Sharina Mack is a financial advisor at Merrill with 15 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2012 and previously worked at Bank of America, N.A. Beginning in 2026. 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, and institutions.

Jeffrey Revak is a Series 66–licensed financial advisor with Edward Jones in Yardley, PA, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Kevin Cuthill is a CFP® professional with 13 years of industry experience, currently serving at Ameriprise since 2024. Prior to that, he worked at Edward Jones for 12 years. He is also the owner of Cuthill Group, LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research and modeling with tax-efficient strategies to deliver personalized retirement income recommendations.

Kevin Swantek is a CFP® with 18 years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously spent 17 years at Lincoln Financial Advisors. Swantek is co-owner of several insurance-related businesses and holds roles offering accident, disability, long-term care, and life insurance products. He is also involved in consulting and business management through a co-ownership in SBL Productions Inc. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a range of portfolio management options incorporating stocks, bonds, alternatives, and third-party money managers.

Michael Sheehy is a CFP® with 34 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, and previously spent time at Raymond James Financial Services Advisors and Wealth Advisory Services, Inc. He operates additional businesses related to investment services in Doylestown, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Mark Mucciacciaro is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the Yardley, Pennsylvania branch office. He guides wealthy families and businesses through a goals-based wealth management process, focusing on understanding clients' goals, dreams, time horizons, and comfort with investments to help them achieve their desired results. Mark’s expertise encompasses areas such as college education planning, family wealth management strategies, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Mark began his career in 1996 with Merrill Lynch in New York City and later joined Morgan Stanley in 2008 before returning to Merrill in 2016. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Plans Specialist™ (CRPS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark earned a Bachelor of Science degree from Rutgers University. He has also served as an adjunct professor at Temple University, teaching Financial Planning in the MBA program of the Fox Business School. A native of South Jersey, Mark and his wife, Kathy, along with their children, Matthew and Nicole, have lived in Yardley since 2004. Outside of his professional role, Mark enjoys boxing, cooking, spending time with his family, and coaching his children in sports. He has been involved in the community as a past board member of the Embrace Kids Foundation.

Scott Kleiman is a financial advisor with LPL Financial in Doylestown, PA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with LPL Financial and its predecessor firm since 2001. Kleiman is also involved in selling fixed annuities and various types of insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Wendell Pribila is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and has 36 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management along with model portfolios and research support.

Robin Clay is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Cetera since 2020 and previously spent nearly two decades with Avantax in various advisory and insurance roles. Outside of her advisory work, she owns a tax preparation and planning business, Tax Returns Plus Financial Services, and is a notary. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Javid Jaraiedi is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 39 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual in 2016. Outside of his advisory role, he owns Jaraiedi Financial Group, an LLC established for marketing his practice. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves collaborative annual planning engagements using firm-approved software and offers a range of programs including asset management, wrap accounts, and educational seminars.

Drew Lorenz is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, as well as the Personal Investment Advisor (PIA) credential. He represents the third generation in his family to serve as a Merrill advisor. Drew specializes in a range of financial planning areas, including retirement planning, portfolio construction, estate planning, college education planning, divorce transition planning, family wealth management strategies, philanthropic planning, socially responsible and values-based investing, tax minimization, and retirement income. He approaches wealth management with a client-focused perspective, listening carefully to understand each client's priorities and objectives. He earned a Bachelor's degree in Finance with a minor in Entrepreneurship from the University of Miami. Outside of his professional responsibilities, Drew is involved with community organizations such as Achilles International, Juvenile Diabetes Research Foundation, Purple Stride - Pancreatic Cancer Walk, Urban Promise Camden, and Urban Promise Trenton. His personal interests include boating, fishing, photography, scuba diving, skiing, spending time with family, and tennis.

Lori Hoppmann is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. She holds the Series 66 designation and is based in Newtown, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,000 advisors nationwide.

Jennifer Brady is a financial advisor at Ameriprise with five years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Brady holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions, using a mix of research, modeling, and tax-efficiency analysis to generate tailored retirement recommendations.

Colin Markison is a Financial Advisor with Merrill Lynch Wealth Management and a member of The Hill Group since 2023. He transitioned into financial advising after a professional ice hockey career spanning six years, bringing discipline and attention to detail from his athletic background to his current role. Colin specializes in areas including Corporate Executive Services, Divorce Transition Planning, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Personal Retirement Planning, Philanthropic Planning, Small Business Strategies, Sports & Entertainment, and Retirement Income. Colin graduated from the University of Vermont in 2015 with a Bachelor of Science degree in Community Development and Applied Economics. His interest in investments was sparked during his university studies, particularly through a class on investment analysis. He is a Certified Financial Planner (CFP) and holds the Personal Investment Advisor (PIA) designation. Colin is committed to providing unbiased advice and guidance, emphasizing accuracy and timely execution to earn client trust. Outside of his professional work, Colin enjoys golfing, ice hockey, pickleball, and table tennis. He lives in Bucks County, Pennsylvania with his wife Shannon and their three daughters.

Christopher Mc Donald is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. His prior roles include work at Waddell & Reed, Inc and various insurance carriers through W&R insurance agencies. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research and employs both discretionary and non-discretionary management strategies.

Lisa Policare is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She previously worked at LPL Financial for 19 years before joining Ameriprise in 2022. Policare serves on the board of the Lenape Valley Foundation and is chair of the Solebury Township Police Foundation. She is also co-owner of FLP Holdings, an LLC that owns the building leased by her firm’s DBA, Penn Wealth Planning LLC. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Michael Burns is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at firms such as Wells Fargo Clearing Services and The Vanguard Group. Outside of his advisory work, he has been involved with Squires Golf Club. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations.

Thomas Kreider is a financial advisor with Edward Jones in Doylestown, PA, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large nationwide network of financial advisors and branch offices.

David Montemurro is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. Outside of his advisory work, he plays music locally with a band and volunteers with a marine rescue and fire company nonprofit. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through both advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, leveraging an integrated platform that combines adviser programs with active sales of financial products.

Bethany Colflesh is a financial advisor at LPL Financial with 20 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.