John Obrien is a financial advisor with Ameriprise in Plymouth Meeting, PA, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Relate Finance LLC. Outside of his advisory work, he serves as an assistant cross country and track coach at The Agnes Irwin School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Patrick Trauger is a financial advisor with Ameriprise Financial Services LLC, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He previously worked at LPL Financial and has been involved with Penn Wealth Planning since 2007. Trauger also serves on the finance committee for Habitat for Humanity in Bucks County. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to create personalized, non-discretionary recommendations delivered through a centralized consulting team.

David Walley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as co-trustee for his father’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, including a unique emphasis on insurance-related products and bank deposit sweep options within its investment menus.

Neil Ahearn is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with American Portfolios for 23 years. He also sells term life insurance through an insurance broker. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a range of investment types.

Jessica Jensen is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s corporate platform, providing access to a broad set of products and services.

Megan Bailey is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1995 and holds FINRA Series 66 and Series 7 registrations. Megan is licensed as an agent for Life, Accident and Health Insurance. In 2007, she earned the Chartered Retirement Planning Counselor™ designation, and in 2018, she obtained the Certified Plan Fiduciary Advisor® designation. She also holds the Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) designations. In her role, Megan conducts portfolio reviews, oversees investment proposal and strategy implementation, assists with investment analysis, and coordinates intergenerational planning. She focuses on the design and implementation of retirement plan services and provides access to Merrill’s investment insights to address all aspects of clients' financial lives. Megan works with clients to create customized wealth management approaches that can adapt to changing needs and market conditions. Originally planning to be a teacher, she applies her skills in educating clients and simplifying the investment process. Megan holds an Associate's Degree from Montgomery County Community College. She lives in Fort Washington, PA with her husband, two children, and five dogs. Megan is an equestrian who enjoys spending time with her horses, Navaro and Spider. In her spare time, she also enjoys Broadway musicals and reading fiction novels.

Tracey Sudo is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. She has been with LPL Financial since 2010. Outside of her advisory work, she is also a licensed real estate agent with Keller Williams. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research and model portfolios from LPL Research and third-party subadvisors.

Christopher Lewis is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 38 years of experience helping clients and their families build, manage, and distribute their assets over their lifetime. Christopher focuses on areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds multiple professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned his Bachelor's Degree from St. Joseph's University, where he completed a dual major in Business Management and Finance. Christopher is a member of the Bucks County Estate Planning Council and the Central Bucks Rotary. He resides in Doylestown, Pennsylvania, where he enjoys biking, golfing, and reading. He is also engaged with his family, including his wife and three grown children.

Kiley Haws is a financial advisor with Primerica Advisors in Washington Crossing, PA, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Primerica Advisors, Kiley worked at PFS Investments Inc. and has held various roles including positions at Bucks County Community College and the Pennsbury School District. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third parties and supported by custodial and trade execution services.

Edward Foy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining LPL Financial in 2023, he was associated with Edward J. Foy, Minnesota Life, M & K Financial SVS, and Securian Financial Services from 1996 to 2023. Outside of his advisory work, he owns a business involved in buying and selling sports books and sports publications and serves as a member of the Parish Finance Council at Saint Genevieve Roman Catholic Church. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Angela Moore is a Series 66-licensed financial advisor with Merrill, based in Yardley, PA. She has 14 years of industry experience and has been with Merrill since 2009. Merrill offers managed account services through the Select Portfolio Solutions program for Bank of America fiduciary clients, providing a range of discretionary and model-based investment strategies. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries, leveraging its integration within Bank of America’s broader corporate platform.

Stacia De Witt is a financial advisor at Ameriprise with 11 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Allstate Insurance Company, Mutual of Omaha Insurance Company, and Arkansas Community Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on retirement income strategies and tax-aware withdrawals.

Noel Wolfe is a financial advisor at Morgan Stanley with 27 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 financial advisory role, Wolfe serves as a computer consultant for a law office and is a Sunday school teacher at Davisville Baptist Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning utilizing structured discovery processes and firm-approved tools.

James Pfister is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked for Ameriprise Financial Services, Inc. for 34 years. His career also includes brief periods at Pruco Securities LLC and Follett Ice. 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, consulting, access to model wealth portfolios, and third-party asset management solutions.

John Fischer is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. His career includes roles at Northwestern Mutual Wealth Management Company and Minnesota Life Insurance Company. Outside of advising, he owns Cowboy Coffee Roastery, a small start-up business roasting coffee for family and friends. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Anthony Mantellino is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, MassMutual, Fairleigh Dickinson University, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, Mantellino serves as a business manager at St Charles Borromeo Church and Our Lady of Guadalupe Church. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Edward Gruber is a financial advisor with Morgan Stanley in Yardley, PA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside his advisor role, he is the general partner and owner of Broad Street Sports Capital Management, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured assessments and approved planning tools to develop tailored financial strategies.

Michael Fiazzo is a financial advisor with Ameriprise in Conshohocken, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Beacon Bridge Wealth Partners and Ameriprise Financial Services, Inc. He is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations through a centralized consulting team.

David Shantz is a ChFC® and Series 63 licensed financial advisor with Ameriprise in Doylestown, PA, bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate modeling, tax-efficiency analysis, and adaptive withdrawal strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christopher Frey is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Waddell & Reed, Inc. for 14 years before joining LPL in 2021. He also operated Frey & Frey LLC and Frey & Frey Properties LLC, the latter involving activities beyond investment advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from LPL and third-party providers.