Christine Kaminski is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses. She has 16 years of industry experience, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. 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 offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Durbin is a financial advisor with Primerica Advisors in Richboro, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and limited separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Esther Bullard is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Stifel with 12 years of industry experience. She previously worked at Bank of America, N.A. for six years before joining Stifel Nicolaus & Co Inc. She is based in Yardley, PA. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling to support financial planning and asset allocation.

Dennis Allen is a CFP® with over 21 years of experience in financial advising. He is currently with Cetera and has also operated his own CPA practice since 1997. Allen serves as a board member for the Glenside Volunteer Fire Company and volunteers with the Urban Affairs Coalition. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies overseen through multiple programs and custodians.

Christopher Cice is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he is a principal with Newtown Financial Services, LLC, an independent insurance agency, and serves as a board member of the Tioga County Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering customizable investment strategies across multiple platforms and custodial arrangements.

Kent Keith is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. Outside of his advisory role, Keith owns businesses in software development and consulting, serves on the board of the Wealth Education Foundation, and is authoring multiple books on retirement planning and the subconscious mind. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, emphasizing managed accounts and algorithmic automation in its approach.

Margaret Barker is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Apartment List for five years and Aetna for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Grant Raskin is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked with several firms including LPL Financial and operates Bucks County Wealth Management and MGR Financial Management. Outside of financial services, he owns Maxim Sports Cards, a business focused on buying and selling sports cards, and hosts a podcast called Financial Education Sucks. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across discretionary and non-discretionary programs.

Kyle Heuchert is a financial advisor with LPL Financial in Harleysville, PA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley, Porter and Guide Wealth Management, and Marsh McLennan Agency, along with earlier experience in education and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and technologies such as machine learning.

Anita Grossman is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 30 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 29 years before joining OSAIC in 2025. Grossman operates a separate business offering accident, health, disability insurance, and various annuity products. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple investment platforms, employing asset-allocation tools, risk assessments, and automated rebalancing to design portfolios across various asset classes.

Russell Colosi is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 credential and 21 years of industry experience. He has been with Equitable Advisors since 2017, previously working with AXA Advisors and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as Vice President of Operations and Finance at Firstrust Financial Advisors, LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model. The firm utilizes LPL-sponsored programs and endorsed third-party managers to provide a range of advisory and brokerage solutions.

Gregory Frentzen Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at multiple firms including Securities America and Trumark Financial Credit Union. He is also the owner of Frentzen Financial Solutions LLC, a financial services business. Cetera Investment Advisers LLC is a large nationwide advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management and access to third-party money managers.

Scott Lingrell is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He previously worked at METLIFE Securities Inc for 15 years before joining Mass Mutual affiliates, where he has been since 2016. Outside of his advisory role, he serves as volunteer president of a 501(c)(3) charity organization, Players Committee Inc. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning services such as estate settlement and divorce planning.

Jeffery Balistreri-Brenner is a Financial Consultant currently working at Fidelity Investments since 2025. He collaborates with clients to identify their financial goals, explore options, and implement strategies to co-create holistic financial plans tailored to their unique needs and aspirations. His professional experience includes roles at Fidelity Investments as an Investment Consultant (2024-2025), Investment Solutions Representative II (2023-2024), and Investment Solutions Representative I (2022-2023). Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2021 to 2022. Outside of his professional work, Jeffery has personal interests in baseball, cars, football, motorcycles, outdoor adventures, and parenthood.

Eric Lewandowski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in direct internet marketing sales of nutrition products through Market America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Jared Hark is a financial advisor with LPL Financial, holding a Series 65 designation and three years of industry experience. He previously worked at Hark & Associates, PC and has held positions at Urban Outfitters, Temple University, and Rally House. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside access to model portfolios and research.

Kevin Hiller is a financial advisor with Equitable Advisors in New Britain, PA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Penn Investment Advisors, Northwestern Mutual, and several banking institutions. Outside of his advisory work, he is an independent agent involved in the sales and service of fixed insurance products. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer, with a delivery model that emphasizes program sponsorship and third-party managers.

Lisa D'amelio is a Series 66-registered financial advisor with Merrill, where she has worked since 2016. She has 28 years of industry experience and is based in Yardley, PA. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward Keenan is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase Bank and Bank of America, as well as Merrill. His current role at J.P. Morgan Securities has spanned seven years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by an in-house manager solutions team and centralized due diligence.

David Desimone is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1980 and joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.