Carla Gascon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Prudential Insurance Company of America since 2018 and at Pruco Securities, LLC from 2017 to 2024. Outside of her advisory role, she is the owner of G2G Ventures LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various insurance and trust services through affiliated entities.

Christopher Koehler is a financial advisor with Wells Fargo Clearing in Doylestown, PA. He holds a Series 66 designation and has 11 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Minakshi Malhotra is a financial advisor with LPL Enterprise holding Series 63 and 65 licenses and 24 years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2002, transitioning to LPL Enterprise in 2024. Malhotra also maintains an active role as a property and casualty insurance agent with Liberty Mutual and a non-variable insurance sales agent with Prudential. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers, and offers financial planning, consulting, and insurance product sales through affiliated entities.

Michael Skalamera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 47 years of industry experience. His career includes prior roles at Morgan Stanley and multiple tenures at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Bryan Wise is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Primerica Financial Services and in education with the Coatesville Area School District. Outside of finance, he has worked as a substitute teacher for local K-12 schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and comprehensive written recommendations across various financial planning topics. The firm offers these planning services separately from managed accounts and does not accept discretionary trading authority for Dedicated Planning Service engagements.

David Deleon is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked with LPL Financial since 2019 and previously held roles at Diamond Credit Union, Primerica, Pennsylvania State University, Target Corporation, and Adam Art. 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, third-party asset management, and institutional platforms.

John Hannan III is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a five-year tenure at Citizens Securities, Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting for individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a large network of financial advisors and combines research from its Investment Institute with third-party analytics to provide diversified investment solutions.

Glenn Palmitessa is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Ameriprise Financial Services, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory role, he is involved in retail through Buckmans Ski and Snowboard Shop in Doylestown, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Douglas Clark is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves as a bookkeeper and board member for the Colorado Center for Modern Psychoanalytic Studies, where he assists with check writing, account balancing, and fundraising. Raymond James & Associates 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Paul Duffy is a financial advisor with J.P. Morgan Securities in Ambler, PA, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America/Merrill Lynch from 2016 to 2025 and has experience outside finance with Liberty Lake Day Camp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Leo Webb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 2003. Outside of advisory work, he is involved in sales of loan products and referrals for 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 to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees and ongoing oversight.

Wendy Fratrik is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL in 2024, she worked at Bank of America for five years and spent 24 years at Merrill Lynch, Pierce, Fenner & Smith. 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 advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset management, with a wide range of investment options and advisor support tools.

Kyle Albahary is a Planning Consultant at Fidelity Investments, where he currently works with clients to help them achieve their financial goals. He has been with Fidelity Investments since 2021, progressing through roles as a Financial Representative and Relationship Manager before his current position. Kyle has developed expertise in financial planning and client relationship management through his experience at Fidelity. He is committed to building lasting relationships and serving as a trusted resource for clients on their financial journey to retirement. Outside of his professional work, Kyle enjoys baseball, family activities, fitness, golf, movies, and music.

Stephen Niles is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 19 years before joining Raymond James Financial Services Advisors, Inc. in 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals, employing analytical tools and risk profiling, and supports advisory programs alongside institutional consulting and portfolio management.

Byron Leach is a CFP® with 14 years of industry experience, currently affiliated with OSAIC since 2024. His prior experience includes roles at Securities America Advisors and H. Beck, Inc. He is also employed as a CPA at Campisi & Campisi, Inc., an accounting and tax preparation firm. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with a range of managed portfolio options and third-party programs.

James Mcgoldrick is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding CFP® and ChFC® designations and over 35 years of industry experience. He has been with MML Investors Services since 1991 and Massachusetts Mutual Life Insurance Company since 1989. In addition to his advisory role, he is involved in servicing equity indexed annuity contracts and life and health insurance sales, and he is a member of multiple LLCs related to his advisory and insurance activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, annual planning engagements without discretionary investment authority.

Matthew Fisher is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. He is a member of the Veteran's of Foreign Wars and serves as an auditor for St Johns Methodist Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and advisory services with a range of portfolio management styles and affiliated research resources.

Robert Lankin is a financial advisor with LPL Financial in Blue Bell, PA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing Services, LLC, as well as a decade at Sentry Insurance. 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 extensive resources and technology.

Robert Iocco is a financial advisor at Morgan Stanley with 51 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its advisory services.

Joseph Staley is a financial advisor at Equitable Advisors with eight years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2018, he had roles at AXA Advisors and various companies including Execupharm Inc and ExecuPower LLC. Outside of his advisory role, Staley serves as an assistant wrestling coach at W.T. Woodson High School. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party advisory models and does not sponsor its own wrap fee program, focusing on integrating proprietary and third-party solutions.