Brian Donlon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Merrill and Janney Montgomery Scott. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with clients able to choose whether to implement recommendations through brokerage or advisory programs.

Rashon Holmes is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works closely with clients to develop comprehensive financial plans tailored to their life stages and individual circumstances. Prior to joining Fidelity Investments, Rashon served as a Premier Advisor at Citizens Bank from 2019 to 2022 and as a Relationship Banker at Santander from 2018 to 2019. His experience spans various aspects of financial advising and client relationship management. Rashon emphasizes building long-term relationships based on mutual respect and trust. He leverages the tools available at Fidelity to assist clients throughout their financial journeys, aiming to provide them with confidence in their overall financial plans.

Amanda Schulenberg is a financial advisor with Thrivent Investment Management in Montgomeryville, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Thrivent and its affiliated firms since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive written recommendations on various financial planning topics without portfolio management or discretionary trading authority.

Michael Hunsicker is a CFP®-certified financial advisor with 17 years of industry experience. He currently works at Edward Jones and has previously held roles at Northwestern Mutual and Hartford Investment Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment 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.

Daniel Pfeiffer is a Series 66 licensed advisor with 17 years of industry experience, currently with Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities Inc. from 2015 to 2017. Pfeiffer serves as the treasurer of the VE Soccer Club, where he manages financial operations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

David Schneider is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, Nylife Securities LLC, and New York Life Insurance Company. Schneider is also a regional director in Prudential’s Property and Casualty division. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory and brokerage capabilities.

Madison Saurman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads the team Saurman, Sciascia, Maher & Associates. He provides sophisticated, goals-based wealth management advice and focuses on risk management, retirement income strategies, long-term care planning, wealth transfer and estate planning, concentrated stock strategies, customized lending solutions, and philanthropic and legacy planning. His approach involves close collaboration with clients' attorneys, tax professionals, and insurance advisors to simplify and clarify their financial lives. Madison began his wealth management career in 1995 at Smith Barney and joined Merrill Lynch Wealth Management in 2009. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, in addition to being a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He earned his Bachelor's degree from West Virginia University and completed executive education courses at the Wharton School of Business, Harvard Business School, and Yale School of Business. A native and lifelong resident of Bucks County, Madison resides in Washington Crossing with his wife, Beth, and their daughter. He is a past President of the Newtown Rotary Club and coaches youth soccer with Coach Patriot FC. His personal interests include whitewater kayaking, playing golf, running, and supporting the Philadelphia Eagles and West Virginia Mountaineers.

Donna Dembeck is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Kyle Elfstrom is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2008 and at Bank of America, N.A. since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Kushner is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he is a partner and investor in the restaurant Farmer's Keep in Philadelphia. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Brian Leone serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Brian applies his expertise to help clients develop individual and corporate investment strategies, retirement income planning, and supports women and wealth initiatives. Prior to his current role, Brian transitioned from a background in education, holding a bachelor's degree from Temple University, to financial services. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). Brian is experienced in developing tailored financial strategies addressing diverse client needs and priorities. Outside of his professional work, Brian enjoys spending time with his family and has interests in baseball, basketball, football, music, soccer, and softball.

Adam Bielemeier is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Thomas Strybuc is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Waddell & Reed, INC. and various insurance carriers. He previously operated Hicks-Strybuc, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Paul Fisch is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Ellis Fattizzi is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he serves as a Judge of Elections for Montgomery County, overseeing voting processes in Ward 3-2. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and employs asset-allocation tools and automated rebalancing to manage portfolios.

John Kayser is a financial advisor with Charles Schwab holding a Series 66 designation and 24 years of industry experience. He previously worked at BlackRock Investments, Inc. for 18 years before joining Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of integrated investment and custody services.

Jennifer Detweiler is a financial advisor with LPL Financial and holds the Series 63, 65, and 66 designations. She has 14 years of industry experience, with prior roles at Securities America Advisors, Securities America, Inc., and Strobel Financial. Outside of advisory work, she provides bookkeeping and back-office support through APPJAXX LLC and owns a rental business, My Adventure Rental PA, LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

George Porreca Jr. is a financial advisor at Wells Fargo Clearing with 56 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo in various capacities since 2009. 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 approximately $671 billion in assets and provides both brokerage and advisory solutions.

Chris Barnish Zusin is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1995 and Bank of America, NA since 2009. Outside of his advisory role, he is a timeshare owner involved in occasional rental management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Debuque is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Merrill and Bank of America prior to joining LPL Financial in 2024. 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 range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.