Michael Frederick is a CFP® and ChFC® with 26 years of industry experience. He currently works at LPL Financial and has previously been affiliated with firms including J Alden Associates, Alden Capital, Triad Hybrid Solutions, Triad Advisors, and Wells Fargo. He serves as treasurer of the Upper Frederick Fire Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

William Lewis is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 34 years and Bank of America for nine years. Lewis serves on the Board of Trustees for Luzerne County Community College. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations through proprietary research and planning tools, allowing clients to implement advice through various brokerage or advisory programs.

Leslie Benzak is a CFP® with 25 years of industry experience, currently advising at Cetera. Her prior experience includes roles at Tupelo Wealth Partners, Commonwealth Financial Network, and Lincoln Investment Planning. Outside of advising, she is co-owner of Otium Ventures, a company involved in real estate management, and also provides tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and supports both discretionary and non-discretionary accounts.

Joshua Hartline is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked with Cetera and its related entities since 2022. Prior to his financial career, he was employed at Costco Wholesale and also spent several years involved with Elite Baseball Training. Hartline maintains a role with Musselman Financial Solutions, where he provides client services including Medicare Part D plan reviews. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Steven Sanson is a financial advisor with Cambridge Investment Research Advisors in Harleysville, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has worked with Cambridge and affiliated firms since 2010. Outside of his advisory work, Sanson is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements.

Luke Childs is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, The Vanguard Group, and Financial Voyages, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Joseph St. Pedro is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. His prior work includes ten years at National Planning Corporation and seven years with Securities America Advisors and Securities America Inc. He is also involved in insurance sales and co-owns Pottstown Progress Group, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Kenneth Del Goleto is a financial advisor at Ameriprise with 39 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions with a focus on retirement income strategies that incorporate research, modeling, and tax-efficiency analysis.

Elizabeth Herman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Woodbury Financial Services and Lam Financial Services. Outside of her advisory work, she is involved in financial education as a facilitator and serves as secretary for a nonprofit community event organization and an elder law legal aid nonprofit. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes firm-provided asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios.

Aaron Tidd is a financial advisor with LPL Financial in Pottstown, PA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at The North Face and held teaching positions at Boyertown Area Senior High and Boyertown Junior High East. He is also involved with Diamond Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios and research from LPL Research and third-party subadvisors.

Barry Weller is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and Questar Asset Management. In addition to his advisory role, he owns and operates Barry Weller & Associates Inc., a tax preparation and insurance services firm. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers and managed accounts. The firm utilizes asset-allocation tools and risk assessment techniques to construct diversified portfolios across multiple investment types.

Andrea Wilson is a financial advisor with LPL Financial in Reading, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Linsco/Private Ledger Corp. since 2007 and operates Cornerstone Financial Strategies, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through an extensive national network. The firm offers diverse financial planning and advisory programs with discretionary and non-discretionary management, incorporating research from multiple sources and a variety of investment strategies.

Fred Horrocks is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at International Assets Investment Management, International Assets Advisory, MML Investors Services, and MassMutual. Since 1994, he has operated an insurance agency specializing in life, disability, long-term care, and fixed annuities as a sole proprietor. 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 advisory services through a network of independent professionals, providing tailored strategies across multiple platforms and custody arrangements.

Susan Helm is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to research, model portfolios, and various investment strategies.

Joseph Azzara is a CFP® professional with 31 years of industry experience. He has worked at Wells Fargo Advisors since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2017. In addition to his advisory role, he owns Azzara Wealth Management, LLC, an independent financial practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including niche services like business-owner transition and special-needs analysis. The firm integrates advisory services with various financial products and referral channels.

Brian Hines is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with Cambridge since 2010. Outside of his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of independent financial professionals, offering a range of portfolio management options and proprietary as well as third-party strategies.

Brett Diamond is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for ten years at Exeter Township School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Ellen Robinson Gunder is a financial advisor with LPL Financial in Collegeville, PA. She holds a Series 66 designation and has 25 years of industry experience, including 20 years at Ameriprise and one year at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Aaron Von Alst is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He previously worked at Sei from 2005 to 2025 and has been with Cetera since 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across multiple program structures.

Christopher Haring is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2019, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he is employed as a helper at Heidel Plumbing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.