Christopher Cice is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he is a principal with Newtown Financial Services, LLC, an independent insurance agency, and serves as a board member of the Tioga County Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering customizable investment strategies across multiple platforms and custodial arrangements.

Kent Keith is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Outside of his advisory work, he is involved in software development for remote workers and serves as founder and president of the Wealth Education Foundation. He is also an author working on books about the subconscious mind and retirement planning. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Grant Raskin is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked with several firms including LPL Financial and operates Bucks County Wealth Management and MGR Financial Management. Outside of financial services, he owns Maxim Sports Cards, a business focused on buying and selling sports cards, and hosts a podcast called Financial Education Sucks. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across discretionary and non-discretionary programs.

Kyle Heuchert is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Morgan Stanley and Porter and Guide Wealth Management. His background includes roles at Marsh McLennan Agency and teaching experience at Temple University and Souderton Area High School. 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, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Rachel Satterthwaite is a financial advisor with LPL Financial in Collegeville, PA, holding a Series 66 designation and six years of industry experience. Her prior roles include work with Waddell & Reed and various insurance carriers. She is also involved in tax preparation through Collegeville Tax Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.

Gregory Frentzen Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at multiple firms including Securities America and Trumark Financial Credit Union. He is also the owner of Frentzen Financial Solutions LLC, a financial services business. Cetera Investment Advisers LLC is a large nationwide advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management and access to third-party money managers.

Jeffery Balistreri-Brenner is a Financial Consultant currently working at Fidelity Investments since 2025. He collaborates with clients to identify their financial goals, explore options, and implement strategies to co-create holistic financial plans tailored to their unique needs and aspirations. His professional experience includes roles at Fidelity Investments as an Investment Consultant (2024-2025), Investment Solutions Representative II (2023-2024), and Investment Solutions Representative I (2022-2023). Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2021 to 2022. Outside of his professional work, Jeffery has personal interests in baseball, cars, football, motorcycles, outdoor adventures, and parenthood.

Eric Lewandowski is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in direct internet marketing sales of nutrition products through Market America. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate and charitable entities, using model-driven investment implementation and offering access to third-party asset managers and insurance products.

Jared Hark is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 65 credential and three years of industry experience. His prior work includes founding Hark & Associates, PC, and roles at Urban Outfitters and Temple University. 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, with investment strategies implemented through model portfolios, third-party subadvisors, or customized approaches.

Kevin Hiller is a financial advisor with Equitable Advisors in New Britain, PA, holding Series 63 and Series 65 registrations and having 10 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Penn Investment Advisors, and Northwestern Mutual, among others. He is also involved as an independent agent in the sales and service of fixed insurance products. Equitable Advisors serves a broad client base, including individuals, institutional clients, and retirement plans, providing financial planning, retirement consulting, and asset management programs. The firm’s approach emphasizes matching clients to model portfolios or discretionary managers, often through third-party sponsors, and offers a variety of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jeffrey Lehocky is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Deutsche Bank for 25 years and has held positions at Mitsubishi UFJ Financial Group, Cetera, and QNB Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Edward Keenan is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase Bank and Bank of America, as well as Merrill. His current role at J.P. Morgan Securities has spanned seven years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by an in-house manager solutions team and centralized due diligence.

David Desimone is a financial advisor at LPL Enterprise with Series 63 and Series 65 designations and 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1980 and recently joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers access to third-party asset managers and other financial services.

Kay De Mito is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2017, including roles at Thrivent Financial - Bridgit Holly. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and a wide range of planning topics without discretionary trading authority. The firm offers ongoing or one-time planning engagements and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Brett Daily is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, following four years at The Vanguard Group, Inc. He also spent time at Saint Joseph's University and the Phoenixville YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, with oversight of affiliated and unaffiliated sub-advisers.

Martha Kerns is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Michael Greenhalgh is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. His career includes roles at Merrill, RBC Capital Markets, Morgan Stanley Private Bank, and Bank of America. 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 strategies for a range of individual and institutional clients.

Samuel Cannon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edward Farley is a financial advisor with Wells Fargo Clearing in Doylestown, PA. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. Farley has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Anjali Khatwani is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Long Ridge Partners and has experience in various roles including at Penn State Recreation Center and Isaac Newton's Bar and Grill. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of advisory roles with a focus on systematic methodologies and long-term asset allocation.