Jason Duross is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is associated with several insurance agencies and financial services entities in Doylestown and Chalfont, Pennsylvania. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by a platform integrating multiple investment programs and insurance products.

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 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, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Aiden Baltz is a Series 66 licensed financial advisor with LPL Financial, bringing three years of industry experience. His prior roles include positions at Merrill and Banc of America Securities. He previously worked in education and healthcare before transitioning into financial services. 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, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by proprietary and third-party research.

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.

George Scafidi is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America/Merrill Lynch, New York Life Insurance, and David Lerner Associates. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with affiliated brokerage and investment management capabilities.

Anthony Spatichia is a financial advisor with MassMutual Investors Services in Horsham, PA, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at MML Investors Services, Inc. and MassMutual Life Insurance Company since 2007. Outside of his advisory role, he is also licensed as an insurance agent and sells various insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client relationships around collaborative annual engagements using firm-approved analytical tools.

Jay Kang is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at Avantax Insurance Agency LLC and Global Insurance & Financial Services, Inc., where he currently oversees operations and client insurance consultations. He is also a partner in an independent insurance agency. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, leveraging affiliations and scale across more than 10,000 advisors and $256 billion in assets under management.

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.

Justin Bartolomucci is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Collegeville, PA. Outside of his advisory role, Bartolomucci serves as treasurer for the Collegeville Economic Development Organization and is a board member at Ursinus College, where he reviews research procedures involving human subjects. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large network of advisors and branch offices, providing services under a fiduciary standard.

James Mullaney is the Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he is responsible for cultivating a work environment that encourages optimal performance from his team and delivers exceptional client experiences. He focuses on fostering behaviors that empower self-driven and dedicated team members to excel and help clients strive for their long-term financial well-being. James has held several leadership roles at Fidelity Investments, including Investment Solutions Team Leader from 2022 to 2025 and Client Service Team Leader from 2021 to 2022. Prior to these roles, he worked as a Workplace Planning and Advice Consultant and at the Help Desk between 2019 and 2021. Before joining Fidelity, he gained experience at Citizens Bank as Assistant Branch Manager from 2018 to 2019 and as a Personal Banker from 2017 to 2018. Outside of his professional responsibilities, James enjoys baseball, comedy, family activities, fitness, football, and golf.

Barth Allgeier is a Series 66 credentialed financial advisor with Edward Jones in Ambler, PA, where he has worked since 2009. He has 16 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Owen Kelly is a CFP® professional affiliated with Cambridge Investment Research Advisors, with four years of industry experience. He previously worked at The Vanguard Group and CAPTrust, among other roles, and also serves as a volunteer district finance chair. Kelly is a partner of Financial Voyages, LLC, an outside business venture. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple custody and platform arrangements.

Mark Kemp is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2017. His prior experience includes nine years at National Planning Corporation and operating Kemp & Associates Retirement Services since 2002, along with managing a tax advisory firm through 2021. Outside of his advisory roles, he is involved in real estate management through ownership of two property-related entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of financial planning and advisory services, leveraging model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management programs.

Michelle Sheridan is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes multiple roles at Prudential Insurance Company of America and Pruco Securities, LLC. Additionally, she maintains an active notary license. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with other financial product sales.

Andrew Soltys is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has been with Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a focus on systematic methodologies and long-term asset allocation benchmarks.

Beth Wentzel is a financial advisor at Ameriprise with eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Outside of her advisory role, she has ownership in a real estate business in Gilbertsville, Pennsylvania. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Harry Mcwilliams is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with Linsco/Private Ledger since 2005. Mcwilliams also operates Granite Financial Solutions, LLC as a DBA. 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 provides a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches and offering access to model portfolios and research.

Bradley Snyder is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life. Outside of the financial industry, he was involved with GreaseBusters of Central PA & Pittsburgh for five years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that includes brokerage and insurance products.

Matthew Repko is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he volunteers as a Veteran Service Officer, assisting veterans in understanding benefits provided by the VA. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jeffrey Kane is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member of the Madison House Condominium Association in Margate, NJ. 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 and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.