Samuel Flaherty is a CFP® and ChFC® with 25 years of industry experience, currently advising through LPL Financial since 2011. He also operates Flaherty Financial Services, LLC, which serves as a DBA for his LPL business. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bryson Bowers is a financial advisor with LPL Financial holding a Series 66 credential and 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing and PNC Wealth Management. 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 range of advisory and brokerage services through a large network of investment adviser representatives, featuring model portfolios, third-party asset management, and institutional platforms.

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 experience in the financial services industry. He is currently a financial consultant with LPL Financial and has held previous positions at M&T Securities, Santander Securities, and Citizens Securities. Outside of advisory work, he is the owner and landlord of a commercial property leased to an interior design company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individual investors, retirement plans, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

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.

Jeffrey Revak is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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® 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.

Mark Mucciacciaro is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the Yardley, Pennsylvania branch office. He guides wealthy families and businesses through a goals-based wealth management process, focusing on understanding clients' goals, dreams, time horizons, and comfort with investments to help them achieve their desired results. Mark’s expertise encompasses areas such as college education planning, family wealth management strategies, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Mark began his career in 1996 with Merrill Lynch in New York City and later joined Morgan Stanley in 2008 before returning to Merrill in 2016. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Plans Specialist™ (CRPS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark earned a Bachelor of Science degree from Rutgers University. He has also served as an adjunct professor at Temple University, teaching Financial Planning in the MBA program of the Fox Business School. A native of South Jersey, Mark and his wife, Kathy, along with their children, Matthew and Nicole, have lived in Yardley since 2004. Outside of his professional role, Mark enjoys boxing, cooking, spending time with his family, and coaching his children in sports. He has been involved in the community as a past board member of the Embrace Kids Foundation.

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.

Wendell Pribila is a financial advisor with LPL Financial in Titusville, NJ, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. He has been with LPL Financial since 2007. 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, participant-level retirement advice, and institutional platforms, utilizing a range of strategic and tactical investment options supported by advisor-facing technologies.

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.

Javid Jaraiedi is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 39 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual in 2016. Outside of his advisory role, he owns Jaraiedi Financial Group, an LLC established for marketing his practice. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves collaborative annual planning engagements using firm-approved software and offers a range of programs including asset management, wrap accounts, and educational seminars.

Drew Lorenz is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a third-generation Merrill advisor who takes a client-focused approach to wealth management by listening carefully to understand his clients' priorities and goals and leveraging Merrill's resources to meet their needs. Drew holds the designation of CERTIFIED FINANCIAL PLANNER® (CFP®) awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). Drew specializes in various areas including college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. He earned a Bachelor's degree in Finance with a Minor in Entrepreneurship from the University of Miami. Beyond his professional responsibilities, Drew is involved in community organizations such as Achilles International, the Juvenile Diabetes Research Foundation, Purple Stride - Pancreatic Cancer Walk, Urban Promise Camden, and Urban Promise Trenton. His personal interests include boating, fishing, photography, scuba diving, skiing, spending time with family, and tennis.

Lori Hoppmann is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. She holds the Series 66 designation and is based in Newtown, PA. 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, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,000 advisors nationwide.

Jennifer Brady is a financial advisor at Ameriprise with five years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Brady holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions, using a mix of research, modeling, and tax-efficiency analysis to generate tailored retirement recommendations.

Colin Markison is a Financial Advisor with Merrill Lynch Wealth Management and a member of The Hill Group since 2023. He transitioned into financial advising after a professional ice hockey career spanning six years, bringing discipline and attention to detail from his athletic background to his current role. Colin specializes in areas including Corporate Executive Services, Divorce Transition Planning, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Personal Retirement Planning, Philanthropic Planning, Small Business Strategies, Sports & Entertainment, and Retirement Income. Colin graduated from the University of Vermont in 2015 with a Bachelor of Science degree in Community Development and Applied Economics. His interest in investments was sparked during his university studies, particularly through a class on investment analysis. He is a Certified Financial Planner (CFP) and holds the Personal Investment Advisor (PIA) designation. Colin is committed to providing unbiased advice and guidance, emphasizing accuracy and timely execution to earn client trust. Outside of his professional work, Colin enjoys golfing, ice hockey, pickleball, and table tennis. He lives in Bucks County, Pennsylvania with his wife Shannon and their three daughters.

Christopher Mc Donald is a financial advisor with LPL Financial in Langhorne, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc., Equitable Advisors, and various insurance carriers. 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 financial planning and investment management solutions delivered through a large network of advisors and utilizes a variety of advisory platforms and strategies.

Lisa Policare is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She previously worked at LPL Financial for 19 years before joining Ameriprise in 2022. Policare serves on the board of the Lenape Valley Foundation and is chair of the Solebury Township Police Foundation. She is also co-owner of FLP Holdings, an LLC that owns the building leased by her firm’s DBA, Penn Wealth Planning LLC. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated entities.