Drew Pettinelli is a Financial Advisor at Merrill Lynch Wealth Management and a member of the P.O.D. & Associates team. He has been in the financial services industry since 2024 and joined Merrill in August 2024. In his role, he provides customized solutions to meet clients' needs in wealth structuring, investment management, trust, and banking services. He also facilitates client access to the firm's resources, including capital market products, complex financing solutions, and an extensive banking platform. Drew's client focus areas include college education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management, small business strategies, and tax minimization. Drew holds a Bachelor's degree from Gettysburg College, where he also played lacrosse. He has earned the Personal Investment Advisor (PIA) professional designation. He is affiliated with professional organizations such as the Gettysburg College Alumni, Malvern Prep Alumni, and is a member of the Rivercrest Golf Club. In the community, Drew participates in holiday card making for patients at St Jude's Hospital. Residing in Collegeville, Pennsylvania, Drew enjoys spending time with his family, visiting Ocean City, New Jersey, and playing golf. He has two Rhodesian Ridgeback dogs.

Jason Paladino is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent nine years at Merrill. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Stephen Moyer is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for ten years at George School. Outside his advisory role, he owns Moyer Management Services LLC, a real estate management business in Southampton, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by over 23,000 financial advisors nationwide. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

John Northrop is a CFP®, ChFC®, and Series 66-licensed financial advisor with 10 years of experience at Edward Jones in Lansdale, PA. He has been with Edward Jones since 2016. Outside of his advisory role, he is president of Northrop Diversified, LLC, an investment company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, including access to separately managed accounts and affiliated mutual funds.

Michael Hudson is a financial advisor with LPL Financial in Lansdale, PA, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including prior roles at Nationwide and MSI Financial Services. Hudson is also involved in fixed insurance product sales as an agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Zachary Gehman is a financial advisor at Ameriprise in Fort Washington, PA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Ameriprise in 2022, he worked at Penn State University and The UPS Store. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Richard De Brocco is a financial advisor with Charles Schwab in Glenside, PA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Citizens Securities, Inc., Citizens Bank, TIAA, and THE Vanguard Group, Inc. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 employs multi-asset model portfolios along with centralized custody and order-routing services.

Bradley Foose is a financial advisor with LPL Enterprise and holds a Series 66 designation, bringing four years of industry experience. Prior to joining LPL Enterprise, he held roles at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command entities. He also served in the U.S. Army from 2008 to 2022. Outside of advising, he manages a beach house rental business. 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’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers financial planning alongside access to third-party asset managers and insurance products through affiliated entities.

Russell Hanscom III is a financial advisor at LPL Financial with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Invest Financial Corporation and Raymond James Financial. He is also involved with TruMark Financial Credit Union. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

William Miller is a CFP® with seven years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior experience includes roles at LPL Financial, Securities America Advisors, and Mass Mutual Investors Services. Outside of his advisory work, he is also associated with Know My Plan, where he acts as Financial Advisor and Director of Operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both advisory programs and institutional consulting across a large network.

Thomas Kanyok is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Waddell & Reed Inc and Allspring Funds Management, LLC. He is also the owner of Restore Hyper Wellness, a wellness spa business. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through various platforms and provides access to third-party advisers and proprietary model strategies.

Andrew Feldgus is a financial advisor at Morgan Stanley with 19 years of experience at the firm. He holds a Series 66 designation and is based in Blue Bell, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Bradley Knecht is a financial advisor at Edward Jones in Quakertown, PA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Brian Larkin is a financial advisor with LPL Enterprise, holding the Series 63, 65, and 66 credentials and over 10 years of industry experience. His prior roles include positions at MassMutual, New York Life, and Unum Group/Colonial Life. Outside of his advisory work, he has been involved as a sports referee since 2013 and has coaching experience in sports and fitness. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach leveraging portfolios developed by LPL’s Research Department and third-party strategists, while also facilitating access to financial planning, asset managers, insurance products, and affiliated services.

Janna Lutz is a financial advisor at Edward Jones with five years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Commonwealth Financial Network, Paragon Strategic Wealth, and Raymond James Financial Services Advisors, Inc. Outside of finance, she has worked with CHI St. Alexius Health Williston and The Williston Area Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, supported by a large network of advisors and branch offices nationwide.

Gregory Malcolm Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 designations and having 24 years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously spent five years with PNC Investments. Outside of his advisory role, he owns and manages a family rental property business in Sellersville, Pennsylvania. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional clients, utilizing both internal and third-party managers.

Savas Saymaz is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding the ChFC® designation and Series 63 license. He has 16 years of industry experience and has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. Saymaz is also an insurance agent specializing in life, disability, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services as well as educational seminars.

A Krempa III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes long-term roles with IC Advisory Services, Inc., The Investment Center, Inc., and Krempa Associates, Inc. He serves on the board of his local church committee and a condominium association. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors by offering financial planning, ongoing investment management, and retirement-plan advisory services. The firm operates through a large network of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Michael Cimino is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2021, and previously held roles at Pruco Securities and The Prudential Insurance Company of America. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and offers plans that incorporate market modeling without providing individual security recommendations as part of standalone planning.

Stephen Schaeffer is a financial advisor with Morgan Stanley, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.