Shawna Steward is a financial advisor at Edward Jones with seven years of experience, holding a Series 66 designation. Her prior roles include positions at DeSales University and Liberty Ministries Thrift Store. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Tracy Zimmerer is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at BlackRock Investments and Merrill, among others. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Edward Cleary is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent 22 years at Cencora Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and investment solutions supported by a large national network of financial advisors and branch offices.

William Mckinley is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Raymond James in 2024, he operated W Mckinley & Associates LLC and worked at Mutual Securities, Inc. for over a decade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

David Samachson is a CFP®-designated financial advisor with 11 years of industry experience, all spent at Edward Jones since 2015. He holds the Series 66 license and is based in Newtown, PA. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services, separately managed accounts, and affiliated mutual funds.

Dennis Cooney is a CFP® with 33 years of experience in the financial industry. He is currently with Wells Fargo Advisors in Doylestown, PA, having been with affiliated Wells Fargo entities since 2009. Cooney also owns Dennis Cooney Consulting, LLC, a separate business focused on investment-related activities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Barbara Rowens is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 21 years of industry experience. Her career includes 17 years at Ic Advisory Services, Inc., and longstanding roles with The Investment Center, Inc. and the School District of Philadelphia. She also operates Barbara Rowens Financial, which involves activities related to non-variable insurance commission trails. 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 utilizes various platforms and third-party subadvisors.

Brett Osborn is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked previously at National Comfort Products, State Farm, Giant Fitness, and Kutztown University. Outside of advising, he is involved in tax preparation and administrative work with Penn Wealth Accounting Group. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Doug Prosser is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2017. In this role, he partners with executives to help them understand and optimize their employer benefits, employing a consultative approach to tailor financial plans that align with their individual goals and objectives. Doug's career in financial services spans several roles and companies since 1994, including positions at Fidelity Investments, TIAA-CREF, TD Ameritrade, Waterhouse Securities, and L.C. Wegard. His experience includes financial consulting, wealth management advising, client relationship management, investment consulting, and branch management. Outside of his professional work, Doug enjoys boating, cars, fishing, spending time at the lake, motorcycles, and surfing.

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.

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.

Bennett Zaba is a CFP® professional with eight years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include positions at The Vanguard Group and City National Rochdale. Outside of his advisory work, he volunteers as a coach with a youth organization in Warminster, PA. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to institutional and charitable entities. The firm offers financial planning and investment management through various platforms and strategies, including proprietary models and access to unaffiliated managers, with services tailored to client objectives.

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.

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.

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.