Glenn Palmitessa is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior experience includes roles at Ameriprise and Wells Fargo Advisors. Outside of advising, he is involved in a ski and snowboard retail business in Doylestown, PA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, and corporations through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Douglas Clark is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves as a bookkeeper and board member for the Colorado Center for Modern Psychoanalytic Studies, where he assists with check writing, account balancing, and fundraising. 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, non-discretionary investment consulting, and specialized municipal advisory services.

Leo Webb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 2003. Outside of advisory work, he is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees and ongoing oversight.

Wendy Fratrik is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad 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.

Kyle Albahary is a Planning Consultant at Fidelity Investments, where he currently works with clients to help them achieve their financial goals. He has been with Fidelity Investments since 2021, progressing through roles as a Financial Representative and Relationship Manager before his current position. Kyle has developed expertise in financial planning and client relationship management through his experience at Fidelity. He is committed to building lasting relationships and serving as a trusted resource for clients on their financial journey to retirement. Outside of his professional work, Kyle enjoys baseball, family activities, fitness, golf, movies, and music.

Stephen Niles is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 19 years before joining Raymond James Financial Services Advisors, Inc. in 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals, employing analytical tools and risk profiling, and supports advisory programs alongside institutional consulting and portfolio management.

Robert Hurley is a CFP® with 43 years of experience in the financial industry. He has worked at LPL Financial since 2025 and previously operated R.G. Hurley & Associates, Inc. for 39 years. Hurley has also been associated with Cadaret, Grant & Co., Inc. since 1983. Outside of advising, he has been involved in insurance sales, focusing on life, health, and annuity products. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios, third-party research, and advanced technologies.

Christopher Lyman is a CFP® and ChFC® with 12 years of experience in the financial services industry. He is currently affiliated with Cambridge Investment Research Advisors, where he has worked since 2021. Prior to that, he held roles at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. Outside of his advisory work, he is involved as an independent insurance agent with multiple firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, offering both proprietary and third-party investment strategies across various platform arrangements.

Seema Khetawat is a Private Wealth Advisor at Merrill Private Wealth Management. She collaborates with clients to manage and grow their wealth through personalized financial strategies. Her professional background, credentials, and community involvement details are not provided.

David Novick is a CFP® and ChFC® with 29 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. He previously worked at The Investment Center Inc and Prometheus Capital Management Corp and has been an adjunct instructor of finance at New York University since 2007. Novick serves on the finance committee of the Shir Ami Synagogue Men's Club and is involved in various educational and community organizations. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers tailored investment strategies through multiple platform arrangements and combines proprietary and third-party model solutions.

Matthew Fisher is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. He is a member of the Veteran's of Foreign Wars and serves as an auditor for St Johns Methodist Church. 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, institutions, pension plans, and charitable organizations, offering financial planning and advisory services with a range of portfolio management styles and affiliated research resources.

Ryan Evans is a CFP® with 14 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at TEN22 Private Wealth, P.C., Commonwealth Financial Network, and Northwestern Mutual. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services delivered through independent professionals, utilizing proprietary and third-party strategies across various platform arrangements.

Danny Petty is a financial advisor at Edward Jones with 12 years of industry experience. He has held positions at Edward Jones since 2018, following roles at Raymond James & Associates and J.W. Cole Financial, Inc. Outside of his advisory work, he serves as Director of Youth Ministry at Bucks County Community Church, coordinating monthly youth events and teaching on Sunday evenings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Brock Nestory is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he was involved in landscape solutions through JD Landscape Solutions for two years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management arrangements, and brokerage and insurance products through its integrated advisory and brokerage platform.

Matthew Frank is a financial advisor at Ameriprise with 35 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Outside of his advisory role, he serves on the professional advisory committee of the board of directors at Maharishi University of Management. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. Its approach combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Bing Ma is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds a Series 66 designation and has worked at Prudential Insurance Company of America since 2003. Outside of his advisory role, he is involved in caregiving for an elderly parent. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management through an integrated platform that combines advisory services with brokerage and insurance products.

Ronald Lloyd is a financial advisor with LPL Enterprise holding Series 63 and Series 66 registrations and has two years of industry experience. He has previously worked at firms including Pruco Securities LLC, Mass Mutual, and Western and Southern Life. Outside of his financial services roles, he volunteers as a precinct judge for elections with the Jefferson County Board of Elections. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

Joseph Bottino Jr. is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dean Hasen is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo Clearing since 2018, following prior roles at Citizens Securities, Inc. and PNC Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute alongside third-party data to guide investment decisions.

Jeffrey Pascoe is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research Advisors and Edward Jones. Outside of his advisory work, he serves as a referee for school sporting events. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.