Miranda Cabrelli is a CFP® certificant with 17 years of industry experience, currently affiliated with Morgan Stanley. Her background includes roles at The Vanguard Group and Delaware Distributors, L.P. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that leverages firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-based financial planning agreements.

Rebecca Sweeney is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, she worked at PRECISIONscientia (formerly ETHOS Health Communications) for two years and at ScribeAmerica for four years. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Konner Keith is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Comcast, Diversant LLC, Drexel University, and PricewaterhouseCoopers. Outside of his role at Ameriprise, he manages a separate advisory business under Double K LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and third-party data to deliver tailored recommendations.

Adam Gladstone is a CFP® professional with 25 years of industry experience. He has worked at LPL Financial since 2016 and previously held positions at VOYA Financial Advisors and Global One Financial Services. In addition to his advisory work, he is involved in tax preparation and accounting through his role at Global One Financial Services. 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 access to third-party asset management programs, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Dino Bryant Sr. is a financial advisor with Primerica Advisors in Boyertown, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1985. In addition to his advisory role, he is involved in the sale of loan products and 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 primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Michael Johnson is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Kreischer Miller. Outside of his advisory role, he serves as an assistant coach for the boys’ golf team at Hatboro-Horsham High School. 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 utilizing portfolios developed by its Research Department and third-party strategists, and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Howard Lashner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and also operates Lashner Financial Group. Outside of his advisory work, Lashner is an author and serves as a consultant for American Fence Systems. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities while maintaining oversight of its investment models.

Bradley Bishop is a financial advisor with LPL Financial in Harleysville, PA. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. and NEXT Financial Group from 2015 to 2025. Outside of his advisory role, he is involved with AZT Financial Group LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 various investment strategies and technology tools.

Scott Utterba Ck is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial LLC, BBD, LLP, and Penn Wealth Accounting Group. He serves as Treasurer on the Board of Directors for the Warrington Township Volunteer Fire Company and works as a tax preparer outside of his advisory role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Reidy is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes tenure at Securities America Advisors and National Planning Corp. In addition to his advisory role, he serves as a General Agent for Ameritas Life Insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of advisers. The firm provides integrated brokerage, advisory, and consulting services, utilizing asset-allocation tools, efficient-frontier analysis, and access to multiple third-party managers to construct portfolios tailored to clients’ investment profiles.

Kevin McLane is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In his role, he collaborates with clients to develop personalized financial plans tailored to their specific needs, risk tolerance, and financial goals. He focuses on understanding what matters most to each client to create and implement unique strategies aimed at achieving both short- and long-term objectives. Kevin's approach emphasizes co-creating financial plans that reflect individual priorities and circumstances. Outside of his professional work, he engages in family activities and enjoys golf and music.

Janet Helbling is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. She has been with Wells Fargo and its affiliates since 2009. Outside of her advisory role, she serves as power of attorney for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Sidney Ruth is a CFP® with 24 years of industry experience and is currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2024, Sidney held positions at Cetera and FIFS, LLC. Sidney serves on the boards of the Mosaic Conference and the Living Branches Foundation and owns Franconia Insurance & Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals and supports both discretionary and non-discretionary strategies tailored to client objectives.

Michael Lawlor is a financial advisor with LPL Enterprise holding Series 63 and Series 66 designations and has 14 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2014 and has operated his own firm, Michael A Lawlor, P.C., since 1992. Outside of his advisory work, he serves as a trustee and backup executor for family fiduciary roles. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Sage Bleakney is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Investment and Commonwealth Financial Network. Outside of financial advising, he is the founder and owner of Sage CRM Consulting, LLC, providing Redtail CRM consulting services, and also operates As If Entertainers, a separate business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to third-party money managers and various program structures.

Matthew Delzingaro is a financial advisor at Fisher Investments with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Brighthouse Securities, LLC, MetLife Investors Distribution Company, Symetra Securities, Inc., and Symetra Life Insurance Company. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes tax-aware strategies and risk management tools.

Charles Lovell is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. Outside of his advisory role, he owns and manages rental properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Mark Gerdelmann is a financial advisor with MassMutual Investors Services in Chalfont, PA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with MassMutual and its affiliated companies since 2004. Outside of his advisory role, he serves as an agent for life and health insurance and is a member of an LLC related to advisory fee compensation. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers various programs including estate and employer-sponsored planning.

Jackson Piombino is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His background includes roles outside finance at various companies and educational institutions, alongside ongoing involvement with A Modo Mio for three years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Marva Hardnett is a financial advisor with Ameriprise in Plymouth Meeting, PA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she is involved in independent insurance brokering with New York Life. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.