Leslie Weigand is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. She previously worked for Lincoln Investment Planning, Inc. from 1987 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Emma Jenkins Long is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL Financial in 2025, she worked at Deutsche Bank Securities Inc. and held roles at CDP North America and JSA Sustainable Wealth Management. Before entering the financial industry, she was involved in education at Growing Up Green Middle School and Burlington School District. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

John Kochel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a member of the vestry at Augustus Lutheran Church, is an appointed member of the Trappe Borough Zoning Board, and is a partner in a family horse breeding and training business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across a range of financial topics. The firm offers these services without discretionary trading authority and blends planning with managed accounts through a consolidated billing option called WealthPlan.

Megan Getz is a financial advisor at Raymond James Financial with the Series 66 designation and three years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2024 and has also been associated with Gute Financial Services, Inc. and Freedom Credit Union. Outside of her advisory role, she is employed as a branch office professional at Gute Financial Services Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Daniel Callahan is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Mellberg, and Citadel Federal Credit Union. Outside of advising, he owns a private ATM business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and trustee services through affiliated entities.

John Ungerman is a financial advisor with Thrivent Investment Management in Pottstown, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning across a wide range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Massimo Magliari is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves on the board of directors for the Mitzvah Circle Foundation. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Martin Grourke is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and accumulating eight years of industry experience. He has been associated with Primerica Financial Services since 2015 and PFS Investments Inc. since 2017, alongside a long-term role in the Colonial School District since 2007. Primerica Advisors sponsors and 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 operates at scale with thousands of advisors and offices, utilizing model-delivery strategies and discretionary separately managed account options supported by external asset managers and custodians.

Kyle Miller is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. His prior roles include positions at Lincoln Investment and The Prudential Insurance Company of America. Outside of his advisory work, he bartends on weekends at a craft brewery in Allentown, PA. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.

Vito Martutartus is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include seven years at VOYA Financial Advisors and several years with Cetera and Cetera Wealth Services. He is also involved in independent insurance sales through his business activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, operating at significant scale with more than 10,000 advisors and $256 billion in assets under management.

Jeremy Bravo Sanmartin is a financial advisor at Merrill with a Series 66 designation and approximately two years of industry experience. His prior work includes roles at Bank of America and several educational institutions. There are no additional notable outside activities reported. Merrill, together 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gretchen Carey is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. She also has a long tenure with J. B. Hanauer & Co. and Metal Edge Intl. Carey has an ownership interest in a business called 337 West Walnut LLC. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by proprietary tools and offers both retail and institutional investment solutions.

Patrick Groarke is a financial advisor with Cetera who holds a Series 63 designation and has 34 years of industry experience. He has previously worked at Wells Fargo Clearing and currently serves as managing director and business owner at Galloway Berkshire Capital LLC. Additionally, he is an insurance agent involved in selling annuities and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and retirement services, operating as a multi-manager platform with access to various portfolio strategies and program structures.

Joseph Quinlan is a financial advisor with Merrill in Doylestown, PA, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with Bank of America and Merrill since 2003. Outside of his advisory role, Quinlan is a non-resident fellow at the German Marshall Fund and Johns Hopkins University Center for Transatlantic Relations, where he participates in economic conferences focused on global economics and finance, and he serves as an adjunct professor at Fordham University. He is also under contract with John Wiley & Sons to co-author a book on Gender Lens Investing. 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 strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Boyd is a CFP® professional with 23 years of experience, currently serving at Mass Mutual Investors Services since 2021. He previously worked at Park Avenue Securities and Guardian Life Insurance Company, accumulating nearly a decade of experience at each. In addition to his advisory role, he is an insurance agent specializing in life, disability, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and supports a range of investment and planning programs.

Paul Mullen is a Managing Director and Senior Resident Director at Merrill's Blue Bell office. He has held financial and managerial positions with Merrill for 34 years. In his role, Paul works with individuals, senior-level executives, business owners, corporations, endowments, and estates. He provides financial and investment strategies along with crafting custom-built portfolios tailored to each client's goals and aspirations. Paul also represents other managers and advisors, collaborating with the Firm's senior management to enhance client offerings and service. Paul holds a B.S.B.A. in Marketing from Shippensburg University and has earned the Chartered Retirement Planning Counselor (CRPC™) designation from the College for Financial Planning Institutes Corp. His client focus areas include employee financial health, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. He is involved in various local charities and serves on the Board of Directors for For Pete's Sake Cancer Respite Foundation and Archbishop Wood High School, as well as on the financial committee for Gwynedd Mercy Academy High School. Paul lives in Horsham with his wife of 31 years and their three daughters and is an avid runner, having competed in several marathons including Boston, New York, Chicago, Washington, and London.

Richard Disammartino Sr. is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 designations. Previously, he worked at Wells Fargo Clearing for eight years and Stifel for seven years. Outside of his advisory work, he is the owner of Maggie’s Farm Woodworks, a non-investment-related 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, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various model portfolios and customized strategies.

Tyler Franks is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, as well as having roles at Augusta National Golf Club and Merion Golf Club. Outside of his advisory work, he owns and operates TSF Golf, LLC, a business in the golf industry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory and municipal advisory services.

Theresa Mc Donough is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Merrill since 1997. 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, retirement plans, corporations, and charitable organizations.

Dennis Keyser is a financial advisor with LPL Financial in Quakertown, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at multiple firms including LPL Financial, Thrive Capital Management, Infinex Investments, and several regional banks. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various advisory tools and a large network of investment adviser representatives.