Rachel Satterthwaite is a financial advisor with LPL Financial in Collegeville, PA, holding a Series 66 designation and six years of industry experience. Her prior roles include work with Waddell & Reed and various insurance carriers. She is also involved in tax preparation through Collegeville Tax Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.

Gregory Frentzen Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Securities America Advisors, CUSO Financial Services, and Raymond James Financial. He is also the owner of Frentzen Financial Solutions LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management solutions, including access to third-party managers and customized strategies.

Jeffery Balistreri-Brenner is a Financial Consultant currently working at Fidelity Investments since 2025. He collaborates with clients to identify their financial goals, explore options, and implement strategies to co-create holistic financial plans tailored to their unique needs and aspirations. His professional experience includes roles at Fidelity Investments as an Investment Consultant (2024-2025), Investment Solutions Representative II (2023-2024), and Investment Solutions Representative I (2022-2023). Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2021 to 2022. Outside of his professional work, Jeffery has personal interests in baseball, cars, football, motorcycles, outdoor adventures, and parenthood.

Eric Lewandowski is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in direct internet marketing sales of nutrition products through Market America. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate and charitable entities, using model-driven investment implementation and offering access to third-party asset managers and insurance products.

Jared Hark is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 65 credential and three years of industry experience. His prior work includes founding Hark & Associates, PC, and roles at Urban Outfitters and Temple University. 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, with investment strategies implemented through model portfolios, third-party subadvisors, or customized approaches.

Kevin Hiller is a financial advisor with Equitable Advisors in New Britain, PA, holding Series 63 and Series 65 registrations and having 10 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Penn Investment Advisors, and Northwestern Mutual, among others. He is also involved as an independent agent in the sales and service of fixed insurance products. Equitable Advisors serves a broad client base, including individuals, institutional clients, and retirement plans, providing financial planning, retirement consulting, and asset management programs. The firm’s approach emphasizes matching clients to model portfolios or discretionary managers, often through third-party sponsors, and offers a variety of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jeffrey Lehocky is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Deutsche Bank for 25 years and has also been associated with QNB Bank, Cetera, Mitsubishi UFJ Financial Group, and Cetera Financial Specialists LLC. 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, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Edward Keenan is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with J.P. Morgan Securities and J.P. Morgan Chase Bank, where he has worked since 2019. His prior roles include positions at Bank of America, Merrill, and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

David Desimone is a financial advisor at LPL Enterprise with Series 63 and Series 65 designations and 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1980 and recently joined LPL Enterprise in 2024. 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 largely model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers access to third-party asset managers and other financial services.

Kay De Mito is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2017, including roles at Thrivent Financial - Bridgit Holly. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and a wide range of planning topics without discretionary trading authority. The firm offers ongoing or one-time planning engagements and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Brett Daily is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at The Vanguard Group and has experience with Saint Joseph's University and Phoenixville YMCA. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprised of mutual funds, ETFs, and ETPs.

Martha Kerns is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Michael Greenhalgh is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. His career includes roles at Merrill, RBC Capital Markets, Morgan Stanley Private Bank, and Bank of America. 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, offering model-based and discretionary strategies for a range of individual and institutional clients.

Daniel Peters is a CFP® with 29 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Merrill from 2001 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Samuel Cannon is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Merrill for five years prior to joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and uses research and analytics informed by diversification principles and modern portfolio theory.

Edward Farley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He 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.

Anjali Khatwani is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Long Ridge Partners and has experience in various roles including at Penn State Recreation Center and Isaac Newton's Bar and Grill. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of advisory roles with a focus on systematic methodologies and long-term asset allocation.

Joseph Digiacomo is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing and thirteen years at A. G. Edwards & Sons, Inc. He also serves as an arbitrator on FINRA and American Arbitration Association panels. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Bonnie Thompson is a financial advisor with Edward Jones in Gilbertsville, PA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Victoria Lilley is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Thrivent and its affiliates since 2006. Outside of her advisory role, she is a partner in Lilley Roesinger LLC, a pass-through entity managing business expenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics, with an option to combine planning with managed accounts under a consolidated billing structure.