Jeanne Helmar is a CFP® with 19 years of experience in financial advising, currently with Cetera Wealth Services, LLC and Harmony Wealth Management. She has a background that includes over a decade at Avantax Advisory Services and has worked in related accounting and tax preparation roles. Outside of her advisory practice, she serves as a committee member on the Perkiomen Township Parks & Recreation Committee and participates in the Rockstar Roller Derby league. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with diverse program options and custodian relationships.

Tracy Zimmerer is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and 24 years of industry experience. Her prior roles include positions at BlackRock Investments, Horner Townsend & Kent, and Merrill. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored financial solutions.

Edward Cleary is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent 22 years at Cencora Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and investment solutions supported by a large national network of financial advisors and branch offices.

William Mckinley is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Raymond James in 2024, he operated W Mckinley & Associates LLC and worked at Mutual Securities, Inc. for over a decade. 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 municipal advisory services.

David Samachson is a CFP®-designated financial advisor with 11 years of industry experience, all spent at Edward Jones since 2015. He holds the Series 66 license and is based in Newtown, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services, separately managed accounts, and affiliated mutual funds.

Dennis Cooney is a CFP® with 33 years of experience in the financial industry. He is currently with Wells Fargo Advisors in Doylestown, PA, having been with affiliated Wells Fargo entities since 2009. Cooney also owns Dennis Cooney Consulting, LLC, a separate business focused on investment-related activities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Barbara Rowens is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at IC Advisory Services, Inc. and The Investment Center, Inc. Additionally, she has a long tenure with the School District of Philadelphia spanning over five decades. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party providers.

David Carothers is the Senior Resident Director and Financial Advisor at the Merrill office in Doylestown, PA. Since joining Merrill Lynch Wealth Management in 2006, David has served in various leadership roles, including management positions in Princeton and Philadelphia. He maintains a dual role focused on assisting clients and advisors in creating realistic paths toward meaningful financial objectives, employing a planning-based approach that prepares clients for both expected and unexpected financial events. David earned a Bachelor’s degree in Business Administration with a concentration in Finance and a minor in Information Technology from Monmouth University. He holds the Personal Investment Advisor (PIA) designation. His client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, and socially responsible and values-based investing. David emphasizes understanding each client's goals and pursues them with simplicity and transparency. Outside of his professional responsibilities, David facilitates charitable and fundraising events in the community and supports a local animal orphanage. He enjoys outdoor activities such as fishing—fly fishing, freshwater, and saltwater fishing—boating, hiking, and playing sports. He also enjoys cooking and spending time on new adventures with his wife, Lauren, and their two daughters.

Brett Osborn is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked previously at National Comfort Products, State Farm, Giant Fitness, and Kutztown University. Outside of advising, he is involved in tax preparation and administrative work with Penn Wealth Accounting Group. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Doug Prosser is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2017. In this role, he partners with executives to help them understand and optimize their employer benefits, employing a consultative approach to tailor financial plans that align with their individual goals and objectives. Doug's career in financial services spans several roles and companies since 1994, including positions at Fidelity Investments, TIAA-CREF, TD Ameritrade, Waterhouse Securities, and L.C. Wegard. His experience includes financial consulting, wealth management advising, client relationship management, investment consulting, and branch management. Outside of his professional work, Doug enjoys boating, cars, fishing, spending time at the lake, motorcycles, and surfing.

Thomas Percetti is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked with Equitable Advisors since 2015 and previously with Axa Advisors, LLC for five years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Scott Marshall is a CFP® professional with 29 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. He has held roles at Cambridge Investment Research Inc since 2002. Marshall is a board member of the Lenape Valley Foundation in Doylestown, PA. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base that includes individuals, pension plans, charitable organizations, trusts, and other retirement sponsors. The firm offers a range of investment approaches through independent Financial Professionals, including proprietary models and access to outside strategists.

Richard Lepard is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and possessing one year of industry experience. His prior work includes roles at PFS Investments Inc. and multiple positions at Corelogic, Inc., as well as stints with Ice Mortgage Technology and Black Knight. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with thousands of advisors and over $15 billion in assets under management, delivering advisory services through model-based investment strategies managed by unaffiliated asset managers.

James Korman is a financial advisor with LPL Enterprise, holding a Series 66 credential and beginning his industry career in 2025. He has experience teaching at Lafayette College and involvement with Kreyco Educational Services, a language learning network. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, and third-party asset management, combining adviser programs with sales of financial products including insurance through an affiliated agency.

Gracelyn Paul is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses. She has been in the financial services industry since 2025, with prior experience at PFS Investments Inc. and Primerica Financial Services. Outside of finance, she has been involved with Olive Oil Etcetera since 2016. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by unaffiliated asset managers. The firm operates nationally with approximately 3,948 advisors and $15.5 billion in assets under management.

Bennett Zaba is a CFP® professional with eight years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include positions at The Vanguard Group and City National Rochdale. Outside of his advisory work, he volunteers as a coach with a youth organization in Warminster, PA. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to institutional and charitable entities. The firm offers financial planning and investment management through various platforms and strategies, including proprietary models and access to unaffiliated managers, with services tailored to client objectives.

Lauren Dale is a financial advisor with Fidelity, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. She has worked with Strategic Advisers and Fidelity Investments since 2000 and Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Matthew Cramer is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2013. He is also the managing principal of Cramer Management LLC, a business involved in the operation of a franchise branch. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Gerald Woolf III is affiliated with LPL Enterprise and holds a Series 66 designation. He has professional experience beginning in 2026 and previously worked at Saint Joseph's University from 2015 to 2018. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

John Ortolf is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Wells Fargo Advisors in Doylestown, PA since 2016. Outside of his role at the firm, he holds a majority ownership in JK Partners LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce. Advisors use Wells Fargo's research and tools to develop tailored recommendations that clients may implement through various brokerage or advisory programs.