Gregg Hoffman is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of his advisory work, he is a musician who plays trombone with the Red Hill Band. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Julius Mittl is a financial advisor at LPL Financial with one year of industry experience. He previously worked at Diversified LLC and Florida Financial Advisors DBA Tristate Financial Advisors, and held roles at Temple University and the Northwestern Lehigh School District. He holds Series 65 and Series 66 licenses. 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 advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Robert Moyer is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Fidelity, he worked for 25 years at The Vanguard Group, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it holds regulatory registrations and advisory roles that distinguish it among large institutional peers.

Sean German is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Lord Abbett for 14 years. 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, grounded in modern portfolio theory, and includes a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Krista Regaldi is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she conducts portfolio reviews, oversees strategy implementation, and assists clients with goals-based planning, focusing on areas such as college education planning, family wealth management strategies, legacy planning, socially responsible investing, and retirement income. Krista began her career in wealth management in 2008, working at Merrill Lynch Wealth Management and Walters Bailey Associates. She holds Series 7 and Series 66 FINRA registrations and is licensed as an agent for Life, Accident, and Health insurance. Additionally, she earned the Accredited Wealth Management Advisor (AWMA) designation through the College for Financial Planning Institutes Corp. Krista is a graduate of Pennsylvania State University, where she received her bachelor's degree in communications in 2002. Outside of her professional career, Krista is involved in community organizations including Cradles for Crayons, Habitat for Humanity, Preston's Pantry, and St. Jude. She spends her free time at home with her two boys, husband, and dog.

Stephen Kidron is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked within Wells Fargo’s clearing and advisory divisions from 2013 to 2023. Kidron is an investment committee member at Chestnut Hill College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Michael Carroll is a Financial Consultant at Fidelity Investments. In this role, he leads a team dedicated to helping clients and their families grow and protect their wealth while simplifying their finances. He focuses on assisting clients in taking control of their financial future to achieve more predictable outcomes. Michael has extensive experience within Fidelity Investments, having held various positions since 2018. His previous roles include Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, demonstrating a progression of responsibilities and expertise in financial management and client relations. Outside of his professional career, Michael has personal interests that include attending concerts, fitness activities, and traveling.

Michael Nunno is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Isidore Ogoussan is a CFP® and ChFC® with 15 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and previously worked at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. Ogoussan is a committee member of the Delaware Africa Coalition and the Young Caribbean Professional Network and serves on the board of the Pennsylvania Restaurant and Lodging Association. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning and investment management services through a network of independent Financial Professionals, employing a variety of portfolio management strategies across multiple custody platforms.

Christopher Huber is a financial advisor at LPL Financial with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Grove Point Investments, Grove Point Advisors, Malloy Advisors, and H. Beck, Inc. Outside of his advisory roles, he is involved with several insurance-related activities. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. 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 LPL Research and third-party subadvisors.

Drew Barlow is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for seven years. Outside of his advisory role, Barlow co-owns Knowledge Transfer Partners Inc., a marketing and web design business operated with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Christine Burghart is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds the Series 63 designation and has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.

Jason Duross is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, Duross is involved with Comparion Insurance Agency as an insurance agent. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Jeff Jafolla is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 66 credential and 12 years of industry experience. He has been with LPL Financial since 2014. 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 offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Bradley Ingersoll is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has been with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm employs structured planning tools and investment modeling but generally does not provide individual security recommendations as part of its standalone planning services.

Aiden Baltz is a Series 66 licensed financial advisor with LPL Financial, bringing three years of industry experience. His prior roles include positions at Merrill and Banc of America Securities. He previously worked in education and healthcare before transitioning into financial 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by proprietary and third-party research.

Elizabeth Mccarthy is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

George Scafidi is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America/Merrill Lynch, New York Life Insurance, and David Lerner Associates. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with affiliated brokerage and investment management capabilities.

Julia Brufke Wenger is a financial advisor at Osaic with 28 years of industry experience. She holds the CFP® and ChFC® designations and previously worked at Signator Investors Inc for 10 years before joining Osaic in 2018. Outside of her advisory work, she is an author of novels, an inventor with a patent-pending fashion item, and a songwriter. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

Ericka Neville is a financial advisor with Primerica Advisors in Lafayette Hill, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016 and previously worked with The Tax Ladies and Health Advocate. Outside of financial advising, she works as an Uber driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment services.