Eric Seiferth is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Voya Financial Advisors Inc and Voya Retirement Insurance and Annuity Company. Outside of his advisory work, he serves as a power of attorney for his mother. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model with both advisory and brokerage channels.

Grace Kim is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Avantax Insurance Agency LLC and Avantax Advisory Services among other firms. Kim is also a partner in several insurance agencies, including Kim & Kim LLC and Global Premiere Group LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Eileen D'agostino is a financial advisor at Morgan Stanley with 47 years of industry experience. She has worked at Morgan Stanley since 2009, including time at Morgan Stanley Smith Barney prior to the firm's rebranding. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

Shawn Mc Mahon is a CFA® charterholder with 20 years of experience in the financial services industry. He has worked at Edward Jones since 2024 and previously spent 19 years with HARTFORD Funds Distributors, LLC. He is based in Southampton, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, managing approximately $1.01 trillion in assets.

Sean Riley is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designations of Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Riley earned a Bachelor's Degree from Saint Joseph's University.

Christopher Sarr is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Primerica Advisors since 2013 and has worked with Primerica Financial Services since 2002. Outside of his advisory role, he works as a public adjuster through Metro Public Adjustment, Inc. and serves as a youth soccer referee with the Eastern Pennsylvania Youth Soccer Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Andrew Kamees is a financial advisor with J.P. Morgan Securities in Doylestown, PA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Prudential Advisors and Prudential Financial. He serves as a board member of the Telford Square Homeowners Association, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

April Heiser Liedike is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at Securities America, Park Avenue Securities, and Guardian Life Insurance. She is also a partner at Proactive Tax Strategies, LLP, which provides tax preparation and accounting services. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jay Mitzner is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 39 years of industry experience. He previously worked at Grove Point Advisors, LLC and H. Beck, Inc. In addition to his advisory role, he operates a non-variable insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations 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, model portfolios, and research support.

Leonard Borcky Jr. is a Series 66-licensed advisor with LPL Financial in Furlong, PA, holding 25 years of industry experience. He has worked at LPL Financial since 2008 and has been affiliated with Independent Advisor Group since 2015. Outside of his advisory role, Borcky is involved in rugby officiating and education, serving as a referee and instructor with USA Rugby and regional referees organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Marc Wagner is a CFP® professional with 38 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and previously worked at HD Vest Advisory Services for nearly three decades. Wagner also operates Wagner Financial Services and is licensed as a CPA providing tax services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides a range of investment solutions, including proprietary and third-party strategies, delivered across multiple custody platforms with discretionary and non-discretionary options.

Nicholas Salatino is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. Prior to joining Fisher, he worked at Columbia Management Investment Distributors Inc for eight years. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across various asset classes, with services that also include sub-advisory and retirement plan management.

Michael Menninger is a CFP® with 25 years of experience in financial advising. He is currently with LPL Financial and has previously worked at Cetera Advisor Networks LLC, Menninger & Associates, and VOYA Financial Advisors. In addition to his advisory work, he teaches in the Perkiomen Valley School District and contributes as an article editor for LendEDU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Ryan Wizov is a financial advisor with Ameriprise in Penn Valley, PA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including ownership of a children's consignment retail store and a clothing merchandise company, and serves as treasurer on the board of directors for the nonprofit Love from Lenny. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Mitchell is a financial advisor with Edward Jones in Perkasie, PA, holding a Series 66 designation. He has one year of experience at Edward Jones and four years of prior experience at Citizens Bank. His work history also includes roles at The Giant Company, Chick-fil-A, Tswirl Crepes, and Liberty University. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Adam Bykowski is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 designations and seven years of industry experience. He has been with MML Investors Services, LLC since 2018 and also works with MassMutual Life Insurance Company. Outside his advisory role, he provides education on student loan management through LoanOwl and acts as an insurance agent for life, disability, long-term care, and fixed annuities at Cane Financial Group. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Debra Herrlinger is a CFP® with 32 years of industry experience. She is currently affiliated with LPL Enterprise and has previously worked at The Prudential Insurance Co. of America, Pruco Securities, LLC, and Lincoln Investment Planning, Inc. Herrlinger holds the Series 63 designation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and a range of brokerage and insurance products delivered primarily by investment adviser representatives using research and model portfolios.

William Schultz is a CFP® with 25 years of industry experience, currently with Wells Fargo Advisors since 2018. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. Outside of his advisory role, he owns and operates Zabri Wealth Management, a financial planning practice based in Royersford, PA. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

Alec Szafran is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has held positions at The Prudential Insurance Company of America, Pruco Securities LLC, biBERK Insurance, MassMutual Eastern PA, and worked in education and pharmacy sectors. 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, utilizing a platform that integrates adviser programs with financial product sales.

James Tait III is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at CUSO Financial Services, LP for 18 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.