Michael Nunno is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Doylestown, PA. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 advisors and provides both brokerage and advisory solutions.

Christopher Huber is a financial advisor at LPL Financial with 32 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Grove Point Investments, Malloy Advisors, and H. Beck, Inc. 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 with flexible investment approaches, including access to third-party asset managers and customized strategies.

Drew Barlow is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for seven years. Outside of his advisory role, Barlow co-owns Knowledge Transfer Partners Inc., a marketing and web design business operated with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Christine Burghart is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Wells Fargo Advisors since 2012 and previously worked at Wells Fargo Clearing. 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, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Jason Duross is a ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with LPL Enterprise and has worked at Prudential Insurance Company of America since 2009. Outside his advisory role, he is involved with the Comparion Insurance Agency as a property and casualty insurance agent. LPL Enterprise, LLC 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 uses model-driven investment strategies and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Jeff Jafolla is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 66 credential and 12 years of industry experience. He has been with LPL Financial since 2014. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Aiden Baltz is a financial advisor at LPL Financial with the Series 66 credential and three years of industry experience. His prior roles include positions at Banc of America Securities, Bank of America N.A., and Merrill. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Elizabeth Mccarthy is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has been with 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 provides both brokerage and advisory solutions.

George Scafidi is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America/Merrill Lynch, New York Life Insurance, David Lerner Associates, Aon, and Mutual of Omaha. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes expertise in derivatives and commodities.

Anthony Spatichia is a financial advisor with MassMutual Investors Services in Horsham, PA, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at MML Investors Services, Inc. and MassMutual Life Insurance Company since 2007. Outside of his advisory role, he is also licensed as an insurance agent and sells various insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client relationships around collaborative annual engagements using firm-approved analytical tools.

Jay Kang is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at Avantax Insurance Agency LLC and Global Insurance & Financial Services, Inc., where he currently oversees operations and client insurance consultations. He is also a partner in an independent insurance agency. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, leveraging affiliations and scale across more than 10,000 advisors and $256 billion in assets under management.

Matthew Phillips is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on understanding what matters most to his clients and their families to develop strategies that pursue their financial goals. With expertise spanning general investing, retirement planning, and saving for unexpected events, Matthew takes the time to get to know his clients personally. He offers ongoing advice and guidance tailored to their evolving needs. Matthew holds a Bachelor's Degree from Kutztown University and has earned the Personal Investment Advisor (PIA) designation.

Richard Graber is a financial advisor with Thrivent Investment Management in Perkasie, Pennsylvania. He holds a Series 66 designation and has 11 years of industry experience, all with Thrivent Financial and its investment management division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning addressing a range of topics and offers a combined planning and managed-account service called WealthPlan while keeping advisory functions separate.

Bernard Rooney Jr. is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services, Inc. for 12 years. He also owns Rooney & Hodgens LLC, an accounting and tax practice. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, financial planning, and portfolio management programs. The firm uses a model-based investment approach emphasizing asset allocation, risk tolerance, and portfolio optimization.

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.

Owen Kelly is a CFP® with five years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior roles include positions at The Vanguard Group and CAPTrust. Kelly is also involved in community activities as a volunteer committee member serving as District Finance Chair in Collegeville, PA. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model 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.

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.