Thomas Percetti is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Scott Marshall is a CFP® professional with 29 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. He has held roles at Cambridge Investment Research Inc since 2002. Marshall is a board member of the Lenape Valley Foundation in Doylestown, PA. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base that includes individuals, pension plans, charitable organizations, trusts, and other retirement sponsors. The firm offers a range of investment approaches through independent Financial Professionals, including proprietary models and access to outside strategists.

Richard Lepard is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His career background includes positions at PFS Investments Inc., Corelogic, Inc., Ice Mortgage Technology, and Black Knight. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by external asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

James Korman is an advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. He has held various roles including teaching positions at Lafayette College and Delaware Valley University, and has been involved with Kreyco Educational Services and Penn Global Marketing. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Marisa Litwinsky is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill Lynch and Bank of America. Outside of her advisory role, she holds ownership interests in investment-related ventures including JAR Research Inc. and WMLL Research, LLC, and is a financial advisor for Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients can implement through brokerage or advisory programs on a discretionary basis.

Brendan Daly is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and four years of industry experience. His previous roles include positions at Deloitte Tax LLP and Equitable Advisors LLC. Outside of advisory work, he is engaged as a tax specialist with Julian Sur, CPA, where he prepares tax returns and performs accounting services. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using detailed client data and firm-approved analytic tools to deliver written recommendations.

Gracelyn Paul is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. She has one year of industry experience and has worked with PFS Investments Inc., Primerica Financial Services, and Jodi Banks LLC. Outside of finance, she has been involved with Olive Oil Etcetera since 2016. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and offers model-driven investment strategies supported by third-party asset managers and custodians.

Lauren Dale is a financial advisor at Fidelity with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Strategic Advisers and Fidelity Personal and Workplace Advisors prior to her current role. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, as well as charitable funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, managing multi-manager and fund-of-funds structures and delivering model portfolios through systematic methodologies.

Matthew Cramer is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2013. He is also the managing principal of Cramer Management LLC, a business involved in the operation of a franchise branch. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Gerald Woolf III is a Series 66-registered advisor at LPL Enterprise with one year of industry experience. He previously worked at Saint Joseph's University and had an eight-year period outside the financial industry before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.

John Ortolf is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Wells Fargo Advisors in Doylestown, PA since 2016. Outside of his role at the firm, he holds a majority ownership in JK Partners LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce. Advisors use Wells Fargo's research and tools to develop tailored recommendations that clients may implement through various brokerage or advisory programs.

David Viola is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold.

Emily Fernberger is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 credentials and 24 years of industry experience. Her previous roles include positions at Citizens Securities, Inc., Merrill, and UBS Financial Services. She serves on the board of directors for the Mount Sinai Cemetery Association. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Christina Mcquade is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Her work history includes roles at Ridgetop Corporation, DeSales University, Northern Valley Old Tappan High School, and Norwood Public School. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of affiliated financial services.

Jeffrey Fiss is a financial advisor with Wells Fargo Clearing in Spring House, PA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. from 2014 to 2016, as well as Wells Fargo Bank NA since 2014. 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 combines extensive research and analytics with a broad range of brokerage and advisory solutions across its large network of advisors.

Joanne Vasquez is a financial advisor with LPL Financial in Horsham, PA. She holds Series 63 and Series 66 designations and has 19 years of industry experience, including 20 years at LPL Financial. 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 portfolios, third-party asset management, and institutional platforms.

Beth Zucker is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling over 17 years within the Wells Fargo organization. Zucker holds ownership in Invictus Wealth Management and acts as a trustee for several retirement plans associated with that firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools, with an emphasis on planning engagements that are typically discrete rather than ongoing.

Christopher Cronin is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their financial situations and goals. He focuses on helping individuals and families simplify their financial lives, develop comprehensive plans, and monitor those plans as circumstances evolve. Prior to joining Fidelity in 2023, Christopher was a Financial Solutions Advisor at Merrill Lynch Bank of America from 2019 to 2023. His experience includes partnering with clients to create and execute financial strategies tailored to their needs. Outside of his professional work, Christopher enjoys camping, football, golf, and hiking.

Brett Melton is a financial advisor with J.P. Morgan Securities in New Britain, PA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, Lincoln Financial Group, and Citizens Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering comprehensive advisory and brokerage services.

Nicholas Jr. Canuso is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2012. Additionally, he is involved in a non-variable insurance brokerage on a limited basis. 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 both proprietary and third-party strategies across various platforms.