Adam Gladstone is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with LPL Financial since 2016 and previously worked at VOYA Financial Advisors and Global One Financial Services. In addition to his advisory work, he is involved in tax preparation and accounting through Global One Financial Services. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting. The firm provides both discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Dino Bryant Sr. is a financial advisor with Primerica Advisors in Boyertown, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1985. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model‑delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Michael Johnson is a Series 66-licensed financial advisor with LPL Enterprise in Ft. Washington, PA, and has seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as an assistant coach for the boys' golf team at Hatboro-Horsham High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio access, and a variety of investment and insurance products.

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. Bradley is also involved with AZT Financial Group LLC, a business entity for tax and investment purposes. LPL Financial is a national 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, utilizing model portfolios and research from internal and third-party sources.

John Reidy is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes tenure at Securities America Advisors and National Planning Corp. In addition to his advisory role, he serves as a General Agent for Ameritas Life Insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of advisers. The firm provides integrated brokerage, advisory, and consulting services, utilizing asset-allocation tools, efficient-frontier analysis, and access to multiple third-party managers to construct portfolios tailored to clients’ investment profiles.

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 34 years of industry experience. She has been with Wells Fargo and its affiliates since 2009. Outside of her advisory role, she serves as power of attorney for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Sidney Ruth is a CFP® with 24 years of industry experience and is currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2024, Sidney held positions at Cetera and FIFS, LLC. Sidney serves on the boards of the Mosaic Conference and the Living Branches Foundation and owns Franconia Insurance & Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals and supports both discretionary and non-discretionary strategies tailored to client objectives.

Michael Lawlor is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, where he has been active since 2014, in addition to operating his own firm, Michael A Lawlor, P.C., since 1992. He also serves as a backup executor for two estates. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory programs with financial 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 worked previously at Brighthouse Securities, LLC, MetLife Investors Distribution Company, Symetra Securities, Inc., and Symetra Life Insurance 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 approach combining quantitative and qualitative research and utilizes tax-aware strategies and risk management tools.

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 Series 66-credentialed advisor at LPL Enterprise with one year of experience. His prior work history includes roles outside the financial industry, such as business activities with A Modo Mio since 2023. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

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 a Series 66 designation. He has four years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he has also worked as a food delivery driver for DoorDash. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services using a platform that integrates financial planning, model portfolio management, and insurance products through affiliated entities.

Bradley Thomas is a CFP® and ChFC® credentialed advisor with nine years of industry experience. He currently works at LPL Financial and previously held positions at Bank of America and Merrill. Outside of his advisory role, he owns a party rental business called Keystone Bounce. 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 offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Daniel Foy is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. Its advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Andrew Leyens is a financial advisor with Cambridge Investment Research Advisors in Fort Washington, PA, holding the ChFC® and Series 63 designations and having 34 years of industry experience. Prior to joining Cambridge in 2017, he worked at Northwestern Mutual in multiple roles from 2004 to 2017. Outside of advisory services, he is an independent insurance agent and serves as an expert witness providing consulting and testimony. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals. The firm provides a variety of portfolio management options, including proprietary and third-party strategies, across multiple custody platforms with both discretionary and non-discretionary implementation.