Seema Khetawat is a Private Wealth Advisor at Merrill Private Wealth Management. She collaborates with clients to manage and grow their wealth through personalized financial strategies. Her professional background, credentials, and community involvement details are not provided.

David Novick is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has previously worked at The Investment Center Inc, Prometheus Capital Management Corp., and MSI Financial Services, Inc. Novick is also an adjunct instructor of finance at New York University and Rider University. He serves on the finance committee of the Shir Ami Synagogue Men’s Club and holds treasurer positions in local business and networking groups. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management platforms and both proprietary and third-party model strategies.

Matthew Fisher is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. He is a member of the Veteran's of Foreign Wars and serves as an auditor for St Johns Methodist Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and advisory services with a range of portfolio management styles and affiliated research resources.

Danny Petty is a financial advisor at Edward Jones with 12 years of industry experience. He has held positions at Edward Jones since 2018, following roles at Raymond James & Associates and J.W. Cole Financial, Inc. Outside of his advisory work, he serves as Director of Youth Ministry at Bucks County Community Church, coordinating monthly youth events and teaching on Sunday evenings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Brock Nestory is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and various positions outside the financial sector. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Matthew Frank is a financial advisor at Ameriprise with 35 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Outside of his advisory role, he serves on the professional advisory committee of the board of directors at Maharishi University of Management. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. Its approach combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Bing Ma is a Series 66-credentialed financial advisor with 23 years of industry experience. He is currently with LPL Enterprise and has a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in caregiving for an elderly parent. 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 employs a model-driven investment approach and offers financial planning, consulting, and access to third-party asset managers and wrap programs.

Ronald Lloyd is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and two years of industry experience. His previous work includes roles at Pruco Securities LLC, Mass Mutual, and Western and Southern Life. He also serves as a volunteer precinct judge for elections with the Jefferson County Board of Elections. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and charitable entities. The firm primarily utilizes model-driven investment strategies with discretionary authority granted to portfolio managers and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Joseph Bottino Jr. is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach 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.

Dean Hasen is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo Clearing since 2018, following prior roles at Citizens Securities, Inc. and PNC Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute alongside third-party data to guide investment decisions.

Jeffrey Pascoe is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Edward Jones, and Paychex Securities Corporation. Outside of his advisory work, he serves as a referee for school sporting events with the Pennsylvania Interscholastic Athletic Association. 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, model portfolio programs, and institutional platforms, supported by technology tools for research and operations.

Peter Bednarek is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 28 years of experience in the financial services industry. He focuses on offering a comprehensive approach to managing wealth by listening to clients' needs and ensuring strategies align with their goals. His areas of expertise include retirement planning, education funding strategies, retirement income planning, estate planning, health care expense planning, insurance and annuities, and access to banking and lending solutions through Bank of America, N.A. Peter holds a bachelor's degree in History from King's College and an MBA from Saint Joseph's University. He also holds the Personal Investment Advisor (PIA) designation. He is a board member and president of Integrate for Good, a nonprofit organization, and serves on the boards of Lansdale Catholic High School and the Chalfont New Britain Business Alliance. He is a member of the Chamber of Commerce for Greater Montgomery County and the Eastern Montgomery County Chamber of Commerce in Pennsylvania. In addition to his professional work, Peter is actively involved in his community, coaching children's basketball for Deep Run Valley Sports Association and teaching 2nd grade PREP at Mary, Mother of the Redeemer Catholic Church. He enjoys various sports such as baseball, basketball, boating, fishing, football, golfing, running, softball, and surfing, and values spending time with his family.

Keith Wagner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Raymond James since 2021 and previously held positions at Insight Global and Ursinus College, among others. 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 financial planning, non-discretionary investment consulting, and institutional advisory services.