Samuel Griffiths IV serves as a Senior Financial Advisor for The Griffiths Group at Merrill Lynch Wealth Management. He advises high net-worth individuals on wealth accumulation and wealth preservation. Additionally, he consults with business owners and corporations on liability management and retirement plan services. Mr. Griffiths began his financial career in commercial banking in 1985. Prior to joining Merrill Lynch Wealth Management in 1998, he was a Principal with Griffiths-Schreiber & Company, an employee benefits consulting firm. As a Portfolio Manager, he manages personalized and defined strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He is a graduate of Villanova University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Mr. Griffiths and his wife Kelly support organizations including the Fox Chase Cancer Center, First Book, and the Central Bucks Family YMCA.

John Derosa is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2010, following positions at Credit Suisse Securities and J.P. Morgan Securities. He serves as a trustee for an irrevocable life insurance trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Steve Ricci is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, along with affiliated trust and insurance services.

Matthew Robinson is a financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL, he worked at Comcast Corporation for six years and PricewaterhouseCoopers for one year. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Matthew Salvitti is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc. and City National Securities. He serves as a board member for Girls on the Run Philadelphia, a nonprofit organization focused on building confidence and life skills in young girls. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory, financial planning, custody, and brokerage services to individual, institutional, and nonprofit clients. The firm employs tailored investment strategies through a combination of in-house and third-party managers, offering a range of program structures and integrated capital markets capabilities.

Robert Steinman is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 20 years before joining Stifel in 2020. Outside of his advisory work, he serves as President of the Colonial Village Community Association, overseeing social, legislative, and communication functions within the community. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Shaun Conahan is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Conahan serves on the board of the Indian Valley Chamber of Commerce, where he helps organize the annual golf outing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and various financial planning services.

Gary Kennedy is a CFP® professional with 38 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses and serves as a board member of the Mary Mother of the Redeemer Finance Council. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.

Timothy Swartley is a CFP® professional with 26 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Cetera and Girard Advisory Services. Outside of his advisory work, he serves as a board member and volunteer for several nonprofit organizations including the Grand View Health Foundation and the Senior Adult Activity Center of Indian Valley. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple platform options and proprietary model strategies under the Founders Gate Capital brand.

William Reiner Jr. is a CFP® with 31 years of industry experience, currently with LPL Financial since 2021. He previously worked at Cambridge Investment Research Advisors and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Bell is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and previously worked at CitiGroup and JP Morgan Securities LLC. Based in Conshohocken, PA, he has been with Raymond James since 2019. 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 wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management options.

Sydney Swarbrick is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining RBC, Sydney worked at NYLIFE Securities LLC and New York Life Insurance Company. Sydney also has experience in academic support and hospitality roles at the College of Charleston and the Grand Bohemian Hotel. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management solutions implemented through a combination of in-house and third-party investment managers.

Margaret Finney is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Stephen Mazda is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Cantella & Co., Inc. and operated Mazda Capital Management LLC. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Giovanni Astorino is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Merrill and Securities America Advisors, Inc. outside of his advisory role, he owns an insurance business. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Aimee Turner is a financial advisor with Merrill, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. She has previously worked at PNC Private Bank, M&T Securities, Wilmington Trust, and BB&T/Truist. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients utilizing model-based and discretionary strategies from internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Karthaus is a CFP® credentialed financial advisor with 27 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has held previous roles at Great Valley Advisor Group, LPL Financial LLC, and TLG Advisors. In addition to his advisory work, he is a broker and owner of Nautic Financial Group, LLC, an insurance agency specializing in non-variable insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized programs in municipal advising and SIMPLE IRA employer consulting.

Shrinivas Penugonda is a financial advisor with Ameriprise in Harleysville, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he consults to help other financial advisors improve their productivity through his consulting businesses, Arch Group and Double K Group. Ameriprise offers a retirement-income planning service designed for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bruce Sham is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding a Series 63 credential and bringing 40 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 2003. Outside of his advisory role, he serves as a synagogue teacher and board member for Old York Road Temple Beth Am, and he owns a social security advocacy and consulting business called Special Planning Solutions. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm uses collaborative, goal-based planning supported by firm-approved analytical tools and offers a range of programs including estate settlement and event-driven planning services.

Christopher Slowey is a financial advisor with UBS Financial Services in Newtown, PA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, G.distributors, LLC, and Gabelli & Company, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.