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.

Garren Nowicki is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career as an actuary with PricewaterhouseCoopers and Ernst & Young before transitioning to wealth management in 2000. Garren holds a bachelor's degree from Pennsylvania State University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His practice focuses on education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. Garren is engaged with professional and community organizations such as the Pennsylvania State University Alumni Association, Nittany Lion Club, THON, Upper Makefield Youth Baseball and Softball, and the Yardley Makefield Soccer Club. Outside of work, Garren spends time with his wife and four children, often participating in or watching soccer. He also enjoys baseball, football, interior decorating, skiing, softball, traveling, volleyball, and watching movies.

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.

Shikha Prashar is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones, UBS Financial Services, and Credit Suisse. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice.

Hardy Hodges III is a Series 66-registered financial advisor with Fidelity in Trenton, NJ, bringing 18 years of industry experience. His career includes 15 years at Merrill, along with roles at Bank of America and Fidelity Investments. Outside of finance, he operates small businesses selling flavored green teas and engages in affiliate marketing. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Jeffrey Strasburg is a Series 66-credentialed advisor with LPL Financial, based in Hamilton, NJ, and has 8 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies and advisor support tools.

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.

Joseph Haas III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked with Royal Alliance Associates, Inc. for six years and Signator Investors, Inc. for 21 years. Outside of advisory services, he is involved in life coaching and e-commerce activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Lauren Williams is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016. Prior to joining Merrill, she was employed at Randstad for one year. 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Gorman Jr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Gorman serves as treasurer on a nonprofit board and also holds a board chair position at another organization outside the investment industry. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement income planning through non-discretionary recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Carter Moore is a Series 66-credentialed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill, he worked in education and the hospitality industry. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Dichristofaro is a financial advisor with Cambridge Investment Research Advisors in Bristol, PA. He holds the ChFC® and Series 63 designations and has 20 years of industry experience. Prior to his current role, he worked at LPL Financial and Mountain View Financial Advisory Services. He is also the owner of tax and insurance-related businesses. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides services through multiple platforms, proprietary model strategies, and access to third-party advisers.

Tara Ann Goral is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2006 and Bank of America, N.A. since 2009. Outside of her advisory role, she works as a health and nutrition coach for Optavia. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Matthew Falsetti is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A., since 2013. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Mark Eskander is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held roles at Western Governors University, Amazon, Wells Fargo, and Seton Hall University. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Michal Plonski is a financial advisor with Morgan Stanley in Yardley, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Sun Roofing and Lifetime Fitness. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning processes and a range of investment offerings.

Jennifer Williamson is a financial advisor with LPL Financial, holding a Series 66 license and 11 years of industry experience. Her prior work includes roles at Waddell & Reed, INC. and various insurance carriers within W&R Insurance Agencies, spanning six years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad range of advisory tools and services.

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.