Michael Ahrens is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Prior to joining Wells Fargo, he spent over 15 years at Morgan Stanley in various capacities, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also maintains a part-time insurance practice with Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet specific net-worth thresholds.

William Krempa is a CFP® professional with 36 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2024. He previously worked for IC Advisory Services, Inc. and The Investment Center, Inc. for 18 years, and operated Krempa Associates, Inc. for over three decades. Outside his advisory role, he is involved in sports and gaming as the owner of Krempa Family Racing, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management options.

Casey Urkuski is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, Casey worked at Jefferson for seven years. He serves as a board member for Perkiomen Valley Youth Wrestling, where he helps organize home meets and assists with tournament registration. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jon Rosenwald is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2006 and Bank of America since 2009. 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 to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Michael Mattia is a CFP® with eight years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Bank of America, and Merrill. Outside of his advisory work, he owns Priceless Painting LLC, a construction-related business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, offering services such as financial planning, consulting, and access to third-party asset managers.

Justin De Luca is a financial advisor with LPL Financial, holding a Series 66 designation and having 19 years of industry experience. His prior roles include positions at Lincoln Investment, PNC Wealth Management, OSAIC Institutions, Mass Mutual Investors Services, and Merrill. Outside of his advisory work, he is involved as a musician in a local musical group. 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 institutional platforms, implementing strategies through its extensive network of investment adviser representatives.

Patrick Foley is a CFP® with over 31 years of industry experience and has been with Robert W. Baird & Co. since 2009. He serves as a board member and on the investment committee for Mt. Saint Joseph Academy. Foley is also a partner in the self-published book "Winning at Retirement," where he manages the website and digital advertising. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Robert Lydon is a CFP® with 29 years of industry experience, currently advising at LPL Financial since 2024. His prior experience includes roles at Parkland Securities, SPC, and Hornor, Townsend & Kent. 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 portfolio programs, and institutional platforms.

Andrew Byers is Vice President and Wealth Planner at Fidelity Investments, where he has worked since 2017. In this role, he focuses on building relationships with families to engage in holistic financial planning, assisting them with financial decisions and simplifying their lives. He has extensive experience in financial planning and wealth management, having held various positions since 1999. Prior to his current role, Andrew served as an Investment Consultant at Fidelity Investments, and held roles including Wealth Advisor at RegentAtlantic Capital, Director of Financial Planning at Hennion & Walsh, Inc. and Prestige Wealth Management Group, L.L.C., Financial Advisor and Franchise Consultant at Ameriprise Financial Services, Inc., and Senior Financial Consultant at PNC Investments, Inc.

Eric Jay is a financial advisor with Cambridge Investment Research Advisors holding the ChFC® and Series 66 designations, and has 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians, with proprietary model strategies and access to third-party advisers.

Dusten Long is a financial advisor with Equitable Advisors in Hatboro, PA, holding a Series 66 designation and 24 years of industry experience. He previously worked at Hornor, Townsend & Kent Inc for 15 years and Federated Investment Counseling for 4 years before joining Equitable Advisors in 2021. Equitable Advisors serves a broad range of clients, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Daniel Samarin is a financial advisor with Ameriprise in Collegeville, PA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, he manages an advisory business through Vernon Summit Partners. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in net investable assets, offering a retirement-income planning service that includes written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver tailored, non-discretionary advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

John Shimp is a CFP® with 23 years of experience and is currently affiliated with Ameriprise, where he has worked since 2002 in various roles. He serves as Chairman of the Advisory Board for St. Joseph St. Robert School and is Vice President of Fundraising for the Men of LaSalle group at LaSalle College High School. Ameriprise offers a retirement-income planning service tailored to clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options, supported by a centralized consulting team that collaborates with financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Gregory Bowden is a Series 66-licensed financial advisor with 24 years of industry experience, currently practicing at Wells Fargo Advisors since 2017. Prior to this, he spent eight years at UBS Financial Services Inc. He is also the owner of Provident Wealth Management, LLC, an independent practice based in Collegeville, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations supported by Wells Fargo research and tools, with optional implementation through brokerage or advisory programs.

Brett Conway is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2020. Prior to his advisory role, his work history includes positions at Tommy Bahama, Penn State University, Coastal Carolina University, Spring-Ford Country Club, and Keating Carpentry. Equitable Advisors serves individuals across a broad wealth spectrum, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various programs, including third-party asset managers and LPL-sponsored advisory platforms.

Robert Morse is a financial advisor at Thrivent Investment Management with 32 years of industry experience. He has been with Thrivent since 2002. Outside of his advisory work, he serves as treasurer for the Hit or Miss Hunting Club, managing dues, expenses, and investment of the club’s cash reserves. 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 planning across various topics, combined with managed-account options under a consolidated billing approach, while maintaining separation between planning and portfolio management.

May Lai is a financial advisor with Ameriprise in Bala Cynwyd, PA, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, delivering written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Randy Bochniak is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has been with Cetera and its affiliates since 2004. He also operates Randy S Bochniak & Associates, Inc., a CPA accounting firm based in Quakertown, PA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with various program structures and investment options.

Christen Martin is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves as an elder on the Board of Directors for the Presbyterian Church of Chestnut Hill. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Niemeyer is a Series 66 credentialed advisor with LPL Enterprise, LLC, based in Warrington, PA. He joined LPL Enterprise in 2026 and also has a background in physical therapy, working at Mishock Physical Therapy since 2014. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and a range of financial planning and consulting services.