John Thomas is a financial advisor at Raymond James & Associates with one year of industry experience. He holds Series 63 and Series 65 licenses and began his career at Raymond James following his education at Elizabethtown College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of financial planning and investment consulting services, emphasizing tailored, non-discretionary advice supported by extensive research and multiple portfolio management styles.

Robert Breitner is a financial advisor with LPL Financial based in Philadelphia, PA. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at American Heritage Federal Credit Union and Bryn Athyn College. 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 advisory and brokerage services, including financial planning and access to third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

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.

Todd Lindemuth is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior work includes roles at CUNA Mutual Group and CUNA Brokerage Services, Inc. He is based in Philadelphia, PA. 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 solutions through a large network of advisors and utilizes advanced operational tools alongside various advisory and non-advisory financial services.

David Mallach is a Wealth Management Advisor and Managing Director specializing in portfolio management services, socially responsible investing, ESG investing, special needs planning strategies, individual and corporate investment strategy, and retirement income. He has been with Merrill Lynch Wealth Management since 1971 and serves as a Senior Portfolio Manager. David has presented investment insights using BofA Global Research to Merrill offices worldwide, including locations in the United States, Europe, South America, Scandinavia, Africa, and the Middle East. Throughout his career, David has received several distinctions, including the David Brady Award, which honors employees who demonstrate exceptional client dedication and commitment. He was named among Barron's top 1,000 financial advisors in America for three consecutive years, with the latest recognition in 2012. David is also a FINRA Arbitrator and a published author of ten novels. David holds a Bachelor of Science degree in Business from Troy University and completed his secondary education at Cardinal Dougherty. He serves on the Board of Trustees for Gwynedd Mercy University and is involved with the Troy University Foundation. David is a licensed pilot and has interests in flying, traveling, reading, music, adventure sports, and spending time with family. He resides in the Philadelphia area with his wife Lisa and their five children.

John Fair is a financial advisor with LPL Financial in Collegeville, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Brooks Brothers for seven years. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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.

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.

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.

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.