Kenton Mcmahon is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 65 and Series 63 designations and has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, incorporating both proprietary research and third-party data.

Benjamin Levine is a financial advisor with LPL Financial in Ambler, PA, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Brian Lee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked previously with Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. In addition to his advisory role, Lee is an agent for Emerson Reid, selling health insurance commissions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

John West is a Series 66-licensed financial advisor at Ameriprise with 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of advising, he serves on the board of directors for the Fanny Chapman Pool and owns a consulting business, 27teen Consulting, LLC. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset thresholds, delivering written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to support advisors and clients, offering a broad range of advisory, brokerage, and insurance solutions.

Christopher Roberts is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2012 to 2016. He is also associated with CP Roberts & Associates, a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kathleen Lansing is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously spent six years at Oppenheimer & Co Inc. and one year in a position listed as Home. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm supports advisors with proprietary research and planning tools while integrating advisory services with various financial products and referral channels.

Brooks Guzman is a Financial Consultant at Fidelity Investments, where he works directly with clients to develop personalized financial plans. He aims to serve as a long-term partner, providing ongoing guidance as markets and life circumstances change. Brooks utilizes Fidelity's resources to help clients feel heard, understood, and confident in their financial strategies. Prior to becoming a Financial Consultant in 2024, Brooks worked as an Investment Consultant at Fidelity Investments from 2023 to 2024. Before that, he was a High Net Worth Client Representative at Vanguard from 2021 to 2023. This experience has provided him with expertise in investment consulting and client relationship management. Outside of his professional work, Brooks enjoys cooking and baking, participating in family activities, exploring food culture as a foodie, and engaging in sports such as football and golf. He also has an interest in music.

Eric Rosen is a financial advisor with UBS Financial Services in New Hope, PA, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with UBS since 2000. Outside of his advisory work, he serves as Finance Chairperson for Kehilat Hanahar, where he assists with budget reconciliation and fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to provide a comprehensive platform for its clients.

Jerome Free Jr. is a financial advisor with Ameriprise in Lansdale, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to generate recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Joel Spangler is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing decades of experience in the financial services industry. He began his career in 1990 with Prudential, followed by roles at Lehman Brothers in Manhattan, Merrill Lynch, and Morgan Stanley, before returning to Merrill in 2016. Joel focuses on retirement and personalized investment planning for individuals and families, as well as providing business and institutional advice in cash management, retirement plans, and business lending services. Joel holds the CERTIFIED FINANCIAL PLANNER® designation from the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Plans Specialist™ designation, and is recognized as a Personal Investment Advisor. He earned a Bachelor of Science degree in Finance from The Pennsylvania State University and an MBA in Finance from New York University’s Stern School of Business. In addition to his advisor role, Joel serves as an adjunct professor at Temple University’s Fox Business School, teaching Financial Planning in the MBA program. Outside of his professional commitments, Joel enjoys spending time with his family, including his wife Lisa and their two sons. He is active in outdoor pursuits such as golfing, hiking, racquetball, and scuba diving, often organizing family vacations centered around these activities.

Miloslava Moravec is a financial advisor with Primerica Advisors in Lansdale, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Primerica Advisors since 1990 and Primerica Financial Services since 1996. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and implements portfolios via BNY Mellon Advisors, operating primarily with a percentage-based wrap fee structure.

Joshua Gummo is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Cetera since 2025. His prior roles include positions at Concourse Financial Group Securities Inc, Bank of America, and Merrill Lynch. Outside of his advisory work, he serves as an elder and Sunday school teacher at Ebenezer Bible Fellowship Church and participates on the development committee of Church Extension Ministries. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform to independent advisors serving individual, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, and retirement services through various program structures and affiliated resources.

Thomas Lewis is a Financial Advisor with Merrill Wealth Management. He joined Merrill Lynch in March 2024 and is based in Doylestown, Pennsylvania. Thomas partners with individuals and families to develop investment strategies aimed at long-term growth, income, and financial confidence. He began his career in finance immediately after completing his education. Thomas graduated from Saint Joseph's University in 2020 with a Bachelor's degree in Business and Finance. During his time at university, he competed as a Division I golfer. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) credential. Thomas works with clients across various areas including education planning, family wealth management strategies, managing new wealth, portfolio management, and retirement income. He is also involved in the Bucks County Estate Planning Committee. Outside of work, Thomas enjoys golf, billiards, hiking, biking, basketball, and woodworking. He lives in Doylestown with his fiancée, Sara, and their German Shepherd/Husky mix, Luna.

Dean Cimino is a financial advisor with Morgan Stanley in Blue Bell, PA, holding a Series 63 designation and bringing 43 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management (MSWM) offers advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to support its advisory services.

Frederick Wagner Jr. is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2020 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as Membership Chair for LeTip of Doylestown, a local networking organization. Raymond James & Associates provides financial planning and investment consulting to a diverse clientele, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting and public finance activities.

David Wagner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Commonwealth Financial Network and Avantax Investment Services, and he owns Wagner Financial Services. Outside of advisory work, Wagner also operates a tax services business and has experience working as a food delivery driver. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both proprietary and third-party model strategies with discretionary and non-discretionary options tailored to client objectives.

Stefan Szygiel is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently with Edward Jones and has previously worked at JFS Wealth Advisors, LLC and Girard Investment Services, LLC. Outside of finance, he has been involved with local soccer organizations and worked within the Central Bucks School District. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual, institutional, corporate, and charitable clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brian Trymbiski is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors. He serves as a subcommittee member on the audit and finance committee for the Catholic Leadership Institute, reviewing financial statements and reporting findings to the board. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with capabilities in institutional consulting and municipal public finance.

Christopher Doyle is a Senior Financial Advisor with The Martinides Group at Merrill Lynch Wealth Management. He brings 12 years of industry experience to his role, combining expertise in complex trading strategies with leadership and supervision skills. He supports clients in areas including college education planning, employee benefits, executive compensation, retirement planning, legacy planning, philanthropic planning, and portfolio management services. Chris holds a Bachelor's Degree in Finance from the University of Connecticut's School of Business. He has held various roles at Merrill Lynch, including Financial Advisor and Premium Elite Relationship Manager specializing in Ultra High Net Worth Self-Directed Traders. He has also served in leadership positions, leading teams of early career advisors and participating in executive leadership for the Greater Philadelphia Market. Outside of his professional responsibilities, Chris enjoys adventure sports such as surfing and skiing, as well as golfing, traveling, and spending time with family. He is active in his community, supporting organizations including the Children's Hospital of Philadelphia and Waves of Strength.

Peter Gutekunst is a CFP® with 32 years of experience in the financial services industry. He has been with Raymond James Financial Services, Inc. since 2002 and operates Gute Financial Services, Inc., an independent firm he owns. In addition to his advisory work, he is an author working on financial planning books relevant to his clients. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by extensive research and a broad affiliate network.