Eric Rosen is a financial advisor with UBS Financial Services in New Hope, PA, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with UBS since 2000. Outside of his advisory work, he serves as Finance Chairperson for Kehilat Hanahar, where he assists with budget reconciliation and fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to provide a comprehensive platform for its clients.

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.

Thomas Lewis is a Financial Advisor with Merrill Lynch Wealth Management. He has been working in the finance industry since completing his academic career. Thomas focuses on helping clients manage their investments and plan for retirement, combining data-driven retirement forecasting with disciplined wealth management to support informed decision-making during market fluctuations. He earned a Bachelor's degree in Business and Finance from Saint Joseph's University in 2020, where he also competed as a Division I golfer. Thomas holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) designation. His client focus areas include education planning, family wealth management strategies, managing new wealth, portfolio management services, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. In addition to his professional commitments, Thomas is involved with the Bucks County Estate Planning Committee and participates in community activities through the Bucks County Opportunity Council. After living in Arizona for several years, he moved to Doylestown, Pennsylvania, in March 2024. Outside of work, Thomas enjoys golfing, playing billiards, hiking, biking, basketball, and woodworking.

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.

David Wagner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Commonwealth Financial Network and Avantax Investment Services, and he owns Wagner Financial Services. Outside of advisory work, Wagner also operates a tax services business and has experience working as a food delivery driver. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both proprietary and third-party model strategies with discretionary and non-discretionary options tailored to client objectives.

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 has worked at Raymond James since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the audit and finance subcommittee 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, and municipal entities, offering tailored financial planning and non-discretionary investment consulting supported by a nationwide team of advisors.

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 at Primerica Advisors with 35 years of industry experience. He has been with Primerica and its predecessor entities since 1990. Outside of his advisory role, he is a 50% owner of Future Legacy Group, LLC, an investment-related business formed for Primerica purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm offers advisory services primarily through model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Steven Beylis is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management 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, holding a Series 65 designation and based in Doylestown, PA. He has been with LPL Financial since 2025 and has over a decade of experience through his work at Hark Maskarinec, PC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

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.

Mark Levine is a financial advisor at Mass Mutual Investors Services with 32 years of industry experience. He holds the ChFC® designation and Series 63 license. Levin has been with Mass Mutual Life Insurance Company since 1994 and MML Investors Services, Inc. since 1995. Outside of his advisory role, he owns a business consulting and training firm, Heartrepreneur LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved analytical tools and offers asset management, wrap programs, and educational seminars.

Brent Bernd is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he coaches the cross-country team at Dock Mennonite Academy and serves on the Souderton-Telford Historical Society board. 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, model wealth portfolios, third-party asset management programs, and access to various brokerage and insurance products via an integrated platform.