Nicholas Attanasio is an advisor at LPL Enterprise with Series 63 and Series 66 designations and no prior industry experience. His work background includes roles at BlackRock, Johnson & Johnson, and AmerisourceBergen. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Christopher Pulos is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Inc. for 12 years. He is involved with Merchantmatch Inc., where he has been active since 2012. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering a range of discretionary and non-discretionary management options supported by proprietary and third-party research.

Ricky Whitmire Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at LPL Financial since 2022 and has held positions with Cuna Mutual Group and Cuna Brokerage Services, Inc. since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to diverse model portfolios and research.

Tuan Le is a financial advisor with LPL Financial in Conshohocken, PA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with LPL Financial since 2016 and also maintains a role at Trumark Financial Credit Union since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Allen Heffler is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors. In addition to his advisory work, he operates a Medicare supplement insurance brokerage under the name MyMedicareAdvisor. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored solutions and third-party managers.

Lynn Griffiths is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 1983, including over 17 years of concurrent service at Bank of America. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Poulos is a financial advisor with LPL Financial based in Horsham, PA, holding a Series 66 designation and two years of industry experience. His prior work history includes roles at Maxim Healthcare Group and The Judge Group. In addition to his advisory work, he is an author on topics such as equine health, men's jewelry, and business. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by research and advanced portfolio strategies.

Shannon Brown is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning their advisory career in 2025. Prior to entering the financial industry, Shannon worked at P.F. Chang's China Bistro and spent time at Chestnut Hill College and the University of Delaware. Outside of advising, Shannon maintains employment outside the financial sector. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolios, third-party management, and access to a broad range of financial and insurance products via an integrated platform.

Steven Bragg is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of his advisory role, he is involved with Huebscher Consulting, a non-investment-related consulting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Drew Pettinelli is a Financial Advisor at Merrill Lynch Wealth Management and a member of the P.O.D. & Associates team. He has been in the financial services industry since 2024 and joined Merrill in August 2024. In his role, he provides customized solutions to meet clients' needs in wealth structuring, investment management, trust, and banking services. He also facilitates client access to the firm's resources, including capital market products, complex financing solutions, and an extensive banking platform. Drew's client focus areas include college education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management, small business strategies, and tax minimization. Drew holds a Bachelor's degree from Gettysburg College, where he also played lacrosse. He has earned the Personal Investment Advisor (PIA) professional designation. He is affiliated with professional organizations such as the Gettysburg College Alumni, Malvern Prep Alumni, and is a member of the Rivercrest Golf Club. In the community, Drew participates in holiday card making for patients at St Jude's Hospital. Residing in Collegeville, Pennsylvania, Drew enjoys spending time with his family, visiting Ocean City, New Jersey, and playing golf. He has two Rhodesian Ridgeback dogs.

Steven Bullard is a financial advisor with Stifel, holding a Series 63 designation and 38 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent seven years at Bank of America N.A. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jason Paladino is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stephen Moyer is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for ten years at George School. Outside his advisory role, he owns Moyer Management Services LLC, a real estate management business in Southampton, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by over 23,000 financial advisors nationwide. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Owen Mc Gee is a Financial Advisor with The McGee Group at Merrill Lynch Wealth Management. He specializes in helping individuals and families develop clear financial plans tailored to their goals, time horizons, and desired outcomes. Owen structures financial approaches aligned with clients' objectives, risk tolerance, and liquidity needs. He collaborates closely with his father, who has over 30 years of experience advising clients, combining decades of perspective with his own commitment to long-term client relationships. Owen holds a Bachelor's Degree from the Pennsylvania State University System and has earned the Personal Investment Advisor (PIA) designation.

John Northrop is a CFP®, ChFC®, and Series 66-licensed financial advisor with 10 years of experience at Edward Jones in Lansdale, PA. He has been with Edward Jones since 2016. Outside of his advisory role, he is president of Northrop Diversified, LLC, an investment company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, including access to separately managed accounts and affiliated mutual funds.

Michael Hudson is a financial advisor with LPL Financial who holds the ChFC® designation and Series 63 license, with 36 years of industry experience. Prior to joining LPL in 2018, he worked at Nationwide Securities, LLC and Nationwide from 2010 to 2018. He is also involved in writing and servicing fixed insurance products through activities with Highland Capital and CRUMP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and brokerage services, including model portfolios, retirement plan consulting, and participant advice programs, supported by proprietary and third-party research.

Zachary Gehman is a financial advisor at Ameriprise in Fort Washington, PA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Ameriprise in 2022, he worked at Penn State University and The UPS Store. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Richard De Brocco is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Citizens Bank, TIAA, and The Vanguard Group. Charles Schwab serves a large client base primarily composed of 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 offers a combination of non-discretionary and discretionary investment guidance supported by integrated custody, brokerage, and cash-sweep services.

Joseph Mallee III is a financial advisor with Mass Mutual Investors Services in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with MassMutual and its related entities since 2011. Outside of his advisory role, Mallee is involved as the owner of a technology innovation company, Endinmind Creations LLC, co-CEO of a property and casualty firm, WOOP, and serves on the board of the Breakthrough Bike Challenge, a nonprofit supporting cancer research and the Penn Abramson Cancer Center. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved analytic tools to develop collaborative client relationships based on goals and recommendations.

Bradley Foose is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command-affiliated firms. Prior to his financial services career, he served in the U.S. Army for 13 years. Outside of advising, he manages a beach house rental in Ocean City, Maryland. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products.