Mark Meehan is a CFP® and ChFC® with 24 years of industry experience. He has been with OSAIC since 2025, following a ten-year tenure at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is president of Meehan Financial Group, which offers various insurance products, and he serves as a member of an LLC supporting a preparatory school scholarship. OSAIC serves a broad client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diverse portfolios and offers integrated brokerage, advisory, and retirement plan services.

Matthew Daponte is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. His career includes roles at Stifel Nicolaus & Co., Stephen DiOrio Insurance Agency, The Allstate Corporation, and a position with the United States Senate. Outside of his advisory work, he is involved as a poll worker for the Montgomery County Board of Elections. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Jennifer Braccio is a financial advisor at LPL Financial with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has been with LPL Financial (formerly LINSCO/Private Ledger Corp.) since 2004. She is also a commissioned notary public in Pennsylvania. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Divyang Telwala is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. He initially began his career at Smith Barney in New York City and joined Merrill in 2011. Divyang serves a largely referred clientele that includes business owners, physicians, corporate executives, and single, divorced, and widowed individuals and their families across more than 15 states. His client focus areas include liquidity management, portfolio management services, small business strategies, and retirement income planning. Divyang is known for providing thoughtful strategies and straightforward advice, emphasizing frequent and open communication with his clients. He devotes significant time to understanding each client’s unique perspective on wealth and collaborates with various professionals—such as actuaries, third-party administrators, trust professionals, CPAs, and attorneys—to support complex exit planning, tax minimization, and estate planning. Divyang also offers access to Bank of America for lending and practice management solutions. He holds the Personal Investment Advisor (PIA) designation and a Bachelor's degree from SUNY at Stony Brook. Outside his professional role, Divyang and his wife Ami are active in their children’s activities and support Roxy Ballet. He enjoys basketball, hiking, traveling, reading, and entertaining. He also contributes to his community as a basketball coach. Divyang was named to the 2022 Forbes “Best-in-State Wealth Advisors” list.

Larry Daniels is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tylor Flebbe is a financial advisor at Wells Fargo Advisors with Series 66 registration and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Ameriprise Financial Services, LLC and held roles at The Pennsylvania State University as well as positions in retail and food service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet net-worth requirements. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop client recommendations.

Jennifer Glenn is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at UBS Financial Services since 2013, with a brief tenure at Merrill between 2021 and 2022. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary capital market assumptions and research to tailor investment strategies, combining institutional trading capabilities with wealth management services.

Joseph Flynn is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previous experience at Equitable Advisors and Cobham Advanced Electronic Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Karen Sharp is a Series 66-licensed financial advisor at Merrill with 10 years of industry experience. She has worked at Merrill since 2015 and has been with Bank of America, N.A. since 2018. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers a variety of model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Ronald Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes roles at Waddell & Reed, INC. and various insurance carriers over 22 years. He is also involved in a real estate rental business through RRR LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Alan Katz is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has previously worked at Concourse Financial Group Securities Inc and Signator Investors Inc. Outside of his advisory role, Katz serves as a past president and lifetime board member of Temple Sinai of Dresher. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, including model portfolios, third-party managers, and customized strategies.

Gregory Massey is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He has previously worked at PMM Financial Group, Waddell & Reed, Inc., and Equitrust Life. Massey also serves as an independent sales agent for Kingdom Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Mark Doknovitch is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Alex Fels is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop strategies to pursue them over the short, mid, and long term. He provides guidance on various financial matters including general investing, retirement planning, and saving for unexpected expenses. Additionally, Alex offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Alex holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from New York University. His approach involves ongoing discussions with clients to address their goals, concerns, and questions, allowing him to provide continuous advice and guidance as their needs evolve.

Joseph Catanzaro is a CFP® credentialed financial advisor with over 31 years of industry experience. He currently practices at LPL Financial and has previously worked at Nationwide Securities and operated his own firm, Catanzaro Insurance & Financial Services, Ltd. He continues to maintain his insurance and financial services business alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Theresa Weaver is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 credentials and 9 years of industry experience. She has worked at PFS Investments Inc. since 2017 and has been with Primerica Financial Services since 2016. Outside of her advisory role, she is self-employed as an HR consultant and serves as an ambassador for Plexus Worldwide. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, delivering advisory services through a model-based approach supported by third-party asset managers and custodians.

Matthew Delgado is a Financial Advisor based in Yardley, Pennsylvania, currently working with Merrill Lynch Wealth Management. Since beginning his career with Merrill in 2019, he focuses on developing personalized financial plans for individuals and families. His approach involves strategic investment management, tax planning, estate management, and retirement planning to help clients achieve long-term financial security. Matthew holds a Bachelor's Degree from Richard Stockton College of New Jersey and has earned multiple professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, as well as sports and entertainment financial needs. Residing in Yardley, Pennsylvania with his wife Taylor, Matthew enjoys traveling, cooking, working out, as well as outdoor activities such as camping, golfing, hiking, and playing pickleball. He emphasizes connecting all aspects of his clients' financial lives to help prioritize and pursue their most important goals.

Sean Henry is a financial advisor with LPL Enterprise, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining LPL Enterprise in 2025, he worked for Obiant Incorporated from 2014 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Marvins Francois is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. He previously worked at JPMorgan Chase Bank N.A. and Univest Financial Corporation among other roles. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform that includes insurance products and third-party asset management.

Anthony Bruno is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Ameriprise in Telford, PA. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver non-discretionary, customized advice and offers a broad range of advisory, brokerage, and insurance solutions.