Nathan Lee is a financial advisor at LPL Financial with 24 years of industry experience. He previously worked at Lincoln Financial Securities and Key Investment Services LLC. He serves on the board of the Boyertown Rod and Gun Club, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven approaches.

Alexander Cabot is a ChFC®-designated advisor with Raymond James Financial Services Advisors Inc. in Wayne, PA, where he has worked for 14 years. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Outside of advisory work, Cabot is an author of retirement planning books and operates an independent tax planning and consulting practice as an enrolled agent. He is also involved in managing aircraft ownership entities that lease planes for flight training. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling and supports implementation through advisory programs or other providers.

Thomas Percetti is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked with Equitable Advisors since 2015 and previously with Axa Advisors, LLC for five years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Andrew Mcilhenny is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Equitable Advisors since 2016 and has prior experience at AXA Advisors and Firstrust Financial Advisors, where he continues involvement through a related entity. He is also a partner in 435 Fairmount Avenue Partners in Philadelphia. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating under a dual-registered investment adviser and broker-dealer model with significant reliance on LPL-sponsored programs and endorsed third-party managers.

Richard Lepard is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His work history includes roles at PFS Investments Inc., Corelogic, Inc., Ice Mortgage Technology, Black Knight, and Primerica Financial Services, where he has been affiliated for over two decades. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-based investment strategies managed by unaffiliated asset managers.

Marisa Litwinsky is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill Lynch and Bank of America. Outside of her advisory role, she holds ownership interests in investment-related ventures including JAR Research Inc. and WMLL Research, LLC, and is a financial advisor for Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients can implement through brokerage or advisory programs on a discretionary basis.

Charles Monahan Jr. is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns LC Wellness and Spa LLC, a wellness center. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm uses structured planning tools and modeling techniques and manages approximately $2.74 trillion in client assets.

Michael Ghelardi is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and over 12 years of industry experience. He has been with Thrivent and its related entities since 2013. Outside of his advisory role, he serves as Treasurer for the Havertown Ministerium and teaches an undergraduate finance course at Temple University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses without discretionary trading authority, and offers the option to combine planning with managed accounts through its WealthPlan program.

Jamie Policare is a Financial Advisor at Merrill Lynch Wealth Management. Jamie works closely with clients to understand their financial priorities and develop strategies to pursue their short-, mid-, and long-term goals. Jamie's approach includes personalized wealth management solutions, access to investment insights from Merrill, and banking and lending options through Bank of America specialists. Jamie's areas of expertise include portfolio management services, individual and corporate investment strategy, and tax minimization. As a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), Jamie provides guidance on a range of financial matters including investing, retirement planning, and planning for unexpected events. Jamie holds a Bachelor's Degree from Saint Joseph's University. Continuing Merrill's tradition of community involvement, Jamie participates in volunteering activities within the local community. Personal interests include baseball, basketball, football, golfing, music, running, skiing, table tennis, and traveling.

Michael Grossman is a financial advisor with Cetera, holding CFP® and Series 63 designations and bringing 42 years of industry experience. His prior roles include positions at Voya Financial Advisors and Financial Independence Planning, LLC. Outside of advisory work, he serves as treasurer for Fritz Lodge #308, a Masonic lodge, and owns a small business managing personal sales items. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services, allowing advisors to utilize affiliated and third-party model portfolios or create custom strategies.

David Viola is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold.

Bonnie Mayne is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1990. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Ronald Centofanti is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 29 years. His background also includes a role as an independent real estate contractor with Keller Williams Realty Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Collin Gamble is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2023. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by Pershing custody and BNY Mellon Advisors.

Nicholas Porretta is a financial advisor with LPL Financial in King of Prussia, PA, holding CFP®, Series 65, and Series 63 credentials and six years of industry experience. His prior roles include work at Meridean Wealth Partners, Claire Reid Advisory, and T3 Trading Group, as well as managing Porretta Holdings, LLC. 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, financial planning, and retirement plan consulting services supported by proprietary and third-party research and investment strategies.

Shawn Berwager is a financial advisor with Equitable Advisors in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. He also operates a business under the name A.P. LUBRANO & COMPANY, INC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet diverse client needs.

Joseph Campisi is a financial advisor at OSAIC with 35 years of industry experience. He holds the CFP® designation and worked previously at Securities America Advisors and H.Beck Inc. He is also president of Campisi & Campisi, Inc., an accounting and tax firm he founded in 1991, and serves as a trustee of the Campisi Family Trust. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct portfolios that range from stocks and bonds to alternative investments.

Max Allen is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he was involved with Agave Roja for six years and has spent time as a full-time student. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary retirement advice, with a focus on assets held in Ameriprise-managed accounts.

Mark Meehan is a CFP® and ChFC® with 24 years of industry experience. He has been with OSAIC since 2025, following a ten-year tenure at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is president of Meehan Financial Group, which offers various insurance products, and he serves as a member of an LLC supporting a preparatory school scholarship. OSAIC serves a broad client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diverse portfolios and offers integrated brokerage, advisory, and retirement plan services.

Larry Daniels is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.