Andrew Kamees is a financial advisor with J.P. Morgan Securities in Doylestown, PA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Prudential Advisors and Prudential Financial. He serves as a board member of the Telford Square Homeowners Association, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Fred Sciascia is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career at Merrill in 1998, he has worked with a dedicated and growing group of client families, assisting many in achieving their retirement goals. Fred has also developed retirement plans for corporations and small businesses and is a founding member of Saurman Sciascia Maher & Associates, where he collaborates with a team of experienced advisors to deliver comprehensive client care. Fred holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp. and additional professional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from Villanova University School of Business. Fred’s areas of expertise include college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, personal retirement planning, special needs planning strategies, and retirement income. In addition to his professional responsibilities, Fred is a board member of the Autism Cares Foundation, where he focuses on creating intergenerational financial strategies for special needs families. He resides in Newtown with his wife, Amber, and their two sons. Outside of work, Fred enjoys biking, football, ice hockey, running, skiing, spending time with family, and watching movies.

Jay Mitzner is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 39 years of industry experience. He previously worked at Grove Point Advisors, LLC and H. Beck, Inc. In addition to his advisory role, he operates a non-variable insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support.

Leonard Borcky Jr. is a Series 66-licensed advisor with LPL Financial in Furlong, PA, holding 25 years of industry experience. He has worked at LPL Financial since 2008 and has been affiliated with Independent Advisor Group since 2015. Outside of his advisory role, Borcky is involved in rugby officiating and education, serving as a referee and instructor with USA Rugby and regional referees organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Marc Wagner is a CFP® professional with 38 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and previously worked at HD Vest Advisory Services for nearly three decades. Wagner also operates Wagner Financial Services and is licensed as a CPA providing tax services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides a range of investment solutions, including proprietary and third-party strategies, delivered across multiple custody platforms with discretionary and non-discretionary options.

Abigail Danko is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on financial planning that is personal, collaborative, and centered around what matters most to each client. Abigail works with clients on a variety of financial goals, including education planning, family wealth management strategies, managing new wealth, personal retirement planning, and women and wealth. Abigail holds a Bachelor's Degree from Bates College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her approach emphasizes listening first, simplifying financial decisions, and helping clients gain confidence in their financial futures. Outside of her professional work, Abigail enjoys spending time with her family and engaging in activities such as golfing, running, swimming, and yoga. She is also involved in community organizations including Bates College, Every Child Valued, and the Presbyterian Church of Lawrenceville.

Jason Peters is a financial advisor with Wells Fargo Advisors based in Washington Crossing, PA, holding a Series 66 credential and 25 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 20 years before joining Wells Fargo Advisors in 2026. Outside of his advisory role, Peters serves as president of KGM Gaming, LLC, a manufacturing and distribution business for casino equipment. Wells Fargo Advisors 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 and integrates advisory solutions with other financial products such as banking and lending.

Michael Haderer is a CFP® with 20 years of industry experience, currently at LPL Enterprise since 2024. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC for a combined 22 years. Outside of his financial advisory work, he engages in voice-over work for radio, TV, and podcasts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines adviser programs with brokerage and insurance products.

James Schultz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, he serves as trustee and executor of his father's trust and estate. 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 solutions. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Debra Herrlinger is a CFP® with 32 years of industry experience. She is currently affiliated with LPL Enterprise and has previously worked at The Prudential Insurance Co. of America, Pruco Securities, LLC, and Lincoln Investment Planning, Inc. Herrlinger holds the Series 63 designation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and a range of brokerage and insurance products delivered primarily by investment adviser representatives using research and model portfolios.

William Meyer is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and previously worked at West Virginia University and Pelican Shops in various roles. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Strandskov is a CFP® with 21 years of industry experience. He is currently with Stifel, having joined the firm in 2025, after previous roles at Bank of America and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with analysis and asset allocation guidance intended to support their financial decisions.

Alec Szafran is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has held positions at The Prudential Insurance Company of America, Pruco Securities LLC, biBERK Insurance, MassMutual Eastern PA, and worked in education and pharmacy sectors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing a platform that integrates adviser programs with financial product sales.

Floyd Carl is a financial advisor with STIFEL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, Carl is active in several nonprofit and community organizations, including serving on boards and committees for groups such as the Leukemia & Lymphoma Society of Philadelphia, Advancing Opportunities of NJ, and Penn State University Libraries. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Sean German is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Lord Abbett for 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Stephen Kidron is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked within Wells Fargo’s clearing and advisory divisions from 2013 to 2023. Kidron is an investment committee member at Chestnut Hill College. 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 and investment services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Bharminder Gill is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. He previously worked at Vanguard Group from 2000 to 2026 and had a brief retirement period in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wilford Lawrence is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2008 after working at Wachovia Securities. Wil holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, as well as designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Saint Joseph's University in Philadelphia. Wilford’s professional focus is on developing deep, personal relationships with a select group of individuals and families who have achieved financial success. His expertise spans corporate benefits, education planning, family wealth management, legacy planning, liquidity management, portfolio management, tax minimization, retirement income, and strategies tailored for sports and entertainment clients. Wilford emphasizes creating personalized, goals-based wealth management plans designed to help clients enjoy the results of their hard work while navigating changing market conditions. Residing in Medford, New Jersey, Wilford lives with his wife Jackie, their two children, Rowan and Ford, and their dog, Rudy. An avid Philadelphia sports fan, he actively participates in his children’s sports activities and values spending quality time with his family. Wilford is also engaged in community service through volunteering, reflecting a commitment aligned with Merrill’s tradition of community involvement.

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.