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.

Rebecca Bertrando is a financial advisor at UBS Financial Services with 8 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017, with prior experience including education at Lehigh University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor investment plans.

Owen Kelly is a CFP® professional with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His background includes prior roles at The Vanguard Group and CAPTrust, as well as involvement in academia at Susquehanna University. He is also a volunteer committee member serving as District Finance Chair in Collegeville, PA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals and utilizes multiple custody platforms and proprietary and third-party investment strategies.

Mark Kemp is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. His prior experience includes roles at National Planning Corporation and operating Kemp & Associates Retirement Services since 2002. Outside of his advisory work, he has conducted business activities related to retirement services and tax advisory through his own firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individual and institutional clients. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, supported by various technology tools and a broad network of over 22,800 advisors.

Michelle Sheridan is a financial advisor with LPL Enterprise, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 13 years of industry experience, including previous roles at Prudential Insurance Company of America and Pruco Securities, LLC. Sheridan maintains an active notary license. LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach involves model-driven portfolios and offers access to third-party asset managers and insurance products through its affiliated entities.

Ronald Chakler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at American Portfolios Financial Services for 23 years and OSAIC for 2 years before joining LPL Financial in 2026. Chakler is also the owner of RMC Financial Group LLC, a licensed but inactive life insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios and customized strategies supported by advanced technology and a broad platform of advisory and non-advisory financial activities.

Andrew Soltys is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2015, with earlier roles at Equitable Advisors and Wells Fargo Clearing. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research tools.

Harry Mcwilliams is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Linsco/Private Ledger since 2005, RBC Capital Markets from 2003 to 2005, and Wells Fargo Clearing from 2002 to 2003. He operates a DBA named Granite Financial Solutions in Colmar, PA. 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 range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive advisory and non-advisory financial activities.

Mackenzie Roedel is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Prior to this, Roedel worked at Delaware Distributors, LP and Macquarie Investment Management, each for five years, and held positions at Cornell University and Lazard Asset Management. Outside of Ameriprise, Roedel manages an advisory business, Penn Wealth Planning, LLC, based in New Hope, PA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic tools overseen by specialized committees to support its retirement planning offerings.

Chloe Moore is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Fidelity Investments and has a background in performing arts, including experience as an opera singer and voice teacher. She currently serves as a soprano section leader at Doylestown Presbyterian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jeffrey Kane is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a board member of the Madison House Condominium Association in Margate, NJ. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jorge Arrisueno is a Financial Advisor with Merrill Lynch Wealth Management, where he specializes in family wealth management strategies, services for endowments, foundations, and non-profits, and tax minimization. He collaborates with a team of specialists to develop customized wealth management solutions that emphasize simplicity, tax efficiency, and access to capital, aiming to secure financial security, preserve legacies, and support generational wealth continuity. Jorge is part of the Aguirre-Jankowski Group, which provides comprehensive wealth management through a goals-based approach focusing on life events such as education, retirement, and business transitions. Their approach integrates investment strategies, lending solutions, and risk management to deliver confidence and eliminate uncertainty in clients' financial life plans. Originally from New Jersey, Jorge graduated from Ursinus College with a Bachelor's Degree in Business and Administration, concentrating in Finance and minoring in Spanish. He holds the Personal Investment Advisor (PIA) designation and is proficient in both English and Spanish. Jorge's personal interests include camping, chess, music, skiing, surfing, traveling, and spending time with his family.

Christopher Finizio is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Fidelity Brokerage Services, Bank of America, Merrill, The Vanguard Group, and M&T Bank, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research tools.

Austin Seibert is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at NEXT Financial, Inc. and Ethos Group. His background also includes roles outside finance, such as work with Temple University and the East Penn School District. 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.

Kevin Di Biaso is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, where he worked for over a decade. Outside of his advisory work, he manages a portfolio through a personal business, DiBiaso, where he holds power of attorney. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Lauren Austin is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2024. In this position, she partners with clients through various life stages to develop and navigate financial plans tailored to their goals and aspirations. Lauren emphasizes the importance of maintaining dynamic financial plans that evolve as her clients' lives change. Lauren has extensive experience within Fidelity Investments, having served as a Financial Consultant from 2015 to 2024, an Investment Representative from 2013 to 2015, and a Financial Representative from 2011 to 2013. Throughout her career, she has focused on long-term client relationships and financial planning. Additional details about her education, credentials, personal interests, or community involvement were not provided.

James Mccarthy is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2007 before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Todd Little is a financial advisor with LPL Financial in Harleysville, PA, holding CFP®, Series 63, and Series 65 credentials and with 29 years of industry experience. He has worked at LPL Financial since 2017 and previously spent six years at National Planning Corporation. Outside of his advisory role, he is involved with Victory Christian Athletic Apparel, a non-investment-related business entity. 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 services and investment programs, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Jason Hine is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes prior roles at Foresters Financial Services, Inc., Transamerica Financial Advisors, MassMutual Financial Group, and MML Investor Services. He is also the owner of a separate business entity, J and J Hine LLC. 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 primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated non-securities services.