Nicholas Cummings is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Delaware Valley Advisors, Minnesota Life Insurance Company, and Northwestern Mutual. In addition to his advisory role, he is involved in tax preparation through Smoker and Company LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a network of over 10,000 advisors.

Daniel Batty is a CFP®-credentialed financial advisor with MassMutual Investors Services, where he has worked for over 30 years. He holds a Series 63 license and has 31 years of industry experience. Outside of his primary role, he is involved in life and health insurance sales and serves as president of UFG Advisors, LLC, a financial services firm focused on succession planning. Additionally, he is an investor in a golf simulator business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a structured, collaborative planning approach that includes technology-driven analysis and event-driven planning services.

Richard Walsh is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has 39 years of industry experience. He previously worked at Janney Montgomery Scott for 18 years before joining LPL Financial in 2021. 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 portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

Charitha Dumbarage is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities in 2024, Charitha worked at Deutsche Bank AG for eleven years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Thomas Belisari is a financial advisor at LPL Financial with 43 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2026, he worked at OSAIC for 29 years and Key Financial, Inc. for 35 years. He serves as chairman of the West Whiteland Township Pension Advisory Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining proprietary research tools with access to third-party asset managers.

James Mcdermott is a financial advisor at Edelman Financial Engines with a Series 65 designation. He has been with Edelman Financial Engines since 2025 and previously worked in the mortgage industry at NVR Mortgage, Freedom Mortgage, and DITECH GREEN TREE. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large participant base through both advisor-led and online platforms.

John Carlson is a financial advisor with Cetera who holds a Series 66 credential and has 19 years of industry experience. He has been a co-owner and mortgage broker at Penn Street Mortgage since 2007. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, including model portfolios from affiliated and unaffiliated managers across multiple program structures and custodial relationships.

Donald Doolittle Jr. is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Truist Investment Services, BB&T, Orrstown Bank, and PNC Bank. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Migliore is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors, he worked at Blair Johnson and AT&T, and has previous experience in education at several schools. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs delivered through a broad network of adviser representatives and third-party managers.

Jeromia Burger is a financial advisor with MassMutual Investors Services, holding the ChFC® and Series 66 designations and bringing 18 years of industry experience. He has worked with UFinancial, MML Investor Services, LLC, and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is involved as an insurance broker specializing in health, group life, and group disability coverage. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes detailed client data and firm-approved analytical tools to develop collaborative, goal-oriented financial plans.

John Chessock is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Wells Fargo Advisors since 2013. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with an emphasis on tailored recommendations and optional implementation through various brokerage or advisory programs.

Shaleah Ingram is a financial advisor with Primerica Advisors in Exton, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Her work history includes roles at PFS Investments Inc., Primerica Financial Services, and Club Pilates. Primerica Advisors is a large-scale firm serving individual investors, as well as corporate and charitable clients, through a wrap-fee asset management program that uses model-based investment strategies overseen by unaffiliated asset managers.

Charles Tilkens Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and five years of industry experience. He previously worked at The Vanguard Group, Inc. and Citadel Credit Union. Outside of his advisory role, he operates e-commerce businesses selling items on eBay and collectibles on Mercari. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors, offering a range of portfolio management and financial planning services across multiple program structures and investment strategies.

Charles Moffitt III is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior experience includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley. Outside of his advisory work, he is also a business owner involved in farming through Moffitt Apples. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Jared Stanley is a CFP® with 17 years of industry experience, currently advising at Cetera. His prior roles include positions at Citadel Federal Credit Union, Cuso Financial Services, LP, and The Vanguard Group, INC. Outside of his advisory work, he is involved in coaching youth sports. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supporting over 10,000 advisors and managing more than $256 billion in assets.

Matthew Kedash is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining J.P. Morgan, he held roles at Trinity Wealth Advisors, Florida Financial Advisors, and Tristate Financial Advisors. Outside of finance, he has been involved with small businesses including Bethany Blues BBQ Pit and Gee Bowls Newark LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice focused on asset allocation, investment manager selection, and customized performance reporting.

Benjamin Laffredo is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes nearly a decade at The Vanguard Group, Inc., as well as roles in both the beverage and food service industries. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment solutions, including tax-efficient services and proprietary funds, supported by a large nationwide network of advisors and branch offices.

Zachary Horst is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera Wealth Services, Concourse Financial Group Securities Inc, and Fulton Bank. He is involved with Pathway Financial Group, where he provides life, health, and annuity insurance products along with administrative support. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a multi-manager platform featuring a variety of program options and third-party money managers.

David Messina is a financial advisor with LPL Financial holding a Series 66 credential and 11 years of industry experience. He has worked with firms including CUNA Mutual Group, Charles Schwab, and Kestra Financial. Messina is also involved with TruStage Wealth Management Consulting Services. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Ryan Brumfield is a financial advisor at Edward Jones with six years of industry experience. He previously worked at LPL Financial and Brinker Capital before joining Edward Jones in 2023. Brumfield holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the United States.