Michael Nunno is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Steven Walker is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on designing and creating customized financial strategies for individuals and families, helping them plan for the future and achieve their life goals. Steven is committed to understanding his clients' interests, passions, and personal situations to provide superior services that extend beyond financial recommendations. With over 20 years of experience in the financial services industry, Steven guides successful individuals in pursuing their goals through personalized strategies. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, the Certified Plan Fiduciary Advisor® (CPFA) designation, and additional professional credentials. Steven earned his bachelor's degree from Syracuse University. Outside of his professional role, Steven is an avid cyclist. He is also involved in the community through his participation with the Anchor House Foundation.

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 Grove Point Investments, Grove Point Advisors, Malloy Advisors, and H. Beck, Inc. Outside of his advisory roles, he is involved with several insurance-related activities. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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.

Martin Lutschaunig is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2024 after ten years at Janney Montgomery Scott. Outside of his advisory work, he serves as a director and investment committee chair for Bucks County Contributionship. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers, with a notable affiliation supporting municipal and public finance advisory work.

Jason Duross is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, Duross is involved with Comparion Insurance Agency as an insurance agent. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Ryan Hayes is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch Wealth Management in 2025 and focuses on assisting individuals, families, and business owners in navigating complex financial decisions. He works out of the Yardley, PA office and serves clients throughout the country. Ryan has 11 years of experience in the financial services industry. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. He and his team utilize their combined experience to help clients preserve and build wealth across multiple generations. He earned a bachelor's degree in Finance from Tulane University in 2014 and holds the Personal Investment Advisor (PIA) designation. Ryan currently resides in Philadelphia, PA with his wife and two children. Outside of work, he enjoys basketball, cooking, fishing, golfing, music, pickleball, reading, running, spending time with his family, and surfing.

Aiden Baltz is a Series 66 licensed financial advisor with LPL Financial, bringing three years of industry experience. His prior roles include positions at Merrill and Banc of America Securities. He previously worked in education and healthcare before transitioning into financial services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by proprietary and third-party research.

Elizabeth Mccarthy is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. 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, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Abigail Wick is a Series 66 credentialed financial advisor with Morgan Stanley, where she has worked for 10 years, including five years at Morgan Stanley Private Bank, N.A. Prior to her current role, she was involved with SUNY Binghamton Athletics and SUNY Binghamton University. Outside of her advisory work, she coaches and trains young girls in the Yardley Makefield Soccer program. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning services supported by firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through various direct and corporate financial planning arrangements.

Jay Kang is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at Avantax Insurance Agency LLC and Global Insurance & Financial Services, Inc., where he currently oversees operations and client insurance consultations. He is also a partner in an independent insurance agency. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, leveraging affiliations and scale across more than 10,000 advisors and $256 billion in assets under management.

Dean Chalela is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2019, he worked with various insurance carriers and Waddell & Reed, Inc. for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Nina Ingulli is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ingulli serves on the advisory council of the McNulty Institute. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Mark Chinn is a financial advisor with Cambridge Investment Research Advisors in Newtown, PA. He holds a Series 66 designation and has 15 years of industry experience, having worked with Cambridge Investment Research Advisors and affiliated entities since 2010. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, employing both proprietary and third-party model strategies tailored to client objectives.

Matthew Phillips is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on understanding what matters most to his clients and their families to develop strategies that pursue their financial goals. With expertise spanning general investing, retirement planning, and saving for unexpected events, Matthew takes the time to get to know his clients personally. He offers ongoing advice and guidance tailored to their evolving needs. Matthew holds a Bachelor's Degree from Kutztown University and has earned the Personal Investment Advisor (PIA) designation.

Richard Graber is a financial advisor with Thrivent Investment Management in Perkasie, Pennsylvania. He holds a Series 66 designation and has 11 years of industry experience, all with Thrivent Financial and its investment management division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning addressing a range of topics and offers a combined planning and managed-account service called WealthPlan while keeping advisory functions separate.

James Mullaney is the Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he is responsible for cultivating a work environment that encourages optimal performance from his team and delivers exceptional client experiences. He focuses on fostering behaviors that empower self-driven and dedicated team members to excel and help clients strive for their long-term financial well-being. James has held several leadership roles at Fidelity Investments, including Investment Solutions Team Leader from 2022 to 2025 and Client Service Team Leader from 2021 to 2022. Prior to these roles, he worked as a Workplace Planning and Advice Consultant and at the Help Desk between 2019 and 2021. Before joining Fidelity, he gained experience at Citizens Bank as Assistant Branch Manager from 2018 to 2019 and as a Personal Banker from 2017 to 2018. Outside of his professional responsibilities, James enjoys baseball, comedy, family activities, fitness, football, and golf.

Barth Allgeier is a Series 66 credentialed financial advisor with Edward Jones in Ambler, PA, where he has worked since 2009. He has 16 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Rebecca Bertrando is a financial advisor at UBS Financial Services with 8 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017, with prior experience including education at Lehigh University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor investment plans.