Mark Heusinkveld is a financial advisor with Charles Schwab in Yardley, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2015 and was previously with TD Ameritrade, Inc. from 2022 to 2024. Charles Schwab & Co., Inc. serves a large client base, primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a differentiated operational model with integrated custody and centralized supervisory arrangements.

Ryan Gordon is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Thompson BMW for four years. Outside of his advisory role, he serves as a committee member for the nonprofit Shir Ami, where he helps review investment accounts and policies. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with tailored financial planning and investment consulting, offering a range of portfolio management styles supported by in-house research and sub-advisers.

Nina Caruso is a Series 66-licensed advisor at Merrill with six years of industry experience. She has been with Merrill since 2019 and previously worked at the University of North Carolina - Wilmington for four years. Outside of her advisory role, she has a long-standing position at Old Navy. 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 investors, and institutional entities.

Jennifer Volchik is a financial advisor with Merrill, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Merrill since 2014. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brendan Biruk is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at UBS Financial Services, Merrill, and Prudential Equity Group. Brendan operates through the Washington Crossing Financial Group as a DBA for his LPL business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Simcik is a financial advisor with Raymond James & Associates in Newtown, PA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He previously worked at Janney Montgomery Scott in various capacities from 2008 to 2026 before joining Raymond James. Raymond James & Associates, Inc. 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, institutional and pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Morse is a financial advisor at Thrivent Investment Management with 32 years of industry experience. He has been with Thrivent since 2002. Outside of his advisory work, he serves as treasurer for the Hit or Miss Hunting Club, managing dues, expenses, and investment of the club’s cash reserves. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various topics, combined with managed-account options under a consolidated billing approach, while maintaining separation between planning and portfolio management.

May Lai is a financial advisor with Ameriprise in Bala Cynwyd, PA, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, delivering written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Randy Bochniak is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has been with Cetera and its affiliates since 2004. He also operates Randy S Bochniak & Associates, Inc., a CPA accounting firm based in Quakertown, PA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with various program structures and investment options.

Christen Martin is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves as an elder on the Board of Directors for the Presbyterian Church of Chestnut Hill. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Niemeyer is a Series 66 credentialed advisor with LPL Enterprise, LLC, based in Warrington, PA. He joined LPL Enterprise in 2026 and also has a background in physical therapy, working at Mishock Physical Therapy since 2014. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and a range of financial planning and consulting services.

Aaron Landis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Nationwide Securities LLC and Nationwide Insurance Company, totaling over 25 years at Nationwide prior to joining LPL Financial in 2019. Landis also has involvement in an insurance agency, Landis Agencies, where he holds a partial ownership interest. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies implemented by its network of advisors.

Andrea Leahy is a financial advisor at Merrill with 17 years of industry experience. She has held roles at Maximum Asset Strategies and Morgan Stanley prior to joining Merrill in 2017. She holds Series 63 and Series 66 licenses and is based in Yardley, PA. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Glenn Mellin is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Signator Investment Inc., MSI Financial Services, Inc., and WS Griffith Securities, Inc. Outside of his advisory role, he is involved in fixed insurance solutions and serves as Vice President of Strategic Planning & Analysis at Edelman Wealth Management Group. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation, portfolio optimization, and provides a variety of investment programs supported by a complex affiliate network and private-equity ownership.

Brandon Razler is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and six years of industry experience. He has worked with MassMutual Life Insurance and Mass Mutual Investors Services since 2018. Razler has also been involved in academic support roles at Georgian Court University and held a position at the YMCA. Outside of his advisory work, he is licensed as an insurance agent specializing in life, disability, long-term care, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing collaborative, annual planning relationships with tools such as Monte Carlo simulations and automated asset-allocation analysis.

Fred Kurtz is a financial advisor at Edward Jones in Newtown, PA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved with Rittenhouse Ventures III, an early-stage venture capital fund based in Philadelphia. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

William Norberg is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, Wells Fargo Clearing, Wachovia Bank, N.A., and Wells Fargo Investments, LLC. Outside of his advisory role, he manages BBCN, LLC, an entity used for business expense and payroll management. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management.

Mitesh Shah is a Planning Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he focuses on working with clients to achieve their financial goals by understanding both their financial situations and personal motivations. Prior to his current position, Mitesh gained experience at J.P. Morgan as a Trade Lifecycle Associate from 2019 to 2023. Earlier in his career, he worked as a Sales Associate at FS Investments in 2018 and as a Financial Solutions Advisor at Merrill Lynch from 2013 to 2017. Outside of his professional work, Mitesh has interests that include football, golf, outdoor adventures, pets, swimming, and traveling.

Matthew Mrazik is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America, Merrill, EquityBee Inc., and North Capital Private Securities. Outside of his advisory work, he produces music and releases it on streaming platforms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services, including financial planning and portfolio management.

Kathryn Bogle is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for 12 years before joining Raymond James in 2019. Outside of her advisory role, she is involved as an administrative assistant at SGI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning and risk profiling tools and supports both retail and institutional advisory programs.