Allison Pearce is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2017. Prior to her career in finance, she held teaching positions at Council Rock School District and worked at Tony's Place Bar and Grill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach combines proprietary research and third-party data within a defined investment universe that includes affiliated products and manages assets with disclosed economic relationships.

Julie Wall is a financial advisor with Ameriprise in Warrington, PA, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has been with Ameriprise since 2012, including its predecessor entity Ameriprise Financial Services Inc. Outside of her advisory role, she co-owns an LLC that holds a partial investment in a local swim facility. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning focused on reliable income sources and tax-aware withdrawal strategies.

Sean Larkin is a CFP® certificant with four years of industry experience, currently affiliated with LPL Financial and Kemp Harvest Financial Group. Prior to joining these firms, he worked at Sei for seven years. He is based in Harleysville, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Colleen Geiss is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and having 10 years of industry experience. She has been with Wells Fargo Advisors since 2014. Outside of her advisory role, she is a notary public in the state of Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet specific net-worth criteria and integrates advisory services with various financial products and referral channels.

Amar Mehta is a CFP® credentialed financial advisor with 17 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023. He holds a 40% ownership in KM Financial, LLC, an investment-related business based in Doylestown, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop recommendations delivered through meetings and summary reports.

Christine Brown is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Geoffrey Japchen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, as well as work with Hope for Separated Husbands. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Darrell Collins is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 65 and Series 63 licenses and nine years of industry experience. His work history includes roles at Primerica Financial Services, Chubb Inc, and BNY Mellon. Outside of advisory services, he is involved in the sale of home-related products, including home security and automation, through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-based strategies managed by third parties.

Suzanne Kitchen is a financial advisor with Ameriprise in Plymouth Meeting, PA, holding a Series 66 designation and five years of industry experience. Before joining Ameriprise, she worked at PeopleShare and in the restaurant industry. She also manages an advisory business through SKA Legacy LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Marcus Respes is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes positions at Alutiiq LLC and Marquee Restoration, among others. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate 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 insurance and trust services.

Bernice Antonelli is a financial advisor with Merrill, holding Series 66 and Series 63 designations and bringing 25 years of industry experience. Her prior roles include positions at Glenmede Trust Company and Wells Fargo Advisors. She also maintains a power of attorney role in a non-investment related entity. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joseph Romanoski is a financial advisor with Wells Fargo Clearing in Lansdale, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes 17 years at Ameriprise Financial Services, Inc. and Ameriprise Advisor Services, Inc. He serves as a power of attorney for his spouse and co-executor for his mother, both involving investment-related responsibilities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with a large network of advisors.

Brian Mailey is a financial advisor with Morgan Stanley in Blue Bell, PA, holding a Series 63 designation and 33 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with an estate investment-related business in Lafayette Hill, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its financial planning process.

Nathan Klevit is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior work includes roles at Bank of America, Merrill, E*TRADE Capital Management, Valic Financial Advisors, and The Vanguard Group. Outside of finance, he is self-employed as a DJ with The Pros Disc Jockeys. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Matthew Pruitt is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined ten years. Outside of his advisory role, he serves as an adjunct professor in the MBA program at Delaware Valley College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and public entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Donald Cericola Jr. is a financial advisor with MassMutual Investors Services in Horsham, PA, holding a Series 63 designation and 33 years of industry experience. He has operated Donald V. Cericola CPA since 1999 and has been affiliated with Massachusetts Mutual Life Insurance Company since 1994. Outside of advisory work, he is involved in CPA and tax preparation services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative annual planning processes.

Samantha Brace is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2014, progressing through various roles including Assistant Branch Leader, Team Leader in Workplace Planning and Advice, and Senior Trading Specialist among others. Her professional experience encompasses leadership in client services, workplace planning, and financial representation. Throughout her career at Fidelity Investments, she has focused on supporting associates to reach their potential and assisting clients with planning for long-term financial well-being. Outside of her professional responsibilities, Samantha engages in activities such as family activities, parenthood, reading, and traveling.

Peter Monahan Jr. is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 37 years of industry experience. He has worked with firms including WealthBridge Financial, Delaware Valley Advisors, and Securian Financial Services. Outside of advisory work, he serves on the advisory board of the Cedar Sands Ocean Condo Association and is involved in fixed insurance and life settlement businesses. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across diverse program structures.

Lida Sosinski is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary fundamental research, quantitative analysis, and algorithmic methods. The firm also serves registered investment companies and offers a range of discretionary and non-discretionary advisory services.

Sean O'Rourke is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 66 credentials and having 19 years of industry experience. His prior roles include positions at Citizens Bank from 2015 to 2019. In addition to his advisory work, he is licensed as an insurance agent and offers life, health, disability, long-term care, property and casualty insurance, as well as fixed annuities. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, ongoing client relationships using firm-approved analytical tools.