Ursula Johnson is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in audio/visual art production through PYMG, LLC, serves as an associate minister, teaches biblical principles of finance to women in transitional housing, and volunteers as a roving poll monitor for election integrity. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized written recommendations.

Jeffrey Jacoby is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors like Jacoby.

Erik Barlow is a financial advisor at Wells Fargo Clearing with five years of industry experience and a Series 66 designation. He previously worked at UBS Financial Services and Equitable Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory.

Matthew Gonnella is a financial advisor with LPL Enterprise who holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Enterprise, he worked in various roles including positions at US Mortgageline and Acorn Industrial Products. Outside of financial advising, he also works evenings as a server at Iron Hill Brewery. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Thomas Forscht is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has been associated with PFS Investments Inc. since 1999 and Primerica Financial Services since 1998. Outside of advisory work, Forscht is involved in investment-related activities through entities such as Focused on Excellence GP, Inc. and Future Legacy Group, LLC, both formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies and discretionary management supported by third-party asset managers and custodians.

Patrick Caligiuri is a financial advisor with Mass Mutual Investors Services, where he has worked since 2017. He holds the Series 63 and Series 65 designations and has 39 years of industry experience. Prior to his current role, he spent 10 years with Metlife Securities, Inc. Outside of advisory work, he is an individual life insurance agent. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning as annual collaborations using firm-approved analytical tools.

Edward Fernberger Jr. is a financial advisor with Raymond James & Associates, holding 53 years of industry experience. He has been with Raymond James & Associates since 2016. He serves as an advisory board member for the Mount Sinai Cemetery Association. 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 consulting through various advisory programs and drawing on multiple portfolio management styles and affiliated research.

William Stewart IV is a financial advisor at Raymond James & Associates with nine years of industry experience. He previously worked at Janney Montgomery Scott and Janney Montgomery Scott LLC. He holds the Series 66 designation. 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, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.

Colleen O'hara Shue is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process 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.

Demetrios Lowry is a Series 66 licensed financial advisor with Equitable Advisors, where he has worked since 2023. He has three years of industry experience and previously held roles outside the financial sector, including positions at Life Time, Inc. and Ithaca College Athletics. Lowry also serves as a coach for Wissahickon School District. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse clientele, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions.

Geetha Mathew is a financial advisor at Ameriprise with a Series 66 designation and over 11 years of industry experience, including a decade at Arthur J Gallagher. She joined Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

William Krempa is a CFP® professional with 36 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. Outside of his advisory role, he is involved in a family-operated racing business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and custody arrangements.

Josephine Aynat Molina is a financial advisor with Primerica Advisors in Perkasie, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Primerica Advisors since 1989 and Primerica Financial Services since 1988. In addition to her advisory role, she is a notary and engages in part-time referrals for home security and automation products through affiliated companies. Primerica Advisors offers 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 accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure while overseeing portfolio management and trading through established custodians.

Casey Urkuski is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, Casey worked at Jefferson for seven years. He serves as a board member for Perkiomen Valley Youth Wrestling, where he helps organize home meets and assists with tournament registration. Merrill, along 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jon Rosenwald is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2006 and Bank of America since 2009. Merrill, along 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 to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Michael Mattia is a CFP® professional with eight years of experience, currently serving as a financial advisor at LPL Enterprise. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Bank of America, and Merrill. Mattia is also the owner of Priceless Painting LLC, a construction-related business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services in financial planning, insurance, and affiliated trust custody.

Justin De Luca is a financial advisor with LPL Financial, holding a Series 66 designation and having 19 years of industry experience. His prior roles include positions at Lincoln Investment, PNC Wealth Management, OSAIC Institutions, Mass Mutual Investors Services, and Merrill. Outside of his advisory work, he is involved as a musician in a local musical group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, implementing strategies through its extensive network of investment adviser representatives.

Alf Markussen is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Bank of America, Merrill, and several other financial and business entities. Outside of his advisory work, he is the owner of Markussen Associates and operates an eBay store. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and a suite of financial planning and consulting services.

Patrick Foley is a CFP® with over 31 years of industry experience and has been with Robert W. Baird & Co. since 2009. He serves as a board member and on the investment committee for Mt. Saint Joseph Academy. Foley is also a partner in the self-published book "Winning at Retirement," where he manages the website and digital advertising. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Robert Lydon is a CFP® with 29 years of industry experience, currently advising at LPL Financial since 2024. His prior experience includes roles at Parkland Securities, SPC, and Hornor, Townsend & Kent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.