Jessica Skelton is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with Securities America Advisors, H. Beck, Inc., and Campisi Financial Network. Outside of her advisory role, she owns Ingredients for Wellness, LLC, where she provides holistic health coaching focused on stress reduction through mindfulness strategies. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Dennis Haynos is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio management, third-party asset management arrangements, and access to various brokerage and insurance products through an integrated platform.

James Hallman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He previously worked at Pruco Securities, LLC for 39 years and has been associated with Prudential Insurance Company of America for over four decades. His activities include involvement with Prudential-sponsored non-variable insurance. LPL Enterprise serves a diverse client base 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 integrates advisory and brokerage services, including insurance products through an affiliated agency, supported by an active platform combining adviser programs with other financial offerings.

David Schmidt is a Series 66 credentialed financial advisor with 14 years of industry experience, currently practicing at LPL Financial in Jamison, PA since 2014. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from internal and third-party sources.

Riley Masterson is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Newtown, PA. He has two years of industry experience, having worked with Cambridge Investment Research, Inc. prior to his current role. His background includes positions outside finance, such as at Sycamore Grill and Penn Community Bank. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals of varying net worth, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies across multiple platform arrangements.

Majdah Dphrepaulezz is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been associated with Cetera and its affiliate Cetera Wealth Services since 2013. Additionally, she provides financial coaching and advisory services focused on widows and divorcees through her other business, Altus Wealth Management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting diverse investment strategies and program structures.

Bruce Dimicco is a financial advisor at Stifel with 42 years of industry experience. He has worked with Stifel since 2007 and holds a Series 63 designation. Outside of his advisory role, he serves as treasurer for the Middletown Monthly Meeting of Friends and the Coxton Lake Environment Preserve, and he is a board member of the A Marlyn Moyer Scholarship Foundation, which awards first-year college scholarships. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses as a basis for client decisions.

Elena Leahy is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Her prior work includes roles in the hospitality sector and at Chilton Trust Company N.A., as well as involvement with Georgetown University and community swim clubs. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay solutions tailored to client goals and risk tolerances.

Anson Dewar is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he held roles at Seven-4 Logistics LLC and Frontgrade Technologies, and studied at Muhlenberg College. 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 uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Marc Hicks is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Waddell & Reed, Inc. and various insurance carriers. Hicks also operated Hicks-Strybuc, LLC prior to joining LPL Financial. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to deliver both discretionary and non-discretionary management.

Duane Davis is a Series 66-licensed financial advisor with LPL Enterprise. He joined the firm in 2025 following a 13-year tenure at Chubb Limited. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party asset management, and access to various financial products.

Matthew Clark is a financial advisor with UBS Financial Services in Conshocken, PA, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, he is involved with charitable and community organizations focused on cancer support and serves on investment and coaching committees within local institutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm also integrates institutional trading capabilities with wealth management services.

Kenneth Dusablon is a financial advisor at Primerica Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Primerica Advisors and Primerica Financial Services since 2022. In addition to his advisory role, he is an Associate Management Consultant with Greencastle Consulting. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Gerald Barlow is a financial advisor at Ameriprise Financial Services LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC and Penn Wealth Planning. Outside of his advisory role, he is a business owner of Penn Wealth Accounting Group, where he prepares and reviews tax returns. 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 with tax-aware withdrawal strategies, relying on proprietary investment research and third-party data.

Alexander Salak is a financial advisor with Merrill, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Merrill since 2006 and Bank of America since 2011. Outside of his financial advisory role, he is the owner of Riverview Dental, LLC, a for-profit business. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

J Douglas Riva is a CFP® and ChFC® with 41 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2017 and previously spent five years at Bank of America, N.A. He serves as a board member for the Paradise Point Homeowners Association in Lakeville, PA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors.

Thomas Logue is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes multiple periods at Merrill totaling 12 years, as well as roles at Lowe and Fidelity Investments. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Joseph Brauner is a financial advisor with Raymond James & Associates in Newtown, PA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Raymond James & Associates Inc. since 2020 and prior positions at Pro Unlimited and Rutgers University. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by firm research and a range of portfolio management styles.

Daniel Leahy is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked previously at American Portfolios Financial Services, American Portfolios Advisors, and Equitable Advisors LLC. Outside of his advisory role, Leahy is involved as managing director at Capital Wealth & Tax Management, LLC, where he sells fixed insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across multiple asset classes.

Ernest Dimascia is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1985 and transitioned to LPL Enterprise in 2024. In addition to his advisory role, he is involved with The Warrington Insurance Group, focusing on property and casualty insurance. 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, consulting, and access to model wealth portfolios and third-party asset management, supported by an integrated platform that combines adviser programs with sales of financial products including insurance.