Sharina Mack is a financial advisor at Merrill with 15 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2012 and previously worked at Bank of America, N.A. Beginning in 2026. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

John Fair is a financial advisor with LPL Financial in Collegeville, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Brooks Brothers for seven years. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Kevin Cuthill is a CFP® professional with 13 years of industry experience, currently serving at Ameriprise since 2024. Prior to that, he worked at Edward Jones for 12 years. He is also the owner of Cuthill Group, LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research and modeling with tax-efficient strategies to deliver personalized retirement income recommendations.

Kevin Swantek is a CFP® with 18 years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously spent 17 years at Lincoln Financial Advisors. Swantek is co-owner of several insurance-related businesses and holds roles offering accident, disability, long-term care, and life insurance products. He is also involved in consulting and business management through a co-ownership in SBL Productions Inc. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a range of portfolio management options incorporating stocks, bonds, alternatives, and third-party money managers.

Michael Sheehy is a CFP®-designated financial advisor with 34 years of industry experience. He is currently with LPL Financial and has previously worked with Raymond James Financial Services Advisors and Wealth Advisory Services, among others. Based in Doylestown, PA, his career includes multiple roles supporting registered investment advisory businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives, offering a range of financial planning, portfolio management, and retirement services.

Scott Kleiman is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2001. Outside of advisory services, Kleiman is involved in selling fixed annuities and various insurance products, including health, disability, long-term care, whole, universal, and term life insurance. 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 portfolios, third-party asset management, and institutional platforms, combining advisory services with a range of non-advisory financial products.

Ryan Satterthwaite is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked previously at Waddell & Reed Inc. Outside of his advisory role, he is involved with Stone Bridge Financial Partners and Collegeville Tax Services LLC, engaging in tax preparation and accounting activities. 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 a wide range of strategic and tactical investment approaches.

Robin Clay is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Cetera since 2020 and previously spent nearly two decades with Avantax in various advisory and insurance roles. Outside of her advisory work, she owns a tax preparation and planning business, Tax Returns Plus Financial Services, and is a notary. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Lisa Policare is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She previously worked at LPL Financial for 19 years before joining Ameriprise in 2022. Policare serves on the board of the Lenape Valley Foundation and is chair of the Solebury Township Police Foundation. She is also co-owner of FLP Holdings, an LLC that owns the building leased by her firm’s DBA, Penn Wealth Planning LLC. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Michael Burns is a financial advisor at Morgan Stanley in Blue Bell, PA, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at firms including Financial Group of Philadelphia, Wells Fargo Clearing Services, and The Vanguard Group. Outside of finance, he has been involved with Squires Golf Club. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

Thomas Kreider is a financial advisor with Edward Jones in Doylestown, PA, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large nationwide network of financial advisors and branch offices.

David Montemurro is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and MSI Financial Services, Inc. Outside of his advisory role, he performs as a musician in a local band and volunteers with a nonprofit marine rescue and fire company. LPL Enterprise, LLC provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation.

Bethany Colflesh is a financial advisor with LPL Financial in Doylestown, PA. She holds a Series 66 credential and has 20 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Morgan Stanley. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools and a large network of over 22,800 advisors.

Avery Sanson is a Series 66-licensed financial advisor with seven years of industry experience, currently with Cambridge Investment Research Advisors since 2018. Prior to that, Sanson worked at Financial Voyages, LLC, and has a background that includes time at the Los Angeles Film School. Outside of advisory work, Sanson owns Sanson Legacy Financial Planning LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a range of portfolio management platforms and proprietary as well as third-party strategies.

Carla Gascon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Prudential Insurance Company of America since 2018 and at Pruco Securities, LLC from 2017 to 2024. Outside of her advisory role, she is the owner of G2G Ventures LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various insurance and trust services through affiliated entities.

Christopher Koehler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisors.

Minakshi Malhotra is a financial advisor with LPL Enterprise holding Series 63 and 65 licenses and 24 years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2002, transitioning to LPL Enterprise in 2024. Malhotra also maintains an active role as a property and casualty insurance agent with Liberty Mutual and a non-variable insurance sales agent with Prudential. LPL Enterprise, LLC 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 a model-driven investment approach with access to third-party asset managers, and offers financial planning, consulting, and insurance product sales through affiliated entities.

Kathleen Robins is a CFA® charterholder with 12 years of industry experience. She is currently affiliated with Charles Schwab & Co., Inc., where she has worked since 2026. Her prior experience includes roles at Morgan Stanley, Thrivent Investment Management, LPL Financial, and Prudential. Charles Schwab & Co., Inc. serves 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Michael Skalamera is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 credentials and 46 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Gregory Bruno is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has longstanding involvement with Rex Heat Treat, where he has worked for 20 years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.