James Foote III is a financial advisor with LPL Financial in Newtown, PA, holding Series 65 and Series 63 credentials and bringing 32 years of industry experience. His career includes two decades at Oneamerica Securities and American United Life. He also serves as a retirement plan service manager at Citizens & Northern Bank and acts in a fiduciary capacity as a successor power of attorney. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kelley Smith is a financial advisor at Morgan Stanley with 7 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, with prior experience at TD Bank and La Salle University. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Matthew Donnelly is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2003, previously associated with Axa Advisors. Donnelly serves as a board member for the Medford Lakes Colony, where he helps oversee community infrastructure and common area improvements. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs including firm-offered and third-party solutions, with a focus on matching clients to appropriate investment models and discretionary managers.

Jacob Aaronson is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Merrill and Toll Brothers Mortgage Company. Outside of finance, he is involved with Plumsted Grill, a restaurant and bar where he serves as an employee. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process.

Bridget Curtis is a financial advisor with Merrill and holds the Series 66 designation. She has been with Merrill and Bank of America since 2025. Outside of her advisory role, she coaches youth travel soccer for the Warrington Soccer Club. 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, institutions, and charitable organizations.

Timothy Jayne is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 26 years of industry experience. His prior work history includes positions at Bank of America, Merrill, and UBS Financial Services. Outside of advising, he serves as a non-public arbitrator in New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory process.

John Thomas is a financial advisor at Raymond James & Associates with one year of industry experience. He holds Series 63 and Series 65 licenses and began his career at Raymond James following his education at Elizabethtown College. 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 a range of financial planning and investment consulting services, emphasizing tailored, non-discretionary advice supported by extensive research and multiple portfolio management styles.

Jack Jibrine is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, supporting clients through advisory services without offering individual security recommendations as part of standalone plans.

Robert Breitner is a financial advisor with LPL Financial based in Philadelphia, PA. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at American Heritage Federal Credit Union and Bryn Athyn College. 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 and access to third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

Carty Giffin is a financial advisor with Ameriprise in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors for the Eagleton Farms Homeowners Association. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations delivered through a centralized consulting team.

David Dominici is a financial advisor with Cetera and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience and previously worked at Ameriprise Financial Services and Signator Investors, among other firms. Outside of his advisory role, he serves as treasurer for a religious organization and is involved in training baseball and softball players through a performance coaching business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and custodial relationships.

Stephanie Mazzo is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 license and 14 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs for individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Todd Lindemuth is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior work includes roles at CUNA Mutual Group and CUNA Brokerage Services, Inc. He is based in Philadelphia, PA. 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 wide range of financial planning and investment management solutions through a large network of advisors and utilizes advanced operational tools alongside various advisory and non-advisory financial services.

Jeffrey Revak is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Flynn is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has worked within Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015 respectively. 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, including tailored financial planning that incorporates structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Daniel Linn is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Linn coaches tee ball and first-grade basketball for local youth teams. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning and consulting services.

Keristen Bazile is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been associated with PFS Investments Inc. since 1996 and Primerica Financial Services since 1995. Bazile is also the CEO of Bazile Enterprises LLC, a financial education business focused on improving money management and financial literacy. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Lynn Fryckberg is a financial advisor at UBS Financial Services with 43 years of industry experience. She has been with UBS since 2016 and holds the Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research, capital markets services, and affiliated banking programs.

Michael McLaughlin is a CFP® with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously worked at Lincoln Financial Advisors Corp for 12 years and has operated McLaughlin Asset Management, Inc. since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, and supports its network of over 22,800 advisors with advanced operational tools.

Gregory Gatesman is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney and Julius Baer Group. Gatesman serves on the advisory board for the Cap Gemini Research Institute, contributing to the publication of the CapGemini world wealth report. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm utilizes proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans to clients’ goals and risk tolerances.