Jennifer Braccio is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2004. Outside of her advisory role, she serves as a notary in Horsham, PA. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with a broad range of investment strategies and operational tools.

Tylor Flebbe is a financial advisor at Wells Fargo Advisors with Series 66 registration and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Ameriprise Financial Services, LLC and held roles at The Pennsylvania State University as well as positions in retail and food service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet net-worth requirements. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop client recommendations.

Joseph Flynn is a Series 66-licensed financial advisor with LPL Financial, bringing three years of industry experience. His background includes roles at Equitable Advisors and prior work outside the financial sector at Cobham Advanced Electronic Solutions and The Manor House at Commonwealth National Golf Club. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Alan Katz is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has previously worked at Concourse Financial Group Securities Inc and Signator Investors Inc. Outside of his advisory role, Katz serves as a past president and lifetime board member of Temple Sinai of Dresher. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, including model portfolios, third-party managers, and customized strategies.

Gary Sanson is a CFP® and ChFC® with 33 years of experience in financial services. He is affiliated with Cambridge Investment Research Advisors and has held roles at Continuity Partners Group, LLC and various insurance agencies since the late 1990s. Sanson serves as a volunteer for the Regency at Kimberton Glen Homeowner's Association. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions delivered through a network of independent financial professionals, with capabilities spanning discretionary and non-discretionary portfolio management across multiple platforms.

Joseph Catanzaro is a CFP® professional with 31 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Nationwide Securities and operated Catanzaro's Insurance & Financial Services, Ltd. since 1988. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a range of strategic and tactical investment options.

Theresa Weaver is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 credentials and 9 years of industry experience. She has worked at PFS Investments Inc. since 2017 and has been with Primerica Financial Services since 2016. Outside of her advisory role, she is self-employed as an HR consultant and serves as an ambassador for Plexus Worldwide. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, delivering advisory services through a model-based approach supported by third-party asset managers and custodians.

Sean Henry is an advisor at LPL Enterprise with Series 65 and Series 66 licenses and three years of industry experience. He previously worked for Obiant Incorporated for ten years before joining LPL Enterprise. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Anthony Bruno is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Ameriprise in Telford, PA. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver non-discretionary, customized advice and offers a broad range of advisory, brokerage, and insurance solutions.

Matthew Buckery is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Limerick, PA. He has three years of industry experience and has worked with Thrivent Financial and its investment management division since 2023. Prior to entering the financial industry, he was affiliated with Liberty University and Goldey Beacom College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning that covers a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Lawrence Dalessandro is a financial advisor with Edward Jones in Southampton, PA, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He worked at T. Rowe Price Investment Services, Inc. for 13 years prior to joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a network of approximately 23,701 financial advisors nationwide.

Justin Dwyer is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 65 and Series 66 licenses and two years of industry experience. His prior roles include positions at Concurrent Investment Advisors, Price Financial Management, and Allstate. Outside of advising, he writes freelance articles for a CBD company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering comprehensive investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations using proprietary research and planning tools, serving clients who meet a net-worth threshold across a broad range of planning needs.

Abisola Fadayomi is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 22 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities LLC, Alpine Brokerage, and Foresters Equity Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities, utilizing a model-driven investment approach with access to third-party asset managers and wrap programs. The firm also offers affiliated insurance and trust services and operates as a broker-dealer.

Shane Mulligan is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding a ChFC® designation and Series 63 and 65 licenses. He has 12 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Mulligan is also a licensed agent involved in individual life, health, group life, and group health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved analytical tools and offers asset management, wrap programs, and educational seminars.

Patrick Hanosek is a financial advisor with MassMutual Investors Services in Collegeville, PA, holding a Series 66 license and bringing nine years of industry experience. He has worked at Wienken Advisors, Ltd. since 2018 and has been with MML Investors Services and MassMutual since 2016. Outside of advisory work, he serves as an insurance agent for a group life and health agency and participates as a speaker and presenter of educational seminars. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative planning with written recommendations and offers event-driven planning programs alongside educational seminars.

Aaron Borstein is a CFP®-credentialed financial advisor with Ameriprise in Doylestown, PA, bringing 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Outside of his advisory role, Borstein is the sole owner and president of Lakefront Living, Inc., a consulting business, and is involved in managing a sandwich franchise through an LLC. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations primarily for individuals approaching or in retirement.

Joshua Storey is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Keenan Motors for 11 years and briefly at All Amish Structures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Thomas is a financial advisor at Raymond James & Associates with one year of industry experience. He holds Series 63 and Series 65 licenses and began his career at Raymond James following his education at Elizabethtown College. 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 a range of financial planning and investment consulting services, emphasizing tailored, non-discretionary advice supported by extensive research and multiple portfolio management styles.

Samuel Flaherty is a CFP® and ChFC® with 25 years of industry experience, currently advising through LPL Financial since 2011. He also operates Flaherty Financial Services, LLC, which serves as a DBA for his LPL business. 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.

Michael Farquharson is a CFP® with 28 years of experience in the financial services industry. He is currently a financial consultant with LPL Financial and has held previous positions at M&T Securities, Santander Securities, and Citizens Securities. Outside of advisory work, he is the owner and landlord of a commercial property leased to an interior design company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individual investors, retirement plans, banks, trust companies, and institutions with a range of financial planning and investment management solutions.