Gershon Trimpol is a financial advisor with Merrill in Jenkintown, PA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Merrill since 1993 and has also worked at Bank of America since 2011. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Christine Pedrick is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. She has been with Raymond James & Associates since 2006. Raymond James & Associates is a large 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 and advisory services through a variety of portfolio management styles and affiliated research resources.

Matthew Delzingaro II is an advisor at LPL Financial holding Series 65 and Series 63 licenses. He has been associated with LPL Financial since 2025 and has prior experience at the Andrew Hoff Agency and Upperpark High School. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jane Iademarco is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with LPL Financial since 2011 and is also affiliated with RWC Investment Management. Outside of her advisory work, she operates an online art store selling her own artwork. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, combining scale and diverse non-advisory financial activities alongside its advisory platform.

Timothy Traut is a financial advisor at Vanguard Advisers with 28 years of industry experience, all spent at The Vanguard Group since 1998. He holds Series 63 and Series 65 licenses. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and primarily constructs portfolios from Vanguard funds and ETFs, offering a high volume digital platform supported by a large advisory team.

Nicole Pompa is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with firms including Diehl Financial Group and PFS Investments Inc. Outside of her advisory role, she operates Pompa Financial Services LLC and is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Michael Collins is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including previous roles at Lincoln Investment and Citizens Securities, Inc. Collins is based in Lansdale, PA. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by technology tools and a large network of advisors.

Christine Kaminski is a financial advisor with Wells Fargo Clearing based in Doylestown, PA. She holds Series 63 and Series 65 licenses and has 16 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Dennis Allen is a CFP® with over 21 years of experience in financial advising. He is currently with Cetera and has also operated his own CPA practice since 1997. Allen serves as a board member for the Glenside Volunteer Fire Company and volunteers with the Urban Affairs Coalition. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies overseen through multiple programs and custodians.

Kent Keith is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Outside of his advisory work, he is involved in software development for remote workers and serves as founder and president of the Wealth Education Foundation. He is also an author working on books about the subconscious mind and retirement planning. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ricardo Coroniti is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and with 42 years of industry experience. His career includes over two decades at Securities America Advisors, Inc., alongside operating his own business ventures since the mid-1990s, including insurance sales focusing on term life insurance and variable annuities. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

Grant Raskin is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at firms including Merrill, LPL Financial, and Private Advisor Group, and is currently involved with Bucks County Wealth Management and BCWM Realty Group LLC. Outside of financial advising, he owns a podcast called Financial Education Sucks and a business buying and selling sports cards. Cetera Investment Advisers LLC is an SEC-registered firm serving a range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and advisory services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

Kyle Heuchert is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Morgan Stanley and Porter and Guide Wealth Management. His background includes roles at Marsh McLennan Agency and teaching experience at Temple University and Souderton Area High School. 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 advanced operational tools and a large network of advisors.

Russell Colosi is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and 21 years of industry experience. He has worked with several firms, including Mass Mutual Investors Services and MSI Financial Services, and has been with Equitable Advisors since 2017. Outside of his advisory role, he serves as Vice President of Operations and Finance for Firstrust Financial Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs through a network of representatives, utilizing both proprietary and third-party solutions.

Jeffrey Michetti is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 combines research from its Investment Institute with diversification principles and modern portfolio theory in its investment approach.

Ethan Kohler is a financial advisor at Wells Fargo Advisors with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, United States Liability Insurance, and Lehigh Valley Health Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with discrete planning engagements tailored to client needs.

Rachel Satterthwaite is a financial advisor with LPL Financial in Collegeville, PA, holding a Series 66 designation and six years of industry experience. Her prior roles include work with Waddell & Reed and various insurance carriers. She is also involved in tax preparation through Collegeville Tax Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.

Gregory Frentzen Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Securities America Advisors, CUSO Financial Services, and Raymond James Financial. He is also the owner of Frentzen Financial Solutions LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management solutions, including access to third-party managers and customized strategies.

Jeffery Balistreri-Brenner is a Financial Consultant currently working at Fidelity Investments since 2025. He collaborates with clients to identify their financial goals, explore options, and implement strategies to co-create holistic financial plans tailored to their unique needs and aspirations. His professional experience includes roles at Fidelity Investments as an Investment Consultant (2024-2025), Investment Solutions Representative II (2023-2024), and Investment Solutions Representative I (2022-2023). Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2021 to 2022. Outside of his professional work, Jeffery has personal interests in baseball, cars, football, motorcycles, outdoor adventures, and parenthood.

Eric Lewandowski is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in direct internet marketing sales of nutrition products through Market America. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate and charitable entities, using model-driven investment implementation and offering access to third-party asset managers and insurance products.