Stephan Giffin is a financial advisor at Ameriprise with four years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2021, he worked in the automotive collision repair industry with several companies between 2016 and 2021. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lori Hoppmann is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. She holds the Series 66 designation and is based in Newtown, PA. 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, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,000 advisors nationwide.

Jennifer Brady is a financial advisor at Ameriprise with five years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Brady holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions, using a mix of research, modeling, and tax-efficiency analysis to generate tailored retirement recommendations.

Colin Markison is a Financial Advisor with Merrill Lynch Wealth Management and a member of The Hill Group since 2023. He transitioned into financial advising after a professional ice hockey career spanning six years, bringing discipline and attention to detail from his athletic background to his current role. Colin specializes in areas including Corporate Executive Services, Divorce Transition Planning, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Personal Retirement Planning, Philanthropic Planning, Small Business Strategies, Sports & Entertainment, and Retirement Income. Colin graduated from the University of Vermont in 2015 with a Bachelor of Science degree in Community Development and Applied Economics. His interest in investments was sparked during his university studies, particularly through a class on investment analysis. He is a Certified Financial Planner (CFP) and holds the Personal Investment Advisor (PIA) designation. Colin is committed to providing unbiased advice and guidance, emphasizing accuracy and timely execution to earn client trust. Outside of his professional work, Colin enjoys golfing, ice hockey, pickleball, and table tennis. He lives in Bucks County, Pennsylvania with his wife Shannon and their three daughters.

Christopher Mc Donald is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. His prior roles include work at Waddell & Reed, Inc and various insurance carriers through W&R insurance agencies. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research and employs both discretionary and non-discretionary management strategies.

Lisa Policare is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She previously worked at LPL Financial for 19 years before joining Ameriprise in 2022. Policare serves on the board of the Lenape Valley Foundation and is chair of the Solebury Township Police Foundation. She is also co-owner of FLP Holdings, an LLC that owns the building leased by her firm’s DBA, Penn Wealth Planning LLC. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Thomas Kreider is a financial advisor with Edward Jones in Doylestown, PA, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large nationwide network of financial advisors and branch offices.

David Montemurro is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. Outside of his advisory work, he plays music locally with a band and volunteers with a marine rescue and fire company nonprofit. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through both advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, leveraging an integrated platform that combines adviser programs with active sales of financial products.

Bethany Colflesh is a financial advisor at LPL Financial with 20 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brian Mulvaney is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He previously worked at M&T Securities from 2013 to 2021 before joining LPL Financial. He receives residual income from past group health insurance sales through his LLC, Mulvaney Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.

Jeffrey Hill is a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since joining the firm in 1983. He serves affluent clients in Mercer County, Bucks County, and across the nation, including corporate executives, business owners, high net worth families, entrepreneurs, active and retired farmers, and non-profit organizations. Jeff is a qualified Portfolio Manager and provides services such as portfolio management, retirement income and personal retirement planning, tax minimization, legacy planning, investment consulting for defined contribution plans, and corporate executive and divorce transition planning. Jeff holds a Bachelor of Science degree in Accounting from Clemson University and has earned multiple professional certifications including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). He has been recognized in the Forbes "Best-in-State Wealth Advisors" list for nine consecutive years through 2026. Beyond his professional commitments, Jeff is active in his community and faith. He has served as President of the Washington Crossing/Yardley Kiwanis Club and is involved with Advocates for the Homeless and Those in Need as well as Habitat for Humanity. He has participated in mission trips and served as a Deacon and Elder at his church. Jeff enjoys spending time with his family, offshore fishing, golfing, exercise, traveling, and following Clemson University and Philadelphia sports teams.

Carla Gascon is a financial advisor with LPL Enterprise in Warrington, PA, holding Series 63 and Series 65 credentials and eight years of industry experience. She previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, accumulating seven to eight years with each firm. Outside her advisory role, Gascon is a business owner of G2G Ventures LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both 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 its integrated platform.

Christopher Koehler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisors.

Minakshi Malhotra is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. She has 24 years of industry experience, having worked at Prudential Insurance Company of America since 2002 and at Pruco Securities, LLC. until 2024. Outside of her advisory role, she is also a licensed agent for Liberty Mutual in property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs through an integrated platform that combines advisory programs with brokerage and insurance products.

Kathleen Robins is a CFA® charterholder with 12 years of industry experience. She is currently affiliated with Charles Schwab & Co., Inc., where she has worked since 2026. Her prior experience includes roles at Morgan Stanley, Thrivent Investment Management, LPL Financial, and Prudential. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Michael Skalamera is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 credentials and 46 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Michael Kapolka is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 designation. He has 30 years of industry experience and previously worked for Avantax Insurance Agency LLC and related Avantax entities for over two decades. Outside of his advisory work, he owns Keystone Fly Rod Company, which offers fly fishing and fly casting instruction, and serves as treasurer for the Upper Saranac Lake Association. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers both proprietary and third-party investment strategies across multiple custody platforms, with options for discretionary and non-discretionary management tailored to client objectives.

Dena Boyd is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2017 and has prior experience at Vivint Solar and Western Governors University. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Mara Miller is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2012. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Glenn Palmitessa is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior experience includes roles at Ameriprise and Wells Fargo Advisors. Outside of advising, he is involved in a ski and snowboard retail business in Doylestown, PA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, and corporations through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.