Evan Levitsky is a financial advisor with LPL Enterprise in Warrington, PA, holding a Series 66 credential and three years of industry experience. He previously worked with The Prudential Insurance Company of America and Pruco Securities LLC, and he has held roles outside finance, including employment at Boscov’s involving video surveillance and loss prevention. Outside of his advisory role, he is involved as a referee and coach in sports and fitness. 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 portfolios and third-party asset management programs, and a range of brokerage and insurance products.

Elizabeth Fizell Jenkins is a Wealth Management Advisor specializing in helping clients manage their wealth in alignment with their individual needs and values. She incorporates Sustainable, Responsible, and Impact (SRI) investing considerations and Environmental, Social, and Governance (ESG) analysis to assist clients in pursuing measurable social and environmental impact alongside their financial goals. Elizabeth has particular experience working with women, individuals going through divorce, and members of the LGBT community, recognizing the unique needs of non-traditional families. Before joining Merrill Lynch Wealth Management, Elizabeth spent 25 years as a technologist and consultant. She holds a B.A. in Economics from the University of Virginia and has earned several professional designations, including Certified Divorce Financial Analyst (CDFA), Certified Private Wealth Advisor (CPWA), and Chartered SRI Counselor (CSRIC). She co-founded a nonprofit organization dedicated to supporting clients through the challenges of divorce. Elizabeth is involved in her community through various organizations, including serving as a Board Member for the Cancer Support Community of Greater Philadelphia and participating in local chambers of commerce and cultural groups. She lives in Bucks County with her husband and has interests in live music, crocheting, and ice hockey.

Denise Martin is a Wealth Management Advisor, First Vice President, and Portfolio Advisor at Merrill Lynch in Doylestown, Pennsylvania. She has provided integrated wealth management and financial advice for over three decades, serving affluent individuals, business owners, and corporate executives. Denise focuses on retirement income planning and analysis, distribution options for employer-sponsored retirement plan assets, estate planning issues, and strategic investment processes. She leads a team that delivers annual in-depth strategic analyses of portfolios, considering risk tolerance, time horizon, liquidity needs, and asset allocation to support clients in pursuing their financial goals. Denise holds several professional designations, including Accredited Asset Management Specialist (AAMS®), Certified Plan Fiduciary Advisor (CPFA®), Chartered Retirement Planning Counselor (CRPC™), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®). She is a licensed long-term health care and life insurance agent, including annuities, and is a member of the Bucks County Estate Planning Council. Denise earned her bachelor's degree from LaSalle University, where she also studied in Switzerland at the University of Fribourg. She graduated from Villa Joseph Marie High School in Holland, Pennsylvania. In addition to her professional work, Denise is involved with various non-profit organizations in the Bucks County community. She enjoys biking, cooking, football, music, reading, running, spending time with her family, swimming, traveling, and yoga. Denise values meeting clients face-to-face and fostering an educational environment through webinars and in-person events to facilitate shared learning and financial growth.

Susan Schmidt is a financial advisor with Ameriprise in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves on the Board of Directors and as Clerk for Fairview Village Seventh Day Adventist Church. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Richard Storms is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he owns and operates Naturally Rofo, a farm store specializing in beef and produce, and is involved with Heritage Farming LLC and Family Tradition Farming LLC, both focused on agricultural activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, providing both discretionary and non-discretionary management.

Frank Staves is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. He serves on the Board of Directors and as Treasurer for the Knights of Columbus Governing Board. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Benjamin Levine is a financial advisor with LPL Financial in Ambler, PA, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Brian Lee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked previously with Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. In addition to his advisory role, Lee is an agent for Emerson Reid, selling health insurance commissions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

John West is a Series 66-licensed financial advisor at Ameriprise with 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of advising, he serves on the board of directors for the Fanny Chapman Pool and owns a consulting business, 27teen Consulting, LLC. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset thresholds, delivering written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to support advisors and clients, offering a broad range of advisory, brokerage, and insurance solutions.

Christopher Roberts is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2012 to 2016. He is also associated with CP Roberts & Associates, a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kathleen Lansing is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously spent six years at Oppenheimer & Co Inc. and one year in a position listed as Home. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm supports advisors with proprietary research and planning tools while integrating advisory services with various financial products and referral channels.

Brooks Guzman is a Financial Consultant at Fidelity Investments, where he works directly with clients to develop personalized financial plans. He aims to serve as a long-term partner, providing ongoing guidance as markets and life circumstances change. Brooks utilizes Fidelity's resources to help clients feel heard, understood, and confident in their financial strategies. Prior to becoming a Financial Consultant in 2024, Brooks worked as an Investment Consultant at Fidelity Investments from 2023 to 2024. Before that, he was a High Net Worth Client Representative at Vanguard from 2021 to 2023. This experience has provided him with expertise in investment consulting and client relationship management. Outside of his professional work, Brooks enjoys cooking and baking, participating in family activities, exploring food culture as a foodie, and engaging in sports such as football and golf. He also has an interest in music.

Jeffrey Gunder is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior experience includes nearly two decades at Ameriprise Financial Services, followed by five years at Ameriprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jerome Free Jr. is a financial advisor with Ameriprise in Lansdale, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to generate recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Tracey Herring is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services and MassMutual. Outside of her advisory work, she consults for PureHaven, a company specializing in nontoxic home and personal care products. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing roughly $671 billion in assets through more than 14,000 financial advisors.

Joshua Gummo is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Cetera since 2025. His prior roles include positions at Concourse Financial Group Securities Inc, Bank of America, and Merrill Lynch. Outside of his advisory work, he serves as an elder and Sunday school teacher at Ebenezer Bible Fellowship Church and participates on the development committee of Church Extension Ministries. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform to independent advisors serving individual, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, and retirement services through various program structures and affiliated resources.

Thomas Lewis is a Financial Advisor with Merrill Wealth Management. He joined Merrill Lynch in March 2024 and is based in Doylestown, Pennsylvania. Thomas partners with individuals and families to develop investment strategies aimed at long-term growth, income, and financial confidence. He began his career in finance immediately after completing his education. Thomas graduated from Saint Joseph's University in 2020 with a Bachelor's degree in Business and Finance. During his time at university, he competed as a Division I golfer. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) credential. Thomas works with clients across various areas including education planning, family wealth management strategies, managing new wealth, portfolio management, and retirement income. He is also involved in the Bucks County Estate Planning Committee. Outside of work, Thomas enjoys golf, billiards, hiking, biking, basketball, and woodworking. He lives in Doylestown with his fiancée, Sara, and their German Shepherd/Husky mix, Luna.

Dean Cimino is a financial advisor with Morgan Stanley in Blue Bell, PA, holding a Series 63 designation and bringing 43 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management (MSWM) offers advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to support its advisory services.

Frederick Wagner Jr. is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2020 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as Membership Chair for LeTip of Doylestown, a local networking organization. Raymond James & Associates provides financial planning and investment consulting to a diverse clientele, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting and public finance activities.

David Wagner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Commonwealth Financial Network and Avantax Investment Services, and he owns Wagner Financial Services. Outside of advisory work, Wagner also operates a tax services business and has experience working as a food delivery driver. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both proprietary and third-party model strategies with discretionary and non-discretionary options tailored to client objectives.