Luke Brown is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, First Financial, The Vanguard Group, Inc., and Ranstadt. Outside of his advisory work, Brown also serves as an Uber driver in San Francisco. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with active financial product sales.

Anthony Pastor is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2017, following five years at National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Nathan Christman is a financial advisor with LPL Financial in Quakertown, PA, holding Series 63 and Series 66 credentials and three years of industry experience. His prior professional background includes roles at PNC Capital Markets, QNB Bank, and Olympus Corporation of the Americas. Outside of advising, he maintains employment with Target in a non-investment capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

Robert Angelo is a CFP® professional with 31 years of experience in the financial industry. He is currently affiliated with LPL Financial, where he has worked since 2023. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, spanning over a decade. Angelo also operates Second Level Financial, a tax preparation and accounting business. 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, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Brian Arrow is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2022. Prior to that, he was associated with Cuna Brokerage Services, Inc. and Cuna Mutual Group beginning in 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and utilizes model portfolios and research to support its investment strategies.

Michael Cappiello is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise LLC, The Prudential Insurance Company of America, Pruco Securities LLC, and Ameriprise Financial Services Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Scott Kamm is a financial advisor with Primerica Advisors in Langhorne, PA, holding Series 63 and Series 65 licenses and with nine years of industry experience. His career includes roles at PFSI Investment Inc., Family First Funding, M&T Bank, and a long tenure at Primerica Financial Services. He also engages in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. 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 employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Bryan Nolan is a financial advisor at Stifel with seven years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Stifel in 2024, he worked at The Vanguard Group for six years and has experience with Randstad USA and Philadelphia University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations. The firm offers brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Nathaniel Coleman is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 credential and has been associated with Merrill since 2014 and Bank of America since 2015. Outside of his advisory role, he participates in the Financial Literacy Center of Lehigh Valley, where he educates students on basic financial concepts and the benefits of using banking services. Merrill provides managed account services to Bank of America fiduciary clients through the 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.

Randy Swope is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services since 2018, as well as Lincoln Investment from 2016 to 2018. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Pieter Lamley is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and in the real estate and energy sectors. 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, supporting both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

David Farina is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as Lead Pastor at Calvary Full Gospel Church, where he preaches, teaches, and oversees church operations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with asset allocation and planning analyses to support their investment decisions.

Robert Tomasulo is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 49 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Tomasulo is involved with a business called Power for Mother, based in Yardley, PA. 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. The firm’s advisory process is IPS-driven and includes a range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Joseph Medica is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2003. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap-fee structure as part of its investment approach.

John Sklencar is a financial advisor with Osaic Wealth, Inc. based in Plymouth Meeting, PA, holding Series 63 and Series 65 licenses. He has 43 years of industry experience, including long-term roles at FSC Securities Corporation and Physicians Private Client Group. In addition to his advisory work, he organizes and promotes a scholarship focused on healthcare authorization awareness and fundraising events. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, employing a range of investment tools and third-party platforms to construct and manage portfolios across various asset classes.

Yancy Whitaker is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held positions at BAE Systems and USLI Insurance and was a college student for several years. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes investment management and insurance products.

Scott Levy is a CFP® certificant and holds a Series 66 license with 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked at Securian Financial Services, Minnesota Life Insurance Company, and Allied Wealth Partners. Outside of his advisory role, he serves as Membership Chairperson for Buxmont LETIP and is active as a sports card collector. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a broad client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a variety of portfolio management options and proprietary and third-party model strategies tailored to client objectives.

Leon Hart is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2002 and was employed by FedEx Home Delivery from 2006 to 2025. Outside of his advisory role, he is involved in home health care services as a home health aide on a part-time basis. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs third-party asset managers and offers a tiered wrap-fee structure, focusing on curated portfolio models rather than institutional or pension plan management.

Jeffrey Ferry is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Pruco Securities, LLC from 2000 to 2025. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and brokerage products, utilizing model portfolios and third-party asset managers within an integrated platform.

Edward Purvis is a CFP® with 45 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.