Eileen D'agostino is a financial advisor at Morgan Stanley with 47 years of industry experience. She has worked at Morgan Stanley since 2009, including time at Morgan Stanley Smith Barney prior to the firm's rebranding. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

Shawn Mc Mahon is a CFA® charterholder with 20 years of experience in the financial services industry. He has worked at Edward Jones since 2024 and previously spent 19 years with HARTFORD Funds Distributors, LLC. He is based in Southampton, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, managing approximately $1.01 trillion in assets.

James Stapleton is a financial advisor with Merrill and holds a Series 66 designation. He has 17 years of industry experience, including 15 years at Bank of America, N.A. and Merrill. 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 developed by internal and third-party managers and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sivakumar Veerapandy is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for a decade. Outside of his advisory role, he is an owner of several self-managed rental properties. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Christopher Sarr is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Primerica Advisors since 2013 and has worked with Primerica Financial Services since 2002. Outside of his advisory role, he works as a public adjuster through Metro Public Adjustment, Inc. and serves as a youth soccer referee with the Eastern Pennsylvania Youth Soccer Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Andrew Kamees is a financial advisor with J.P. Morgan Securities in Doylestown, PA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Prudential Advisors and Prudential Financial. He serves as a board member of the Telford Square Homeowners Association, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Fred Sciascia is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career at Merrill in 1998, he has worked with a dedicated and growing group of client families, assisting many in achieving their retirement goals. Fred has also developed retirement plans for corporations and small businesses and is a founding member of Saurman Sciascia Maher & Associates, where he collaborates with a team of experienced advisors to deliver comprehensive client care. Fred holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp. and additional professional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from Villanova University School of Business. Fred’s areas of expertise include college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, personal retirement planning, special needs planning strategies, and retirement income. In addition to his professional responsibilities, Fred is a board member of the Autism Cares Foundation, where he focuses on creating intergenerational financial strategies for special needs families. He resides in Newtown with his wife, Amber, and their two sons. Outside of work, Fred enjoys biking, football, ice hockey, running, skiing, spending time with family, and watching movies.

Jay Mitzner is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 39 years of industry experience. He previously worked at Grove Point Advisors, LLC and H. Beck, Inc. In addition to his advisory role, he operates a non-variable insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support.

Leonard Borcky Jr. is a Series 66-licensed advisor with LPL Financial in Furlong, PA, holding 25 years of industry experience. He has worked at LPL Financial since 2008 and has been affiliated with Independent Advisor Group since 2015. Outside of his advisory role, Borcky is involved in rugby officiating and education, serving as a referee and instructor with USA Rugby and regional referees organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Marc Wagner is a CFP® professional with 38 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and previously worked at HD Vest Advisory Services for nearly three decades. Wagner also operates Wagner Financial Services and is licensed as a CPA providing tax services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides a range of investment solutions, including proprietary and third-party strategies, delivered across multiple custody platforms with discretionary and non-discretionary options.

Nicholas Salatino is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. Prior to joining Fisher, he worked at Columbia Management Investment Distributors Inc for eight years. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across various asset classes, with services that also include sub-advisory and retirement plan management.

Ryan Wizov is a financial advisor with Ameriprise in Penn Valley, PA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including ownership of a children's consignment retail store and a clothing merchandise company, and serves as treasurer on the board of directors for the nonprofit Love from Lenny. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Abigail Danko is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on financial planning that is personal, collaborative, and centered around what matters most to each client. Abigail works with clients on a variety of financial goals, including education planning, family wealth management strategies, managing new wealth, personal retirement planning, and women and wealth. Abigail holds a Bachelor's Degree from Bates College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her approach emphasizes listening first, simplifying financial decisions, and helping clients gain confidence in their financial futures. Outside of her professional work, Abigail enjoys spending time with her family and engaging in activities such as golfing, running, swimming, and yoga. She is also involved in community organizations including Bates College, Every Child Valued, and the Presbyterian Church of Lawrenceville.

Jason Peters is a financial advisor with Wells Fargo Advisors based in Washington Crossing, PA, holding a Series 66 credential and 25 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 20 years before joining Wells Fargo Advisors in 2026. Outside of his advisory role, Peters serves as president of KGM Gaming, LLC, a manufacturing and distribution business for casino equipment. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products such as banking and lending.

James Schultz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, he serves as trustee and executor of his father's trust and estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Mitchell is a financial advisor with Edward Jones in Perkasie, PA, holding a Series 66 designation. He has one year of experience at Edward Jones and four years of prior experience at Citizens Bank. His work history also includes roles at The Giant Company, Chick-fil-A, Tswirl Crepes, and Liberty University. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Adam Bykowski is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 designations and seven years of industry experience. He has been with MML Investors Services, LLC since 2018 and also works with MassMutual Life Insurance Company. Outside his advisory role, he provides education on student loan management through LoanOwl and acts as an insurance agent for life, disability, long-term care, and fixed annuities at Cane Financial Group. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Debra Herrlinger is a CFP® with 32 years of industry experience. She is currently affiliated with LPL Enterprise and has previously worked at The Prudential Insurance Co. of America, Pruco Securities, LLC, and Lincoln Investment Planning, Inc. Herrlinger holds the Series 63 designation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and a range of brokerage and insurance products delivered primarily by investment adviser representatives using research and model portfolios.

Brian Strandskov is a CFP® with 21 years of industry experience. He is currently with Stifel, having joined the firm in 2025, after previous roles at Bank of America and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with analysis and asset allocation guidance intended to support their financial decisions.

Alec Szafran is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has held positions at The Prudential Insurance Company of America, Pruco Securities LLC, biBERK Insurance, MassMutual Eastern PA, and worked in education and pharmacy sectors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing a platform that integrates adviser programs with financial product sales.