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.

Dena Boyd is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2017 and has prior experience at Vivint Solar and Western Governors University. 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, retirement plans, corporations, and charitable organizations.

Jesse Raines is a Series 66-licensed financial advisor with Cetera, bringing seven years of industry experience. His background includes roles at Delaware Valley Advisors LLC and Minnesota Life Insurance Company. Outside of advisory work, he owns and assists with the operations of Rising Sun Pizza, a pizzeria in Northeast Philadelphia. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that features model portfolios, third-party managers, and customized strategies.

Scott Stern is a financial professional at Cetera with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including NYLife Securities, Securian Financial Services, and Delaware Valley Advisors. In addition to his advisory role, Stern is involved with Wealthbridge Financial, a financial services DBA. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to various program structures and third-party managers.

John Hannan III is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a five-year tenure at Citizens Securities, Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting for individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a large network of financial advisors and combines research from its Investment Institute with third-party analytics to provide diversified investment solutions.

Glenn Palmitessa is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Ameriprise Financial Services, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory role, he is involved in retail through Buckmans Ski and Snowboard Shop in Doylestown, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

David Corcoran is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

Douglas Clark is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves as a bookkeeper and board member for the Colorado Center for Modern Psychoanalytic Studies, where he assists with check writing, account balancing, and fundraising. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Paul Duffy is a financial advisor with J.P. Morgan Securities in Ambler, PA, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America/Merrill Lynch from 2016 to 2025 and has experience outside finance with Liberty Lake Day Camp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.