Mark Gerdelmann is a financial advisor with MassMutual Investors Services in Chalfont, PA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with MassMutual and its affiliated companies since 2004. Outside of his advisory role, he serves as an agent for life and health insurance and is a member of an LLC related to advisory fee compensation. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers various programs including estate and employer-sponsored planning.

Jackson Piombino is a Series 66-credentialed advisor at LPL Enterprise with one year of experience. His prior work history includes roles outside the financial industry, such as business activities with A Modo Mio since 2023. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

John Mcdermott Jr. is a Series 66 licensed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he owns and operates Clear Horizons Window Cleaning. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients.

Marva Hardnett is a financial advisor with Ameriprise in Plymouth Meeting, PA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she is involved in independent insurance brokering with New York Life. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

James Gibson is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 37 years of industry experience. He has held roles at multiple firms, including LPL Financial and his own entities, J Gibson & Associates, Inc., a tax and accounting service, and 44th Street Capital Advisors LLC, a financial services firm. Gibson also sells fixed insurance products, including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform and supports various program structures with over $256 billion in assets under management.

Scott Mc Crea is a CFP® professional with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at TransAxle, LLC and Earthborne, Inc. He serves as a board member for Valley Day School in Morrisville, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, operating through one of the largest advisor networks in the industry.

Brandon Oruch is a financial professional with LPL Enterprise and holds a Series 66 designation. He has four years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he has also worked as a food delivery driver for DoorDash. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services using a platform that integrates financial planning, model portfolio management, and insurance products through affiliated entities.

Bradley Thomas is a CFP® and ChFC® credentialed advisor with nine years of industry experience. He currently works at LPL Financial and previously held positions at Bank of America and Merrill. Outside of his advisory role, he owns a party rental business called Keystone Bounce. 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 range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Daniel Foy is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. Its advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Andrew Leyens is a financial advisor with Cambridge Investment Research Advisors in Fort Washington, PA, holding the ChFC® and Series 63 designations and having 34 years of industry experience. Prior to joining Cambridge in 2017, he worked at Northwestern Mutual in multiple roles from 2004 to 2017. Outside of advisory services, he is an independent insurance agent and serves as an expert witness providing consulting and testimony. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals. The firm provides a variety of portfolio management options, including proprietary and third-party strategies, across multiple custody platforms with both discretionary and non-discretionary implementation.

Adam Older is a financial advisor with Ameriprise in Hatfield, PA, holding a Series 66 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services since 2011. Outside of advising, he is involved in health coaching through Optavia and instructs students in Shotokan Karate and Aikijujitsu at The Bushi Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and investment recommendations supported by proprietary research and third-party data.

Hunter Bentz is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Orrstown Bank. Bentz attended Penn State University and also has prior experience outside finance in the landscaping industry and education. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with financial product sales.

Hugh Cameron is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with Cetera and its affiliates since 2016 and previously held a position at BB&T Securities. Outside of advisory work, he is a partner and executive vice president at JBC Companies, focusing on fixed insurance strategies, and serves on the board for strategic growth and planning at Vista Marketing Partners. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Anthony Bagonis Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is also commissioned as a Notary Public in Pennsylvania. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management using a variety of investment vehicles.

Craig Hammer is a financial advisor at OSAIC with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Lincoln Financial Securities and Lincoln Financial Advisors for a combined 17 years. Outside of his advisory role, Hammer is a partner and co-owner of Nexus Financial, LLC, which holds interests in RHM Partners LLC and Independence Financial Group, entities involved in wholesaling traditional life and annuity products. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a range of investment products, available on both discretionary and non-discretionary bases.

Joseph Saskiewicz is a CFP® and ChFC® with 45 years of industry experience. He is currently affiliated with Cetera and has previously worked at Voya Financial Advisors and operated his own firm, Saskiewicz and Associates, since 1969. He serves on the finance committee of St Andrew Church and owns a tax preparation business. Cetera Investment Advisers LLC provides a broad range of services through a nationwide network of independent advisors, serving individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management options, financial planning, and access to third-party managers across multiple program structures and custodial relationships.

Stewart Caesar is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Osaic. He spent 20 years at American Portfolios Financial Services, Inc. In addition to his advisory work, he owns and operates Retirement Resource Network, a financial planning and insurance business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisors and multiple platforms, offering integrated brokerage, advisory, and retirement plan consulting services. The firm employs advanced asset-allocation tools and supports discretionary and non-discretionary portfolio management with access to various investment products and third-party money managers.

Neil McKeon is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He has been providing financial advisory services since 1994, working with wealthy families, small to medium-sized businesses, foundations, and institutions. In his role, Neil offers expertise in areas including education planning, executive compensation, family wealth management, personal retirement planning, philanthropic planning, socially responsible and ESG investing, special needs planning strategies, tax minimization, and retirement income. Additionally, he collaborates with other professional advisors to support income tax and estate planning strategies, and works with investment committees on institutional portfolio management. Neil holds a Master's Degree from Rutgers University and a Bachelor's Degree in Marketing from The College of New Jersey. He has professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). His experience includes extensive knowledge of corporate benefit programs such as equity compensation and various retirement plans, which is informed by his prior role in the Merrill Financial Planning Group. Outside of his professional work, Neil resides in Yardley, Pennsylvania with his wife and three children. He volunteers as a member of the National Ski Patrol, coaches youth mountain biking and softball teams, and serves on the board of directors for Habitat for Humanity of Bucks County.

Nicholas Attanasio is an advisor at LPL Enterprise with Series 63 and Series 66 designations and no prior industry experience. His work background includes roles at BlackRock, Johnson & Johnson, and AmerisourceBergen. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Christopher Pulos is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Inc. for 12 years. He is involved with Merchantmatch Inc., where he has been active since 2012. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering a range of discretionary and non-discretionary management options supported by proprietary and third-party research.