Anthony Stefani Jr. is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and has previously worked at CH Robinson and Steelhouse Abstract Inc. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate plans, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs with a combination of in-house and third-party portfolio management.

Enerjeta Hoxhaj is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2016. Citizens Securities serves individual and high-net-worth investors with a range of investment advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency, with ownership closely affiliated with Citizens Bank, N.A.

Anthony Sarracino is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Scottsdale Securities and TD Ameritrade before joining Lincoln in 2020. Outside of his advisory work, he serves as Competition Director for Stoney Creek Homebrewers, a nonprofit organization hosting public and club homebrewing competitions. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor- and firm-managed investment programs, combining strategic and dynamic approaches overseen by an Investment Management & Research team.

Steven Talley is a CFP®-certified financial advisor with 16 years of industry experience, currently with Truist Advisory Services. His prior work includes roles at Santander Securities, LPL Financial, and Uber. Since 2018, he has also operated a side business under the name Tizzly. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships with AI-enabled research tools to support client portfolios and fiduciary responsibilities.

Anthony Conde Jr. is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Hornor, Townsend & Kent, LLC and has previously worked at Principal Securities Inc., Principal Life Insurance Company, and New York Life. In addition to his advisory role, he is involved in insurance brokerage, providing advisor support and training. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm employs a range of investment strategies and offers services via third-party asset manager platforms, financial planning, and retirement plan consulting.

Matthew Silverhardt is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 11 years before joining LPL Financial in 2019. Outside of his advisory role, he is the founder and owner of Claire Reid Cabinet, a wellness products and education business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs with discretionary and non-discretionary management, incorporating model portfolios, third-party research, and technology-driven strategies.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Anne Holderried is a financial advisor with Ameriprise in Washington Crossing, PA, holding a Series 66 designation and 25 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in a real estate business ownership unrelated to investment activities. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Denise Mclaughlin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank and Wells Fargo Advisors since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Andrew Strauss is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Brian Cuttic is a financial advisor at Raymond James Financial Services Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott and Oppenheimer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Frederick Brodie is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 1999. Outside of his advisory role, he serves on the investment committee of The Savoy Company, a nonprofit theater organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is notable for its role in managing registered investment companies and delivering model portfolios through systematic methodologies.

Glenn Fels is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 1985, he has assisted individuals, families, and businesses in growing their wealth and achieving their financial objectives. Glenn offers a range of services including retirement planning, education plans, wealth accumulation preservation and transfer, estate planning services, executor and trust administrative service, and access to consumer banking services. For business clients, he provides services such as cash management, group benefit plans, commercial banking, financing for business development, real estate financing, investment banking, and succession planning. Glenn holds a Bachelor's degree from Rider University, earned in 1983, and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a member of the Bucks County Estate Planning Council. Raised in Huntingdon Valley, Pennsylvania, Glenn currently resides in Bucks County, Pennsylvania. Outside of his professional work, he spends time with his family, works on improving his golf game, and makes weekend trips to the beach. He is married with two grown sons.

Kyle Osting is a financial advisor at Fidelity with a Series 66 credential and seven years of industry experience. His prior roles include positions at The Vanguard Group and The Prudential Insurance Company of America. Outside of finance, he has been involved with Six Pack Package, LLC, an entrepreneurial venture. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

Pieter Nova is a financial advisor at UBS Financial Services with 10 years of industry experience and holds the Series 66 designation. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Andrew Graser is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Rothschild & Co. Asset Management US Inc. and Entoro Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a nationwide network of investment adviser representatives.

Cole Crimlish is an Investment Consultant at Fidelity Investments, where he works closely with clients to understand their unique goals and financial aspirations. He is dedicated to providing personalized support that helps clients feel confident and in control of their financial future. Prior to his current role, Cole served as a Financial Representative at Fidelity Investments from 2023 to 2025 and was an Associate at Victory Capital Management in 2023. Cole's professional experience spans various roles within the investment and financial services industry, allowing him to develop expertise in client relationship management and investment consulting. Outside of his professional endeavors, Cole enjoys activities such as cars, fishing, golf, music, pets, and snowboarding.

Michael Lesher is a financial advisor with Merrill in Blue Bell, PA, holding Series 66, Series 63, and Series 65 designations and 13 years of industry experience. He has previously worked at Northwestern Mutual Wealth Management Services LLC, Northwestern Mutual Investment Services LLC, and Anthony Stanley. Lesher has been with Merrill since 2019. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jenna Breslin is a financial advisor at OSAIC with 16 years of industry experience. She holds a Series 66 designation and worked previously at FSC Securities Corporation for 15 years before joining OSAIC in 2023. She is also involved in selling variable annuities, fixed life, and health insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Scott Demouth is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads a team of eight financial professionals providing comprehensive advice and guidance across all aspects of clients' financial lives. His approach emphasizes putting clients' needs and goals at the forefront of the planning process to guide them through varied market conditions. With over 33 years of experience in investment and wealth management, Scott's background includes twelve years on Wall Street at Donaldson, Lufkin & Jenrette and Barclays Capital, where he provided trading and investment strategies to institutional clients and managed proprietary capital. He holds several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Scott earned a bachelor's degree from Fordham University. In his personal life, Scott has been involved in local youth sports as a coach and board member for sixteen years. He enjoys skiing, golfing, running marathons, cooking, spending time with his family, and traveling.