Geetha Mathew is a financial advisor at Ameriprise with a Series 66 designation and over 11 years of industry experience, including a decade at Arthur J Gallagher. She joined Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Kevin Maxey is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been providing financial and wealth management advice and services since 1997. Kevin joined Merrill in 2000 after working at Prudential Insurance. His areas of expertise include corporate retirement planning, investment strategies, family wealth management strategies, legacy and liquidity planning, managing new wealth, personal retirement planning, and portfolio management services. He also focuses on socially responsible, values-based, and ESG investing, as well as tax minimization and retirement income planning. Kevin holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., and is a Personal Investment Advisor (PIA). He earned his high school diploma from Foothill High School. Raised in Northern California, Kevin and his wife, Nicole, have lived in Bucks County since 2000. They have two sons. Outside of his professional work, Kevin enjoys hiking, listening to music, and spending time with his family.

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.

Akash Patel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Wells Fargo in various roles since 2014, including positions at Wells Fargo Bank NA and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Josephine Aynat Molina is a financial advisor with Primerica Advisors in Perkasie, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Primerica Advisors since 1989 and Primerica Financial Services since 1988. In addition to her advisory role, she is a notary and engages in part-time referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure while overseeing portfolio management and trading through established custodians.

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.

Jonathan Schmitt is a financial advisor at Merrill with Series 65 and Series 63 licenses. He has one year of industry experience and previously held roles at Bank of America, JPMorganChase, and New Century Financial Group. Prior to entering the financial industry, he worked in education at West Chester University and local schools. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jon Rosenwald is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2006 and Bank of America since 2009. 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 to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

James Potoka is a CFP® with 44 years of experience in the financial services industry. He has worked at FSC Securities Corporation for 25 years before joining OSAIC in 2023. Outside of his advisory role, Potoka operates as an independent insurance agent selling long-term care, life, disability, and health insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, and it is notable for its scale, recent consolidation efforts, and complex affiliate structure.

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.

Jagruti Panwala is a financial advisor with Osaic who holds Series 63 and Series 65 designations and has 27 years of industry experience. Her prior work includes 20 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company, followed by eight years at Royal Alliance Associates, Inc. She is also an executive member of the board of directors for the American Hotel and Lodging Association and serves as a panel speaker for Castell College. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of managed account programs supported by risk assessment tools and third-party manager options.

Ryan Stalker is a financial advisor at OSAIC with Series 65 and Series 63 credentials. He has recently entered the industry and has held various roles in education and logistics prior to joining OSAIC. Outside of finance, he has maintained involvement with D.C. Jefferson Landscape, LLC. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by advanced tools and multiple program options.

Patrick Foley is a CFP® with over 31 years of industry experience and has been with Robert W. Baird & Co. since 2009. He serves as a board member and on the investment committee for Mt. Saint Joseph Academy. Foley is also a partner in the self-published book "Winning at Retirement," where he manages the website and digital advertising. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Robert Lydon is a CFP® with 29 years of industry experience, currently advising at LPL Financial since 2024. His prior experience includes roles at Parkland Securities, SPC, and Hornor, Townsend & Kent. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Andrew Byers is Vice President and Wealth Planner at Fidelity Investments, where he has worked since 2017. In this role, he focuses on building relationships with families to engage in holistic financial planning, assisting them with financial decisions and simplifying their lives. He has extensive experience in financial planning and wealth management, having held various positions since 1999. Prior to his current role, Andrew served as an Investment Consultant at Fidelity Investments, and held roles including Wealth Advisor at RegentAtlantic Capital, Director of Financial Planning at Hennion & Walsh, Inc. and Prestige Wealth Management Group, L.L.C., Financial Advisor and Franchise Consultant at Ameriprise Financial Services, Inc., and Senior Financial Consultant at PNC Investments, Inc.

Eric Jay is a financial advisor with Cambridge Investment Research Advisors holding the ChFC® and Series 66 designations, and has 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians, with proprietary model strategies and access to third-party advisers.

Dusten Long is a financial advisor with Equitable Advisors in Hatboro, PA, holding a Series 66 designation and 24 years of industry experience. He previously worked at Hornor, Townsend & Kent Inc for 15 years and Federated Investment Counseling for 4 years before joining Equitable Advisors in 2021. Equitable Advisors serves a broad range of clients, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Daniel Samarin is a financial advisor with Ameriprise in Collegeville, PA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, he manages an advisory business through Vernon Summit Partners. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in net investable assets, offering a retirement-income planning service that includes written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver tailored, non-discretionary advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

John Shimp is a CFP® with 23 years of experience and is currently affiliated with Ameriprise, where he has worked since 2002 in various roles. He serves as Chairman of the Advisory Board for St. Joseph St. Robert School and is Vice President of Fundraising for the Men of LaSalle group at LaSalle College High School. Ameriprise offers a retirement-income planning service tailored to clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options, supported by a centralized consulting team that collaborates with financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.