Christopher Haring is a financial advisor with LPL Financial in Limerick, PA, holding Series 63 and Series 66 registrations with 21 years of industry experience. His work history includes roles at Edward Jones, Wells Fargo Advisors LLC, Wells Fargo Clearing, and Diamond Credit Union. Outside of his advisory work, he is employed as a helper at Heidel Plumbing. 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 portfolio programs, third-party asset management access, and institutional platforms, supported by advisor-facing tools and a broad network of over 22,800 advisors.

John Kochel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a member of the vestry at Augustus Lutheran Church, is an appointed member of the Trappe Borough Zoning Board, and is a partner in a family horse breeding and training business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across a range of financial topics. The firm offers these services without discretionary trading authority and blends planning with managed accounts through a consolidated billing option called WealthPlan.

John Ungerman is a financial advisor with Thrivent Investment Management in Pottstown, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning across a wide range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Vito Martutartus is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include seven years at VOYA Financial Advisors and several years with Cetera and Cetera Wealth Services. He is also involved in independent insurance sales through his business activities. Cetera Investment Advisers LLC is an 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 diverse portfolio management options, operating at significant scale with more than 10,000 advisors and $256 billion in assets under management.

Caroline Wasielevski is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. She has held roles at Cetera and affiliated firms since 2022 and has prior work history that includes community and retail positions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures, supporting over 10,000 advisors and $256 billion in assets under management.

Daniel White is a financial advisor with Ameriprise in Pottstown, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he is involved in managing a commercial real estate holding company, Hillside Maple LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

James Mari Jr. is a CFP® with 18 years of experience in financial planning and asset management. He is currently affiliated with Cetera and its related entities, having joined in 2025 after eight years at CliftonLarsonAllen Wealth Advisors, LLC, and prior roles at Sun National Bank and INVEST Financial Corp. He is also involved with Flagship Financial LLC as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of advisory services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management options, including model portfolios, third-party managers, and customized strategies, supported by a large network of over 10,000 advisors and approximately $256 billion in assets under management.

Joseph Reinemann is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Eon Health, Cadence Consulting Group, and held various roles including at Syracuse University and ACA Compliance Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with an emphasis on tailored recommendations and optional implementation through multiple channels.

Kevin Henley is a CFP® professional with 39 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, Henley volunteers as a Taekwondo instructor for children and adults. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm combines multiple advisory platforms with a range of investment services, utilizing asset-allocation tools and third-party managers to construct portfolios tailored to client risk tolerance and investment goals.

Christopher Chichilitti is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Cetera and its affiliate Cetera Investment Services since 2005. Outside of his advisory work, he co-owns a contract painting business and also works part-time as a travel agent specializing in planning trips to Disney World and Universal Studios. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and customizable strategies across multiple program structures.

John Schlegel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Cambridge since 2009 and is also president and owner of Wyomissing Financial Group, an independent insurance agency. In addition, Schlegel is involved in coaching and directing water polo activities in the Pottstown area. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing multiple custody platforms and proprietary as well as third-party investment strategies.

John Sanders is a financial advisor with Cambridge Investment Research Advisors holding Series 66 and Series 63 certifications and four years of industry experience. He previously worked at The Vanguard Group and has experience in financial services and other sectors including education and retail. He served with the United States Soccer Federation (Elkridge Youth Organization) for over a decade. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through independent Financial Professionals. The firm provides financial planning, investment management, and retirement plan advisory services using a range of portfolio management strategies and platforms.

David Wood is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. He is also the owner of SEA BUDDY ENTERPRISES LLC, a business registered in Doylestown, PA. 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 wide range of advisory services and investment strategies, supported by extensive resources and a large network of advisors.

John Gallagher is a CFP® with 33 years of experience in the financial industry. He is currently with Cetera Investment Advisors, having joined in 2026 after prior roles at Commonwealth Financial Network and Lincoln Investment Planning, Inc. Gallagher spends a portion of his time involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and custodial relationships across a network of over 10,000 advisors.

David Grindle Jr. is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked with Wells Fargo Funds Distributor, LLC and Wells Fargo Funds Management, LLC over 15 years before joining Wells Fargo Advisors in 2021. In addition to his advisory role, he owns Grindle Wealth Management, LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, providing a broad range of financial planning and investment services tailored to clients who meet a net-worth threshold.

Lindsey Borgese is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. Her career includes roles at Cetera and Ameriprise, among others. Outside of financial advising, she serves as co-president of the Marlborough Elementary School Parent-Teacher Fundraising Society. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by technology and a broad platform of non-advisory financial activities.

Shaun Small is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also owns and manages Essential Ally Capital Management, LLC, an investment-related business based in Phoenixville, PA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer strategies. Advisors develop tailored recommendations using Wells Fargo’s research and tools, with clients having flexibility in implementing those recommendations through various brokerage or advisory programs.

Christopher Bruder is a financial advisor with LPL Financial in Collegeville, PA, holding a Series 66 credential and 24 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he operates The Bruder Investment Group as a DBA and provides non-variable life 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive technology tools.

Brandon Skupski is a financial advisor with LPL Financial and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at J Alden Associates, Alden Capital Management, Triad Hybrid Solutions, Wells Fargo Clearing, Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting a broad range of investment strategies and utilizing advisor-facing tools for operational support.

Jennifer Connolly is a financial advisor with Cetera who holds the Series 66 and Series 63 designations and has eight years of industry experience. She has previously worked at firms including RKL Wealth Management LLC and Avantax, and she currently provides comprehensive financial planning services at Johanson & Yau. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors and serves a diverse client base, including 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 across various program structures and custodial relationships.