Ricky Whitmire Jr. is a financial advisor with LPL Financial in New Britain, PA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has previously worked at PNC Wealth Management and has longstanding affiliations with CUNA Brokerage Services, Inc. and Cuna Mutual Group. Whitmire is also connected to American Heritage Investment & Retirement Center, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Tuan Le is a financial advisor with LPL Financial in Conshohocken, PA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior roles include positions at PNC Wealth Management, Citizens Securities, Inc., and Cuso Financial Services. Outside of advising, he is involved with TruMark Financial Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 tools.

Allen Heffler is a financial advisor with Equitable Advisors in Dresher, PA, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of investment advising, Heffler operates a Medicare supplement insurance brokerage under the name MyMedicareAdvisor. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to advisory program models and third-party asset managers, covering a broad range of investment products and ERISA fiduciary services.

Nicholas De Vito is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2022. His prior experience includes roles at Cetera Advisor Networks and Menninger & Associates. 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 a range of advisory services and investment programs, combining a large advisory network and various financial products with oversight of significant discretionary assets.

Jacob Poulos is a Series 66-credentialed financial advisor with LPL Financial and has two years of industry experience. Prior to joining LPL Financial in 2022, he held roles at several firms including Shiftmed, The Judge Group, and Maxim Healthcare Group. In addition to his work in finance, Poulos is an author writing on topics such as equine health and men's jewelry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a large network of investment adviser representatives and advanced operational tools.

Shannon Brown is an advisor with LPL Enterprise holding a Series 66 designation and has been in the industry since 2025. Prior to joining LPL Enterprise, Brown worked at P.F. Chang's China Bistro, Inc. and has educational experience from Chestnut Hill College and the University of Delaware. Outside of financial advising, Brown is involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, primarily offering access to third-party portfolio managers and insurance products through affiliated entities.

Steven Bragg is a financial advisor with LPL Financial in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Grove Point Investments, LLC and Grove Point Advisors, LLC for four years and H. Beck, Inc. for 14 years. Outside of his advisory role, he is involved with Huebscher Consulting and a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, leveraging both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

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 Series 66-licensed financial advisor with Wells Fargo Clearing, based in Doylestown, PA. He has 21 years of industry experience and has been with Wells Fargo in various capacities since 2015. 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 substantial assets and employs a large network of advisors, offering both brokerage and advisory solutions supported by comprehensive research and analytics.

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 at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Citizens Bank, TIAA, and The Vanguard Group. Charles Schwab serves a large client base primarily composed 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 offers a combination of non-discretionary and discretionary investment guidance supported by integrated custody, brokerage, and cash-sweep 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 with LPL Financial in Ft Washington, PA, holding Series 63 and Series 65 licenses with 43 years of industry experience. His prior positions include roles at Trumark Financial Credit Union, Cuso Financial Services, Invest Financial Corporation, Raymond James Financial, Cetera Investment Services, and PNC Wealth Management. 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, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

William Miller is a CFP®-credentialed financial advisor with seven years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2026. His prior roles include positions at LPL Financial and Securities America Advisors, Inc. Miller is also associated with Know My Plan, where he serves as a financial advisor and director of operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm specializes in tailored, non-discretionary planning and consulting, utilizing analytical tools such as risk profiling and probability modeling to support client goals.

Francis Blust is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at The Vanguard Group and Arcadia University. Outside of his advisory work, he has been involved with the Wissahickon Skating Club for nine years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive in-house research and a range of portfolio management styles.

Thomas Kanyok is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His career includes five years at Waddell & Reed Inc. and ownership of multiple wellness spa businesses under the Restore Hyper Wellness brand. Kanyok is involved as an owner in several health and wellness ventures alongside his advisory role. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment implementation options, including proprietary models and access to third-party strategists, delivered through a large network of independent financial professionals.

Paul Mazurski is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Convene. Outside of his advisory role, he operates a part-time residential handyman business providing services to friends and family. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm provides model-based and discretionary investment strategies supported by internal and third-party teams for a broad client base including individuals, high-net-worth clients, and institutions.