Lisa Policare is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She previously worked at LPL Financial for 19 years before joining Ameriprise in 2022. Policare serves on the board of the Lenape Valley Foundation and is chair of the Solebury Township Police Foundation. She is also co-owner of FLP Holdings, an LLC that owns the building leased by her firm’s DBA, Penn Wealth Planning LLC. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Thomas Kreider is a financial advisor with Edward Jones in Doylestown, PA, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large nationwide network of financial advisors and branch offices.

David Montemurro is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and MSI Financial Services, Inc. Outside of his advisory role, he performs as a musician in a local band and volunteers with a nonprofit marine rescue and fire company. LPL Enterprise, LLC provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation.

Bethany Colflesh is a financial advisor with LPL Financial in Doylestown, PA. She holds a Series 66 credential and has 20 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Morgan Stanley. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools and a large network of over 22,800 advisors.

Avery Sanson is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2018, following a prior role at Financial Voyages, LLC. In addition to his advisory work, Sanson has experience at the Los Angeles Film School and maintains ownership of Sanson Legacy Financial Planning LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides access to multiple investment platforms, proprietary model strategies, and third-party advisers.

Carla Gascon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Prudential Insurance Company of America since 2018 and at Pruco Securities, LLC from 2017 to 2024. Outside of her advisory role, she is the owner of G2G Ventures LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various insurance and trust services through affiliated entities.

Christopher Koehler is a financial advisor with Wells Fargo Clearing in Doylestown, PA. He holds a Series 66 designation and has 11 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gregory Rovinski is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at METLIFE Securities Inc for 12 years before joining Mass Mutual Investors Services in 2017. Outside of his advisory role, he is also licensed as an insurance agent providing group life, disability, and health insurance options. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client engagements as annual collaborative relationships with a focus on goal-based recommendations.

Minakshi Malhotra is a financial advisor with LPL Enterprise holding Series 63 and 65 licenses and 24 years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2002, transitioning to LPL Enterprise in 2024. Malhotra also maintains an active role as a property and casualty insurance agent with Liberty Mutual and a non-variable insurance sales agent with Prudential. 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 utilizes a model-driven investment approach with access to third-party asset managers, and offers financial planning, consulting, and insurance product sales through affiliated entities.

Michael Skalamera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 47 years of industry experience. His career includes prior roles at Morgan Stanley and multiple tenures at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Glenn Palmitessa is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Ameriprise Financial Services, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory role, he is involved in retail through Buckmans Ski and Snowboard Shop in Doylestown, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Douglas Clark is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves as a bookkeeper and board member for the Colorado Center for Modern Psychoanalytic Studies, where he assists with check writing, account balancing, and fundraising. 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 specialized municipal advisory services.

Leo Webb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 2003. Outside of advisory work, he is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees and ongoing oversight.

Wendy Fratrik is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL in 2024, she worked at Bank of America for five years and spent 24 years at Merrill Lynch, Pierce, Fenner & Smith. 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 advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset management, with a wide range of investment options and advisor support tools.

Kyle Albahary is a Planning Consultant at Fidelity Investments, where he currently works with clients to help them achieve their financial goals. He has been with Fidelity Investments since 2021, progressing through roles as a Financial Representative and Relationship Manager before his current position. Kyle has developed expertise in financial planning and client relationship management through his experience at Fidelity. He is committed to building lasting relationships and serving as a trusted resource for clients on their financial journey to retirement. Outside of his professional work, Kyle enjoys baseball, family activities, fitness, golf, movies, and music.

Stephen Niles is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 19 years before joining Raymond James Financial Services Advisors, Inc. in 2019. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals, employing analytical tools and risk profiling, and supports advisory programs alongside institutional consulting and portfolio management.

Robert Hurley is a CFP® with 43 years of experience in the financial services industry. He has worked at LPL Financial since 2023, following a long tenure at R.G. Hurley & Associates, Inc. and Cadaret, Grant & Co., Inc. Since 1988, he has also been involved in selling life, health, and annuity insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.

Nicholas Hinkle is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Profile Management Agency LLC and Lehigh Valley Health Network. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Matthew Fisher is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. He is a member of the Veteran's of Foreign Wars and serves as an auditor for St Johns Methodist Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and advisory services with a range of portfolio management styles and affiliated research resources.

Danny Petty is a financial advisor at Edward Jones with 12 years of industry experience. He has held positions at Edward Jones since 2018, following roles at Raymond James & Associates and J.W. Cole Financial, Inc. Outside of his advisory work, he serves as Director of Youth Ministry at Bucks County Community Church, coordinating monthly youth events and teaching on Sunday evenings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.