Elizabeth Fizell Jenkins is a Wealth Management Advisor at Merrill Lynch Wealth Management. She assists clients in managing their wealth in a manner aligned with their individual needs and values, focusing on a comprehensive approach that includes Sustainable, Responsible and Impact (SRI) investing and Environmental, Social and Governance (ESG) analysis. Elizabeth works with clients to incorporate impact investing and faith-based investing considerations into their strategies, pursuing measurable social and environmental impact alongside financial objectives. With a background that includes a 25-year career in technology and consulting, Elizabeth transitioned to financial advising to have a greater impact on individuals, families, and businesses. She holds a B.A. in Economics from the University of Virginia and has earned several professional designations including Certified Divorce Financial Analyst (CDFA), Chartered SRI Counselor (CSRIC), and Certified Private Wealth Advisor (CPWA). Elizabeth has experience working with clients navigating divorce and non-traditional family dynamics and is particularly focused on women, LGBT community members, and socially responsible investing. Elizabeth is active in her community, having served on the board of the Cancer Support Community of Greater Philadelphia and held leadership roles in various organizations including the Delaware Friends of Folk and cBridge Divorce Support. She lives in Bucks County with her husband and enjoys live music, crocheting, and attending ice hockey games.

Denise Martin is a Wealth Management Advisor, First Vice President, and Portfolio Advisor at Merrill Lynch in Doylestown, Pennsylvania. She has provided integrated wealth management and financial advice for over three decades, serving affluent individuals, business owners, and corporate executives. Denise focuses on retirement income planning and analysis, distribution options for employer-sponsored retirement plan assets, estate planning issues, and strategic investment processes. She leads a team that delivers annual in-depth strategic analyses of portfolios, considering risk tolerance, time horizon, liquidity needs, and asset allocation to support clients in pursuing their financial goals. Denise holds several professional designations, including Accredited Asset Management Specialist (AAMS®), Certified Plan Fiduciary Advisor (CPFA®), Chartered Retirement Planning Counselor (CRPC™), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®). She is a licensed long-term health care and life insurance agent, including annuities, and is a member of the Bucks County Estate Planning Council. Denise earned her bachelor's degree from LaSalle University, where she also studied in Switzerland at the University of Fribourg. She graduated from Villa Joseph Marie High School in Holland, Pennsylvania. In addition to her professional work, Denise is involved with various non-profit organizations in the Bucks County community. She enjoys biking, cooking, football, music, reading, running, spending time with her family, swimming, traveling, and yoga. Denise values meeting clients face-to-face and fostering an educational environment through webinars and in-person events to facilitate shared learning and financial growth.

Susan Schmidt is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining Ameriprise in 2022, she worked at Wells Fargo Clearing for six years. She serves on the Board of Directors and acts as Clerk for the Fairview Village Seventh Day Adventist Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written recommendations and annual advice focused on dependable income and tax-aware withdrawal strategies.

Caleb Hissong is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Fortivus Wealth Group and has been an independent contractor soccer official since 2023. He also has a background that includes roles at James Madison University and Spring-Ford Area School District. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing third-party asset managers and LPL-sponsored advisory programs to implement investment models.

Richard Storms is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 26 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he owns Naturally Rofo, a farm store distributing beef and produce, and is involved in farming operations through Heritage Farming LLC and Family Tradition Farming LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by a large network of investment adviser representatives who utilize customized strategies and advanced tools.

Kevin Kindig is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 registrations. His prior experience includes roles at The Vanguard Group and Mercer, as well as a position at The Pennsylvania State University - Great Valley Campus. 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 individual and institutional clients.

Frank Staves is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. He serves on the Board of Directors and as Treasurer for the Knights of Columbus Governing Board. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Benjamin Levine is a financial advisor with LPL Financial, holding a Series 66 designation and with 15 years of industry experience. He has worked at LPL Financial since 2014 and previously at National Planning Corporation from 2011 to 2014. 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 financial planning, model portfolio programs, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

Brian Lee is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 13 years of industry experience. His previous roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. He is also an agent authorized to sell health insurance commissions through Emerson Reid. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning services, and insurance products through affiliated entities.

