Danny Petty is a financial advisor at Edward Jones with 12 years of industry experience. He has held positions at Edward Jones since 2018, following roles at Raymond James & Associates and J.W. Cole Financial, Inc. Outside of his advisory work, he serves as Director of Youth Ministry at Bucks County Community Church, coordinating monthly youth events and teaching on Sunday evenings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Anthony Russo is a CFP® professional with 22 years of industry experience, currently serving at Cetera. His prior experience includes roles at Avantax Advisory Services, HD Vest Insurance Agency Inc, and operating his own CPA practice focused on tax preparation. In addition to financial advising, he prepares and signs individual income tax returns, meeting with clients to address tax questions and advising on federal withholding. Cetera Investment Advisers LLC is a large SEC-registered firm that supports over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, including access to third-party money managers and both discretionary and non-discretionary program options.

Dennis Omalley is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Merrill and Bank of America, NA since 2009. Merrill serves a broad client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage and custody services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by integration with Bank of America’s broader capital-markets platform.

Jonathan Pitcher is a financial advisor with Merrill and holds a Series 66 designation. He has five years of experience at Merrill and one year at Bank of America, N.A. Prior to his advisory career, he worked for GolfTEC for four years. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, and charitable organizations.

Brock Nestory is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior roles include positions at MML Investor Services, MassMutual Life Insurance Company, and The Prudential Insurance Company of America. Outside of finance, he was involved with JD Landscape Solutions for two years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Matthew Frank is a financial advisor at Ameriprise with 35 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Outside of his advisory role, he serves on the professional advisory committee of the board of directors at Maharishi University of Management. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. Its approach combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Bing Ma is a Series 66-credentialed financial advisor with 23 years of industry experience. He is currently with LPL Enterprise and has a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in caregiving for an elderly parent. LPL Enterprise 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 employs a model-driven investment approach and offers financial planning, consulting, and access to third-party asset managers and wrap programs.

Joseph Bottino Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Dean Hasen is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo Clearing since 2018, following prior roles at Citizens Securities, Inc. and PNC Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute alongside third-party data to guide investment decisions.

Jeffrey Pascoe is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Edward Jones, and Paychex Securities Corporation. Outside of his advisory work, he serves as a referee for school sporting events with the Pennsylvania Interscholastic Athletic Association. 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 technology tools for research and operations.

Peter Bednarek is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 28 years of experience in the financial services industry. He focuses on providing a comprehensive approach to managing wealth, beginning with understanding each client's goals to tailor strategies for milestones such as education funding, retirement planning, and legacy development. Peter leverages investment insights from Merrill Lynch and banking services from Bank of America to address complex financial situations. He holds a Bachelor's degree from King's College and an MBA from Saint Joseph's University. Peter is a Personal Investment Advisor (PIA) and offers expertise in areas including college education planning, personal retirement planning, special needs planning strategies, women and wealth, and retirement income. Peter is actively involved in his community, serving as Board President of Integrate for Good, Board member of Lansdale Catholic High School, and a member of multiple chambers of commerce. He volunteers coaching youth basketball with the Deep Run Valley Sports Association and teaches 2nd grade PREP at Mary Mother of the Redeemer Catholic Church.

Keith Wagner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Raymond James since 2021 and previously held positions at Insight Global and Ursinus College, among others. 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 institutional advisory services.

Kimberly St Pierre is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate firms since 2007. In addition to her advisory role, she owns and operates KSP LLC, a business unrelated to investment activities. Ameriprise serves primarily high-net-worth individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to produce personalized, written recommendations. The firm utilizes a centralized consulting team and algorithmic tools to support advisors in delivering tailored retirement income strategies.

Gregory Curran is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously at Delaware Investments from 2016 to 2019. Curran serves as an advisory board member for the Boys and Girls Clubs of North Penn Valley, a nonprofit organization. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.