through affiliated banks and insurance companies.

Sean German is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Lord Abbett for 14 years. 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, grounded in modern portfolio theory, and includes a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Stephen Kidron is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked within Wells Fargo’s clearing and advisory divisions from 2013 to 2023. Kidron is an investment committee member at Chestnut Hill College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Leonard Brodsky is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Commonwealth Financial Network for 19 years and operates Leonard Brodsky and Associates Inc., which he founded in 1995. Brodsky also acts as trustee for his company’s defined benefit plan and provides assistance with medical insurance claims. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm uses multiple platform arrangements and a mix of proprietary and third-party investment strategies tailored to client objectives.

Bharminder Gill is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. He previously worked at Vanguard Group from 2000 to 2026 and had a brief retirement period in 2026. 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 programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Carroll is a Financial Consultant at Fidelity Investments. In this role, he leads a team dedicated to helping clients and their families grow and protect their wealth while simplifying their finances. He focuses on assisting clients in taking control of their financial future to achieve more predictable outcomes. Michael has extensive experience within Fidelity Investments, having held various positions since 2018. His previous roles include Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, demonstrating a progression of responsibilities and expertise in financial management and client relations. Outside of his professional career, Michael has personal interests that include attending concerts, fitness activities, and traveling.

Michael Nunno is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Christopher Huber is a financial advisor at LPL Financial with 32 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Grove Point Investments, Malloy Advisors, and H. Beck, Inc. 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 range of advisory and brokerage services with flexible investment approaches, including access to third-party asset managers and customized strategies.

Drew Barlow is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for seven years. Outside of his advisory role, Barlow co-owns Knowledge Transfer Partners Inc., a marketing and web design business operated with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Jason Duross is a ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with LPL Enterprise and has worked at Prudential Insurance Company of America since 2009. Outside his advisory role, he is involved with the Comparion Insurance Agency as a property and casualty insurance agent. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Jeff Jafolla is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 66 credential and 12 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Aiden Baltz is a financial advisor at LPL Financial with the Series 66 credential and three years of industry experience. His prior roles include positions at Banc of America Securities, Bank of America N.A., and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Elizabeth Mccarthy is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Mark Chinn is a financial advisor with Cambridge Investment Research Advisors in Newtown, PA. He holds a Series 66 designation and has 15 years of industry experience, having worked with Cambridge Investment Research Advisors and affiliated entities since 2010. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, employing both proprietary and third-party model strategies tailored to client objectives.

Matthew Phillips is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on understanding what matters most to his clients and their families to develop strategies that pursue their financial goals. With expertise spanning general investing, retirement planning, and saving for unexpected events, Matthew takes the time to get to know his clients personally. He offers ongoing advice and guidance tailored to their evolving needs. Matthew holds a Bachelor's Degree from Kutztown University and has earned the Personal Investment Advisor (PIA) designation.

Richard Graber is a financial advisor with Thrivent Investment Management in Perkasie, Pennsylvania. He holds a Series 66 designation and has 11 years of industry experience, all with Thrivent Financial and its investment management division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning addressing a range of topics and offers a combined planning and managed-account service called WealthPlan while keeping advisory functions separate.