John West is a financial advisor with Ameriprise in Doylestown, PA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory work, West is a board member of the Fanny Chapman Pool Board and owns a consulting business, 27teen Consulting, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides tailored, non-discretionary recommendations focused on sustainable income and tax-aware withdrawal strategies, leveraging the firm’s investment research and proprietary tools.

Christopher Roberts is a financial advisor with LPL Financial in Horsham, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining LPL Financial in 2024. Outside his advisory role, he is associated with CP Roberts & Associates, a business entity established for tax and investment purposes. 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 portfolio programs, and institutional platforms, providing solutions through a large network of investment adviser representatives.

Kathleen Lansing is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously spent six years at Oppenheimer & Co Inc. and one year in a position listed as Home. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm supports advisors with proprietary research and planning tools while integrating advisory services with various financial products and referral channels.

Brooks Guzman is a Financial Consultant at Fidelity Investments, where he works directly with clients to develop personalized financial plans. He aims to serve as a long-term partner, providing ongoing guidance as markets and life circumstances change. Brooks utilizes Fidelity's resources to help clients feel heard, understood, and confident in their financial strategies. Prior to becoming a Financial Consultant in 2024, Brooks worked as an Investment Consultant at Fidelity Investments from 2023 to 2024. Before that, he was a High Net Worth Client Representative at Vanguard from 2021 to 2023. This experience has provided him with expertise in investment consulting and client relationship management. Outside of his professional work, Brooks enjoys cooking and baking, participating in family activities, exploring food culture as a foodie, and engaging in sports such as football and golf. He also has an interest in music.

Jeffrey Gunder is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services for nearly 19 years before joining LPL Financial in 2025. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services primarily delivered by investment adviser representatives utilizing a range of strategies including discretionary and non-discretionary approaches.

Ryan Crosby is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked in various roles at ThermOmegaTech, Penn Medicine, Lowe's, and the North Penn YMCA. His background also includes a period at Temple University and Lansdale Catholic High School. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and a variety of advisory programs to tailor solutions based on client risk tolerance and objectives.

Jerome Free Jr. is a financial advisor with Ameriprise in Lansdale, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to generate recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Miloslava Moravec is a financial advisor with Primerica Advisors in Lansdale, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Primerica Advisors since 1990 and Primerica Financial Services since 1996. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and implements portfolios via BNY Mellon Advisors, operating primarily with a percentage-based wrap fee structure.

Tracey Herring is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked at several firms, including Morgan Stanley and Cambridge Investment Research Advisors, and has been with Wells Fargo Clearing since 2019. Outside of her advisory role, she consults for PureHaven, a company that sells nontoxic home and personal care products. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Schell is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 26 years of experience in wealth management and financial advising. He specializes in a range of client focus areas including college education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, socially responsible and ESG investing, retirement income, and small business strategies. Chris applies a comprehensive approach to managing client portfolios that integrates tax and estate planning strategies to align with clients’ evolving financial needs. Chris holds a Bachelor of Science degree in Economics from the Pennsylvania State University System. Additionally, he has completed non-accredited certificate programs at the University of Pennsylvania and Harvard University. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Chris resides in Dresher, Pennsylvania with his wife and their twin teenage boys. His personal interests include football, music, running, skiing, traveling, and yoga. He is actively involved in philanthropic activities, serving as a trustee and board member at Williamson College of the Trades, as well as holding trustee and leadership roles at the Abramson Center for Jewish Life in Horsham.

Joshua Gummo is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Cetera and has held roles at Concourse Financial Group Securities Inc, Bank of America, and Merrill Lynch, Pierce, Fenner & Smith Inc. Outside of his advisory work, he serves as an elder at Ebenezer Bible Fellowship Church and participates in development efforts for Church Extension Ministries. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform to implement various investment strategies.