Emily Fernberger is a financial advisor at Raymond James & Associates with 24 years of industry experience. She previously worked at Citizens Securities, Inc. for 13 years before joining Raymond James in 2020. Fernberger holds Series 65 and Series 66 licenses. She serves on the board of directors for the Mount Sinai Cemetery Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and public entities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Christina Mcquade is a financial advisor with LPL Enterprise in Warrington, PA. She holds a Series 66 designation and has been with LPL Enterprise since 2026. Her prior experience includes roles at Ridgetop Corporation, DeSales University, Norther Valley Old Tappan High School, and Norwood Public School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Beth Zucker is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling over 17 years within the Wells Fargo organization. Zucker holds ownership in Invictus Wealth Management and acts as a trustee for several retirement plans associated with that firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools, with an emphasis on planning engagements that are typically discrete rather than ongoing.

Tyler Dribbon is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo and the University of Delaware. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Christopher Cronin is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their financial situations and goals. He focuses on helping individuals and families simplify their financial lives, develop comprehensive plans, and monitor those plans as circumstances evolve. Prior to joining Fidelity in 2023, Christopher was a Financial Solutions Advisor at Merrill Lynch Bank of America from 2019 to 2023. His experience includes partnering with clients to create and execute financial strategies tailored to their needs. Outside of his professional work, Christopher enjoys camping, football, golf, and hiking.

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.

Joseph Flynn is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previous experience at Equitable Advisors and Cobham Advanced Electronic Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Alan Katz is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has previously worked at Concourse Financial Group Securities Inc and Signator Investors Inc. Outside of his advisory role, Katz serves as a past president and lifetime board member of Temple Sinai of Dresher. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, including model portfolios, third-party managers, and customized strategies.

Gary Sanson is a CFP® and ChFC® with 33 years of experience in financial services. He is affiliated with Cambridge Investment Research Advisors and has held roles at Continuity Partners Group, LLC and various insurance agencies since the late 1990s. Sanson serves as a volunteer for the Regency at Kimberton Glen Homeowner's Association. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions delivered through a network of independent financial professionals, with capabilities spanning discretionary and non-discretionary portfolio management across multiple platforms.

Joseph Catanzaro is a CFP® credentialed financial advisor with over 31 years of industry experience. He currently practices at LPL Financial and has previously worked at Nationwide Securities and operated his own firm, Catanzaro Insurance & Financial Services, Ltd. He continues to maintain his insurance and financial services business alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients 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 supported by model portfolios and research from multiple sources.

Theresa Weaver is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 credentials and 9 years of industry experience. She has worked at PFS Investments Inc. since 2017 and has been with Primerica Financial Services since 2016. Outside of her advisory role, she is self-employed as an HR consultant and serves as an ambassador for Plexus Worldwide. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, delivering advisory services through a model-based approach supported by third-party asset managers and custodians.

Matthew Delgado is a Financial Advisor based in Yardley, Pennsylvania, currently working with Merrill Lynch Wealth Management. Since beginning his career with Merrill in 2019, he focuses on developing personalized financial plans for individuals and families. His approach involves strategic investment management, tax planning, estate management, and retirement planning to help clients achieve long-term financial security. Matthew holds a Bachelor's Degree from Richard Stockton College of New Jersey and has earned multiple professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, as well as sports and entertainment financial needs. Residing in Yardley, Pennsylvania with his wife Taylor, Matthew enjoys traveling, cooking, working out, as well as outdoor activities such as camping, golfing, hiking, and playing pickleball. He emphasizes connecting all aspects of his clients' financial lives to help prioritize and pursue their most important goals.

Sean Henry is a financial advisor with LPL Enterprise, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining LPL Enterprise in 2025, he worked for Obiant Incorporated from 2014 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Marvins Francois is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. He previously worked at JPMorgan Chase Bank N.A. and Univest Financial Corporation among other roles. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform that includes insurance products and third-party asset management.

Anthony Bruno is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Ameriprise in Telford, PA. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver non-discretionary, customized advice and offers a broad range of advisory, brokerage, and insurance solutions.

James Foote III is a financial advisor with LPL Financial in Newtown, PA. He holds Series 65 and Series 63 licenses and has 32 years of industry experience, including long tenures at American United Life and Oneamerica Securities. Since 2023, he has also been involved with Citizens & Northern Bank as a Retirement Plan Service Manager. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Abisola Fadayomi is a financial advisor at LPL Enterprise with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities LLC, Alpine Brokerage, and Foresters Equity Services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by an integrated platform that combines adviser programs with the sale of financial products such as insurance.

Aaron Borstein is a CFP®-credentialed financial advisor with Ameriprise in Doylestown, PA, bringing 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Outside of his advisory role, Borstein is the sole owner and president of Lakefront Living, Inc., a consulting business, and is involved in managing a sandwich franchise through an LLC. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations primarily for individuals approaching or in retirement.

Joshua Storey is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Keenan Motors for 11 years and briefly at All Amish Structures. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.