Kevin Anthony is a financial advisor with Cetera, holding a Series 66 license and two years of industry experience. He previously worked at Bucks County Wealth Management and provides accounting services at Strack Associates Inc. He also sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Andrew Byers is Vice President and Wealth Planner at Fidelity Investments, where he has worked since 2017. In this role, he focuses on building relationships with families to engage in holistic financial planning, assisting them with financial decisions and simplifying their lives. He has extensive experience in financial planning and wealth management, having held various positions since 1999. Prior to his current role, Andrew served as an Investment Consultant at Fidelity Investments, and held roles including Wealth Advisor at RegentAtlantic Capital, Director of Financial Planning at Hennion & Walsh, Inc. and Prestige Wealth Management Group, L.L.C., Financial Advisor and Franchise Consultant at Ameriprise Financial Services, Inc., and Senior Financial Consultant at PNC Investments, Inc.

Dusten Long is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 23 years of industry experience. His career includes 15 years at Hornor, Townsend & Kent Inc and four years at Federated Investment Counseling before joining Equitable Advisors in 2021. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party programs and emphasizing fiduciary services for qualified plans.

Richard Eckell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Fulton Financial Advisors, Specific Solutions, Fulton Bank, Fulton Financial Corp, and Raymond James Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and brokerage services, with access to model portfolios, third-party research, and multiple management options.

John Shimp is a CFP® with 23 years of experience and is currently affiliated with Ameriprise, where he has worked since 2002 in various roles. He serves as Chairman of the Advisory Board for St. Joseph St. Robert School and is Vice President of Fundraising for the Men of LaSalle group at LaSalle College High School. Ameriprise offers a retirement-income planning service tailored to clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options, supported by a centralized consulting team that collaborates with financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Wesley Underwood is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2017, following five years at JP Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he works part-time as a driver for an online ride share service. 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, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Mark Heusinkveld is a financial advisor with Charles Schwab in Yardley, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2015 and was previously with TD Ameritrade, Inc. from 2022 to 2024. Charles Schwab & Co., Inc. serves a large client base, 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 affiliated discretionary SMAs and offers a differentiated operational model with integrated custody and centralized supervisory arrangements.

Seth Mchenry is a financial advisor with LPL Financial in Yardley, PA, holding the Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Joshua Isernia is a Financial Advisor with Merrill Lynch Wealth Management. He provides financial advisory services as part of the Merrill Lynch team. Joshua holds a Bachelor's Degree from Monmouth University. No additional information about his professional experience, areas of expertise, or personal interests is available.

Luke Wallace is a financial advisor with LPL Enterprise in Medford, NJ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, Wallace is involved in health insurance, assisting clients with Medicare supplement plan selections. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, delivered primarily by investment adviser representatives using LPL’s research and portfolio strategies.

Ty Costantino is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has prior experience in retail sales and insurance brokerage. Outside of advising, he is involved in buying and selling jewelry through Sansom Metals. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers using collaborative, goal-oriented planning supported by firm-approved analytical tools.

Ryan Gordon is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Thompson BMW for four years. Outside of his advisory role, he serves as a committee member for the nonprofit Shir Ami, where he helps review investment accounts and policies. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with tailored financial planning and investment consulting, offering a range of portfolio management styles supported by in-house research and sub-advisers.

Daniel Keller is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior experience at Bank of America, Merrill, TD Bank, and several other firms. His background also includes a period at The College of New Jersey and involvement with Wabowl LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, offers fund advisory and model portfolios, and maintains roles in commodity pool operations and registered investment companies.

Brett Mower is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing fee-based financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and model-based asset allocations.

Nina Caruso is a Series 66-licensed advisor at Merrill with six years of industry experience. She has been with Merrill since 2019 and previously worked at the University of North Carolina - Wilmington for four years. Outside of her advisory role, she has a long-standing position at Old Navy. 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 a range of clients including individuals, high-net-worth investors, and institutional entities.

Jennifer Volchik is a financial advisor with Merrill, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Merrill since 2014. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Simcik is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Prior to joining Raymond James in 2026, he worked for Janney Montgomery Scott in various capacities from 2008 to 2026. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

May Lai is a financial advisor with Ameriprise in Bala Cynwyd, PA, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, delivering written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Reganata Jr. is a financial advisor with Cetera, holding the PFS™ and Series 63 credentials and bringing 18 years of industry experience. He has worked at Cetera since 2025 and previously spent a decade with Avantax Investment Services and related entities. Outside of his advisory role, he owns and operates Reganata & Associates, providing accounting, tax preparation, and consulting services. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by affiliations that enhance product availability and scale.

Nancy Findlay is a financial advisor at Ameriprise with 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002 and holds a Series 66 designation. Outside of her advisory role, she is a co-owner of OneFuture LLC, which manages her Ameriprise business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.