Abisola Fadayomi is a financial advisor at LPL Enterprise with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities LLC, Alpine Brokerage, and Foresters Equity Services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by an integrated platform that combines adviser programs with the sale of financial products such as insurance.

Shane Mulligan is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding a ChFC® designation and Series 63 and 65 licenses. He has 12 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Mulligan is also a licensed agent involved in individual life, health, group life, and group health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved analytical tools and offers asset management, wrap programs, and educational seminars.

Richard Haurin is a financial advisor with Morgan Stanley in Doylestown, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s Secular Return Estimates.

Patrick Hanosek is a financial advisor with MassMutual Investors Services in Collegeville, PA, holding a Series 66 license and bringing nine years of industry experience. He has worked at Wienken Advisors, Ltd. since 2018 and has been with MML Investors Services and MassMutual since 2016. Outside of advisory work, he serves as an insurance agent for a group life and health agency and participates as a speaker and presenter of educational seminars. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative planning with written recommendations and offers event-driven planning programs alongside educational seminars.

Aaron Borstein is a CFP®-credentialed financial advisor with Ameriprise in Doylestown, PA, bringing 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Outside of his advisory role, Borstein is the sole owner and president of Lakefront Living, Inc., a consulting business, and is involved in managing a sandwich franchise through an LLC. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations primarily for individuals approaching or in retirement.

Bridget Curtis is a financial advisor with Merrill and holds the Series 66 designation. She has been with Merrill and Bank of America since 2025. Outside of her advisory role, she coaches youth travel soccer for the Warrington Soccer Club. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Joshua Storey is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Keenan Motors for 11 years and briefly at All Amish Structures. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Thomas is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials. He began his advisory career in 2024 after completing his senior year at Elizabethtown College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Samuel Flaherty is a financial advisor with LPL Financial and holds the CFP® and ChFC® designations, bringing 25 years of industry experience. He has been with LPL Financial since 2011 and also operates Flaherty Financial Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.

Bryson Bowers is a financial advisor with LPL Financial, holding a Series 66 credential and 22 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, supported by model portfolios and research from various sources.

William Torrance is the Resident Director at Merrill, where he delivers personalized financial advice tailored to the needs of clients at every stage of life. With a career in the financial services industry that began in 2006, William and his team focus on providing a wealth planning experience designed to simplify the complexities of financial life. His expertise encompasses a broad range of areas including college education planning, employee benefits, family wealth management, legacy planning, retirement income, portfolio management, and tax minimization. William holds a Bachelor's degree from the Pennsylvania State University System and has completed studies in Fintech, Cryptocurrency, Crowdfunding, and AI at the Wharton School of Business. He has earned professional designations including Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA). Committed to community involvement, William volunteers with the Hearing Loss Association of America (HLAA). Residing in Newtown, Pennsylvania, William lives with his wife Ginny and their three children. Outside of his professional obligations, he spends time with family and enjoys adventure sports, basketball, football, hunting, running, skiing, swimming, traveling, woodworking, kayaking, and running.

Meagan Hall is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Her prior roles include positions at The Vanguard Group and involvement with organizations such as Health Advocate and Sobriety Solutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and models.

Michael Farquharson is a CFP® with 28 years of industry experience, currently serving as a Financial Consultant at LPL Financial since 2021. He also has a longstanding role at M&T Securities, INC. beginning in 2013. Outside of his advisory work, he is an owner and landlord of a commercial property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Sharina Mack is a financial advisor at Merrill with 15 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2012 and previously worked at Bank of America, N.A. Beginning in 2026. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Keristen Bazile is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been associated with PFS Investments Inc. since 1996 and Primerica Financial Services since 1995. Bazile is also the CEO of Bazile Enterprises LLC, a financial education business focused on improving money management and financial literacy. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

David Mallach is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, specializing in portfolio management services, socially responsible and ESG investing, special needs planning strategies, individual and corporate investment strategy, and retirement income. He began his career with Merrill Lynch in 1973 and has since developed expertise in assisting affluent clients with strategies for income growth and capital appreciation. He has lectured internationally to investors and investment advisors across the United States, Europe, the Middle East, and Latin America. David has presented his investment presentation on the use of BofA Global Research to Merrill offices worldwide, reflecting his deep knowledge of proprietary research tools. David holds a Bachelor of Science degree in Business from Troy University and completed his secondary education at Cardinal Dougherty. He earned the Personal Investment Advisor (PIA) designation and has served as a FINRA Arbitrator. His professional recognition includes the David Brady Award, which honors commitment to clients, and being named among Barron's top 1,000 financial advisors in America for three consecutive years. David is actively involved in community service through roles such as serving on the boards of Gwynedd Mercy University and the Troy University Foundation. In addition to his financial career, David is a licensed pilot and has authored ten novels. He resides in the Philadelphia area with his wife, Lisa, and their five children, two of whom work alongside him at Merrill Lynch. His personal interests include flying, traveling, and spending time with his family.

John Fair is a financial advisor with LPL Financial in Collegeville, PA, holding the Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Brooks Brothers from 2011 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and both discretionary and non-discretionary management approaches.

Kevin Cuthill is a CFP® professional with 13 years of industry experience, currently serving at Ameriprise since 2024. Prior to that, he worked at Edward Jones for 12 years. He is also the owner of Cuthill Group, LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research and modeling with tax-efficient strategies to deliver personalized retirement income recommendations.

Kevin Swantek is a CFP® with 18 years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously spent 17 years at Lincoln Financial Advisors. Swantek is co-owner of several insurance-related businesses and holds roles offering accident, disability, long-term care, and life insurance products. He is also involved in consulting and business management through a co-ownership in SBL Productions Inc. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a range of portfolio management options incorporating stocks, bonds, alternatives, and third-party money managers.

Michael Sheehy is a CFP® with 34 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, and previously spent time at Raymond James Financial Services Advisors and Wealth Advisory Services, Inc. He operates additional businesses related to investment services in Doylestown, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.