Alan Hark is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2011 and also operates Hark & Associates P.C., providing accounting, tax, and business consulting services. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various technology tools.

Karen Machin is a financial advisor with Ameriprise in Langhorne, PA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at KPMG, LLP from 2016 to 2018 and Ameriprise Financial from 2018 to the present. She serves on the Board of Directors for Philly Phinancial Literacy Week and participates as a planning committee member. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement income planning, combining investment research and algorithmic tools to deliver written recommendations and ongoing advice.

Shaun O'Connor is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at multiple firms including Firstrust Financial Advisors and Axa Advisors, and serves as an independent insurance agent selling disability, fixed annuities, life, accident, health, and long-term care insurance. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to deliver customized investment solutions.

Ross Hart is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Raymond James since 2011. 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, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Zachary Bross is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Morgan Stanley. Outside of finance, he has experience with the Pennsylvania Interscholastic Athletic Association and local government parks and recreation. Bross is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services that incorporate both traditional and non-traditional investment strategies.

Joanne Natale is a CFP® with 25 years of industry experience, currently with LPL Financial since 2024. Her prior roles include positions at Securities America Advisors, Park Avenue Securities, and Guardian Life Insurance Company. She is also the managing partner of Proactive Tax Strategies, LLP, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing both model portfolios and customized strategies, supported by a broad platform that includes affiliated insurance and banking services.

John Obrien is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameriprise since 2020. Prior to that, he held roles at The Prudential Insurance Company of America, Pruco Securities LLC, Relate Finance LLC, and My Financial Plan, Inc. Outside of his advisory work, Obrien serves as an assistant cross country and track coach at The Agnes Irwin School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies, supported by a centralized team using in-house research and third-party data.

Patrick Trauger is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC. He previously worked at LPL Financial and has been involved with Penn Wealth Planning since 2007. Trauger also serves in the United States Air Force Guard and is a member of the Finance Committee for Habitat for Humanity in Bucks County. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Dustin Seidman is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Seidman serves on the investment committee of the charitable organization JEVS Human Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves both retail clients and corporate financial planning agreements.

David Walley is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 registrations and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee for his father's trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by extensive research and analytics.

Kenneth Wachter is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bristol, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Fulton Bank and Fulton Financial Corporation since 2012. Wachter serves on the finance and investment committee for Resurrection Parish, contributing to the parish’s budget planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports its clients through various advisory programs and institutional consulting services.

Neil Ahearn is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He worked at American Portfolios for 23 years before joining OSAIC in 2024. In addition to his advisory role, he also sells term life insurance through an insurance broker. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of brokerage and advisory services, employing a model-based investment approach with tools for asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

Jessica Jensen is a Series 66-licensed advisor with Merrill in Yardley, PA, and has 10 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016. 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.

Megan Bailey is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1995 and holds FINRA Series 66 and Series 7 registrations. Megan is licensed as an agent for Life, Accident and Health Insurance. In 2007, she earned the Chartered Retirement Planning Counselor™ designation, and in 2018, she obtained the Certified Plan Fiduciary Advisor® designation. She also holds the Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) designations. In her role, Megan conducts portfolio reviews, oversees investment proposal and strategy implementation, assists with investment analysis, and coordinates intergenerational planning. She focuses on the design and implementation of retirement plan services and provides access to Merrill’s investment insights to address all aspects of clients' financial lives. Megan works with clients to create customized wealth management approaches that can adapt to changing needs and market conditions. Originally planning to be a teacher, she applies her skills in educating clients and simplifying the investment process. Megan holds an Associate's Degree from Montgomery County Community College. She lives in Fort Washington, PA with her husband, two children, and five dogs. Megan is an equestrian who enjoys spending time with her horses, Navaro and Spider. In her spare time, she also enjoys Broadway musicals and reading fiction novels.

Tracey Sudo is a financial advisor at LPL Financial with 26 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Cetera Investment Services, Banc of America Investment Services, PNC Wealth Management, and Ameriprise. Outside of her advisory role, she is also a licensed real estate agent with Keller Williams. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management services through a large network of advisors and employs diverse investment strategies supported by advanced research and technology tools.

Christopher Lewis is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked for over 38 years. He assists clients and their families with asset accumulation, retirement planning and distribution, tax minimization strategies, and succession planning. His team focuses on providing customized strategies that leverage Merrill Lynch's research resources to meet each client's unique financial needs. Chris holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from St. Joseph's University with a Bachelor's degree and has a high school diploma from Central Bucks East. He is a member of the Bucks County Estate Planning Council and the Central Bucks Rotary. Chris lives in Doylestown, Pennsylvania with his wife Kara. He enjoys biking, golfing, and reading, and spends time with his three grown children.

Kiley Haws is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 2 years of industry experience. Prior to joining Primerica Advisors, Haws worked at PFS Investments Inc. and has a background including roles in education and municipal authority work. Outside of advisory activities, Haws is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodians.

Hugo Rocha is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent time at Merrill in 2002-2003. Outside of his advisory role, Rocha serves as president of a homeowners association in Philadelphia. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with modern portfolio theory to support its investment strategies.

Edward Foy is a financial advisor with LPL Financial in Blue Bell, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2023, he operated his own advisory practice and worked with Minnesota Life, M & K Financial Services, and Securian Financial Services for over two decades. Outside of his advisory work, he is the owner of a business specializing in buying and selling sports books and publications and serves on the Parish Finance Council at Saint Genevieve Roman Catholic Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of investment programs and tools, including model portfolios, third-party asset management, and participant-level retirement advice, supported by technology-driven operational and research resources.

Angela Moore is a Series 66 licensed financial advisor with Merrill in Yardley, PA, where she has worked since 2009. She has 15 years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.