Bradley Bishop is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Next Financial Group, Inc. for seven years. 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, third-party asset management, and institutional platforms.

John Reidy is a financial advisor at OSAIC with 35 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Securities America Inc. for seven years each, National Planning Corp for five years, and held various roles at OneAmerica Securities, Cetera Wealth Services, and Hornor, Townsend & Kent. Outside of advisory work, he serves as a General Agent for Ameritas Life Insurance through OnePenn Financial Group. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and multiple management options.

Kevin McLane is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In his role, he collaborates with clients to develop personalized financial plans tailored to their specific needs, risk tolerance, and financial goals. He focuses on understanding what matters most to each client to create and implement unique strategies aimed at achieving both short- and long-term objectives. Kevin's approach emphasizes co-creating financial plans that reflect individual priorities and circumstances. Outside of his professional work, he engages in family activities and enjoys golf and music.

Janet Helbling is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within Wells Fargo subsidiaries since 2016. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet specific net-worth criteria. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations through a network of advisors.

Sidney Ruth is a CFP® with 24 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2024. Prior to this, Ruth worked at Cetera and FIFS, LLC, where they held advisory and ownership roles. Ruth is also a board member of the Mosaic Conference and the Living Branches Foundation, both nonprofit organizations. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals across multiple platforms and custodians.

Michael Lawlor is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and over 15 years of industry experience. His prior roles include positions with Prudential Insurance Company of America and Pruco Securities, LLC, and he has operated his own practice, Michael A Lawlor, P.C., since 1992. He also serves as a backup executor for family fiduciary appointments. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach and offers access to third-party asset managers, with additional services such as trust custody and affiliated insurance product sales.

Sage Bleakney is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Investment and Commonwealth Financial Network. Outside of financial advising, he is the founder and owner of Sage CRM Consulting, LLC, providing Redtail CRM consulting services, and also operates As If Entertainers, a separate business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to third-party money managers and various program structures.

Matthew Delzingaro is a financial advisor at Fisher Investments with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Symetra Securities, Symetra Life Insurance Company, Brighthouse Securities, and MetLife Investors Distribution Company. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that incorporates quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

Mark Gerdelmann is a financial advisor with MassMutual Investors Services in Chalfont, PA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with MassMutual and its affiliated companies since 2004. Outside of his advisory role, he serves as an agent for life and health insurance and is a member of an LLC related to advisory fee compensation. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers various programs including estate and employer-sponsored planning.

Jackson Piombino is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His background includes roles outside finance at various companies and educational institutions, alongside ongoing involvement with A Modo Mio for three years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Patrick Wayman is a financial advisor with Ameriprise in Penn Valley, PA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Ashford Consulting, LLC, an entity established to hold the real estate for his financial planning practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports that support retirement income strategies, with an emphasis on assets held within Ameriprise-managed accounts.

Marva Hardnett is a financial advisor with Ameriprise in Plymouth Meeting, PA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she is involved in independent insurance brokering with New York Life. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Brad Bryan is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Cetera in Phoenixville, PA. His prior experience includes roles at Charles Schwab, TD Ameritrade, and The Vanguard Group. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Brandon Oruch is a financial professional with LPL Enterprise and holds the Series 66 designation. He has four years of industry experience, including prior roles at The Prudential Insurance Company of America, Pruco Securities LLC, KPMG, Accenture, and Bloomberg Industry Group. Outside of his advisory work, he has participated in food delivery services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers along with affiliated insurance and lending services.

Bradley Thomas is a financial advisor with LPL Financial who holds CFP® and ChFC® designations and has nine years of industry experience. His prior roles include positions at Bank of America and Merrill, as well as service in the United States Marine Corps. Outside of his advisory work, he owns a party rental business called Keystone Bounce. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary research and third-party strategies, supported by technology tools for operational and research purposes.

Brett Ciocari is an advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial in 2026, he worked at Ameriprise for two years and held various roles at Golf Galaxy, HomeGoods, Cedarbrook Country Club, and Farleigh Dickinson. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Daniel Foy is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 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, leveraging research from the Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Andrew Leyens is a ChFC® credentialed financial advisor with 35 years of industry experience, currently with Cambridge Investment Research Advisors since 2017. His prior experience includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities spanning over a decade. In addition to advisory work, Leyens serves as an expert witness providing consulting and testimony. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and custodians. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management strategies.

Adam Older is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entity since 2011. Outside of his advisory role, he instructs students in Shotokan Karate and Aikijujitsu and is involved in promoting healthier lifestyles through a business assisting clients with weight loss and habit formation. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm employs a centralized service team that collaborates with advisors to produce customized Recommendation Reports and manages a distinctive investment approach incorporating affiliated product options.

Hunter Bentz is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His background includes positions at The Prudential Insurance Company of America, Pruco Securities LLC, Orrstown Bank, and various roles during his time at Penn State University. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.