Christen Martin is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves as an elder on the Board of Directors for the Presbyterian Church of Chestnut Hill. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Niemeyer is a Series 66 credentialed advisor with LPL Enterprise, LLC, based in Warrington, PA. He joined LPL Enterprise in 2026 and also has a background in physical therapy, working at Mishock Physical Therapy since 2014. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and a range of financial planning and consulting services.

Aaron Landis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Nationwide Securities LLC and Nationwide Insurance Company, totaling over 25 years at Nationwide prior to joining LPL Financial in 2019. Landis also has involvement in an insurance agency, Landis Agencies, where he holds a partial ownership interest. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies implemented by its network of advisors.

Michael Eastburn is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing from 2016 to 2023. He also owns Eastburn Wealth Management, LLC, a wealth management advisory firm based in Clarks Summit, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

William Norberg is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, Wells Fargo Clearing, Wachovia Bank, N.A., and Wells Fargo Investments, LLC. Outside of his advisory role, he manages BBCN, LLC, an entity used for business expense and payroll management. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management.

Howard Stephenson Jr. is a financial advisor with Ameriprise in Jenkintown, PA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Mitesh Shah is a Planning Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he focuses on working with clients to achieve their financial goals by understanding both their financial situations and personal motivations. Prior to his current position, Mitesh gained experience at J.P. Morgan as a Trade Lifecycle Associate from 2019 to 2023. Earlier in his career, he worked as a Sales Associate at FS Investments in 2018 and as a Financial Solutions Advisor at Merrill Lynch from 2013 to 2017. Outside of his professional work, Mitesh has interests that include football, golf, outdoor adventures, pets, swimming, and traveling.

Robyn Geiss is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors since 2017. Her prior experience includes roles at Temple University, Urological Associates, P.C., and Strathmann Lumber Company. She is the sole owner of Geiss Wealth Management, LLC, an investment-related business based in Yardley, PA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored financial recommendations, providing clients with a menu of planning services that cover various specialized needs.

Kathryn Bogle is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for 12 years before joining Raymond James in 2019. Outside of her advisory role, she is involved as an administrative assistant at SGI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning and risk profiling tools and supports both retail and institutional advisory programs.

Ray Greenberg is a CFP® with over 50 years of experience in the financial industry. He has been associated with Cetera since 2025 and previously worked with Concourse Financial Group Securities Inc for nearly two decades. Greenberg serves as a board member at both the Southampton Free Library and Quaint Oak Bank. Cetera Investment Advisers LLC is an SEC-registered firm providing a wide range of advisory services to individuals, retirement plans, corporate and charitable clients, and institutions. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various investment program structures.

Allison Pearce is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2017. Prior to her career in finance, she held teaching positions at Council Rock School District and worked at Tony's Place Bar and Grill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach combines proprietary research and third-party data within a defined investment universe that includes affiliated products and manages assets with disclosed economic relationships.

Julie Wall is a financial advisor with Ameriprise in Warrington, PA, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has been with Ameriprise since 2012, including its predecessor entity Ameriprise Financial Services Inc. Outside of her advisory role, she co-owns an LLC that holds a partial investment in a local swim facility. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning focused on reliable income sources and tax-aware withdrawal strategies.

Sean Larkin is a CFP® certificant with four years of industry experience, currently affiliated with LPL Financial and Kemp Harvest Financial Group. Prior to joining these firms, he worked at Sei for seven years. He is based in Harleysville, PA. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Colleen Geiss is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and having 10 years of industry experience. She has been with Wells Fargo Advisors since 2014. Outside of her advisory role, she is a notary public in the state of Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet specific net-worth criteria and integrates advisory services with various financial products and referral channels.

Amar Mehta is a CFP® credentialed financial advisor with 17 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023. He holds a 40% ownership in KM Financial, LLC, an investment-related business based in Doylestown, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop recommendations delivered through meetings and summary reports.

Christine Brown is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and 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 offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Geoffrey Japchen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, as well as work with Hope for Separated Husbands. 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 that includes individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Darrell Collins is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 65 and Series 63 licenses and nine years of industry experience. His work history includes roles at Primerica Financial Services, Chubb Inc, and BNY Mellon. Outside of advisory services, he is involved in the sale of home-related products, including home security and automation, through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-based strategies managed by third parties.

Suzanne Kitchen is a financial advisor with Ameriprise in Plymouth Meeting, PA, holding a Series 66 designation and five years of industry experience. Before joining Ameriprise, she worked at PeopleShare and in the restaurant industry. She also manages an advisory business through SKA Legacy LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Marcus Respes is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes positions at Alutiiq LLC and Marquee Restoration, among others. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.