John Castner is a financial advisor at Edward Jones in Phoenixville, PA, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions through a nationwide network of over 23,700 advisors and 15,000 branch offices. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Casey Urkuski is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and previously worked at Jefferson for seven years. Outside of his advisory work, he serves as a board member for Perkiomen Valley Youth Wrestling, helping organize home meets and assist with tournament registrations. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Zachary Padersky is a financial advisor at Equitable Advisors with five years of industry experience and holds the Series 66 designation. His prior work includes roles at Danville Sales, Inc and Perlow Productions, LLC, as well as time spent at The College of New Jersey and South Jersey Elite Baseball. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of program sponsors and third-party managers to deliver advisory and brokerage solutions.

Justin De Luca is a financial advisor with LPL Financial in Ambler, PA, holding a Series 66 designation and 19 years of industry experience. He previously worked at Lincoln Investment for nine years before joining LPL Financial in 2025. Outside of his advisory work, he is involved in a musical group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and research from LPL Research and third-party subadvisors.

Patrick Foley is a CFP® with over 31 years of industry experience and has been with Robert W. Baird & Co. since 2009. He serves as a board member and on the investment committee for Mt. Saint Joseph Academy. Foley is also a partner in the self-published book "Winning at Retirement," where he manages the website and digital advertising. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Jennifer Mc Donough is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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 brokerage, distribution, and investment management capabilities.

Alexander Mongan is a financial advisor with LPL Financial in Harleysville, PA. He holds Series 63 and Series 66 designations and has three years of industry experience. His prior work includes roles at The Vanguard Group, First Commonwealth Bank, and service in the United States Army. Outside of finance, he has a background in the food service industry with Domino's. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management options.

John Coll Jr. is a financial advisor at LPL Financial with 36 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corp for 17 years. He is also involved with Pension Financial Group Ltd in a non-investment related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Andres Maldonado Carvallo is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He joined LPL Financial in 2023 after four years dedicated to full-time education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Geraldine Wardle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory services, she is involved in sales of investment-related products and also participates in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Daniel Samarin is a financial advisor with Ameriprise in Collegeville, PA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, he manages an advisory business through Vernon Summit Partners. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in net investable assets, offering a retirement-income planning service that includes written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver tailored, non-discretionary advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

David Messina is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial since 2022. His prior experience includes roles at CUNA Brokerage Services, Inc. and CUNA Mutual Group beginning in 2019, as well as positions at Charles Schwab and other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Gregory Bowden is a Series 66-licensed financial advisor with 24 years of industry experience, currently practicing at Wells Fargo Advisors since 2017. Prior to this, he spent eight years at UBS Financial Services Inc. He is also the owner of Provident Wealth Management, LLC, an independent practice based in Collegeville, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations supported by Wells Fargo research and tools, with optional implementation through brokerage or advisory programs.

Cindy Li is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. She previously worked at Mango Mango Dessert and has academic experience from Baruch College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Brett Conway is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to his advisory role, he held positions at Penn State University, Tommy Bahama, and Spring-Ford Country Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Ryan Brumfield is a financial advisor at Edward Jones with six years of industry experience. He previously worked at LPL Financial and Brinker Capital before joining Edward Jones in 2023. Brumfield holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the United States.

Robert Elwell is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked with multiple firms, including Citadel Federal Credit Union and CUSO Financial Services. Outside of his advisory role, he serves as Treasurer for the Pennsylvania Lambda Educational Board. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to affiliated and third-party managers, with a range of discretionary and non-discretionary program options.

Christen Martin is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves as an elder on the Board of Directors for the Presbyterian Church of Chestnut Hill. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Aaron Landis is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior experience includes roles at Nationwide Securities LLC and Nationwide Insurance Company. He is also involved in an insurance agency, Landis Agencies, which he has co-owned since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Edward Dipietro is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2025, following 14 years at Next Financial Group Inc and over 30 years at Scharf Group. Dipietro is also involved in other business activities, including management roles at Scharf Group LLC and ENJ Enterprises LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research from multiple sources.