Madison Saurman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads the team Saurman, Sciascia, Maher & Associates. He provides sophisticated, goals-based wealth management advice and focuses on risk management, retirement income strategies, long-term care planning, wealth transfer and estate planning, concentrated stock strategies, customized lending solutions, and philanthropic and legacy planning. His approach involves close collaboration with clients' attorneys, tax professionals, and insurance advisors to simplify and clarify their financial lives. Madison began his wealth management career in 1995 at Smith Barney and joined Merrill Lynch Wealth Management in 2009. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, in addition to being a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He earned his Bachelor's degree from West Virginia University and completed executive education courses at the Wharton School of Business, Harvard Business School, and Yale School of Business. A native and lifelong resident of Bucks County, Madison resides in Washington Crossing with his wife, Beth, and their daughter. He is a past President of the Newtown Rotary Club and coaches youth soccer with Coach Patriot FC. His personal interests include whitewater kayaking, playing golf, running, and supporting the Philadelphia Eagles and West Virginia Mountaineers.

Donna Dembeck is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

David Kushner is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he is a partner and investor in the restaurant Farmer's Keep in Philadelphia. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Brian Leone serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Brian applies his expertise to help clients develop individual and corporate investment strategies, retirement income planning, and supports women and wealth initiatives. Prior to his current role, Brian transitioned from a background in education, holding a bachelor's degree from Temple University, to financial services. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). Brian is experienced in developing tailored financial strategies addressing diverse client needs and priorities. Outside of his professional work, Brian enjoys spending time with his family and has interests in baseball, basketball, football, music, soccer, and softball.

Adam Bielemeier is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Barry McCarthy is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2010 to 2021. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Knights of Columbus, Santa Maria Council in Flourtown, PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Bridgit Holly is a financial advisor at Thrivent Investment Management with 28 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Holly has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning across a broad range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called "WealthPlan," while keeping these services separate.

Thomas Strybuc is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Waddell & Reed, INC. and various insurance carriers. He previously operated Hicks-Strybuc, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Paul Fisch 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 has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Ellis Fattizzi is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he serves as a Judge of Elections for Montgomery County, overseeing voting processes in Ward 3-2. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and employs asset-allocation tools and automated rebalancing to manage portfolios.

Jennifer Detweiler is a financial advisor with LPL Financial and holds the Series 63, 65, and 66 designations. She has 14 years of industry experience, with prior roles at Securities America Advisors, Securities America, Inc., and Strobel Financial. Outside of advisory work, she provides bookkeeping and back-office support through APPJAXX LLC and owns a rental business, My Adventure Rental PA, LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

George Porreca Jr. is a financial advisor at Wells Fargo Clearing with 56 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo in various capacities since 2009. 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 provides both brokerage and advisory solutions.

Chris Barnish Zusin is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1995 and Bank of America, NA since 2009. Outside of his advisory role, he is a timeshare owner involved in occasional rental management. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Debuque is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Merrill and Bank of America prior to joining LPL Financial in 2024. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

Brian Scheiblein is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior roles include positions at The Vanguard Group and ADP LLC. He has experience outside finance in the restaurant industry and has been involved with advisory roles in independent registered investment advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Patrick Knox is a CFP®-certified financial advisor with 41 years of industry experience. He has been with LPL Financial since 2018, following a 30-year tenure at Lincoln Investment Planning, Inc. Knox is based in Horsham, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisors. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management alongside model portfolios and research from internal and third-party sources.

Fred Lorenz is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1983 after graduating with a Bachelor of Science degree in Commerce from Rider University. He partnered with his father until his retirement in 1985 and has since developed extensive experience in financial strategy, planning, and service. Fred holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®) awarded in 1986, Chartered Retirement Planning Counselor™ (CRPC™) obtained in 2007, and Certified Plan Fiduciary Advisor® (CPFA®) earned in 2018. His expertise encompasses family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and socially responsible investing. He works with individuals, businesses, and multi-generational families, providing ongoing reviews and sharing timely research to support client goals. Fred lives in Yardley, Pennsylvania, with his wife and four grown children, including triplets. He is involved in community outreach, particularly supporting the children of Urban Promise in Trenton. In his personal time, he enjoys boating, photography, reading, spending time with family, and table tennis.

Cynthia Kinkaid is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Morgan Stanley Smith Barney, Wells Fargo Clearing, Wells Fargo Advisors, and Wachovia Bank, where she worked for 40 years. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Jerome Fiordimondo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has extensive tenure at Prudential Insurance Company of America and Pruco Securities, LLC, where he worked from 1977 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, and access to various investment programs and products.

Marshall Brooks is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 66 designations and having 28 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. In addition to his advisory role, he is also an insurance agent specializing in life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars. The firm structures financial planning as an annual collaborative process using firm-approved analytical tools and provides specialized services including divorce planning, estate settlement, and employer-sponsored programs.