Aaron Borstein is a CFP®-credentialed financial advisor with Ameriprise in Doylestown, PA, bringing 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Outside of his advisory role, Borstein is the sole owner and president of Lakefront Living, Inc., a consulting business, and is involved in managing a sandwich franchise through an LLC. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations primarily for individuals approaching or in retirement.

Bridget Curtis is a financial advisor with Merrill and holds the Series 66 designation. She has been with Merrill and Bank of America since 2025. Outside of her advisory role, she coaches youth travel soccer for the Warrington Soccer Club. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Joshua Storey is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Keenan Motors for 11 years and briefly at All Amish Structures. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Thomas is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials. He began his advisory career in 2024 after completing his senior year at Elizabethtown College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Samuel Flaherty is a financial advisor with LPL Financial and holds the CFP® and ChFC® designations, bringing 25 years of industry experience. He has been with LPL Financial since 2011 and also operates Flaherty Financial Services, LLC. 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 consulting services supported by research and model portfolios.

Bryson Bowers is a financial advisor with LPL Financial, holding a Series 66 credential and 22 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, supported by model portfolios and research from various sources.

Meagan Hall is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Her prior roles include positions at The Vanguard Group and involvement with organizations such as Health Advocate and Sobriety Solutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and models.

Michael Farquharson is a CFP® with 28 years of industry experience, currently serving as a Financial Consultant at LPL Financial since 2021. He also has a longstanding role at M&T Securities, INC. beginning in 2013. Outside of his advisory work, he is an owner and landlord of a commercial property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

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 the Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Brooks Brothers from 2011 to 2018. 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, utilizing model portfolios, research, and both discretionary and non-discretionary management approaches.

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® with 34 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, and previously spent time at Raymond James Financial Services Advisors and Wealth Advisory Services, Inc. He operates additional businesses related to investment services in Doylestown, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Scott Kleiman is a financial advisor with LPL Financial in Doylestown, PA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with LPL Financial and its predecessor firm since 2001. Kleiman is also involved in selling fixed annuities and various types of insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Ryan Satterthwaite is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Waddell & Reed Inc. and Collegeville Tax. He is also involved in tax preparation and accounting through Collegeville Tax Services LLC and has an investment-related business, Stone Bridge Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research.

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.

Michael Burns is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at firms such as Wells Fargo Clearing Services and The Vanguard Group. Outside of his advisory work, he has been involved with Squires Golf Club. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations.

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 at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. Outside of his advisory work, he plays music locally with a band and volunteers with a marine rescue and fire company nonprofit. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through both advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, leveraging an integrated platform that combines adviser programs with active sales of financial products.

Bethany Colflesh is a financial advisor at LPL Financial with 20 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.