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 Clearing for the past 10 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Thiago Gaspar Sales is a Series 66 registered advisor with LPL Enterprise, based in Collegeville, PA, and has four years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and JP Morgan Chase. Outside of financial services, he was involved with Warrington Pizza Restaurant Inc. for several years. LPL Enterprise 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 primarily employs model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Chris Barnish Zusin is a financial advisor at Merrill with Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at Merrill since 1995 and at Bank of America, NA since 2009. Outside of his advisory role, he is a part-owner of a Marriott timeshare, which he occasionally rents when not in use. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

James Debuque is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes roles at Merrill and Bank of America, N.A., prior to joining LPL Financial in 2024. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Brian Scheiblein is a CFP® professional with six years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and previously worked at The Vanguard Group and ADP. Outside of his advisory role, he holds an investment advisory representative position with Scott E. Marshall & Associates Wealth Management. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Patrick Knox is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 30 years at Lincoln Investment Planning, Inc. Knox is based 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Robert Wert is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked for Wells Fargo Clearing from 2016 to 2025. Outside of advising, he serves on the Finance Council of the Diocese of Allentown and acts as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Cynthia Kinkaid is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing. 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 variety of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Russell Talone is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Osaic. He previously spent 20 years at Woodbury Financial. Talone is a member of the Finance Committee on the board of Holy Cross Regional Catholic School. Osaic Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting a variety of managed strategies and third-party manager selections.

Jerome Fiordimondo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Prudential Insurance Company of America since 1977 and transitioned to LPL Enterprise in 2024. Outside of his advisory role, he operates Fiordimondo Insurance and Financial Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and insurance products through affiliated entities.

Marshall Brooks is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 66 designations and having 28 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. In addition to his advisory role, he is also an insurance agent specializing in life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars. The firm structures financial planning as an annual collaborative process using firm-approved analytical tools and provides specialized services including divorce planning, estate settlement, and employer-sponsored programs.

Diane Bernhard is a Series 66–licensed financial advisor with Ameriprise, based in Blue Bell, PA, and has 22 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2005. Outside of her primary role, she is involved with Double K Group LLC as an associate financial advisor. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Kelly is a financial advisor with LPL Financial in Colmar, PA, holding Series 63 and Series 66 credentials and 25 years of industry experience. He joined LPL Financial in 2013 after a year at Citizens Securities, Inc. Outside of his advisory role, Kelly is involved with Apollo Insurance Group and the Kelly Agency, both providing insurance-related services. 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 investment adviser representatives.

Lori Piazza Timchack is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and 12 years of industry experience. She previously worked at Merrill Lynch Pierce Fenner & Smith Incorporated for 17 years and held positions at several firms including Raymond James Financial and Jacobi Capital Management. In addition to her advisory role, she is a notary public for the state of Pennsylvania and owns a law-related business in Wilkes-Barre, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and fee-based financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations across various planning needs.

Hugh Mc Nally is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with LPL Financial since 2006, following prior roles at Morgan Stanley and Ameriprise Advisor Services. Outside of advising, he spends part of his time on tax preparation and holds a Pennsylvania real estate license, working with BHHS Fox & Roach Realtors. 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 and investment management services through a large network of advisors and employs advanced operational tools to support client strategies.

Roger Vanpelt is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Cetera and its affiliates since 2004 and previously was with Tyler Wealth Counselors and IFG Advisory Services. Vanpelt is also the owner of Van Pelt Wealth Advisors, LLC, a financial services business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures.

Dillon De Antonio is a CFP® professional with seven years of experience in financial advising. He has worked at Edward Jones since 2019 and previously spent three years at Sei. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the country.

Peter Valenti is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and has 35 years of industry experience. He worked at Pruco Securities, LLC for 34 years and has been affiliated with Prudential Insurance Company of America for over three decades. 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 financial planning, access to third-party asset managers, and participation in wrap programs.

Brian Adelberger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Wells Fargo Bank NA since 2008 and Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Dwight Dudas is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. He is also the owner of an insurance and financial services business. LPL Enterprise provides advisory and brokerage services to individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.