Daniel Leahy is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked previously at American Portfolios Financial Services, American Portfolios Advisors, and Equitable Advisors LLC. Outside of his advisory role, Leahy is involved as managing director at Capital Wealth & Tax Management, LLC, where he sells fixed insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across multiple asset classes.

Kenneth Gula is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Bestvest Investments Ltd, and Vision Financial Group. Outside of his advisory role, he owns and operates Vision Financial and Insurance Group, which provides various insurance products and financial planning services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Ernest Dimascia is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes over four decades at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with The Warrington Insurance Group, focusing on property and casualty insurance. LPL Enterprise, LLC serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable organizations, offering financial planning, access to third-party asset managers, and model-driven investment portfolios. The firm also provides insurance product sales and affiliated trust custody services.

George Mantzoros is a financial advisor with LPL Enterprise holding the CFP® and ChFC® designations, as well as Series 63 and 65 licenses. He has 43 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Kevin Flood is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2025 and previously spent sixteen years at Retirement Investment Services. Flood is also associated with Spectra Associates and Cadaret, Grant & Co., Inc. outside of his current role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, including model portfolios and third-party asset management, supported by various operational and research tools.

Agne Solano is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Shue is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he acts as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Scott Cantwell is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with MML Investors Services since 2014 and with Mass Mutual Life Insurance Company since 2013. In addition to his advisory role, he also acts as an agent for individual life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by proprietary software and educational seminars.

Alan Hark is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 66 credential and 14 years of industry experience. He has been with LPL Financial since 2011 and also operates Hark & Associates P.C., providing accounting, tax, and business consulting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 technology and broad non-advisory financial activities.

David Bilger is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Avantax and operates Bilger & Co., CPAs LLC, which offers accounting, tax, and financial services. Outside of his advisory work, he serves as president of the Upper Bucks Ski Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and custom strategies, supported by a large nationwide network of advisors.

Zachary Bross is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Morgan Stanley. Outside of finance, he has experience with the Pennsylvania Interscholastic Athletic Association and local government parks and recreation. Bross is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services that incorporate both traditional and non-traditional investment strategies.

Joanne Natale is a CFP® with 25 years of industry experience, currently with LPL Financial since 2024. Her prior roles include positions at Securities America Advisors, Park Avenue Securities, and Guardian Life Insurance Company. She is also the managing partner of Proactive Tax Strategies, LLP, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing both model portfolios and customized strategies, supported by a broad platform that includes affiliated insurance and banking services.

John Obrien is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including The Prudential Insurance Company of America and Relate Finance LLC. Outside of his advisory role, he serves as an assistant cross country and track coach at The Agnes Irwin School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, which combines investment research, third-party data, and algorithmic tools to provide tailored recommendations.

Patrick Trauger is a financial advisor with Ameriprise Financial Services LLC, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He previously worked at LPL Financial and has been involved with Penn Wealth Planning since 2007. Trauger also serves on the finance committee for Habitat for Humanity in Bucks County. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to create personalized, non-discretionary recommendations delivered through a centralized consulting team.

Megan Bailey is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1995 and holds FINRA Series 66 and Series 7 registrations. Megan is licensed as an agent for Life, Accident and Health Insurance. In 2007, she earned the Chartered Retirement Planning Counselor™ designation, and in 2018, she obtained the Certified Plan Fiduciary Advisor® designation. She also holds the Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) designations. In her role, Megan conducts portfolio reviews, oversees investment proposal and strategy implementation, assists with investment analysis, and coordinates intergenerational planning. She focuses on the design and implementation of retirement plan services and provides access to Merrill’s investment insights to address all aspects of clients' financial lives. Megan works with clients to create customized wealth management approaches that can adapt to changing needs and market conditions. Originally planning to be a teacher, she applies her skills in educating clients and simplifying the investment process. Megan holds an Associate's Degree from Montgomery County Community College. She lives in Fort Washington, PA with her husband, two children, and five dogs. Megan is an equestrian who enjoys spending time with her horses, Navaro and Spider. In her spare time, she also enjoys Broadway musicals and reading fiction novels.

Tracey Sudo is a financial advisor with LPL Financial in Lansdale, PA, holding a Series 66 designation and 25 years of industry experience. She has worked at several firms, including Cetera Investment Services and PNC Wealth Management. Outside of her advisory role, she is also licensed as a real estate agent with Keller Williams. 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 broad range of advisory services and platforms, including financial planning and third-party asset management, supported by advanced research tools and a large network of investment adviser representatives.

Christopher Lewis is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked for over 38 years. He assists clients and their families with asset accumulation, retirement planning and distribution, tax minimization strategies, and succession planning. His team focuses on providing customized strategies that leverage Merrill Lynch's research resources to meet each client's unique financial needs. Chris holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from St. Joseph's University with a Bachelor's degree and has a high school diploma from Central Bucks East. He is a member of the Bucks County Estate Planning Council and the Central Bucks Rotary. Chris lives in Doylestown, Pennsylvania with his wife Kara. He enjoys biking, golfing, and reading, and spends time with his three grown children.

Edward Foy is a financial advisor with LPL Financial in Blue Bell, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2023, he operated his own advisory practice and worked with Minnesota Life, M & K Financial Services, and Securian Financial Services for over two decades. Outside of his advisory work, he is the owner of a business specializing in buying and selling sports books and publications and serves on the Parish Finance Council at Saint Genevieve Roman Catholic Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of investment programs and tools, including model portfolios, third-party asset management, and participant-level retirement advice, supported by technology-driven operational and research resources.

Stacia De Witt is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Allstate Insurance Company, Mutual of Omaha, and Thrivent Investment Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Noel Wolfe is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his financial advisory role, Wolfe serves as a computer consultant for a law office and is a Sunday school teacher at Davisville Baptist Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning utilizing structured discovery processes and firm-approved tools.