Joseph Campisi is a financial advisor at OSAIC with 35 years of industry experience. He holds the CFP® designation and worked previously at Securities America Advisors and H.Beck Inc. He is also president of Campisi & Campisi, Inc., an accounting and tax firm he founded in 1991, and serves as a trustee of the Campisi Family Trust. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct portfolios that range from stocks and bonds to alternative investments.

Tyler Dribbon is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo and the University of Delaware. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Max Allen is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he was involved with Agave Roja for six years and has spent time as a full-time student. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary retirement advice, with a focus on assets held in Ameriprise-managed accounts.

Christopher Cronin is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their financial situations and goals. He focuses on helping individuals and families simplify their financial lives, develop comprehensive plans, and monitor those plans as circumstances evolve. Prior to joining Fidelity in 2023, Christopher was a Financial Solutions Advisor at Merrill Lynch Bank of America from 2019 to 2023. His experience includes partnering with clients to create and execute financial strategies tailored to their needs. Outside of his professional work, Christopher enjoys camping, football, golf, and hiking.

Steve Rubin is a financial advisor with Ameriprise in Fort Washington, PA, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliated entity since 2016. In addition to his financial advisory work, Rubin operates a law practice specializing in family law, estate planning, and bankruptcy. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on dependable income and tax-aware withdrawal strategies.

Brett Melton is a financial advisor with J.P. Morgan Securities in New Britain, PA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, Lincoln Financial Group, and Citizens Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering comprehensive advisory and brokerage services.

Nicholas Jr. Canuso is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2012. Additionally, he is involved in a non-variable insurance brokerage on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various platforms.

Mark Meehan is a CFP® and ChFC® with 24 years of industry experience. He has been with OSAIC since 2025, following a ten-year tenure at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is president of Meehan Financial Group, which offers various insurance products, and he serves as a member of an LLC supporting a preparatory school scholarship. OSAIC serves a broad client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diverse portfolios and offers integrated brokerage, advisory, and retirement plan services.

Jennifer Braccio is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2004. Outside of her advisory role, she serves as a notary in Horsham, PA. 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 its network of over 22,800 advisors with a broad range of investment strategies and operational tools.

Larry Daniels is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tylor Flebbe is a financial advisor at Wells Fargo Advisors with Series 66 registration and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Ameriprise Financial Services, LLC and held roles at The Pennsylvania State University as well as positions in retail and food service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet net-worth requirements. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop client recommendations.

Jennifer Glenn is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at UBS Financial Services since 2013, with a brief tenure at Merrill between 2021 and 2022. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary capital market assumptions and research to tailor investment strategies, combining institutional trading capabilities with wealth management services.

Joseph Flynn is a Series 66-licensed financial advisor with LPL Financial, bringing three years of industry experience. His background includes roles at Equitable Advisors and prior work outside the financial sector at Cobham Advanced Electronic Solutions and The Manor House at Commonwealth National Golf Club. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Karen Sharp is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015, concurrently affiliated with Bank of America since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party investment teams.

Alan Katz is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has previously worked at Concourse Financial Group Securities Inc and Signator Investors Inc. Outside of his advisory role, Katz serves as a past president and lifetime board member of Temple Sinai of Dresher. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, including model portfolios, third-party managers, and customized strategies.

Gary Sanson is a CFP® and ChFC® with 33 years of experience in financial services. He is affiliated with Cambridge Investment Research Advisors and has held roles at Continuity Partners Group, LLC and various insurance agencies since the late 1990s. Sanson serves as a volunteer for the Regency at Kimberton Glen Homeowner's Association. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions delivered through a network of independent financial professionals, with capabilities spanning discretionary and non-discretionary portfolio management across multiple platforms.

Mark Doknovitch is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Garrett Tait is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Ardent Credit Union, CUSO Financial Services, and Northwestern Mutual, as well as various employment and educational experiences related to Penn State. 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.

Joseph Catanzaro is a CFP® professional with 31 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Nationwide Securities and operated Catanzaro's Insurance & Financial Services, Ltd. since 1988. 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 portfolio programs, third-party asset management, and institutional platforms, with a range of strategic and tactical investment options.

Theresa Weaver is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 credentials and 9 years of industry experience. She has worked at PFS Investments Inc. since 2017 and has been with Primerica Financial Services since 2016. Outside of her advisory role, she is self-employed as an HR consultant and serves as an ambassador for Plexus Worldwide. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, delivering advisory services through a model-based approach supported by third-party asset managers and custodians.