Adam Older is a financial advisor with Ameriprise in Hatfield, PA, holding a Series 66 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services since 2011. Outside of advising, he is involved in health coaching through Optavia and instructs students in Shotokan Karate and Aikijujitsu at The Bushi Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and investment recommendations supported by proprietary research and third-party data.

Hunter Bentz is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Orrstown Bank. Bentz attended Penn State University and also has prior experience outside finance in the landscaping industry and education. 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 portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with financial product sales.

Matthew Kitchie is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He previously worked at Voya Financial Advisors and has a background that includes ten years at Lehigh University. In addition to his advisory role, he operates as an independent insurance agent and markets financial services and fixed life insurance through Flagship Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party managers.

Jinsong Chen is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services for 17 years. Outside of advising, he is a co-owner of J. Lion Insurance Group. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios that include a range of investment types.

Hugh Cameron is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with Cetera and its affiliates since 2016 and previously held a position at BB&T Securities. Outside of advisory work, he is a partner and executive vice president at JBC Companies, focusing on fixed insurance strategies, and serves on the board for strategic growth and planning at Vista Marketing Partners. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Anthony Bagonis Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is also commissioned as a Notary Public in Pennsylvania. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management using a variety of investment vehicles.

Craig Hammer is a financial advisor at OSAIC with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Lincoln Financial Securities and Lincoln Financial Advisors for a combined 17 years. Outside of his advisory role, Hammer is a partner and co-owner of Nexus Financial, LLC, which holds interests in RHM Partners LLC and Independence Financial Group, entities involved in wholesaling traditional life and annuity products. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a range of investment products, available on both discretionary and non-discretionary bases.

Nicholas Attanasio is an advisor at LPL Enterprise with Series 63 and Series 66 designations and no prior industry experience. His work background includes roles at BlackRock, Johnson & Johnson, and AmerisourceBergen. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Ricky Whitmire Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at LPL Financial since 2022 and has held positions with Cuna Mutual Group and Cuna Brokerage Services, Inc. since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to diverse model portfolios and research.

Allen Heffler is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors. In addition to his advisory work, he operates a Medicare supplement insurance brokerage under the name MyMedicareAdvisor. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored solutions and third-party managers.

Nicholas De Vito is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2022 and is also associated with Menninger & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and technology integration.

Jacob Poulos is a financial advisor with LPL Financial based in Horsham, PA, holding a Series 66 designation and two years of industry experience. His prior work history includes roles at Maxim Healthcare Group and The Judge Group. In addition to his advisory work, he is an author on topics such as equine health, men's jewelry, and business. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by research and advanced portfolio strategies.

Shannon Brown is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning their advisory career in 2025. Prior to entering the financial industry, Shannon worked at P.F. Chang's China Bistro and spent time at Chestnut Hill College and the University of Delaware. Outside of advising, Shannon maintains employment outside the financial sector. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolios, third-party management, and access to a broad range of financial and insurance products via an integrated platform.

Steven Bragg is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of his advisory role, he is involved with Huebscher Consulting, a non-investment-related consulting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Drew Pettinelli is a Financial Advisor at Merrill Lynch Wealth Management and a member of the P.O.D. & Associates team. He has been in the financial services industry since 2024 and joined Merrill in August 2024. In his role, he provides customized solutions to meet clients' needs in wealth structuring, investment management, trust, and banking services. He also facilitates client access to the firm's resources, including capital market products, complex financing solutions, and an extensive banking platform. Drew's client focus areas include college education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management, small business strategies, and tax minimization. Drew holds a Bachelor's degree from Gettysburg College, where he also played lacrosse. He has earned the Personal Investment Advisor (PIA) professional designation. He is affiliated with professional organizations such as the Gettysburg College Alumni, Malvern Prep Alumni, and is a member of the Rivercrest Golf Club. In the community, Drew participates in holiday card making for patients at St Jude's Hospital. Residing in Collegeville, Pennsylvania, Drew enjoys spending time with his family, visiting Ocean City, New Jersey, and playing golf. He has two Rhodesian Ridgeback dogs.

Jason Paladino is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

John Northrop is a CFP®, ChFC®, and Series 66-licensed financial advisor with 10 years of experience at Edward Jones in Lansdale, PA. He has been with Edward Jones since 2016. Outside of his advisory role, he is president of Northrop Diversified, LLC, an investment company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, including access to separately managed accounts and affiliated mutual funds.

Michael Hudson is a financial advisor with LPL Financial who holds the ChFC® designation and Series 63 license, with 36 years of industry experience. Prior to joining LPL in 2018, he worked at Nationwide Securities, LLC and Nationwide from 2010 to 2018. He is also involved in writing and servicing fixed insurance products through activities with Highland Capital and CRUMP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and brokerage services, including model portfolios, retirement plan consulting, and participant advice programs, supported by proprietary and third-party research.

Zachary Gehman is a financial advisor at Ameriprise in Fort Washington, PA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Ameriprise in 2022, he worked at Penn State University and The UPS Store. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Richard De Brocco is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Citizens Bank, TIAA, and The Vanguard Group. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by integrated custody, brokerage, and cash-sweep services.