Erik Barlow is a financial advisor at Wells Fargo Clearing with five years of industry experience and a Series 66 designation. He previously worked at UBS Financial Services and Equitable Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory.

Matthew Gonnella is a financial advisor with LPL Enterprise who holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Enterprise, he worked in various roles including positions at US Mortgageline and Acorn Industrial Products. Outside of financial advising, he also works evenings as a server at Iron Hill Brewery. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Bruce Graeber is a Financial Advisor with Merrill Lynch Wealth Management, bringing a unique educator's approach to financial planning. He focuses on helping clients understand their financial situations clearly and confidently while delivering personalized strategies that align with their goals and values. Bruce specializes in areas such as college education planning, equity compensation services, investment consulting for defined contribution plans, personal retirement planning, and tax minimization. His professional background includes experience as a Mortgage Loan Officer and service on Merrill's Premium team, where he supported high-net-worth clients. Bruce holds a Finance degree from Bloomsburg University with a specialization in Personal Financial Planning. He has earned advanced credentials including the Chartered Retirement Planning Counselor (CRPC) and the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations from the College for Financial Planning. Outside of work, Bruce is involved in community organizations such as Habitat For Humanity, Ivyland Presbyterian Church, and Neshaminy High School Wrestling. He enjoys chess, spending time with family, watching movies, and writing.

Thomas Forscht is a financial advisor with Primerica Advisors based in Chalfont, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with PFS Investments Inc. since 1999 and Primerica Financial Services since 1998. Forscht is involved in several investment-related businesses, including co-ownership of Future Legacy Group, LLC. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors across a range of wealth levels, as well as corporate and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and offers discretionary portfolio management supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Patrick Caligiuri is a financial advisor with Mass Mutual Investors Services, where he has worked since 2017. He holds the Series 63 and Series 65 designations and has 39 years of industry experience. Prior to his current role, he spent 10 years with Metlife Securities, Inc. Outside of advisory work, he is an individual life insurance agent. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning as annual collaborations using firm-approved analytical tools.

Edward Fernberger Jr. is a financial advisor with Raymond James & Associates in Doylestown, PA, holding 54 years of industry experience. He previously worked at Merrill for nine years before joining Raymond James in 2016. Outside of his advisory role, he serves on the advisory board of the Mount Sinai Cemetery Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers a range of financial planning and consulting services supported by extensive research and a variety of portfolio management styles.

Brian Smith is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Equitable Advisors since 2006, with prior experience at Firstrust Financial Advisors and MSI Financial Services. He also operates a separate business under the name Firstrust Financial Resources. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm utilizes a variety of advisory models and third-party asset managers, providing access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

William Stewart IV is a financial advisor at Raymond James & Associates with nine years of industry experience. He previously worked at Janney Montgomery Scott and Janney Montgomery Scott LLC. He holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.

Gregory Mugnier is a Series 66-registered financial advisor with five years of industry experience. He currently works at Equitable Advisors LLC and previously held positions at Drucker & Scaccetti, PC, RAM Associates, Certified Public Accountants, and the Burlington County Bridge Commission. He also operates a separate business under the name Firstrust Financial Resources. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs.

Christopher Jud is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Marcum LLP and Yardley Wealth Management. Outside of his advisory role, he owns and manages a residential rental property in Philadelphia. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through a range of portfolio management styles, supported by affiliated research and model managers.

Colleen O'hara Shue is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016. Prior to that, she held multiple roles at Morgan Stanley from 2005 to 2015. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad client base.

Domenic Fontana is a financial advisor with Cetera who holds the PFS™ designation and Series 63 license. He has two years of industry experience and has previously worked at Avantax Investment Services, Inc. and other affiliated firms. Outside of his advisory role, he is founder and president of The Fontana Group, Inc., a CPA and tax preparation firm, and serves as managing member of AmeriWave Communications LLC, a wireless internet service provider. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a variety of investment and retirement services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Demetrios Lowry is a Series 66 licensed financial advisor with Equitable Advisors, where he has worked since 2023. He has three years of industry experience and previously held roles outside the financial sector, including positions at Life Time, Inc. and Ithaca College Athletics. Lowry also serves as a coach for Wissahickon School District. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse clientele, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions.

John Castner is a financial advisor at Edward Jones in Phoenixville, PA, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions through a nationwide network of over 23,700 advisors and 15,000 branch offices. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Michael Ahrens is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Prior to joining Wells Fargo, he spent over 15 years at Morgan Stanley in various capacities, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also maintains a part-time insurance practice with Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet specific net-worth thresholds.

William Krempa is a CFP® professional with 36 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2024. He previously worked for IC Advisory Services, Inc. and The Investment Center, Inc. for 18 years, and operated Krempa Associates, Inc. for over three decades. Outside his advisory role, he is involved in sports and gaming as the owner of Krempa Family Racing, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management options.

Casey Urkuski is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, Casey worked at Jefferson for seven years. He serves as a board member for Perkiomen Valley Youth Wrestling, where he helps organize home meets and assists with tournament registration. Merrill, along 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.

Zachary Padersky is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2021. Prior to his current role, he held positions at Danville Sales, Inc. and Perlow Productions, LLC, and has experience related to The College of New Jersey and South Jersey Elite Baseball. Equitable Advisors serves a wide 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 and third-party asset managers.

Michael Mattia is a CFP® with eight years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Bank of America, and Merrill. Outside of his advisory work, he owns Priceless Painting LLC, a construction-related business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, 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, offering services such as financial planning, consulting, and access to third-party asset managers.

Justin De Luca is a financial advisor with LPL Financial, holding a Series 66 designation and having 19 years of industry experience. His prior roles include positions at Lincoln Investment, PNC Wealth Management, OSAIC Institutions, Mass Mutual Investors Services, and Merrill. Outside of his advisory work, he is involved as a musician in a local musical group. 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 institutional platforms, implementing strategies through its extensive network of investment adviser representatives.