Scott Simon is a financial advisor with Mass Mutual Investors Services in Horsham, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Simon has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2015. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars with an emphasis on collaborative, annual planning engagements.

Clyde McKay is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has previously worked with Avantax Investment Services, Inc. and his own CPA firm, McKay, DeRito & Pollock, LLC. Outside of advising, he serves on the council of Washington Crossing United Methodist Church and is involved in tax preparation and accounting through his ongoing consultant role. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party investment strategies.

Brian Grudman is a financial advisor with J.P. Morgan Securities in Royersford, PA, holding a Series 66 designation and four years of industry experience. He previously worked at Corebridge Financial and has served in roles at JPMorgan Chase Bank, N.A., and other firms. Outside of his advisory work, he is registered as an agent for non-securities insurance products. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework for its recommendations.

Sean Pearson is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Conshohocken, PA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with a centralized consulting team delivering non-discretionary recommendations in collaboration with client advisors.

Fanny Cruz is a Certified Financial Planner (CFP®) at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Basta5 LLC and WEC International. Outside of her financial advisory role, she is involved in public speaking and organizes religious activities, including teaching Bible and mission classes at various churches. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and fiduciary advisory services. The firm is notable for its large national advisor and branch network, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Brian Donlon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Merrill and Janney Montgomery Scott. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with clients able to choose whether to implement recommendations through brokerage or advisory programs.

Rashon Holmes is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works closely with clients to develop comprehensive financial plans tailored to their life stages and individual circumstances. Prior to joining Fidelity Investments, Rashon served as a Premier Advisor at Citizens Bank from 2019 to 2022 and as a Relationship Banker at Santander from 2018 to 2019. His experience spans various aspects of financial advising and client relationship management. Rashon emphasizes building long-term relationships based on mutual respect and trust. He leverages the tools available at Fidelity to assist clients throughout their financial journeys, aiming to provide them with confidence in their overall financial plans.

Amanda Schulenberg is a financial advisor with Thrivent Investment Management in Montgomeryville, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Thrivent and its affiliated firms since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive written recommendations on various financial planning topics without portfolio management or discretionary trading authority.

Michael Hunsicker is a CFP®-certified financial advisor with 17 years of industry experience. He currently works at Edward Jones and has previously held roles at Northwestern Mutual and Hartford Investment Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Daniel Pfeiffer is a Series 66 licensed advisor with 17 years of industry experience, currently with Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities Inc. from 2015 to 2017. Pfeiffer serves as the treasurer of the VE Soccer Club, where he manages financial operations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

David Schneider is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. His current role includes a regional director position requiring licensing in property and casualty insurance, though he does not actively write business in that area. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in a wrap program, while also facilitating insurance product sales through affiliated entities.

Donna Dembeck is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Adam Bielemeier is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Barry McCarthy is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2010 to 2021. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Knights of Columbus, Santa Maria Council in Flourtown, PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Bridgit Holly is a financial advisor at Thrivent Investment Management with 28 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Holly has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. 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 a broad range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called "WealthPlan," while keeping these services separate.

Aaron Sanchez is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked previously at Northwestern Mutual, East Coast Advisory, and Wehrung's Lumber. Sanchez has also been associated with East Stroudsburg University of Pennsylvania since 2021. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Paul Fisch is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 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 to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Ellis Fattizzi is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he serves as a Judge of Elections for Montgomery County, overseeing voting processes in Ward 3-2. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and employs asset-allocation tools and automated rebalancing to manage portfolios.

Jennifer Detweiler is a financial advisor at LPL Financial with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Securities America Advisors, Strobel Financial, Sunamerica Securities, and Vist Capital Management. Outside of her advisory work, she provides bookkeeping and back-office support through an unrelated business. 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.

Justin Creighton is a CFP® professional with six years of experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. Prior to his advisory role, he worked in the computer science department at Millersville University. He is involved with the Angel Foundation, a nonprofit connecting CFP professionals with families affected by recent cancer diagnoses to provide pro bono financial education and advice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that delivers written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.