Joseph Saskiewicz is a CFP® and ChFC® with 45 years of industry experience. He is currently affiliated with Cetera and has previously worked at Voya Financial Advisors and operated his own firm, Saskiewicz and Associates, since 1969. He serves on the finance committee of St Andrew Church and owns a tax preparation business. Cetera Investment Advisers LLC provides a broad range of services through a nationwide network of independent advisors, serving individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management options, financial planning, and access to third-party managers across multiple program structures and custodial relationships.

Stewart Caesar is a CFP® and holds a Series 66 license with 41 years of industry experience. He has worked at OSAIC since 2024 and previously spent 20 years with American Portfolios Financial Services, Inc. Outside of his advisory role, he owns and operates Retirement Resource Network, focusing on financial planning and insurance services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that utilize model-based asset allocation, portfolio optimization, and a range of investment program options.

Nicholas Attanasio is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses. He has been with LPL Enterprise since 2026 and previously worked at BlackRock from 2021. Outside of finance, his background includes roles at Johnson & Johnson and AmerisourceBergen, as well as experience in education and the restaurant industry. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment implementation is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Ricky Whitmire Jr. is a financial advisor with LPL Financial in New Britain, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Cuna Mutual Group, CUNA Brokerage Services, Inc., and PNC Wealth Management. 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, third-party asset management, and institutional platforms.

Jacob Poulos is a Series 66-credentialed financial advisor with LPL Financial and has two years of industry experience. Prior to joining LPL Financial in 2022, he held roles at several firms including Shiftmed, The Judge Group, and Maxim Healthcare Group. In addition to his work in finance, Poulos is an author writing on topics such as equine health and men's jewelry. 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 portfolio programs, and access to third-party asset managers, supported by a large network of investment adviser representatives and advanced operational tools.

Shannon Brown is an advisor with LPL Enterprise holding a Series 66 designation and has been in the industry since 2025. Prior to joining LPL Enterprise, Brown worked at P.F. Chang's China Bistro, Inc. and has educational experience from Chestnut Hill College and the University of Delaware. Outside of financial advising, Brown is involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, primarily offering access to third-party portfolio managers and insurance products through affiliated entities.

Steven Bragg is a financial advisor with LPL Financial in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Grove Point Investments, LLC and Grove Point Advisors, LLC for four years and H. Beck, Inc. for 14 years. Outside of his advisory role, he is involved with Huebscher Consulting and a non-variable insurance business. 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 portfolio management services, leveraging both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Jason Paladino is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent nine years at Merrill. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Stephen Moyer is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for ten years at George School. Outside his advisory role, he owns Moyer Management Services LLC, a real estate management business in Southampton, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by over 23,000 financial advisors nationwide. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

John Northrop is a CFP®, ChFC®, and Series 66-licensed financial advisor with 10 years of experience at Edward Jones in Lansdale, PA. He has been with Edward Jones since 2016. Outside of his advisory role, he is president of Northrop Diversified, LLC, an investment company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, including access to separately managed accounts and affiliated mutual funds.

Michael Hudson is a financial advisor with LPL Financial in Lansdale, PA, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including prior roles at Nationwide and MSI Financial Services. Hudson is also involved in fixed insurance product sales as an agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Bradley Foose is a financial advisor with LPL Enterprise and holds a Series 66 designation, bringing four years of industry experience. Prior to joining LPL Enterprise, he held roles at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command entities. He also served in the U.S. Army from 2008 to 2022. Outside of advising, he manages a beach house rental business. LPL Enterprise 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’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers financial planning alongside access to third-party asset managers and insurance products through affiliated entities.

Thomas Kanyok is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Waddell & Reed Inc and Allspring Funds Management, LLC. He is also the owner of Restore Hyper Wellness, a wellness spa business. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through various platforms and provides access to third-party advisers and proprietary model strategies.

Chad Akselrad is a financial advisor with Ameriprise in Holland, PA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at firms such as Cambridge Investment Research, Merrill, Charles Schwab, and Wells Fargo. Outside of finance, he operates Pulse Entertainment, providing mobile DJ services for private events. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Bradley Knecht is a financial advisor at Edward Jones in Quakertown, PA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Brian Larkin is a financial advisor with LPL Enterprise, holding the Series 63, 65, and 66 credentials and over 10 years of industry experience. His prior roles include positions at MassMutual, New York Life, and Unum Group/Colonial Life. Outside of his advisory work, he has been involved as a sports referee since 2013 and has coaching experience in sports and fitness. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach leveraging portfolios developed by LPL’s Research Department and third-party strategists, while also facilitating access to financial planning, asset managers, insurance products, and affiliated services.

Janna Lutz is a financial advisor at Edward Jones with five years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Commonwealth Financial Network, Paragon Strategic Wealth, and Raymond James Financial Services Advisors, Inc. Outside of finance, she has worked with CHI St. Alexius Health Williston and The Williston Area Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, supported by a large network of advisors and branch offices nationwide.

Gregory Malcolm Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 designations and having 24 years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously spent five years with PNC Investments. Outside of his advisory role, he owns and manages a family rental property business in Sellersville, Pennsylvania. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional clients, utilizing both internal and third-party managers.

Savas Saymaz is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding the ChFC® designation and Series 63 license. He has 16 years of industry experience and has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. Saymaz is also an insurance agent specializing in life, disability, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services as well as educational seminars.

A Krempa III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes long-term roles with IC Advisory Services, Inc., The Investment Center, Inc., and Krempa Associates, Inc. He serves on the board of his local church committee and a condominium association. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors by offering financial planning, ongoing investment management, and retirement-plan advisory services. The firm operates through a large network of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.