George Mantzoros is a financial advisor with LPL Enterprise holding the CFP® and ChFC® designations, as well as Series 63 and 65 licenses. He has 43 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Kevin Flood is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2025 and previously spent sixteen years at Retirement Investment Services. Flood is also associated with Spectra Associates and Cadaret, Grant & Co., Inc. outside of his current role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, including model portfolios and third-party asset management, supported by various operational and research tools.

Agne Solano is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Shue is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo since 2016, following a tenure at Morgan Stanley and its affiliated entities from 2005 to 2015. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm combines in-house research and third-party analytics to provide diversified investment solutions and supports a broad range of financial products through affiliated bank and insurance entities.

Scott Cantwell is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with MML Investors Services since 2014 and with Mass Mutual Life Insurance Company since 2013. In addition to his advisory role, he also acts as an agent for individual life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by proprietary software and educational seminars.

Alan Hark is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2011 and also operates Hark & Associates P.C., providing accounting, tax, and business consulting services. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various technology tools.

Karen Machin is a financial advisor with Ameriprise in Langhorne, PA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at KPMG, LLP from 2016 to 2018 and Ameriprise Financial from 2018 to the present. She serves on the Board of Directors for Philly Phinancial Literacy Week and participates as a planning committee member. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement income planning, combining investment research and algorithmic tools to deliver written recommendations and ongoing advice.

Shaun O'Connor is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at multiple firms including Firstrust Financial Advisors and Axa Advisors, and serves as an independent insurance agent selling disability, fixed annuities, life, accident, health, and long-term care insurance. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to deliver customized investment solutions.

Ross Hart is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Zachary Bross is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Morgan Stanley. Outside of finance, he has experience with the Pennsylvania Interscholastic Athletic Association and local government parks and recreation. Bross is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services that incorporate both traditional and non-traditional investment strategies.

Joanne Natale is a CFP® with 25 years of industry experience, currently with LPL Financial since 2024. Her prior roles include positions at Securities America Advisors, Park Avenue Securities, and Guardian Life Insurance Company. She is also the managing partner of Proactive Tax Strategies, LLP, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing both model portfolios and customized strategies, supported by a broad platform that includes affiliated insurance and banking services.

Jordan Taffin is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. Based in the Summit, NJ office, he collaborates with multiple advisory teams to provide personalized financial strategies aimed at addressing the complex needs of individuals, families, businesses, trusts, and charities. Jordan's approach focuses on uncovering clients' priorities to create tailored plans that pursue their financial goals effectively. With the resources of Merrill and a range of potential solution options, Jordan specializes in retirement planning, estate planning, financial planning, investment management, business needs, and lending through Bank of America, among other services. His expertise supports the delivery of experienced management, intricate planning, and sound recommendations to clients. Jordan holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of South Carolina System. Jordan was born and raised in Monmouth County, New Jersey, and resides in Lincroft, NJ with his wife, two daughters, son, and their chocolate lab. Outside of work, he enjoys an active lifestyle that includes basketball, chess, fishing, football, golfing, skiing, soccer, tennis, and watching movies. He is also a dedicated volunteer for the Don't Shock Me Foundation, which focuses on raising awareness of Toxic Shock Syndrome in women.

Oren Baranchuk is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2010. Merrill 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, pension plans, corporations, and charitable organizations.

John Obrien is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameriprise since 2020. Prior to that, he held roles at The Prudential Insurance Company of America, Pruco Securities LLC, Relate Finance LLC, and My Financial Plan, Inc. Outside of his advisory work, Obrien serves as an assistant cross country and track coach at The Agnes Irwin School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies, supported by a centralized team using in-house research and third-party data.

Preston Parrish II is a financial advisor with Merrill and holds a Series 66 designation. He has 10 years of industry experience and has been with Merrill and Bank of America since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Trauger is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC. He previously worked at LPL Financial and has been involved with Penn Wealth Planning since 2007. Trauger also serves in the United States Air Force Guard and is a member of the Finance Committee for Habitat for Humanity in Bucks County. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

David Walley is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 registrations and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee for his father's trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by extensive research and analytics.

Kenneth Wachter is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bristol, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Fulton Bank and Fulton Financial Corporation since 2012. Wachter serves on the finance and investment committee for Resurrection Parish, contributing to the parish’s budget planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports its clients through various advisory programs and institutional consulting services.

Neil Ahearn is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He worked at American Portfolios for 23 years before joining OSAIC in 2024. In addition to his advisory role, he also sells term life insurance through an insurance broker. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of brokerage and advisory services, employing a model-based investment approach with tools for asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

Jessica Jensen is a Series 66-licensed advisor with Merrill in Yardley, PA, and has 10 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.