Kevin Swantek is a CFP® professional with 18 years of industry experience, currently working at OSAIC since 2025. Prior to joining OSAIC, he spent 17 years at Lincoln Financial Advisors and one year at Hornor, Townsend & Kent, LLC. He is a co-owner of several insurance-related businesses offering accident, disability, long-term care insurance, and fixed annuities. Outside of his advisory role, he is involved in business management and bookkeeping through a co-ownership in SBL Productions Inc. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs model-based asset allocation, portfolio optimization, and provides a range of managed account programs and alternative investment options.

Michael Sheehy is a CFP®-designated financial advisor with 34 years of industry experience. He is currently with LPL Financial and has previously worked with Raymond James Financial Services Advisors and Wealth Advisory Services, among others. Based in Doylestown, PA, his career includes multiple roles supporting registered investment advisory businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives, offering a range of financial planning, portfolio management, and retirement services.

Omari Thomas is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 66 and Series 63 licenses and with 23 years of industry experience. His prior work includes roles at Merrill, New York Life Insurance Company, and Pruco Securities. He serves as a board member for Symphony in C and the Camden, NJ planning board. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models delivered through its network of investment professionals and third-party asset managers, offering a variety of investment options including mutual funds, ETFs, and alternative investments.

Scott Kleiman is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2001. Outside of advisory services, Kleiman is involved in selling fixed annuities and various insurance products, including health, disability, long-term care, whole, universal, and term life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with a range of non-advisory financial products.

Ryan Satterthwaite is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked previously at Waddell & Reed Inc. Outside of his advisory role, he is involved with Stone Bridge Financial Partners and Collegeville Tax Services LLC, engaging in tax preparation and accounting activities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of strategic and tactical investment approaches.

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.

Giovanni Astorino II is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at GSA Wealth Management. Outside of his advisory role, Giovanni is associated with an initiative linked to the website ffrpro.com. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.

Michael Burns is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at firms including Wells Fargo Clearing Services, The Vanguard Group, and MassMutual Life Insurance. Outside of his advisory roles, he has experience with Squires Golf Club and Cedarbrook Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without providing individual security recommendations as part of its standalone planning service.

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 with LPL Enterprise, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and MSI Financial Services, Inc. Outside of his advisory role, he performs as a musician in a local band and volunteers with a nonprofit marine rescue and fire company. LPL Enterprise, LLC provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation.

Bethany Colflesh is a financial advisor with LPL Financial in Doylestown, PA. She holds a Series 66 credential and has 20 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools and a large network of over 22,800 advisors.

Eric Markowitz is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His work history includes multiple tenures at Equitable Advisors and prior roles at AXA Advisors, MSI Financial Services, Firstrust Financial Advisors, and Progress Financial Advisors. He is also active as an independent insurance agent for fixed insurance products under a DBA associated with Firstrust Financial Resources. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers, offering a range of investment programs without sponsoring its own wrap fee program.

Avery Sanson is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2018, following a prior role at Financial Voyages, LLC. In addition to his advisory work, Sanson has experience at the Los Angeles Film School and maintains ownership of Sanson Legacy Financial Planning LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides access to multiple investment platforms, proprietary model strategies, and third-party advisers.

Carla Gascon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Prudential Insurance Company of America since 2018 and at Pruco Securities, LLC from 2017 to 2024. Outside of her advisory role, she is the owner of G2G Ventures LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various insurance and trust services through affiliated entities.

Christopher Koehler is a financial advisor with Wells Fargo Clearing in Doylestown, PA. He holds a Series 66 designation and has 11 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dennis Freedman is a financial advisor with Ameriprise in Langhorne, PA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as a technical analyst for a biometric company specializing in iris recognition, performing monthly reviews of system mismatches. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized, non-discretionary recommendations. The firm delivers these services through a centralized consulting team in partnership with financial advisors and emphasizes the use of its affiliated managed accounts and funds.

Gary Willcox is a CFP® professional with 20 years of industry experience. He is currently with Equitable Advisors and has previously worked at TIAA-CREF and The Vanguard Group. Outside of his advisory role, he serves as an administrator or executor of estates and trusts for family and non-family members. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs to deliver customized investment solutions.

Minakshi Malhotra is a financial advisor with LPL Enterprise holding Series 63 and 65 licenses and 24 years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2002, transitioning to LPL Enterprise in 2024. Malhotra also maintains an active role as a property and casualty insurance agent with Liberty Mutual and a non-variable insurance sales agent with Prudential. 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 utilizes a model-driven investment approach with access to third-party asset managers, and offers financial planning, consulting, and insurance product sales through affiliated entities.

Michael Skalamera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 47 years of industry experience. His career includes prior roles at Morgan Stanley and multiple tenures at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gregory Bruno is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has longstanding involvement with Rex Heat Treat, where he has worked for 20 years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.