Richard Graber is a financial advisor with Thrivent Investment Management in Dresher, PA, holding a Series 66 designation and bringing 11 years of industry experience. He has worked with Thrivent and its affiliated companies since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning that covers a wide range of topics, allowing clients to combine planning with managed-account services via a consolidated billing option while keeping these services separate.

Justin Bartolomucci is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Collegeville, PA. Outside of his advisory role, Bartolomucci serves as treasurer for the Collegeville Economic Development Organization and is a board member at Ursinus College, where he reviews research procedures involving human subjects. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large network of advisors and branch offices, providing services under a fiduciary standard.

Gary Miller is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at The Vanguard Group and Prudential Insurance Company of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

James Mullaney is the Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he is responsible for cultivating a work environment that encourages optimal performance from his team and delivers exceptional client experiences. He focuses on fostering behaviors that empower self-driven and dedicated team members to excel and help clients strive for their long-term financial well-being. James has held several leadership roles at Fidelity Investments, including Investment Solutions Team Leader from 2022 to 2025 and Client Service Team Leader from 2021 to 2022. Prior to these roles, he worked as a Workplace Planning and Advice Consultant and at the Help Desk between 2019 and 2021. Before joining Fidelity, he gained experience at Citizens Bank as Assistant Branch Manager from 2018 to 2019 and as a Personal Banker from 2017 to 2018. Outside of his professional responsibilities, James enjoys baseball, comedy, family activities, fitness, football, and golf.

Barth Allgeier is a Series 66 credentialed financial advisor with Edward Jones in Ambler, PA, where he has worked since 2009. He has 16 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Owen Kelly is a CFP® professional affiliated with Cambridge Investment Research Advisors, with four years of industry experience. He previously worked at The Vanguard Group and CAPTrust, among other roles, and also serves as a volunteer district finance chair. Kelly is a partner of Financial Voyages, LLC, an outside business venture. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple custody and platform arrangements.

Mark Kemp is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2017. His prior experience includes nine years at National Planning Corporation and operating Kemp & Associates Retirement Services since 2002, along with managing a tax advisory firm through 2021. Outside of his advisory roles, he is involved in real estate management through ownership of two property-related entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of financial planning and advisory services, leveraging model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management programs.

Michelle Sheridan is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes multiple roles at Prudential Insurance Company of America and Pruco Securities, LLC. Additionally, she maintains an active notary license. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with other financial product sales.

Andrew Soltys is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has been with Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a focus on systematic methodologies and long-term asset allocation benchmarks.

Beth Wentzel is a financial advisor at Ameriprise with eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Outside of her advisory role, she has ownership in a real estate business in Gilbertsville, Pennsylvania. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Harry Mcwilliams is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with Linsco/Private Ledger since 2005. Mcwilliams also operates Granite Financial Solutions, LLC as a DBA. 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 provides a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches and offering access to model portfolios and research.

Bradley Snyder is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life. Outside of the financial industry, he was involved with GreaseBusters of Central PA & Pittsburgh for five years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that includes brokerage and insurance products.

Matthew Repko is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he volunteers as a Veteran Service Officer, assisting veterans in understanding benefits provided by the VA. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jeffrey Kane is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member of the Madison House Condominium Association in Margate, NJ. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Katherine Vasquez is a financial advisor with Primerica Advisors in Jenkintown, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has held positions at PFS Investments Inc. and Primerica Financial Services since 2014. Outside of financial advising, she works as a Flex Driver for Amazon Flex. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio approaches supported by custodial and trade execution services.

Mark Dudycha is a financial advisor with Cambridge Investment Research Advisors and holds Series 63, 65, and 66 licenses. He has 30 years of experience in the financial services industry and has been with Cambridge since 2011. He is also president of Dudycha Retirement Group, a firm providing retirement-related services for over two decades. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platforms.

Jonathan Viscounte is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Enterprise in 2024, he spent 39 years at Pruco Securities, LLC and has been associated with Prudential Insurance Company of America since 1985. Outside of advising, he is a notary and is involved in insurance and financial services through Viscount Financial LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio management, and access to brokerage and insurance products through an integrated platform combining advisory and brokerage services.

April Pettinelli is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. She has been in the financial services industry since 1988 and joined Merrill in 2002. April holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Throughout her career, April has gained experience in retail banking, private banking, and wealth management. She focuses on areas including liquidity management, retirement income, portfolio management, socially responsible and ESG investing, women and wealth, small business strategies, and personal retirement planning. April assists clients with developing investment plans tailored to their short- and long-term financial goals. April earned a Bachelor's Degree from Ursinus College in Collegeville, Pennsylvania. She resides in Collegeville with her husband and two children. Outside of work, April enjoys golfing, running, Pilates, walking her two Rhodesian Ridgebacks, and spending time with her family in Ocean City, New Jersey. She is also involved as a volunteer at her daughter’s school.

Austin Seibert 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 NEXT Financial, Inc. and Ethos Group. His background also includes roles outside finance, including employment at Target and involvement with SneakerKing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Kevin Di Biaso is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, where he worked for over a decade. Outside of his advisory work, he manages a portfolio through a personal business, DiBiaso, where he holds power of attorney. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.