Zachary Gibson is a Series 66-credentialed financial professional affiliated with Cetera, with two years of industry experience. He has held roles at multiple firms, including 44th Street Capital Advisors LLC and Wealth Management Associates, and also operates GibsonMayer, LLC, where he provides tax preparation and bookkeeping services. Zachary serves clients from Yardley, PA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform that serves individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform featuring both affiliated and third-party strategies.

Matthew Delzingaro II is a financial advisor at LPL Financial holding Series 65 and Series 63 licenses. He has been in the industry since 2025, with prior experience at the Andrew Hoff Agency and as a high school teacher. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to diversified model portfolios and research.

Jane Iademarco is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with LPL Financial since 2011 and also maintains an affiliation with RWC Investment Management since 2010. Outside of advisory work, Jane operates an online art store where she sells her own artwork. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

Nicole Pompa is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with firms including Diehl Financial Group and PFS Investments Inc. Outside of her advisory role, she operates Pompa Financial Services LLC and is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Matthew Ryan is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Prior to his financial services career, he spent several years in education at Martin Saints Classical High School and Ville de Marie Academy. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Collins is a financial advisor with LPL Financial in Lansdale, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Lincoln Investment and Lincoln Investment Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Christine Kaminski is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses. She has 16 years of industry experience, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. 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 broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Durbin is a financial advisor with Primerica Advisors in Richboro, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and limited separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Esther Bullard is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Stifel with 12 years of industry experience. She previously worked at Bank of America, N.A. for six years before joining Stifel Nicolaus & Co Inc. She is based in Yardley, PA. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling to support financial planning and asset allocation.

Christopher Cice is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he is a principal with Newtown Financial Services, LLC, an independent insurance agency, and serves as a board member of the Tioga County Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering customizable investment strategies across multiple platforms and custodial arrangements.

Gregory Baro is a financial advisor with Morgan Stanley in Flemington, NJ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by a structured process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Grant Raskin is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked with several firms including LPL Financial and operates Bucks County Wealth Management and MGR Financial Management. Outside of financial services, he owns Maxim Sports Cards, a business focused on buying and selling sports cards, and hosts a podcast called Financial Education Sucks. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across discretionary and non-discretionary programs.

Kyle Heuchert is a financial advisor with LPL Financial in Harleysville, PA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley, Porter and Guide Wealth Management, and Marsh McLennan Agency, along with earlier experience in education and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and technologies such as machine learning.

Anita Grossman is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 30 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 29 years before joining OSAIC in 2025. Grossman operates a separate business offering accident, health, disability insurance, and various annuity products. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple investment platforms, employing asset-allocation tools, risk assessments, and automated rebalancing to design portfolios across various asset classes.

Michelle Bartosik is a financial advisor with Merrill and holds a Series 66 designation. She has 19 years of industry experience, including roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006 and Bank of America, N.A. since 2011. Outside of her advisory role, she works part-time as a gymnastics coach for a family business called Gymnastics Unlimited. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Gregory Frentzen Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at multiple firms including Securities America and Trumark Financial Credit Union. He is also the owner of Frentzen Financial Solutions LLC, a financial services business. Cetera Investment Advisers LLC is a large nationwide advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management and access to third-party money managers.

Scott Lingrell is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He previously worked at METLIFE Securities Inc for 15 years before joining Mass Mutual affiliates, where he has been since 2016. Outside of his advisory role, he serves as volunteer president of a 501(c)(3) charity organization, Players Committee Inc. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing 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 educational seminars and event-driven planning services such as estate settlement and divorce planning.

Eric Lewandowski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in direct internet marketing sales of nutrition products through Market America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Jared Hark is a financial advisor with LPL Financial, holding a Series 65 designation and three years of industry experience. He previously worked at Hark & Associates, PC and has held positions at Urban Outfitters, Temple University, and Rally House. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside access to model portfolios and research.

Kevin Hiller is a financial advisor with Equitable Advisors in New Britain, PA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Penn Investment Advisors, Northwestern Mutual, and several banking institutions. Outside of his advisory work, he is an independent agent involved in the sales and service of fixed insurance products. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer, with a delivery model that emphasizes program sponsorship and third-party managers.