Ryan Mitchell is a financial advisor with Edward Jones in Perkasie, PA, holding a Series 66 designation. He has one year of experience at Edward Jones and four years of prior experience at Citizens Bank. His work history also includes roles at The Giant Company, Chick-fil-A, Tswirl Crepes, and Liberty University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Adam Bykowski is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 designations and seven years of industry experience. He has been with MML Investors Services, LLC since 2018 and also works with MassMutual Life Insurance Company. Outside his advisory role, he provides education on student loan management through LoanOwl and acts as an insurance agent for life, disability, long-term care, and fixed annuities at Cane Financial Group. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Debra Herrlinger is a CFP®-credentialed financial advisor with 32 years of industry experience. She is currently with LPL Enterprise and has previously worked at The Prudential Insurance Co. of America, Pruco Securities, and Lincoln Investment Planning, Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. Its investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on access to third-party asset managers and affiliated non-securities products and services.

Alec Szafran is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and various positions outside the financial industry, including at Harrolds Pharmacy and educational institutions. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

James Tait III is an advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cuso Financial Services, Citizens Securities, and Quick & Reilly. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gregg Hoffman is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at H. Beck, Inc., Securities America Advisors, Inc., and Grove Point Investments, LLC. Outside of his advisory role, he is an active musician playing the trombone with the Red Hill Band. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives using a range of investment strategies.

Robert Moyer is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Fidelity, he worked for 25 years at The Vanguard Group, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it holds regulatory registrations and advisory roles that distinguish it among large institutional peers.

Danny Buesing Jr. is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank, Bank of America, Merrill, Citizens Securities, and Aaa. Prior to his financial services career, he was involved in carpentry and operated a chiropractic and rehabilitation center. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets and employs more than 14,000 financial advisors, offering research-driven investment strategies and a range of financial products through affiliated banks and insurance companies.

Sean German is a financial advisor with Wells Fargo Advisors in Doylestown, PA, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior experience includes roles at Lord Abbett for 14 years and Morgan Stanley for 2 years before joining Wells Fargo Clearing Services, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with services spanning cash flow, retirement, education, risk, and wealth-transfer planning, among other specialized areas.

Krista Regaldi is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she conducts portfolio reviews, oversees strategy implementation, and assists clients with goals-based planning, focusing on areas such as college education planning, family wealth management strategies, legacy planning, socially responsible investing, and retirement income. Krista began her career in wealth management in 2008, working at Merrill Lynch Wealth Management and Walters Bailey Associates. She holds Series 7 and Series 66 FINRA registrations and is licensed as an agent for Life, Accident, and Health insurance. Additionally, she earned the Accredited Wealth Management Advisor (AWMA) designation through the College for Financial Planning Institutes Corp. Krista is a graduate of Pennsylvania State University, where she received her bachelor's degree in communications in 2002. Outside of her professional career, Krista is involved in community organizations including Cradles for Crayons, Habitat for Humanity, Preston's Pantry, and St. Jude. She spends her free time at home with her two boys, husband, and dog.

Stephen Kidron is a CFP®-certified financial advisor with 12 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023. Kidron serves on the investment committee at Chestnut Hill College. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options supported by proprietary research and tools. The firm integrates advisory services with various financial products and referral channels.

Michael Carroll is a Financial Consultant at Fidelity Investments. In this role, he leads a team dedicated to helping clients and their families grow and protect their wealth while simplifying their finances. He focuses on assisting clients in taking control of their financial future to achieve more predictable outcomes. Michael has extensive experience within Fidelity Investments, having held various positions since 2018. His previous roles include Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, demonstrating a progression of responsibilities and expertise in financial management and client relations. Outside of his professional career, Michael has personal interests that include attending concerts, fitness activities, and traveling.

Michael Nunno is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Doylestown, PA. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 advisors and provides both brokerage and advisory solutions.

Isidore Ogoussan is a CFP® and ChFC® with 16 years of experience in the financial services industry. He is currently affiliated with Cambridge Investment Research Advisors and has prior work history with Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, and MSI Financial Services. Outside of his advisory role, he serves on committees for the Delaware Africa Coalition and the Young Caribbean Professional Network, and is a board member of the Pennsylvania Restaurant and Lodging Association. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides access to multiple platforms, third-party advisers, proprietary model strategies, and supports both discretionary and non-discretionary management.

Sarah Mangan is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. Prior to her advisory roles, she was affiliated with Grain and Breakwater Accounting and Advisory, and spent four years at the University of Maryland. 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 offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Huber is a financial advisor at LPL Financial with 32 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Grove Point Investments, Malloy Advisors, and H. Beck, Inc. 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 with flexible investment approaches, including access to third-party asset managers and customized strategies.

Drew Barlow is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for seven years. Outside of his advisory role, Barlow co-owns Knowledge Transfer Partners Inc., a marketing and web design business operated with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Christine Burghart is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Wells Fargo Advisors since 2012 and previously worked at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Jason Duross is a ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with LPL Enterprise and has worked at Prudential Insurance Company of America since 2009. Outside his advisory role, he is involved with the Comparion Insurance Agency as a property and casualty insurance agent. LPL Enterprise, LLC 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 uses model-driven investment strategies and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Jeff Jafolla is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 66 credential and 12 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.