Olivia Ackerman is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Her prior roles include positions at USHealth Advisors and Juice Press LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and holds a unique regulatory standing as both a commodity pool operator and advisor to multiple registered investment companies.

Richard Lepard is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His career background includes positions at PFS Investments Inc., Corelogic, Inc., Ice Mortgage Technology, and Black Knight. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by external asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

James Korman is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His work history includes roles in education and marketing, with current teaching responsibilities at Lafayette College and involvement in language learning services through Kreyco Educational Services. He has also served in the U.S. Army Reserve. LPL Enterprise 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 utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, while also facilitating insurance product sales through affiliated entities.

Gracelyn Paul is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. She has one year of industry experience and has worked with PFS Investments Inc., Primerica Financial Services, and Jodi Banks LLC. Outside of finance, she has been involved with Olive Oil Etcetera since 2016. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and offers model-driven investment strategies supported by third-party asset managers and custodians.

Gerald Woolf III is a Series 66-registered advisor at LPL Enterprise with one year of industry experience. He previously worked at Saint Joseph's University and had an eight-year period outside the financial industry before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.

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.

Meghan Casey is a financial advisor at Edward Jones in Milford, NJ, holding Series 63 and Series 66 credentials with 11 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is involved in real estate management through River Rock Management LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Emily Fernberger is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 credentials and 24 years of industry experience. Her previous roles include positions at Citizens Securities, Inc., Merrill, and UBS Financial Services. She serves on the board of directors for the Mount Sinai Cemetery Association. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Christina Mcquade is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Her work history includes roles at Ridgetop Corporation, DeSales University, Northern Valley Old Tappan High School, and Norwood Public School. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of affiliated financial services.

Robert Meuser Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 27 years of industry experience. His career includes prior roles at Wells Fargo Clearing and Morgan Stanley. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ronald Centofanti is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 29 years. His background also includes a role as an independent real estate contractor with Keller Williams Realty Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

William Travis is a CFA® charterholder with 24 years of industry experience, currently serving at Mass Mutual Investors Services since 2009. He also holds a Series 63 license and works as an insurance agent specializing in individual life, property/casualty, health, and group insurance products. Outside of his advisory role, Travis serves as a FINRA arbitrator and operates a business consulting practice. MassMutual Investors Services, LLC 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 emphasizes collaborative, goal-oriented planning using advanced analytical tools and offers a range of investment and educational programs.

Beth Zucker is a CFP® professional with 38 years of experience in the financial industry. She has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. Zucker is also a part-owner and trustee of Invictus Wealth Management in Doylestown, PA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold and uses proprietary research and tools to develop personalized recommendations.

Raymond Shive II is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and began his financial services career in 2024. Prior to this, he held roles outside finance, including leadership in music education and worship team direction at a church. He currently serves as a worship team leader, selecting music and organizing volunteer musicians for weekly church services. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative planning relationships using firm-approved analytical tools and focuses on recommending investment strategies rather than specific products.

Joseph Hoffmeier Jr. is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, Hoffmeier is a sole proprietor involved in real estate through rental property ownership. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations as part of its financial planning process.

Kelly Allen is a financial advisor at Raymond James & Associates with 23 years of industry experience. Prior to joining Raymond James in 2025, Allen worked for Morgan Stanley Smith Barney LLC for 14 years. Allen holds Series 63 and Series 66 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Varela is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He previously worked at Northwestern Mutual Investment Services and Power Home Remodeling Group. Outside of advising, he is the founder of Varela Financial, a student loan consulting business, and also works as a broker for life insurance and related products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that offers financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap and money-manager programs, and educational seminars, with financial planning engagements structured as annual, collaborative relationships using firm-approved software and tools.

Jeffrey Mc Elhaney Jr. is a CFP®-certified financial advisor with 17 years of experience, currently serving clients at Edward Jones since 2009. He holds a Series 66 license and is based in Emmaus, PA. Outside of his advisory role, he owns a vacation rental property in Strathmere, NJ. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brett Melton is a financial advisor with J.P. Morgan Securities in New Britain, PA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, Lincoln Financial Group, and Citizens Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering comprehensive advisory and brokerage services.

Tylor Flebbe is a financial advisor at Wells Fargo Advisors with Series 66 registration and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Ameriprise Financial Services, LLC and held roles at The Pennsylvania State University as well as positions in retail and food service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet net-worth requirements. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop client recommendations.