Anthony Bruno is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Ameriprise in Telford, PA. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver non-discretionary, customized advice and offers a broad range of advisory, brokerage, and insurance solutions.

James Foote III is a financial advisor with LPL Financial in Newtown, PA. He holds Series 65 and Series 63 licenses and has 32 years of industry experience, including long tenures at American United Life and Oneamerica Securities. Since 2023, he has also been involved with Citizens & Northern Bank as a Retirement Plan Service Manager. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Kelley Smith is a Series 66-licensed financial advisor with Morgan Stanley in Yardley, PA, holding six years of industry experience. Prior to joining Morgan Stanley in 2018, Smith worked at TD Bank and briefly at La Salle University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured planning tools and methodologies such as Monte Carlo simulations.

Abisola Fadayomi is a financial advisor at LPL Enterprise with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities LLC, Alpine Brokerage, and Foresters Equity Services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by an integrated platform that combines adviser programs with the sale of financial products such as insurance.

Aaron Borstein is a CFP®-credentialed financial advisor with Ameriprise in Doylestown, PA, bringing 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Outside of his advisory role, Borstein is the sole owner and president of Lakefront Living, Inc., a consulting business, and is involved in managing a sandwich franchise through an LLC. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations primarily for individuals approaching or in retirement.

Timothy Jayne is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 26 years of industry experience. His prior work history includes positions at Bank of America, Merrill, and UBS Financial Services. Outside of advising, he serves as a non-public arbitrator in New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory process.

Joshua Storey is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Keenan Motors for 11 years and briefly at All Amish Structures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 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, operating under a fiduciary standard.

John Thomas is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials. He began his advisory career in 2024 after completing his senior year at Elizabethtown College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Samuel Flaherty is a financial advisor with LPL Financial and holds the CFP® and ChFC® designations, bringing 25 years of industry experience. He has been with LPL Financial since 2011 and also operates Flaherty Financial Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.

Carty Giffin is a financial advisor with Ameriprise in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors for the Eagleton Farms Homeowners Association. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations delivered through a centralized consulting team.

Michael Farquharson is a CFP® with 28 years of industry experience, currently serving as a Financial Consultant at LPL Financial since 2021. He also has a longstanding role at M&T Securities, INC. beginning in 2013. Outside of his advisory work, he is an owner and landlord of a commercial property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Jeffrey Revak is a Series 66–licensed financial advisor with Edward Jones in Yardley, PA, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Kevin Cuthill is a CFP® professional with 13 years of industry experience, currently serving at Ameriprise since 2024. Prior to that, he worked at Edward Jones for 12 years. He is also the owner of Cuthill Group, LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research and modeling with tax-efficient strategies to deliver personalized retirement income recommendations.

Michael Sheehy is a CFP® with 34 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, and previously spent time at Raymond James Financial Services Advisors and Wealth Advisory Services, Inc. He operates additional businesses related to investment services in Doylestown, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Mark Mucciacciaro is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the Yardley, Pennsylvania branch office. He guides wealthy families and businesses through a goals-based wealth management process, focusing on understanding clients' goals, dreams, time horizons, and comfort with investments to help them achieve their desired results. Mark’s expertise encompasses areas such as college education planning, family wealth management strategies, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Mark began his career in 1996 with Merrill Lynch in New York City and later joined Morgan Stanley in 2008 before returning to Merrill in 2016. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Plans Specialist™ (CRPS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark earned a Bachelor of Science degree from Rutgers University. He has also served as an adjunct professor at Temple University, teaching Financial Planning in the MBA program of the Fox Business School. A native of South Jersey, Mark and his wife, Kathy, along with their children, Matthew and Nicole, have lived in Yardley since 2004. Outside of his professional role, Mark enjoys boxing, cooking, spending time with his family, and coaching his children in sports. He has been involved in the community as a past board member of the Embrace Kids Foundation.

Scott Kleiman is a financial advisor with LPL Financial in Doylestown, PA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with LPL Financial and its predecessor firm since 2001. Kleiman is also involved in selling fixed annuities and various types of insurance products. 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 wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Wendell Pribila is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and has 36 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management along with model portfolios and research support.

Robin Clay is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Cetera since 2020 and previously spent nearly two decades with Avantax in various advisory and insurance roles. Outside of her advisory work, she owns a tax preparation and planning business, Tax Returns Plus Financial Services, and is a notary. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Javid Jaraiedi is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 39 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual in 2016. Outside of his advisory role, he owns Jaraiedi Financial Group, an LLC established for marketing his practice. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves collaborative annual planning engagements using firm-approved software and offers a range of programs including asset management, wrap accounts, and educational seminars.

Drew Lorenz is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, as well as the Personal Investment Advisor (PIA) credential. He represents the third generation in his family to serve as a Merrill advisor. Drew specializes in a range of financial planning areas, including retirement planning, portfolio construction, estate planning, college education planning, divorce transition planning, family wealth management strategies, philanthropic planning, socially responsible and values-based investing, tax minimization, and retirement income. He approaches wealth management with a client-focused perspective, listening carefully to understand each client's priorities and objectives. He earned a Bachelor's degree in Finance with a minor in Entrepreneurship from the University of Miami. Outside of his professional responsibilities, Drew is involved with community organizations such as Achilles International, Juvenile Diabetes Research Foundation, Purple Stride - Pancreatic Cancer Walk, Urban Promise Camden, and Urban Promise Trenton. His personal interests include boating, fishing, photography, scuba diving, skiing, spending time with family, and tennis.