Stefan Szygiel is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently with Edward Jones and has previously worked at JFS Wealth Advisors, LLC and Girard Investment Services, LLC. Outside of finance, he has been involved with local soccer organizations and worked within the Central Bucks School District. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual, institutional, corporate, and charitable clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brian Trymbiski is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. He has worked at Raymond James since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the audit and finance subcommittee of the Catholic Leadership Institute, a nonprofit organization. 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 tailored financial planning and non-discretionary investment consulting supported by a nationwide team of advisors.

Christopher Doyle is a Senior Financial Advisor with The Martinides Group at Merrill Lynch Wealth Management. He brings 12 years of industry experience to his role, combining expertise in complex trading strategies with leadership and supervision skills. He supports clients in areas including college education planning, employee benefits, executive compensation, retirement planning, legacy planning, philanthropic planning, and portfolio management services. Chris holds a Bachelor's Degree in Finance from the University of Connecticut's School of Business. He has held various roles at Merrill Lynch, including Financial Advisor and Premium Elite Relationship Manager specializing in Ultra High Net Worth Self-Directed Traders. He has also served in leadership positions, leading teams of early career advisors and participating in executive leadership for the Greater Philadelphia Market. Outside of his professional responsibilities, Chris enjoys adventure sports such as surfing and skiing, as well as golfing, traveling, and spending time with family. He is active in his community, supporting organizations including the Children's Hospital of Philadelphia and Waves of Strength.

Lawrence Isaacman is a financial advisor at Primerica Advisors with 35 years of industry experience. He has been with Primerica and its predecessor entities since 1990. Outside of his advisory role, he is a 50% owner of Future Legacy Group, LLC, an investment-related business formed for Primerica purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm offers advisory services primarily through model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Derrick Handwerk is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. He has been involved with Cetera Advisors LLC since 2013 and owns Handwerk Multi Family Office, a multifamily office focusing on tax planning, risk management, and real estate advice. Outside of his advisory roles, he operates Handwerk Consulting, providing business consulting services related to tax mitigation, trust advisory, and estate planning. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, utilizing affiliated and third-party model portfolios and strategies.

George Burdge II is a financial advisor with Morgan Stanley in Flemington, NJ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm’s approach includes structured planning processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Matthew Maskarinec is a financial advisor with LPL Financial, holding a Series 65 designation and based in Doylestown, PA. He has been with LPL Financial since 2025 and has over a decade of experience through his work at Hark Maskarinec, PC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 model portfolios from multiple sources.

Brent Bernd is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he coaches the cross-country team at Dock Mennonite Academy and serves on the Souderton-Telford Historical Society board. 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, model wealth portfolios, third-party asset management programs, and access to various brokerage and insurance products via an integrated platform.

Matthew Borzio is a financial advisor at Edward Jones with 26 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2000. Outside of his advisory role, he serves as an assistant wrestling coach for the Quakertown Community School District. 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, including discretionary and non-discretionary strategies, and operates with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices.

Kimberly Halbom is a financial advisor with Edward Jones in Lahaska, PA, holding a Series 66 designation and 16 years of experience at the firm. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Terence Kita is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliates since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jeffrey Bach is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes both discretionary and non-discretionary options, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Timothy Baltz is a financial advisor with LPL Financial based in Doylestown, PA, holding a Series 66 designation and 22 years of industry experience. He previously worked at Bank of America and Merrill Lynch for over a decade each. Baltz has a business entity, BIG INQ LLC, unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios and research to support diversified and tactical investment strategies.

Anthony Molettiere is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Primerica Advisors since 2018 and has prior experience with Primerica Financial Services, Guiseppes, Penn State, Koffee Korner, and ArtsQuest. His other business activities include sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering various investment models implemented through BNY Mellon Advisors.

Tara Klimes is a Planning Consultant at Fidelity Investments, where she has been working since 2021. She has been involved in financial services since 2014, with roles including Relationship Manager at Fidelity Investments from 2019 to 2021, Financial Advisor at Merrill Lynch, Pierce, Fenner from 2018 to 2019, Financial Advisor at Edward Jones from 2016 to 2017, and Client Associate at Merrill Lynch, Pierce, Fenner from 2014 to 2016. Her professional focus centers on assisting clients in achieving their financial goals through attentive listening, detailed analysis, and building long-term relationships. Tara emphasizes establishing authentic connections with clients to understand their unique situations, which supports advancing their financial objectives and strengthening client relationships. No information regarding Tara's education, credentials, personal interests, or community involvement was provided.

Christopher Kamnitsis is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 32 years of industry experience. He has worked at LPL Financial since 2017 and has been associated with National Planning Corporation since 2006. Outside of advising, he is a partner and CEO of Adelphi Financial LLC, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Vincent Bonavita Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2025, he worked at OSAIC and American Portfolios Financial Services, Inc. He is based in Flemington, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options, supported by research and model portfolios from multiple sources.

Kyle Pascale is a Financial Consultant currently working with Fidelity Investments. In this role, he focuses on helping clients strengthen their financial well-being through the development of holistic financial plans tailored to individual goals. Prior to his current position, Kyle served as a Financial Solutions Advisor at Merrill Lynch from 2011 to 2023. His professional experience spans over a decade in financial advisory services, emphasizing personalized financial planning and client-focused solutions.

Michael Ebert is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, bringing 16 years of industry experience. Prior to joining Cambridge in 2020, he worked at Northwestern Mutual in various roles from 2009 to 2020. He serves as treasurer for both the Crossing Cooperative Nursery School and the Boy Scouts of America Troop 99. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing a range of portfolio management strategies and platform options tailored to client needs.

Matthew Margolis is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2017, with additional experience at Temple University and Ursinus College. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services that are typically non-discretionary, utilizing various portfolio management styles and in-house research.