Rebecca Sweeney is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, she worked at PRECISIONscientia (formerly ETHOS Health Communications) for two years and at ScribeAmerica for four years. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Konner Keith is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Comcast, Diversant LLC, Drexel University, and PricewaterhouseCoopers. Outside of his role at Ameriprise, he manages a separate advisory business under Double K LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and third-party data to deliver tailored recommendations.

Adam Gladstone is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with LPL Financial since 2016 and previously worked at VOYA Financial Advisors and Global One Financial Services. In addition to his advisory work, he is involved in tax preparation and accounting through Global One Financial Services. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting. The firm provides both discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Christopher Reilly is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for 14 years before joining Osaic in 2025. Reilly is also active as an insurance agent, offering various health and life insurance products including disability coverage, fixed and indexed annuities, and health savings accounts. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple platforms. The firm utilizes firm-provided asset allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers.

Dino Bryant Sr. is a financial advisor with Primerica Advisors in Boyertown, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1985. In addition to his advisory role, he is involved in the sale of loan products and 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 primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Chirag Shah is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing, Wells Fargo Bank, and JPMorgan Chase Bank prior to his current roles. Outside of finance, he is involved with Priva LLC, a home care agency, where he provides caregiving services to his parents. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while maintaining centralized due diligence and ESG eligibility processes.

Michael Johnson is a Series 66-licensed financial advisor with LPL Enterprise in Ft. Washington, PA, and has seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as an assistant coach for the boys' golf team at Hatboro-Horsham High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio access, and a variety of investment and insurance products.

Howard Lashner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and also operates Lashner Financial Group. Outside of his advisory work, Lashner is an author and serves as a consultant for American Fence Systems. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities while maintaining oversight of its investment models.

Bradley Bishop is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Next Financial Group, Inc. for seven years. Bradley is also involved with AZT Financial Group LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Isaiah Burrows is a financial advisor at Raymond James & Associates with a Series 66 credential and three years of industry experience. Prior to joining Raymond James, he worked at Seton Hall University and was involved with Straight Edge Striping. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing around $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles.

Scott Utterba Ck is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and five years of industry experience. He has previously worked at BBD, LLP, LPL Financial LLC, and Penn Wealth Accounting Group, among others. Outside of his advisory role, he serves as Treasurer and Board of Directors member for the Warrington Township Volunteer Fire Company. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Daniel Benster is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes roles at Janney Montgomery Scott, Waddell & Reed, Inc., and various insurance carriers with W&R insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

John Reidy is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes tenure at Securities America Advisors and National Planning Corp. In addition to his advisory role, he serves as a General Agent for Ameritas Life Insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of advisers. The firm provides integrated brokerage, advisory, and consulting services, utilizing asset-allocation tools, efficient-frontier analysis, and access to multiple third-party managers to construct portfolios tailored to clients’ investment profiles.

Kevin McLane is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In his role, he collaborates with clients to develop personalized financial plans tailored to their specific needs, risk tolerance, and financial goals. He focuses on understanding what matters most to each client to create and implement unique strategies aimed at achieving both short- and long-term objectives. Kevin's approach emphasizes co-creating financial plans that reflect individual priorities and circumstances. Outside of his professional work, he engages in family activities and enjoys golf and music.

Janet Helbling is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. She has been with Wells Fargo and its affiliates since 2009. Outside of her advisory role, she serves as power of attorney for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Sidney Ruth is a CFP® with 24 years of industry experience and is currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2024, Sidney held positions at Cetera and FIFS, LLC. Sidney serves on the boards of the Mosaic Conference and the Living Branches Foundation and owns Franconia Insurance & Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals and supports both discretionary and non-discretionary strategies tailored to client objectives.

Michael Lawlor is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, where he has been active since 2014, in addition to operating his own firm, Michael A Lawlor, P.C., since 1992. He also serves as a backup executor for two estates. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory programs with financial product sales.

Jeffrey Slavich is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at MML Investors Services and MassMutual from 2015 to 2022. He serves as a board member for Best Buddies of Pennsylvania, assisting with event planning and program development. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party managers and LPL programs. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Charles Lovell is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. Outside of his advisory role, he owns and manages rental properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

James Mcgrath is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and over 34 years of industry experience. He has worked with Fulton Bank and Fulton Financial Corporation, where he is currently involved in investment sales and service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, employing risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.