James Hallman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes nearly four decades at Pruco Securities, LLC and ongoing affiliation with Prudential Insurance Company of America. He is also involved in managing non-variable insurance activities through a Prudential-sponsored insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, 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 insurance product sales through affiliated entities.

David Schmidt is a Series 66 licensed financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2014 and was previously with Nationwide Securities, LLC. Based in Jamison, PA, he currently provides advisory services through LPL Financial. 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 financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Emil Barretta is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, he worked at The Vanguard Group and has experience in diverse roles including military service with the US Army Reserve. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Elena Leahy is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at Chilton Trust Company N.A. and has experience outside of finance in the restaurant industry. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves a range of clients including individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers various financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, supported by internal research and technology tools.

Douglas Hepburn is a CFP® professional with 29 years of industry experience, currently with Cetera, where he has worked since 2013. He is president of Financial Workshops LLC, a financial education business, and founder and executive director of Lower Providence Jr Trap, a youth sports team organization. He also serves as an estate executor and holds a role as an insurance agent. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Duane Davis is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he spent 13 years at Chubb Limited. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers, discretionary model portfolios, and a range of financial planning and consulting services.

J Douglas Riva is a CFP® and ChFC® with 41 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2017 and previously spent five years at Bank of America, N.A. He serves as a board member for the Paradise Point Homeowners Association in Lakeville, PA. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors.

Thomas Logue is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes multiple periods at Merrill totaling 12 years, as well as roles at Lowe and Fidelity Investments. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Kenneth Gula is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America, Bestvest Investments Ltd, and Vision Financial Group. In addition to his advisory roles, he owns Vision Financial and Insurance Group, providing insurance and financial planning services. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization. The firm supports advisors through a broad multi-advisor platform with various managed account programs and third-party manager options.

Ernest Dimascia is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes over four decades at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with The Warrington Insurance Group, focusing on property and casualty insurance. LPL Enterprise, LLC serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable organizations, offering financial planning, access to third-party asset managers, and model-driven investment portfolios. The firm also provides insurance product sales and affiliated trust custody services.

George Mantzoros is a financial advisor with LPL Enterprise holding the CFP® and ChFC® designations, as well as Series 63 and 65 licenses. He has 43 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Brian Shue is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo since 2016, following a tenure at Morgan Stanley and its affiliated entities from 2005 to 2015. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm combines in-house research and third-party analytics to provide diversified investment solutions and supports a broad range of financial products through affiliated bank and insurance entities.

Scott Cantwell is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with MML Investors Services since 2014 and with Mass Mutual Life Insurance Company since 2013. In addition to his advisory role, he also acts as an agent for individual life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by proprietary software and educational seminars.

Alan Hark is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2011 and also operates Hark & Associates P.C., providing accounting, tax, and business consulting services. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various technology tools.

David Bilger is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Avantax and operates Bilger & Co., CPAs LLC, which offers accounting, tax, and financial services. Outside of his advisory work, he serves as president of the Upper Bucks Ski Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and custom strategies, supported by a large nationwide network of advisors.

Zachary Bross is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Morgan Stanley. Outside of finance, he has experience with the Pennsylvania Interscholastic Athletic Association and local government parks and recreation. Bross is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services that incorporate both traditional and non-traditional investment strategies.

Joanne Natale is a CFP® with 25 years of industry experience, currently with LPL Financial since 2024. Her prior roles include positions at Securities America Advisors, Park Avenue Securities, and Guardian Life Insurance Company. She is also the managing partner of Proactive Tax Strategies, LLP, a tax preparation and accounting firm. 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 financial planning and investment management services utilizing both model portfolios and customized strategies, supported by a broad platform that includes affiliated insurance and banking services.

John Obrien is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameriprise since 2020. Prior to that, he held roles at The Prudential Insurance Company of America, Pruco Securities LLC, Relate Finance LLC, and My Financial Plan, Inc. Outside of his advisory work, Obrien serves as an assistant cross country and track coach at The Agnes Irwin School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies, supported by a centralized team using in-house research and third-party data.

Carol Lupo is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Her prior roles include positions at UBS Financial Services and Wells Fargo Clearing. She owns and manages CAL Investment Consultants, LLC, and serves as a trustee for its 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu with tailored recommendations developed using Wells Fargo research and planning tools.

Anthony Nicolai is a CFP® professional with 27 years of experience in the financial services industry. He has worked at OSAIC since 2018 and previously spent 19 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Nicolai is also involved in insurance brokerage focused on health and group benefits. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various managed account programs and alternative investment options.