Daniel Casino is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. Prior to this, he worked at Wells Fargo Clearing from 2016 to 2019. Outside his advisory role, Casino holds a part ownership in Invictus Wealth Management, LLC and serves as a trustee for its 401(k) plan; he is also a notary public. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, serving clients who meet specific net-worth criteria.

Mark Maertzig is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Cadaret, Grant & Co., Inc. for 17 years. In addition to his advisory role, Maertzig operates Tax Aid Associates, a tax preparation and accounting business. 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 and access to model portfolios and third-party asset managers, supported by extensive operational tools and a broad platform of financial products.

Paul Krumenacker Sr. is a financial advisor with LPL Financial based in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and Wealth Advisory Services, where he worked for a combined total of over two decades. Outside of his advisory work, he is involved with a lifestyle brand clothing business called Zero Negative. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies supported by research and technology tools.

Anthony Firrantello is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to develop personalized strategies aimed at achieving their short-, mid-, and long-term financial goals. Anthony provides guidance on various financial matters, including investing, retirement planning, and saving for unexpected events, with access to specialized banking and lending solutions through Bank of America. His areas of expertise include college education planning, family wealth management, legacy planning, tax minimization, and small business strategies, among others. As a Senior Portfolio Advisor, he manages custom investment strategies on a discretionary basis, utilizing a range of Merrill Lynch model portfolios and third-party investment options. Anthony holds professional designations such as Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), and Chartered Retirement Planning Counselor (CRPC). He graduated from Downingtown East High School. Outside of his professional work, he spends time with his family, to which he is married with two daughters, and engages in activities including billiards, cooking, fishing, golfing, hiking, hunting, reading, traveling, and watching movies.

Kevin Bondi is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His career includes prior roles at Ameriprise Financial Services and PNC Wealth Management. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Pin Yao is a financial advisor with LPL Enterprise, holding a Series 66 designation and 26 years of industry experience. She has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two 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 implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Keith Schwarz is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Primerica Advisors since 2000 and has been affiliated with Primerica Financial Services since 1999. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure, with an operational model that allows it to curate and oversee investment models.

Ayoub Cherradi is a financial advisor at LPL Enterprise with a Series 66 credential and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is involved in administrative work for Always There Home Care, a non-investment-related business. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, employing a model-driven investment approach that includes access to third-party asset managers and wrap programs. The firm also offers affiliated trust custody, insurance services, and collateralized lending programs.

Steven Ross is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 66 credential and 25 years of industry experience. He has previously worked at Wells Fargo Clearing and has been associated with TRUMARK Financial Credit Union and LPL Financial for the past seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Thomas Brennan III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials, and has 12 years of industry experience. His prior roles include positions at Northwestern Mutual and Voya Financial Advisors. He is also active as an independent insurance agent and serves as an associate agent involved in the sale of employee benefits and property casualty insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party investment managers.

Susan Walla is a CFP® with 30 years of experience, currently serving as a financial advisor at Cetera. She has an extensive background with Avantax Advisory Services and Avantax Investment Services spanning over two decades before joining Cetera. Outside of her advisory work, she serves as treasurer and comptroller of Chalfont United Methodist Church, managing its financial activities. Cetera Investment Advisers LLC is a large, SEC-registered firm that offers portfolio management, financial planning, and consulting services through a nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts, providing a range of program options and access to multiple third-party money managers.

James Burroughs is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to understand their individual financial situations. Utilizing the tools and resources available at Fidelity, he helps develop comprehensive strategies aimed at achieving clients' financial goals. James has a background that includes roles such as Investment Consultant at Fidelity Investments, as well as various client service positions at Vanguard from 2017 to 2022. His experience spans client care and investment consulting, providing him with a broad perspective on client needs and financial planning. Outside of his professional work, James enjoys cooking and baking, participating in family activities, maintaining fitness, watching movies, exploring outdoor adventures, and traveling.

Paul Raker is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared Payne is a financial advisor at Thrivent Investment Management based in Montgomeryville, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at several companies including Zolon Tech Inc and N4 Solutions LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without implementation. The firm combines goal-based analyses with managed-account options under a consolidated billing service called "WealthPlan," and maintains periodic reviews of client plans.

Catherine Alexander is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2008 and also holds an executor role for a family estate. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Eric Trimble is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry and joined Merrill Lynch in November 2008. Eric works closely with affluent families, high net worth individuals, and closely-held businesses to develop customized financial strategies. His approach involves personal consultations to set quantifiable goals, prioritize client needs, and implement tailored plans using a variety of financial instruments. Eric collaborates with clients’ tax advisors and estate planning attorneys to help ensure their financial affairs are well-managed. His areas of focus include college education planning, divorce transition planning, family wealth management, retirement planning, portfolio management, small business strategies, investment strategy, tax minimization, and retirement income. Eric holds a Bachelor of Arts degree in Business Administration from Lafayette College and is a member of the Investments & Wealth Institute™. He also carries the designation of Personal Investment Advisor (PIA). In addition to his professional work, Eric is involved in his community through organizing fundraisers for the Hearing Loss Association of America.

Andrew Connolly is a CFP®-certified financial advisor at Osaic with 12 years of industry experience. He previously worked at FSC Securities for nine years before joining Osaic in 2023. Outside of advising, he is a notary public and operates a sole proprietorship providing tax preparation services. Osaic Wealth serves a broad client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform with a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management.

Kyle Farley is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior experience includes roles at GWN Securities, KADES-MARGOLIS, and Lincoln Financial Distributors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Anna Kayeva is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63, Series 66, and Series 65 licenses. Her prior experience includes roles at Merrill and Umbrella Auto Transport, as well as education at Penn State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage its portfolios and serves as an advisor to multiple registered investment funds.

Andis Madani is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked previously at LPL Enterprise, Pruco Securities Inc., and Prudential Insurance Company of America. Outside of finance, Madani has been involved in the restaurant industry through employment at La Voglia Italian Restaurant. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility considerations and broader derivatives capabilities.