Lauren Austin is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2024. In this position, she partners with clients through various life stages to develop and navigate financial plans tailored to their goals and aspirations. Lauren emphasizes the importance of maintaining dynamic financial plans that evolve as her clients' lives change. Lauren has extensive experience within Fidelity Investments, having served as a Financial Consultant from 2015 to 2024, an Investment Representative from 2013 to 2015, and a Financial Representative from 2011 to 2013. Throughout her career, she has focused on long-term client relationships and financial planning. Additional details about her education, credentials, personal interests, or community involvement were not provided.

Susannah Drevers is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

James Mccarthy is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform combining advisor programs with insurance and lending products.

Adam Hartzell is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked at PFG Advisors, LLC. He has been associated with LPL Financial and Diamond Credit Union since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party research, and various investment strategies.

Todd Little is a financial advisor with LPL Financial in Harleysville, PA, holding the CFP® designation and Securities Series 63 and 65 licenses. He has 29 years of industry experience, including prior roles at National Planning Corporation and KEMP & ASSOCIATES. Outside of his advisory work, he is involved with Victory Christian Athletic Apparel, a business entity unrelated to investment services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Jason Hine is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including MML Investor Services, MassMutual Financial Group, Transamerica Financial Advisors, and Foresters Financial Services. He is also the owner of J and J Hine LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through 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, supported by an integrated platform combining adviser programs with active sales of financial products.

Mark Ward is a financial advisor with Ameriprise in Devon, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Janney Montgomery Scott from 2016 to 2020. He serves on the Board of Directors for Benchmark Federal Credit Union and holds leadership roles with the Society of Cincinnati and the State Society of Cincinnati of Pennsylvania. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anthony Spangler is a Series 66-licensed financial advisor with 24 years of experience at Thrivent Investment Management and Thrivent Financial for Lutherans, both since 2002. He is also an ordained minister with the Universal Life Church, authorized to officiate religious ceremonies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers comprehensive, goal-based planning across a variety of topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Patrick Henry is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and analytical tools but clients are responsible for plan implementation and updates.

Kevin Calvert is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with various Morgan Stanley entities since 2014, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, providing a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

John Richards is a CFP® and ChFC® with 29 years of industry experience. He is currently with LPL Financial, where he has worked since 2024. His prior experience includes roles at Lincoln Financial Securities and Securian Financial Services, among others. Richards also owns and operates an insurance agency and provides insurance advisory services in the Pennsylvania area. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement consulting services supported by research and multiple portfolio management options.

Drew Reinhardt is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Louis Saltarelli Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 31 years of industry experience. Before joining LPL Financial in 2025, he worked for Stifel Nicolaus & Co Inc. for 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services supported by model portfolios, research, and technology-driven solutions.

Salvatore Alfano Jr. is a CFP®-designated financial advisor with Ameriprise, bringing 15 years of industry experience. He previously worked at Edward Jones for 12 years before joining Ameriprise in 2025. Outside of his advisory role, he is also associated with Double K Group, LLC. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Andreas Wiersbitzky is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory work, he is involved with Stratum Holdings LLC, a business entity for tax and investment purposes. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Thomas McBride III is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including VOYA Financial Advisors and North Penn School District. Outside of his advisory role, he is also a musician involved in local theatrical productions. Cetera Investment Advisers LLC is a nationwide independent advisor network serving individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Matthew La Sala is a CFP® credentialed financial advisor with four years of industry experience. He is currently with Mass Mutual Investors Services and has prior experience at Northwestern Mutual and Ernst & Young. He also has a teaching role at Pace University. MML Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved tools and structured, annual planning engagements.

John Cannon is a financial advisor with Merrill in Blue Bell, PA, holding Series 63 and Series 65 licenses and has 13 years of industry experience. His prior work includes roles at Bank of America, TrueNorth Capital Partners LLC, and Chatham Financial. He previously managed independent contractor activities through an LLC related to his former employer, which was terminated in 2018. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Barker is a financial advisor with Edward Jones in Lafayette Hill, PA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She worked at RBC Capital Markets Corporation for 10 years prior to joining Edward Jones in 2018. Barker receives book sales royalties from She Writes Press, a publishing company based in Tempe, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Mary Jo Webb is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked with Primerica Advisors since 2022 and previously operated her own CPA practice for 13 years. In addition to her advisory role, she owns Quakertown Tax Services, providing tax and bookkeeping services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based investment strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.