Steve Rubin is a financial advisor with Ameriprise in Fort Washington, PA, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliated entity since 2016. In addition to his financial advisory work, Rubin operates a law practice specializing in family law, estate planning, and bankruptcy. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on dependable income and tax-aware withdrawal strategies.

James Lee is a financial advisor with Primerica Advisors in Jenkintown, PA, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior work includes roles at Alford & Rambaran, Asplundh, and Temple University Health System. He also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and provides support through Pershing custody and trade execution services.

Brett Melton is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, Fidelity Investments, Lincoln Financial Group, and Citizens Bank. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research, incorporating ESG criteria and supported by centralized due diligence.

Nicholas Jr. Canuso is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2012. Additionally, he is involved in a non-variable insurance brokerage on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various platforms.

Mark Meehan is a CFP® and ChFC® with 24 years of industry experience. He is currently with Osaic and has previously worked at Lincoln Financial Advisors Corporation and Mass Mutual Investors Services. Outside of his advisory role, he is president and sole proprietor of Meehan Financial Group, an insurance business offering various health and life insurance products. He is also a member of Mark Meehan LLC, which supports a local scholarship. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a variety of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by advanced tools and third-party managers.

Jennifer Braccio is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2004. Outside of her advisory role, she serves as a notary in Horsham, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with a broad range of investment strategies and operational tools.

Larry Daniels is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tylor Flebbe is a financial advisor at Wells Fargo Advisors with Series 66 registration and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Ameriprise Financial Services, LLC and held roles at The Pennsylvania State University as well as positions in retail and food service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet net-worth requirements. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop client recommendations.

Jennifer Glenn is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at UBS Financial Services since 2013, with a brief tenure at Merrill between 2021 and 2022. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary capital market assumptions and research to tailor investment strategies, combining institutional trading capabilities with wealth management services.

Nolan Wlock is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He previously worked at Vanguard and JG Wentworth. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Joseph Flynn is a Series 66-licensed financial advisor with LPL Financial, bringing three years of industry experience. His background includes roles at Equitable Advisors and prior work outside the financial sector at Cobham Advanced Electronic Solutions and The Manor House at Commonwealth National Golf Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Karen Sharp is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015, concurrently affiliated with Bank of America since 2018. 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 strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party investment teams.

Alan Katz is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has previously worked at Concourse Financial Group Securities Inc and Signator Investors Inc. Outside of his advisory role, Katz serves as a past president and lifetime board member of Temple Sinai of Dresher. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, including model portfolios, third-party managers, and customized strategies.

Gary Sanson is a financial advisor at Cambridge Investment Research Advisors with over 33 years of industry experience. He holds CFP® and ChFC® designations and has worked with several firms including Continuity Partners Group and various insurance agencies. Sanson also volunteers with the Regency at Kimberton Glen Homeowner's Association. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm employs a range of platforms and proprietary model strategies to support discretionary and non-discretionary portfolio management.

Mark Doknovitch is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Garrett Tait is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Ardent Credit Union, CUSO Financial Services, and Northwestern Mutual, as well as various employment and educational experiences related to Penn State. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Joseph Catanzaro is a CFP® professional with 31 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Nationwide Securities and operated Catanzaro's Insurance & Financial Services, Ltd. since 1988. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a range of strategic and tactical investment options.

Theresa Weaver is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 credentials and 9 years of industry experience. She has worked at PFS Investments Inc. since 2017 and has been with Primerica Financial Services since 2016. Outside of her advisory role, she is self-employed as an HR consultant and serves as an ambassador for Plexus Worldwide. Primerica Advisors manages 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 operates at scale, delivering advisory services through a model-based approach supported by third-party asset managers and custodians.

Sean Henry is a financial advisor at LPL Enterprise with Series 65 and Series 66 credentials and three years of industry experience. He previously worked for Obiant Incorporated for ten years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Anthony Bruno is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Ameriprise in Telford, PA. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver non-discretionary, customized advice and offers a broad range of advisory, brokerage, and insurance solutions.