Eric Jay is a ChFC® and Series 66 credentialed financial advisor with 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Dusten Long is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He previously worked for Hornor, Townsend, & Kent Inc for 15 years before joining Equitable Advisors in 2021. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Daniel Samarin is a financial advisor with Ameriprise in Collegeville, PA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, he manages an advisory business through Vernon Summit Partners. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in net investable assets, offering a retirement-income planning service that includes written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver tailored, non-discretionary advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

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.

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.

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. Gordon serves as a committee member for Shir Ami, a nonprofit organization, assisting in the review of investment accounts and policies. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and public entities, delivering non-discretionary advice supported by a broad affiliate network.

Nina Caruso is a financial advisor at Merrill with five years of industry experience and a Series 66 designation. She has worked at Merrill since 2019 and previously held positions at the University of North Carolina - Wilmington and Old Navy. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Cindy Li is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. She previously worked at Mango Mango Dessert and has academic experience from Baruch College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Jennifer Volchik is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2014. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates investment strategies from its Chief Investment Office and third-party managers and is part of Bank of America’s broader financial platform.

Brendan Biruk is a CFP® with 27 years of experience in the financial industry. He currently serves as a financial advisor at LPL Financial, where he has worked since 2021. Prior to that, he spent 12 years at UBS Financial Services Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, supported by research and technology-driven investment strategies.

Morgan Hayes is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Morgan helps individuals and families make confident financial decisions by creating personalized financial strategies tailored to their unique goals and circumstances. Morgan's approach is designed to alleviate the stress often associated with financial planning, offering guidance in areas such as retirement planning, college education funding, and portfolio management. Morgan's expertise spans college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Morgan is supported by over 30 years of combined wealth management experience from The Barnish Michaels Hayes Group and has access to the resources of Merrill and Bank of America, enabling clients to navigate financial opportunities and challenges. Morgan holds a Bachelor's Degree from the Pennsylvania State University System and holds the Professional Investment Advisor (PIA) designation. Outside of work, Morgan enjoys baseball, basketball, football, golfing, swimming, traveling, watching movies, and spending time with family. Morgan also values community involvement and participates in volunteering with local organizations.

Thomas Simcik is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Janney Montgomery Scott from 2008 to 2026. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and supports both discretionary and non-discretionary advisory relationships, with specialized services in public finance and municipal work.

Robert Morse is a financial advisor at Thrivent Investment Management with 32 years of industry experience. He has been with Thrivent since 2002. Outside of his advisory work, he serves as treasurer for the Hit or Miss Hunting Club, managing dues, expenses, and investment of the club’s cash reserves. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various topics, combined with managed-account options under a consolidated billing approach, while maintaining separation between planning and portfolio management.

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.

Randy Bochniak is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has been with Cetera and its affiliates since 2004. He also operates Randy S Bochniak & Associates, Inc., a CPA accounting firm based in Quakertown, PA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with various program structures and investment options.

Christen Martin is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves as an elder on the Board of Directors for the Presbyterian Church of Chestnut Hill. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Niemeyer is affiliated with LPL Enterprise and holds a Series 66 designation. He has recently begun his career in financial advising, having joined LPL Enterprise in 2026. Outside of finance, he has been involved with Mishock Physical Therapy since 2014. 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, consulting, model wealth portfolios, third‑party asset management, and a range of brokerage and insurance products on an integrated platform.

Aaron Landis is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior experience includes roles at Nationwide Securities LLC and Nationwide Insurance Company. He is also involved in an insurance agency, Landis Agencies, which he has co-owned since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Andrea Leahy is a financial advisor with Merrill based in Yardley, PA, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at Merrill since 2017 and previously spent one year with Maximum Asset Strategies. Merrill 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 to individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader platform, including lending, custody, and principal trading services.