Salvatore Alfano Jr. is a financial advisor at Ameriprise with 16 years of industry experience. He holds the CFP® designation as well as Series 63, 65, and 66 licenses. Prior to joining Ameriprise in 2025, he worked for Edward Jones for 12 years. Outside of his advisory role, he is affiliated with Double K Group, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Andreas Wiersbitzky is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His previous roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC, as well as self-employment periods. He is also associated with Stratum Holdings LLC for tax and investment purposes. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

Thomas McBride III is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including VOYA Financial Advisors and North Penn School District. Outside of his advisory role, he is also a musician involved in local theatrical productions. Cetera Investment Advisers LLC is a nationwide independent advisor network serving individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Matthew La Sala is a CFP® with five years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services. His prior experience includes roles at Northwestern Mutual and Ernst & Young. He has been involved with Pace University for several years. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning supported by advanced analytical tools.

John Cannon is a financial advisor with Merrill in Blue Bell, PA, holding Series 63 and Series 65 licenses and has 13 years of industry experience. His prior work includes roles at Bank of America, TrueNorth Capital Partners LLC, and Chatham Financial. He previously managed independent contractor activities through an LLC related to his former employer, which was terminated in 2018. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Salvatore Mannino is a financial advisor with Edward Jones in Lahaska, PA, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Edward D. Jones & CO., L.P. since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mary Jo Webb is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and bringing 11 years of industry experience. She has worked at Primerica Advisors since 2022 and previously operated Mary Jo Webb CPA for 13 years. In addition to her advisory role, she owns Quakertown Tax Services, offering tax and bookkeeping services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model recommendations created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Danielle Tersaga is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management, financial planning, and investment strategies for high net worth individuals and families. Since 2013, she has been dedicated to helping clients achieve success across all aspects of their financial lives by providing comprehensive and personalized financial services. Danielle approaches each client relationship through a detailed planning process that begins with understanding their unique situation, values, and long-term vision. She designs and implements customized plans utilizing cash flow analysis, simulation testing, and risk management to determine optimal asset allocation. Her approach ensures adaptability as her clients' circumstances evolve, enabling them to face challenges with confidence. She holds a B.S. in Business and Economics with a focus in finance from Ursinus College and has earned the Accredited Wealth Management Advisor™ and Chartered Retirement Planning Counselor™ designations through the College for Financial Planning Institutes Corp. Danielle is also licensed for FINRA Series 7 and 66 securities registrations, as well as life, health, and long-term care insurance. Outside of her professional responsibilities, she enjoys boating, bowling, interior decorating, photography, and spending time with her family.

John Griffith is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing 15 years of industry experience. His career includes roles at Fidelity and Merrill prior to joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s process combines quantitative and qualitative due diligence to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Harriet Litz is a financial advisor at Cetera with 15 years of industry experience and a Series 66 designation. She has worked at Cetera since 2021 and previously at Voya Financial Advisors. In addition to her advisory role, Harriet is a licensed attorney specializing in estate planning, administration, and related legal services, and she occasionally serves as executor or trustee for client estates. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Robert Hutchinson Jr. is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2005 and holds a Series 66 designation. Outside of his advisory work, he is a proprietor and owner of a property in Philadelphia, Pennsylvania. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets, custody, and underwriting solutions.

Rozaliya Grigoryeva is a financial advisor at LPL Financial with five years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Lincoln Financial Advisors Corporation, State Farm, and Geico. 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 wide range of financial planning and investment management services, leveraging a large network of advisors and diverse platforms, with an emphasis on both advisory and non-advisory financial solutions.

Jeanne Helmar is a CFP® with 19 years of experience in financial advising, currently with Cetera Wealth Services, LLC and Harmony Wealth Management. She has a background that includes over a decade at Avantax Advisory Services and has worked in related accounting and tax preparation roles. Outside of her advisory practice, she serves as a committee member on the Perkiomen Township Parks & Recreation Committee and participates in the Rockstar Roller Derby league. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with diverse program options and custodian relationships.

William Rappo is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at AXA Advisors, Ditech Financial, LLC, and the University of Maryland. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of investment models and third-party managers to tailor advice and solutions for clients.

Shawna Steward is a financial advisor with Edward Jones in Lansdale, PA, holding a Series 66 designation. She has seven years of industry experience, including two years at DeSales University prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Thomas Robbins is a CFP® and ChFC® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Robbins provides financial neutral and expert witness services in collaborative divorce cases through Robbins Collaborative Services. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Tracy Zimmerer is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at BlackRock Investments and Merrill, among others. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Edward Cleary is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent 22 years at Cencora Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and investment solutions supported by a large national network of financial advisors and branch offices.

William Mckinley is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Raymond James in 2024, he operated W Mckinley & Associates LLC and worked at Mutual Securities, Inc. for over a decade. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

John Frost is a financial advisor at Cetera with 33 years of industry experience. He has held positions at Avantax Insurance Agency and Avantax Investment Services, and has operated his own business, John S Frost Inc., since 1996. Outside of advisory work, he is involved in rental property management. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform that incorporates both affiliated and third-party managers across discretionary and non-discretionary strategies.