Brian Lee is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 13 years of industry experience. His previous roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. He is also an agent authorized to sell health insurance commissions through Emerson Reid. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning services, and insurance products through affiliated entities.

John West is a financial advisor with Ameriprise in Doylestown, PA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory work, West is a board member of the Fanny Chapman Pool Board and owns a consulting business, 27teen Consulting, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides tailored, non-discretionary recommendations focused on sustainable income and tax-aware withdrawal strategies, leveraging the firm’s investment research and proprietary tools.

Christopher Roberts is a financial advisor with LPL Financial in Horsham, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining LPL Financial in 2024. Outside his advisory role, he is associated with CP Roberts & Associates, a business entity established for tax and investment purposes. 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 services including financial planning, model portfolio programs, and institutional platforms, providing solutions through a large network of investment adviser representatives.

Kathleen Lansing is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously spent six years at Oppenheimer & Co Inc. and one year in a position listed as Home. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm supports advisors with proprietary research and planning tools while integrating advisory services with various financial products and referral channels.

Brooks Guzman is a Financial Consultant at Fidelity Investments, where he works directly with clients to develop personalized financial plans. He aims to serve as a long-term partner, providing ongoing guidance as markets and life circumstances change. Brooks utilizes Fidelity's resources to help clients feel heard, understood, and confident in their financial strategies. Prior to becoming a Financial Consultant in 2024, Brooks worked as an Investment Consultant at Fidelity Investments from 2023 to 2024. Before that, he was a High Net Worth Client Representative at Vanguard from 2021 to 2023. This experience has provided him with expertise in investment consulting and client relationship management. Outside of his professional work, Brooks enjoys cooking and baking, participating in family activities, exploring food culture as a foodie, and engaging in sports such as football and golf. He also has an interest in music.

Jeffrey Gunder is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services for nearly 19 years before joining LPL Financial in 2025. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services primarily delivered by investment adviser representatives utilizing a range of strategies including discretionary and non-discretionary approaches.

Jerome Free Jr. is a financial advisor with Ameriprise in Lansdale, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to generate recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Miloslava Moravec is a financial advisor with Primerica Advisors in Lansdale, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Primerica Advisors since 1990 and Primerica Financial Services since 1996. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and implements portfolios via BNY Mellon Advisors, operating primarily with a percentage-based wrap fee structure.

Tracey Herring is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked at several firms, including Morgan Stanley and Cambridge Investment Research Advisors, and has been with Wells Fargo Clearing since 2019. Outside of her advisory role, she consults for PureHaven, a company that sells nontoxic home and personal care products. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joshua Gummo is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Cetera and has held roles at Concourse Financial Group Securities Inc, Bank of America, and Merrill Lynch, Pierce, Fenner & Smith Inc. Outside of his advisory work, he serves as an elder at Ebenezer Bible Fellowship Church and participates in development efforts for Church Extension Ministries. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform to implement various investment strategies.

Dean Cimino is a financial advisor with Morgan Stanley in Blue Bell, PA, holding a Series 63 designation and bringing 43 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management (MSWM) offers advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to support its advisory services.

Frederick Wagner Jr. is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2020. Prior to this, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2020. He is also the Membership Chair of LeTip of Doylestown, a local networking group. Raymond James & Associates 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, and municipal entities, offering financial planning and advisory services primarily through non-discretionary consulting supported by multiple portfolio management styles and affiliated research.

Stefan Szygiel is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently with Edward Jones and has previously worked at JFS Wealth Advisors, LLC and Girard Investment Services, LLC. Outside of finance, he has been involved with local soccer organizations and worked within the Central Bucks School District. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual, institutional, corporate, and charitable clients. The firm manages over $1 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.

Brian Trymbiski is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Raymond James & Associates in 2019. Outside of his advisory role, he serves on the audit and finance committee of the Catholic Leadership Institute, a nonprofit organization. Raymond James & Associates 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Peter Gutekunst is a CFP® with over 32 years of experience in the financial services industry. He has been affiliated with Raymond James Financial Services since 2002 and operates Gute Financial Services, Inc., an independent firm. In addition to his advisory work, he is an author developing books focused on financial planning topics. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors, including municipal and public finance advisory work.

Lawrence Isaacman is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Primerica Advisors, Primerica Financial Services, and A.L. Williams since 1990. Isaacman is also a 50% owner of Future Legacy Group, LLC, an investment-related entity affiliated with Primerica. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-driven investment strategies managed by unaffiliated asset managers.

Steven Beylis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process includes centralized due diligence with both quantitative and qualitative research, and incorporates ESG frameworks and derivatives capabilities.

Derrick Handwerk is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. He has been involved with Cetera Advisors LLC since 2013 and owns Handwerk Multi Family Office, a multifamily office focusing on tax planning, risk management, and real estate advice. Outside of his advisory roles, he operates Handwerk Consulting, providing business consulting services related to tax mitigation, trust advisory, and estate planning. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, utilizing affiliated and third-party model portfolios and strategies.

Matthew Maskarinec is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 65 designation and one year of industry experience. He has also been involved with Hark Maskarinec, PC since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to multiple portfolio management options, supported by a combination of proprietary research and third-party strategies.

Anthony Ezell is a financial advisor with Primerica Advisors in Glenside, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Primerica Advisors since 2007 and has worked with Primerica Financial Services since 2006. Outside of advising, he is involved in the sale of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.