Andrea Nucero is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 1999 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to client goals and risk tolerances.

Mitesh Shah is a Planning Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he focuses on working with clients to achieve their financial goals by understanding both their financial situations and personal motivations. Prior to his current position, Mitesh gained experience at J.P. Morgan as a Trade Lifecycle Associate from 2019 to 2023. Earlier in his career, he worked as a Sales Associate at FS Investments in 2018 and as a Financial Solutions Advisor at Merrill Lynch from 2013 to 2017. Outside of his professional work, Mitesh has interests that include football, golf, outdoor adventures, pets, swimming, and traveling.

Matthew Mrazik is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America, Merrill, EquityBee Inc., and North Capital Private Securities. Outside of his advisory work, he produces music and releases it on streaming platforms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services, including financial planning and portfolio management.

Kathryn Bogle is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for 12 years before joining Raymond James in 2019. Outside of her advisory role, she is involved as an administrative assistant at SGI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning and risk profiling tools and supports both retail and institutional advisory programs.

Allison Pearce is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2017. Prior to her career in finance, she held teaching positions at Council Rock School District and worked at Tony's Place Bar and Grill. Ameriprise Financial Services is a large, diversified 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. The firm’s approach combines proprietary research and third-party data within a defined investment universe that includes affiliated products and manages assets with disclosed economic relationships.

Patrick Tierney is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1998, bringing 24 years of experience in financial services. He specializes in guiding and advising clients on wealth management strategies aimed at helping them pursue their financial goals. Patrick focuses on maintaining moderate risk in investment portfolios while pursuing absolute returns and maximum diversification. His expertise includes areas such as college education planning, executive and equity compensation, family wealth management strategies, individual and corporate investment strategy, tax minimization, and retirement income planning. As a Senior Portfolio Manager, Patrick manages his own discretionary Personalized and Defined Strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Patrick holds a Bachelor's Degree from the University of Scranton and holds several professional designations including the CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Alternative Investment Analyst (CAIA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Patrick spends time volunteering in his community and enjoys basketball, music, reading, and spending time with his family.

Julie Wall is a financial advisor with Ameriprise in Warrington, PA, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has been with Ameriprise since 2012, including its predecessor entity Ameriprise Financial Services Inc. Outside of her advisory role, she co-owns an LLC that holds a partial investment in a local swim facility. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning focused on reliable income sources and tax-aware withdrawal strategies.

Sean Larkin is a CFP® certificant with four years of industry experience. He has worked at LPL Financial since 2022 and previously spent seven years at Sei. Larkin is also affiliated with Kemp Harvest Financial Group in Harleysville, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Stephen Hill is a financial advisor with Cambridge Investment Research Advisors in Newtown, PA, holding a Series 65 designation and seven years of industry experience. He is also a partner at Gilbert, Wilson & Hunter LLP, where he provides tax preparation and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers a range of services including financial planning, investment management, and retirement plan advisory through a network of independent financial professionals using various investment platforms and strategies.

Brandon Marshall is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2017 and previously attended Saint Joseph's University. Outside of his advisory role, he is employed at WPM Management, where he performs transaction follow-up and money movement tasks related to advisory services. 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 recommendations and annual advice. The firm’s approach integrates internal research, third-party data, and algorithmic tools, with implementation guided by clients and their advisors within a defined investment universe.

Amar Mehta is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning a total of 17 years within the Wells Fargo network. Mehta is also a 40% owner of KM Financial, LLC, a separate financial practice. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial products and referral channels.

Alicja Plonska is a Series 66-licensed financial advisor at Morgan Stanley with 17 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2017 and previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Christine Brown is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 1985 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Geoffrey Japchen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2020. He is also involved with the organization Hope for Separated Husbands. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Darrell Collins is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His career includes roles at Primerica Mortgage LLC, Lifetime Fitness, CBRE, Chubb Inc, and BNY Mellon. Outside of his advisory duties, he is involved in the sale of home security and automation products as part of a referral arrangement. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm emphasizes model-driven strategies managed by external asset managers and supports trade execution and custody through established custodians, with approximately $15.5 billion in assets under management.

Marcus Respes is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Alutiiq LLC, Marquee Restoration, and Jottan Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to Model Wealth Portfolios, third‑party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Matthew Cruz is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at Bank of America and Merrill prior to joining J.P. Morgan in 2019. Outside of his advisory work, he is involved in a maintenance-related activity as a contractor. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Tyler Becker is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, and work at Newtown Athletic Club and Friends Bar & Grill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Joseph Allen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including high-net-worth individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Christian Aguirre is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been advising clients since 2004 and is a Founding Partner of the Aguirre Jankowski Group. Christian specializes in comprehensive wealth and investment strategies for private clients, corporations, and small institutions, focusing on total asset management and disciplined portfolio construction. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered Retirement Planning Counselor (CRPC). Christian earned his Associate's and Bachelor's degrees from the University of Phoenix and a High School Diploma from PCC. His advisory process involves a thorough assessment of clients' financial situations and goals to develop customized strategies across retirement readiness, education funding, estate planning, and more. Christian is involved in various community organizations, including Doylestown Borough Parks & Rec, Shriners Hospital, and Pine Run Retirement Community. He also participates in professional organizations such as the Freemason Society, Boy Scouts of America, St. Jude Children's Research Hospital, and the Children's Fund. Christian lives in Furlong with his wife, Ahliea, and their two children, Sebastian and Isabella.