John Uehling is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Arthur Strackhouse is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2008 and worked at Jourdan Wealth Management from 2016 to 2019. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Brian Lucas is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2006. He serves on the Board of Directors for Camp Discovery in Langhorne, PA. 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 written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Gallagher is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He focuses on guiding clients through various financial challenges and life milestones by developing personalized wealth management strategies. His approach integrates investment portfolio management, estate planning services, and wealth transfer techniques to address a wide range of client needs. Gallagher’s expertise encompasses college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing including ESG, and retirement income planning. He combines the resources of a major financial services firm with his team’s capabilities to deliver customized solutions. He holds a Bachelor’s Degree from The College of New Jersey and maintains professional designations including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Gallagher is active in community organizations such as the Girl Scouts of Eastern Pennsylvania, Boy Scouts of America, and Habitat For Humanity. Outside of work, his interests include baseball, basketball, cooking, fishing, football, gardening, golfing, music, traveling, and spending time with his family.

Pryia Roy is a financial advisor with Raymond James & Associates in Newtown, PA, holding a Series 63 designation and having five years of industry experience. Prior to joining Raymond James & Associates in 2020, she worked for the Department of Homeland Security for 21 years. Raymond James & Associates, Inc. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Joseph D'amore is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Penn Wealth Planning. Additionally, he serves as an adjunct lecturer at Gwynedd Mercy University, teaching undergraduate courses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement-income recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

Michael Zollers is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Bank NA and Citizens Securities, Inc. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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 sources.

Christopher Chichilitti is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Cetera and its affiliate Cetera Investment Services since 2005. Outside of his advisory work, he co-owns a contract painting business and also works part-time as a travel agent specializing in planning trips to Disney World and Universal Studios. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and customizable strategies across multiple program structures.

Philip Fiore III is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Massachusetts Mutual Life Insurance Company. Since 2024, he has been associated with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Joseph Herron is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His career includes positions at several firms such as Citadel Federal Credit Union, Cetera, and TD Ameritrade. Herron is also involved with Ardent Investment and Retirement Solutions, a business related to his work at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Stacey Heikkila is a financial advisor with Ameriprise in Phoenixville, PA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise since 2010. Outside of her advisory role, she manages an advisory business through RXG Management LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gerard Lemly is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is a co-owner of Aiken Lemly Partnership, a business involved in buying and selling rental real estate. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. The firm provides a specialized retirement-income planning service targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies to deliver tailored, written recommendations.

Daniel Griffin is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory work, he teaches fitness and cycling classes and works as a ski instructor. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Chad Simmerman is a financial advisor with LPL Enterprise holding a Series 66 designation and has been with the firm since 2026. Prior to joining LPL Enterprise, his work experience includes roles at Doordash, West Chester University, and in the food service industry. He is based in Warrington, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Robin Lewis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Primerica Financial Services since 2011 and PFS Investments Inc. since 2012. Outside of advisory work, he serves as an office manager for Jodie Banks, LLC and works as an independent contractor with Custom Benefit Plans. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies with a range of tactical and strategic approaches. The firm operates at scale with thousands of advisors and offices and utilizes third-party asset managers along with BNY Mellon Advisors and Pershing for trade execution and custody.

Eric Felt is a financial advisor with Mass Mutual Investors Services in Fort Washington, PA, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, having worked with MassMutual and its affiliated firms since 1983. In addition to his advisory role, he is involved with Eric Felt Insurance Services, LLC, which provides life and group health insurance solutions. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative annual planning engagements without discretionary investment authority.

Austin Radomski is a Series 66 licensed financial advisor with two years of industry experience. He currently works at LPL Enterprise and has prior experience with firms including Pruco Securities LLC and PennWest California. Outside of finance, he has worked in the food service industry and education. 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 emphasizes model-driven investment implementation and offers access to third-party asset managers and various financial products through its network of investment adviser representatives.

Kyle Ryan is a CFP® and ChFC® with seven years of industry experience. He is currently affiliated with LPL Financial and Menninger & Associates, where he has worked since 2018 and 2022 respectively. Outside of his advisory roles, he contributes as an article editor for LendEDU. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lynn Sandt is a financial advisor at Charles Schwab with 17 years of industry experience. She holds the Series 66 designation and previously worked at Lear Investment Management and Phlox Capital Management, among other roles. 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational and custody arrangements.

Jared Lynch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having four years of industry experience. Prior to joining LPL Financial, he worked at The Vanguard Group and held various roles outside the financial industry, including positions at Anthony's Coal Fired Pizza and Merion Golf Club. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.