John Sklencar is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 designations and 43 years of industry experience. He previously worked at FSC Securities Corporation and Physicians Private Client Group. Outside of his advisory roles, he organizes and promotes the James Ryan Sklencar Scholarship, which supports awareness and fundraising for healthcare directive documentation. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation, and complex affiliate network.

Yancy Whitaker is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he held roles at BAE Systems and USLI Insurance and was a college student. 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 primarily uses model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Marybeth Henry is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in financial services in 1977, initially serving institutional clients seeking to enhance returns on pension and endowment portfolios. Prior to her current role, she managed portfolios as an institutional portfolio manager and served as a Director of Manager Research at Salomon Smith Barney Consulting Group, where she participated in selecting and reviewing money management firms. Her practice focuses on asset allocation strategies using traditional and other asset classes where appropriate. Marybeth assists investors in choosing their personal path to financial independence by following an investment discipline within the Merrill context. She has developed extensive knowledge in retirement planning, particularly for executives in transition who need to roll assets from defined contribution or defined benefit plans to IRAs. Her client relationships are built on intensive study and listening to formulate tailored responses for individual clients' benefits. Marybeth earned an MBA in Finance from the NYU Stern School of Business in 2005 and holds a bachelor's degree from Rosemont College. She has professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). She participates in community activities, including volunteering with organizations such as the Philadelphia Orchestra. Her personal interests include cooking, dancing, music, singing, spending time with her family, and tennis.

Edward Christiano is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 66 designation and has worked at Fidelity and its affiliated entities since 2006, including a prior role at Morgan Stanley Dw Inc. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and provides advisory services to multiple registered investment companies and fund-of-funds.

Dino Battaglia is a financial advisor with Charles Schwab who holds Series 63 and Series 65 credentials and has 12 years of industry experience. He previously worked at Vanguard and Sei Investments Company before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options supported by centralized operational and supervisory infrastructure.

Scott Levy is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors, where he has worked since 2016. He holds the Series 66 designation and is based in Newtown, PA. Outside of his financial advisory work, Levy serves as the membership chairperson of BuxMont LETIP and is a sport card collector. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual, pension, and charitable clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Leon Hart is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2002 and was employed by FedEx Home Delivery from 2006 to 2025. Outside of his advisory role, he is involved in home health care services as a home health aide on a part-time basis. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs third-party asset managers and offers a tiered wrap-fee structure, focusing on curated portfolio models rather than institutional or pension plan management.

David Fattizzo is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His career includes extensive tenure at Foresters Financial from 1990 to 2019, followed by roles at Foresters Advisory Services and BNI before joining Cetera in 2019. He is a chapter member of Business Network International, where he participates in weekly meetings focused on business support and developing referral partnerships. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to third-party money managers.

Erin Cresko is a financial advisor with Raymond James & Associates in Jenkintown, PA, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Raymond James & Associates since 2008. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Edward Purvis is a CFP® with 45 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016. 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 provides brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brette Husar is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Janney Montgomery Scott for nearly a decade. Outside of her advisory role, she sells photographs that she has taken, edited, and produced. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, leveraging a variety of portfolio management styles and in-house research.

David Simon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Wells Fargo Clearing and currently serves as Vice President at 1792 Wealth Advisors, LLC. In addition to his advisory roles, he acts as an insurance agent for Sterlingbridge Insurance Agency, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Michi Chin is a financial advisor at J.P. Morgan Securities with 11 years of industry experience and holds a Series 66 designation. She has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2021 and previously worked at Citizens Securities, Inc. and Citizens Bank. Outside of her financial advisory role, she is a partner of Higharchi LLC, a real estate business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

William Ferraro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at Computer Services Inc for three years and has held positions in various fields including education and food service. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Michael Wiley is a financial advisor at Raymond James & Associates with 29 years of industry experience. He previously worked for Morgan Stanley Smith Barney for 17 years before joining his current firm. He holds the Series 63 designation. 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 and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Joshua Hartline is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked with Cetera and its related entities since 2022. Prior to his financial career, he was employed at Costco Wholesale and also spent several years involved with Elite Baseball Training. Hartline maintains a role with Musselman Financial Solutions, where he provides client services including Medicare Part D plan reviews. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Efstathios Kanteliotis is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2020, previously spending four years at Wells Fargo Clearing. Kanteliotis serves as a volunteer investment committee member for Holy Trinity Greek Orthodox Church. 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 wide range of clients—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by comprehensive research and multiple portfolio management styles.

Christopher Tuck is a CFP®-certified financial advisor with LPL Financial, based in Doylestown, PA, where he has worked since 2011. He has 15 years of industry experience. Outside of his advisory role, he sells disability insurance policies to clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management access, and various institutional platforms, combining scale with a range of advisory and non-advisory financial services.

Colby Moneta is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019, following prior roles at TD Ameritrade and PNC Bank. 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 and fund searches, and customized performance reporting through a non-discretionary program.

Shelley Mau is a CFP® professional with 31 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as an advisor at their Langhorne, PA office. Outside of her advisory role, she serves on the Board of Directors for Divine Grace Condominium and works as an independent consultant through Generational Partners, LLC. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team that uses research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.