Janna Lutz is a financial advisor with Edward Jones in Red Hill, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2026, she worked at Commonwealth Financial Network, Paragon Strategic Wealth, and Raymond James Financial Services Advisors, Inc. Lutz’s background also includes roles at American State Bank & Trust Company and CHI St. Alexius Health Williston. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Malcolm Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at PNC Investments before joining Merrill and Bank of America in 2017. Outside of his advisory role, he is involved in a family rental property business in Sellersville, PA. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Savas Saymaz is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding the ChFC® designation and Series 63 license. He has 16 years of industry experience and has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. Saymaz is also an insurance agent specializing in life, disability, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services as well as educational seminars.

A Krempa III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes long-term roles at Ic Advisory Services, Inc. and The Investment Center, Inc., along with ownership of Krempa Associates, Inc. He also serves as a committee member at Our Lady of the Sacred Heart Catholic Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, employing a range of portfolio management strategies and multiple platform arrangements.

Michael Cimino is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2021, and previously held roles at Pruco Securities and The Prudential Insurance Company of America. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and offers plans that incorporate market modeling without providing individual security recommendations as part of standalone planning.

Stephen Schaeffer is a financial advisor with Morgan Stanley, holding the Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques such as Monte Carlo simulations to support its advisory services.

Daniel Porter is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and 12 years of industry experience. He previously worked at Fiduciary Trust International for 11 years before joining Wells Fargo in 2026. 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.

Ellis Weiss is a CFP® with 25 years of industry experience, currently affiliated with LPL Enterprise since 2024. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, as well as Allstate Insurance Company. Weiss serves as a member of the East Fallowfield Township Zoning Hearing Board. 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, model portfolio programs, and access to third-party asset management, combining adviser programs with a broad range of financial products and services.

Michael Kern is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having eight years of industry experience. His prior roles include positions at Lincoln Financial Group and NEXT Financial Group, Inc. He also operates a registered representative business under Porter and Guide Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Grace Kim is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Avantax Insurance Agency LLC and Avantax Advisory Services among other firms. Kim is also a partner in several insurance agencies, including Kim & Kim LLC and Global Premiere Group LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Eileen D'agostino is a financial advisor at Morgan Stanley with 47 years of industry experience. She has worked at Morgan Stanley since 2009, including time at Morgan Stanley Smith Barney prior to the firm's rebranding. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

Christopher Sarr is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Primerica Advisors since 2013 and has worked with Primerica Financial Services since 2002. Outside of his advisory role, he works as a public adjuster through Metro Public Adjustment, Inc. and serves as a youth soccer referee with the Eastern Pennsylvania Youth Soccer Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Andrew Kamees is a financial advisor with J.P. Morgan Securities in Doylestown, PA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Prudential Advisors and Prudential Financial. He serves as a board member of the Telford Square Homeowners Association, a nonprofit organization. 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, distribution, and investment management capabilities.

April Heiser Liedike is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at Securities America, Park Avenue Securities, and Guardian Life Insurance. She is also a partner at Proactive Tax Strategies, LLP, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jay Mitzner is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 39 years of industry experience. He previously worked at Grove Point Advisors, LLC and H. Beck, Inc. In addition to his advisory role, he operates a non-variable insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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, model portfolios, and research support.

Leonard Borcky Jr. is a Series 66-licensed advisor with LPL Financial in Furlong, PA, holding 25 years of industry experience. He has worked at LPL Financial since 2008 and has been affiliated with Independent Advisor Group since 2015. Outside of his advisory role, Borcky is involved in rugby officiating and education, serving as a referee and instructor with USA Rugby and regional referees organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Marc Wagner is a CFP® professional with 38 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and previously worked at HD Vest Advisory Services for nearly three decades. Wagner also operates Wagner Financial Services and is licensed as a CPA providing tax services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides a range of investment solutions, including proprietary and third-party strategies, delivered across multiple custody platforms with discretionary and non-discretionary options.

Nicholas Salatino is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. Prior to joining Fisher, he worked at Columbia Management Investment Distributors Inc for eight years. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across various asset classes, with services that also include sub-advisory and retirement plan management.

Ryan Wizov is a financial advisor with Ameriprise in Penn Valley, PA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including ownership of a children's consignment retail store and a clothing merchandise company, and serves as treasurer on the board of directors for the nonprofit Love from Lenny. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Mitchell is a financial advisor with Edward Jones in Perkasie, PA, holding a Series 66 designation. He has one year of experience at Edward Jones and four years of prior experience at Citizens Bank. His work history also includes roles at The Giant Company, Chick-fil-A, Tswirl Crepes, and Liberty University. 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 through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.