Constance Jones is a financial advisor at Stifel with 47 years of industry experience. She has been with Stifel Nicolaus & Co. since 2015 and holds the Series 63 designation. Outside of her advisory role, she is involved as a co-owner of a commercial building in Swarthmore, Pennsylvania. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Ronald Centofanti is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 29 years. His background also includes a role as an independent real estate contractor with Keller Williams Realty Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Collin Gamble is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2023. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by Pershing custody and BNY Mellon Advisors.

Benjamin Snyder is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at New York Life Insurance Company and Northwestern Mutual in various capacities. Snyder also has a long tenure with Robin Ford Inc spanning nearly two decades. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across multiple financial topics. The firm’s approach separates planning from implementation and managed accounts, emphasizing ongoing review without discretionary trading authority for its planning service.

Nicholas Porretta is a financial advisor with LPL Financial in King of Prussia, PA, holding CFP®, Series 65, and Series 63 credentials and six years of industry experience. His prior roles include work at Meridean Wealth Partners, Claire Reid Advisory, and T3 Trading Group, as well as managing Porretta Holdings, LLC. 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 range of advisory programs, financial planning, and retirement plan consulting services supported by proprietary and third-party research and investment strategies.

Shawn Berwager is a financial advisor with Equitable Advisors in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. He also operates a business under the name A.P. LUBRANO & COMPANY, INC. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet diverse client needs.

Curtis Nelson is a financial advisor with Morgan Stanley in Berwyn, PA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Joseph Campisi is a financial advisor at OSAIC with 35 years of industry experience. He holds the CFP® designation and worked previously at Securities America Advisors and H.Beck Inc. He is also president of Campisi & Campisi, Inc., an accounting and tax firm he founded in 1991, and serves as a trustee of the Campisi Family Trust. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct portfolios that range from stocks and bonds to alternative investments.

Max Allen is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he was involved with Agave Roja for six years and has spent time as a full-time student. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary retirement advice, with a focus on assets held in Ameriprise-managed accounts.

Raymond Byrnes is a financial advisor with Primerica Advisors in Hatboro, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been affiliated with Primerica Financial Services and PFS Investments Inc. since 2002. Outside of his advisory role, he has been involved with the LaSalle College High School Take Down Club since 2014. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing 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 uses a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Mark Meehan is a CFP® and ChFC® with 24 years of industry experience. He has been with OSAIC since 2025, following a ten-year tenure at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is president of Meehan Financial Group, which offers various insurance products, and he serves as a member of an LLC supporting a preparatory school scholarship. OSAIC serves a broad client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diverse portfolios and offers integrated brokerage, advisory, and retirement plan services.

Larry Daniels is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Beck is a CFP® with 12 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has worked at Alliger Financial and Alliger Capital Management LLC since 2018. Prior to that, he held positions at Ameritas Investment Corp. and Walsh & Nicholson Financial Group. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting supported by risk profiling and analytical tools, and maintains specialized advisory programs such as municipal and SIMPLE IRA Employer Advisory services.

Nolan Wlock is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He previously worked at Vanguard and JG Wentworth. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Karen Sharp is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015, concurrently affiliated with Bank of America since 2018. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party investment teams.

Joseph Amalfitano is a financial advisor with Raymond James Financial in Exton, PA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Raymond James Financial and its related entities since 2008. Amalfitano is also the owner of Amalfitano Financial Group, a support company. 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, offering tailored, non-discretionary planning and consulting supported by advanced analytical tools.

Gary Sanson is a CFP® and ChFC® with 33 years of experience in financial services. He is affiliated with Cambridge Investment Research Advisors and has held roles at Continuity Partners Group, LLC and various insurance agencies since the late 1990s. Sanson serves as a volunteer for the Regency at Kimberton Glen Homeowner's Association. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions delivered through a network of independent financial professionals, with capabilities spanning discretionary and non-discretionary portfolio management across multiple platforms.

Mark Doknovitch is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Garrett Tait is an advisor with LPL Financial holding a Series 66 credential and has less than one year of industry experience. His prior experience includes roles at Ardent Credit Union and CUSO Financial Services, LP, as well as various positions during his time at Penn State and other employers. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by internal research and third-party subadvisors.

John Borzi Jr. is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previous experience at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. 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, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.