Jonathan Sklar is a financial advisor at Merrill with a Series 66 designation and 11 years of experience at the firm. He is based in Blue Bell, PA. Outside of his advisory role, he is a co-owner of a family rental property in Philadelphia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using both model-based and discretionary investment strategies.

Kristin Hillsley is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience and holds the Series 66 designation. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she is a partner in a self-published book project called Winning at Retirement, where she manages the website and Facebook advertising. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies, tax management, and internal research including artificial intelligence tools.

Evan Levitsky is a financial advisor with LPL Enterprise in Warrington, PA, holding a Series 66 credential and three years of industry experience. He previously worked with The Prudential Insurance Company of America and Pruco Securities LLC, and he has held roles outside finance, including employment at Boscov’s involving video surveillance and loss prevention. Outside of his advisory role, he is involved as a referee and coach in sports and fitness. 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 portfolios and third-party asset management programs, and a range of brokerage and insurance products.

Susan Schmidt is a financial advisor with Ameriprise in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves on the Board of Directors and as Clerk for Fairview Village Seventh Day Adventist Church. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Richard Storms is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he owns and operates Naturally Rofo, a farm store specializing in beef and produce, and is involved with Heritage Farming LLC and Family Tradition Farming LLC, both focused on agricultural activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, providing both discretionary and non-discretionary management.

Kevin Kindig is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 registrations. His prior experience includes roles at The Vanguard Group and Mercer, as well as a position at The Pennsylvania State University - Great Valley Campus. 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, offering model-based and discretionary investment strategies for individual and institutional clients.

Frank Staves is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. He serves on the Board of Directors and as Treasurer for the Knights of Columbus Governing Board. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Benjamin Levine is a financial advisor with LPL Financial in Ambler, PA, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Brian Lee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked previously with Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. In addition to his advisory role, Lee is an agent for Emerson Reid, selling health insurance commissions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

John West is a Series 66-licensed financial advisor at Ameriprise with 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of advising, he serves on the board of directors for the Fanny Chapman Pool and owns a consulting business, 27teen Consulting, LLC. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset thresholds, delivering written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to support advisors and clients, offering a broad range of advisory, brokerage, and insurance solutions.

Christopher Roberts is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2012 to 2016. He is also associated with CP Roberts & Associates, a separate business entity for tax and investment purposes. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior experience includes nearly two decades at Ameriprise Financial Services, followed by five years at Ameriprise. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services and MassMutual. Outside of her advisory work, she consults for PureHaven, a company specializing in nontoxic home and personal care products. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing roughly $671 billion in assets through more than 14,000 financial advisors.

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.