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 Series 66-licensed financial advisor with seven years of industry experience, currently with Cambridge Investment Research Advisors since 2018. Prior to that, Sanson worked at Financial Voyages, LLC, and has a background that includes time at the Los Angeles Film School. Outside of advisory work, Sanson owns Sanson Legacy Financial Planning LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a range of portfolio management platforms and proprietary as well as third-party strategies.

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, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisors.

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.

Kathleen Robins is a CFA® charterholder with 12 years of industry experience. She is currently affiliated with Charles Schwab & Co., Inc., where she has worked since 2026. Her prior experience includes roles at Morgan Stanley, Thrivent Investment Management, LPL Financial, and Prudential. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Michael Skalamera is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 credentials and 46 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

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.

Glenn Palmitessa is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Advisors, and Morgan Stanley. Outside of his advisory work, he is involved in employment at Buckmans Ski and Snowboard Shop. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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 Series 66-licensed financial advisor at J.P. Morgan Securities with nine years of industry experience. He previously worked at Bank of America/Merrill Lynch for nine years and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025. He also has experience working at Liberty Lake Day Camp. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Leo Webb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 2003. Outside of advisory work, he is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees and ongoing oversight.

Wendy Fratrik is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL in 2024, she worked at Bank of America for five years and spent 24 years at Merrill Lynch, Pierce, Fenner & Smith. 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 advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset management, with a wide range of investment options and advisor support tools.