Taylor Venanzi is a CFP® professional with nine years of industry experience, currently associated with Cetera. Prior to joining Cetera, Venanzi worked at Schwartz Financial Associates, Inc. and the Office of the Comptroller of Currency. Venanzi also owns Activate Wealth, LLC, a financial planning and investment management firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to multiple program structures and third-party money managers.

David Frank is a financial advisor at Cetera with 28 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Alps Fund Services, Inc. and Lincoln Financial Distributors, Inc. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, with assets under management exceeding $256 billion.

Justin Di Pasquale is a financial advisor with Ameriprise in Harleysville, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored, non-discretionary retirement advice through a centralized consulting team.

Ian Dougherty is a financial advisor with LPL Financial, holding five years of industry experience. He has worked at LPL Financial since 2021 and has operated I M Dougherty & Company, PC since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Sherwin Forde is a financial advisor with Primerica Advisors in Norristown, PA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of his advisory role, he is involved in tax preparation and accounting through his own CPA practice and owns a separate business, The Logos, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and delegates trading responsibilities to third-party managers while maintaining oversight of model selection and portfolio management.

Donna Dickinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Pascale Abi Khattar is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2007 and at Bank of America, N.A. since 2016. 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 investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Harry Thomas is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and over 53 years of industry experience. He has worked at Equitable Advisors since 1999 and previously spent 20 years with Karr Barth Financial Planning, Inc. Thomas is also the chairman and owner of Private Client Group Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models, including third-party TAMPs and LPL-sponsored programs, and offers a range of investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Sean Maguire is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Shannon Maguire - Karr Barth Associates and has experience in other roles including at Sunset Pier. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party asset managers to implement client strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Brian Greenberg is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Lincoln Financial Advisors for nine years. He also owns a tax preparation business and is an insurance agent offering various insurance products. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporate clients, through a multi-advisor platform that provides both brokerage and advisory services. The firm uses a model-based investment process with portfolio optimization tools and offers discretionary and non-discretionary management options across multiple product programs.

Christopher Zappy is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he serves as a volunteer on the District Fee Arbitration Committee in New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, utilizing a structured planning process supported by firm-approved tools and research.

Ryan Flynn is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial since 2010. Before joining LPL, he spent six years at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technology tools.

Matthew Vance is a financial advisor with LPL Financial, holding a Series 66 credential and having one year of industry experience. Prior to his current role, he worked in education at various institutions, including Rutgers University-Camden and Paul VI High School. Outside of advising, he is affiliated with Capri Wealth Management, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Brian Lucas is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2006. He serves on the Board of Directors for Camp Discovery in Langhorne, PA. Ameriprise Financial Services is a large, diversified 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-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Wolfgang Hein is a financial advisor with LPL Financial in Philadelphia, PA, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. His prior roles include positions at Santander Securities LLC, Sovereign Bank, and First Horizon Advisors, Inc. Hein is currently associated with TruMark Financial Credit Union, where he is involved in investment-related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Stephen Kain is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding clients' priorities to help develop strategies for pursuing their short-, mid-, and long-term financial goals. His areas of expertise include personal retirement planning, small business strategies, and tax minimization. Stephen holds a Bachelor's Degree from Rutgers University and holds the Personal Investment Advisor (PIA) designation. He provides comprehensive financial guidance, covering general investing, retirement planning, and preparing for unexpected financial needs. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional role, Stephen enjoys baseball, football, golfing, music, pickleball, soccer, swimming, and spending time with his family.

Kristin Jones is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Philip Frascarelli is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has a longer tenure with Wells Fargo Bank NA. Outside of his advisory role, he is associated with the Philadelphia Eagles. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment approach and offers a range of brokerage and advisory solutions.

Jane Morgan is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with UBS since 1986. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Matthew Johnston is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2014, including its predecessor, Axa Advisors. Johnston serves as a board member and officer for Breakthrough Greater Philadelphia. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporate and institutional clients, and charitable organizations. The firm offers a range of advisory programs through a network of Investment Adviser Representatives and relies on third-party asset managers and programs for portfolio implementation.