Avery Sanson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. Their background includes roles at Cambridge Investment Research, Inc. and Financial Voyages, LLC, as well as work at the Los Angeles Film School. Avery is also an owner of Sanson Legacy Financial Planning LLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment solutions through a network of independent professionals, with access to proprietary and third-party model strategies tailored to client objectives.

Jeffrey Hill is a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since joining the firm in 1983. He serves affluent clients in Mercer County, Bucks County, and across the nation, including corporate executives, business owners, high net worth families, entrepreneurs, active and retired farmers, and non-profit organizations. Jeff is a qualified Portfolio Manager and provides services such as portfolio management, retirement income and personal retirement planning, tax minimization, legacy planning, investment consulting for defined contribution plans, and corporate executive and divorce transition planning. Jeff holds a Bachelor of Science degree in Accounting from Clemson University and has earned multiple professional certifications including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). He has been recognized in the Forbes "Best-in-State Wealth Advisors" list for nine consecutive years through 2026. Beyond his professional commitments, Jeff is active in his community and faith. He has served as President of the Washington Crossing/Yardley Kiwanis Club and is involved with Advocates for the Homeless and Those in Need as well as Habitat for Humanity. He has participated in mission trips and served as a Deacon and Elder at his church. Jeff enjoys spending time with his family, offshore fishing, golfing, exercise, traveling, and following Clemson University and Philadelphia sports teams.

Carla Gascon is a financial advisor with LPL Enterprise in Warrington, PA, holding Series 63 and Series 65 credentials and eight years of industry experience. She previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, accumulating seven to eight years with each firm. Outside her advisory role, Gascon is a business owner of G2G Ventures LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

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.

Minakshi Malhotra is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. She has 24 years of industry experience, having worked at Prudential Insurance Company of America since 2002 and at Pruco Securities, LLC. until 2024. Outside of her advisory role, she is also a licensed agent for Liberty Mutual in property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs through an integrated platform that combines advisory programs with brokerage and insurance products.

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.

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.

Glenn Palmitessa is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior experience includes roles at Ameriprise and Wells Fargo Advisors. Outside of advising, he is involved in a ski and snowboard retail business in Doylestown, PA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, and corporations through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

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 at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad 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.

Kyle Albahary is a Planning Consultant at Fidelity Investments, where he currently works with clients to help them achieve their financial goals. He has been with Fidelity Investments since 2021, progressing through roles as a Financial Representative and Relationship Manager before his current position. Kyle has developed expertise in financial planning and client relationship management through his experience at Fidelity. He is committed to building lasting relationships and serving as a trusted resource for clients on their financial journey to retirement. Outside of his professional work, Kyle enjoys baseball, family activities, fitness, golf, movies, and music.

Stephen Niles is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 19 years before joining Raymond James Financial Services Advisors, Inc. in 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals, employing analytical tools and risk profiling, and supports advisory programs alongside institutional consulting and portfolio management.

Gina Marston is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018. Prior to her career in finance, she worked for six years with the North Penn School District. Outside of her advisory role, she is involved with the Hulmeville Soccer Club, managing funds for a youth travel soccer team. Merrill, together 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 institutional investors.

Ricky Boone is a financial advisor with LPL Financial in Langhorne, PA, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Lincoln Investment for 11 years and has been involved with Mortgage Network Solutions, LLC for 14 years. Boone also maintains involvement with a non-variable insurance business and a separate capital funding entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services supported by model portfolios, research, and various management strategies.

Christopher Lyman is a CFP® and ChFC® with 12 years of experience in the financial services industry. He is currently affiliated with Cambridge Investment Research Advisors, where he has worked since 2021. Prior to that, he held roles at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. Outside of his advisory work, he is involved as an independent insurance agent with multiple firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, offering both proprietary and third-party investment strategies across various platform arrangements.

Byron Leach is a CFP® with 14 years of experience in the financial services industry. He is currently with OSAIC and has prior experience at Securities America Advisors and H.Beck, Inc. Outside of his advisory role, he is employed as a CPA at Campisi & Campisi Inc., an accounting and tax preparation firm. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment solutions, including access to third-party money managers and automated portfolio management tools.

Seema Khetawat is a Private Wealth Advisor at Merrill Private Wealth Management. She collaborates with clients to manage and grow their wealth through personalized financial strategies. Her professional background, credentials, and community involvement details are not provided.