Matthew Denardo is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory work, he serves as a Little League baseball coach. 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, model portfolio programs, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

George Mccleary is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for FSC Securities Corporation for 25 years. He also operates a tax preparation business during tax season and sells insurance products when suitable for clients. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors. The firm provides integrated brokerage and investment advisory services with a range of portfolio management options and access to third-party managers.

Abigail Stroka is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served as an Investment Consultant and Investment Solutions Representative at Fidelity Investments, gaining experience in various facets of financial advising from 2023 to 2025. Her career began as a Financial Advisor at Equitable Advisors in 2021, followed by a role as a High Net Worth Service Associate at Fidelity Investments in 2022. In her approach to financial consulting, Abigail focuses on developing personalized plans tailored to each client's unique needs, risk tolerance, and financial goals. She emphasizes building lasting relationships founded on trust, respect, and honesty to support clients in achieving their financial objectives. Outside of her professional work, Abigail enjoys cooking and baking, fitness activities including running, hiking, and yoga, and spending time with her pets.

Harvey Samachson is a financial advisor at Edward Jones with 37 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Dynamic Wealth Advisors and Wells Fargo Advisors LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Robert Mclarnon is a financial advisor with Cetera, holding a Series 66 credential and bringing 10 years of industry experience. He has worked at firms including LPL Financial and owns Strack Associates Inc., which provides income tax preparation and bookkeeping services. He is also involved as a partner in Bucks County Wealth Management LLC and BCWM Realty Group LLC. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Gabriel Madnick is a Series 66-registered financial advisor with LPL Enterprise, bringing one year of industry experience. His prior roles include positions at Topstep and Foundera Beauty AI, and he has worked in finance and other sectors since 2017. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform that combines adviser programs with insurance and lending products.

Torey Laferney is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked with several companies including Red Bull Distribution and American Electrical Testing. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Zachary Gibson is a Series 66-credentialed financial professional affiliated with Cetera, with two years of industry experience. He has held roles at multiple firms, including 44th Street Capital Advisors LLC and Wealth Management Associates, and also operates GibsonMayer, LLC, where he provides tax preparation and bookkeeping services. Zachary serves clients from Yardley, PA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform that serves individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform featuring both affiliated and third-party strategies.

Jane Iademarco is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with LPL Financial since 2011 and also maintains an affiliation with RWC Investment Management since 2010. Outside of advisory work, Jane operates an online art store where she sells her own artwork. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

Nicole Pompa is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with firms including Diehl Financial Group and PFS Investments Inc. Outside of her advisory role, she operates Pompa Financial Services LLC and is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Matthew Ryan is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Prior to his financial services career, he spent several years in education at Martin Saints Classical High School and Ville de Marie Academy. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Collins is a financial advisor with LPL Financial in Lansdale, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Lincoln Investment and Lincoln Investment Planning. 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 and financial planning services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Christine Kaminski is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses. She has 16 years of industry experience, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Durbin is a financial advisor with Primerica Advisors in Richboro, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and limited separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Esther Bullard is a CFP®-certified financial advisor with 11 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent six years at Bank of America, N.A. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services guided by proprietary investment analysis and probabilistic modeling.

Christopher Cice is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he is a principal with Newtown Financial Services, LLC, an independent insurance agency, and serves as a board member of the Tioga County Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering customizable investment strategies across multiple platforms and custodial arrangements.

Kent Keith is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. Outside of his advisory role, Keith owns businesses in software development and consulting, serves on the board of the Wealth Education Foundation, and is authoring multiple books on retirement planning and the subconscious mind. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, emphasizing managed accounts and algorithmic automation in its approach.

Grant Raskin is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked with several firms including LPL Financial and operates Bucks County Wealth Management and MGR Financial Management. Outside of financial services, he owns Maxim Sports Cards, a business focused on buying and selling sports cards, and hosts a podcast called Financial Education Sucks. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across discretionary and non-discretionary programs.

Anita Grossman is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 30 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 29 years before joining OSAIC in 2025. Grossman operates a separate business offering accident, health, disability insurance, and various annuity products. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple investment platforms, employing asset-allocation tools, risk assessments, and automated rebalancing to design portfolios across various asset classes.

Gregory Frentzen Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at multiple firms including Securities America and Trumark Financial Credit Union. He is also the owner of Frentzen Financial Solutions LLC, a financial services business. Cetera Investment Advisers LLC is a large nationwide advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management and access to third-party money managers.