Scott Brong is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Daren Roberts is a financial advisor at RBC Capital Markets with three years of industry experience. He holds the Series 66 designation and previously worked at BlackRock Investments LLC and The Vanguard Group, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of investment managers and offers options such as tax management and responsible-investing screens.

Ellen Robinson Gunder is a financial advisor with LPL Financial in Collegeville, PA. She holds a Series 66 designation and has 25 years of industry experience, including 20 years at Ameriprise and one year at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Lisa Swatkoski is a financial advisor with Vanguard Advisers who holds Series 63 and Series 65 licenses and has 17 years of industry experience. She has worked at The Vanguard Group, Inc. since 2008 and joined Vanguard Advisers and Vanguard Marketing Corporation in 2026. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily composed of Vanguard funds and ETFs.

Erica Wadel is a financial advisor at Ameriprise with 32 years of industry experience. She previously worked for RiverSource Distributors Inc for 12 years before joining Ameriprise in 2024. Erica holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she is involved as an insurance specialist with both Ashford Wealth Advisors and TruSpire Wealth Advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Raymond Mccarty III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Wachovia Bank, N.A. since 2002 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he serves on the board of the Columbia Heritage River Cottage Association and coaches volleyball for the Columbia Boro School District. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kevin Reighn is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 63 and Series 66 designations. Reighn has been with Vanguard Advisers, Inc. since 2019 and is also associated with Vanguard Marketing Corporation and The Vanguard Group since 2016. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages portfolios primarily with Vanguard funds and ETFs, offering a range of customization options and servicing hundreds of thousands of client relationships through its digital platform and large team of advisors.

Stephen Dudek is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include seven years at VOYA Financial Advisors and several years at Cetera Wealth Services, LLC before joining Cetera. He is also an independent insurance agent, involved in the sale of fixed insurance products and operates under Financial Independence Planning, LLC for advisory and financial planning services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supported by extensive assets under management and diverse program options.

John Bradley is a Series 66-licensed financial advisor at Vanguard Advisers with six years of industry experience. He has worked at Vanguard and its affiliated entities since 2026, following prior roles at Ameriprise Financial Services, Point to Point Wealth Planning, Orth Financial Group, and Discover Financial Services. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to create personalized portfolios largely composed of Vanguard funds and ETFs, supported by a large team of advisors and a digital platform.

Alan Good is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, with prior experience at APW Capital and Kistler Tiffany Advisors. Outside of his advisory role, he is involved in independent insurance brokering, working with multiple carriers on life, disability, and long-term care insurance products as well as group health benefits through various brokerage firms. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Aaron Von Alst is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He previously worked at Sei from 2005 to 2025 and has been with Cetera since 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across multiple program structures.

James Napier II is a financial advisor with Vanguard Advisers, holding a Series 66 designation and six years of industry experience. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. He previously worked with Venio LLC dba Keane Unclaimed Property and was a self-employed contractor. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and focuses on portfolios constructed largely from Vanguard funds and ETFs.

Marc Lowenberg is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 29 years of industry experience. He has previously worked at Royal Alliance Associates, Inc. and John Hancock Mutual Life Insurance Co., and owns a business buying and selling baseball cards. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-based planning supported by firm-approved software and a variety of investment programs.

Brian Reynolds is a financial advisor with Vanguard Advisers based in Malvern, PA. He holds Series 66 and Series 63 certifications and has four years of industry experience. Prior to his current role at The Vanguard Group, Inc., he has held positions in various industries including hospitality, where he continues to work as service staff for Finley Catering. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models and primarily Vanguard funds and ETFs to construct portfolios with various customization and tax-aware features.

David Dieal is a financial advisor with LPL Financial in Ardmore, PA, holding a Series 66 license and 18 years of industry experience. He has been with LPL Financial since 2012 and previously worked at PFG Advisors from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, supported by internal and third-party research and portfolio management options.

Gary Brogna is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds the Series 66 designation and has worked with Financial Engines Advisors L.L.C. since 2018, following prior roles at Edelman Financial Services, LLC and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace solutions, planner-led wealth management, and online advice, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment approach.

Julie Bickel is a financial advisor at LPL Financial with 29 years of industry experience. She holds the CFP® designation and Series 65 and 63 licenses. Prior to joining LPL Financial in 2023, she worked for Boenning & Scattergood, Inc. for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Jared Pinter is a financial advisor at Raymond James Financial with one year of industry experience. He has prior work experience at DeSales University, Target Corporation, and Boyertown Area School District. He is associated with Birch Run Financial LLC in a non-investment role. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Brant Murray is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Citizens Bank, PNC Bank, and the Community College of Philadelphia. Outside of his financial career, he is involved with Garage Fishtown, a separate business venture. 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 a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Haring is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2019, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he is employed as a helper at Heidel Plumbing. 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 advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.