Jessica Skelton is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Securities America Advisors, H. Beck, Inc., and Campisi Financial Network. Outside of her advisory role, she owns Ingredients for Wellness, LLC, through which she provides holistic health coaching focused on stress reduction and mindfulness strategies. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and multiple investment platforms to manage portfolios across various asset classes.

Dennis Haynos is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Chalfont, PA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and various corporate and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

James Hallman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes nearly four decades at Pruco Securities, LLC and ongoing affiliation with Prudential Insurance Company of America. He is also involved in managing non-variable insurance activities through a Prudential-sponsored insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

David Schmidt is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2014 and had prior experience with Nationwide Securities, LLC from 2012 to 2015. 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, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Emil Barretta is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at The Vanguard Group and earlier work in various industries including the military as a US Army Reserve member. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Majdah Dphrepaulezz is a financial advisor with Cetera in Doylestown, PA, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her prior work includes tenures at Cetera Wealth Services, LLC and Altus Wealth Management, LLC. She also provides financial coaching and counseling services for widows and divorcees through a separate financial services business. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies.

Elena Leahy is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Her prior work includes roles in the hospitality sector and at Chilton Trust Company N.A., as well as involvement with Georgetown University and community swim clubs. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay solutions tailored to client goals and risk tolerances.

Douglas Hepburn is a CFP® professional with 29 years of industry experience, currently with Cetera, where he has worked since 2013. He is president of Financial Workshops LLC, a financial education business, and founder and executive director of Lower Providence Jr Trap, a youth sports team organization. He also serves as an estate executor and holds a role as an insurance agent. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Duane Davis is a financial advisor at LPL Enterprise with a Series 66 designation and no prior advisory industry experience. Before joining LPL Enterprise in 2025, he worked at Chubb Limited from 2012 to 2025. Outside of his advisory role, he is involved in a non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven and includes access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Kenneth Dusablon is a financial advisor at Primerica Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Primerica Advisors and Primerica Financial Services since 2022. In addition to his advisory role, he is an Associate Management Consultant with Greencastle Consulting. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Gerald Barlow is a financial advisor at Ameriprise Financial Services LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC and Penn Wealth Planning. Outside of his advisory role, he is a business owner of Penn Wealth Accounting Group, where he prepares and reviews tax returns. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies, relying on proprietary investment research and third-party data.

J Douglas Riva is a CFP® and ChFC® with 41 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2017 and previously spent five years at Bank of America, N.A. He serves as a board member for the Paradise Point Homeowners Association in Lakeville, PA. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors.

Thomas Logue is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes multiple periods at Merrill totaling 12 years, as well as roles at Lowe and Fidelity Investments. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Daniel Leahy is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked previously at American Portfolios Financial Services, American Portfolios Advisors, and Equitable Advisors LLC. Outside of his advisory role, Leahy is involved as managing director at Capital Wealth & Tax Management, LLC, where he sells fixed insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across multiple asset classes.

Kenneth Gula is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Bestvest Investments Ltd, and Vision Financial Group. Outside of his advisory role, he owns and operates Vision Financial and Insurance Group, which provides various insurance products and financial planning services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Ernest Dimascia is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes over four decades at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with The Warrington Insurance Group, focusing on property and casualty insurance. LPL Enterprise, LLC serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable organizations, offering financial planning, access to third-party asset managers, and model-driven investment portfolios. The firm also provides insurance product sales and affiliated trust custody services.

George Mantzoros is a financial advisor with LPL Enterprise holding the CFP® and ChFC® designations, as well as Series 63 and 65 licenses. He has 43 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Kevin Flood is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2025 and previously spent sixteen years at Retirement Investment Services. Flood is also associated with Spectra Associates and Cadaret, Grant & Co., Inc. outside of his current role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, including model portfolios and third-party asset management, supported by various operational and research tools.

Agne Solano is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Shue is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he acts as a power of attorney for his mother. 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 advisory services. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.