Richard Haurin is a financial advisor with Morgan Stanley in Doylestown, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s Secular Return Estimates.

Patrick Hanosek is a financial advisor with MassMutual Investors Services in Collegeville, PA, holding a Series 66 license and bringing nine years of industry experience. He has worked at Wienken Advisors, Ltd. since 2018 and has been with MML Investors Services and MassMutual since 2016. Outside of advisory work, he serves as an insurance agent for a group life and health agency and participates as a speaker and presenter of educational seminars. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative planning with written recommendations and offers event-driven planning programs alongside educational seminars.

Joshua Storey is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Keenan Motors for 11 years and briefly at All Amish Structures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Flaherty is a CFP® and ChFC® with 25 years of industry experience, currently advising through LPL Financial since 2011. He also operates Flaherty Financial Services, LLC, which serves as a DBA for his LPL business. 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 portfolios, third-party asset management, and institutional platforms.

Bryson Bowers is a financial advisor with LPL Financial holding a Series 66 credential and 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing and PNC Wealth Management. 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 through a large network of investment adviser representatives, featuring model portfolios, third-party asset management, and institutional platforms.

Meagan Hall is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Her prior roles include positions at The Vanguard Group and involvement with organizations such as Health Advocate and Sobriety Solutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and models.

Casey Dearth is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

William Hughes is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Citigroup Global Markets, and Merrill. He is involved with two financial firms, Huntington Kraus Financial Group LLC and WMH Financial LLC, in addition to his role at Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services that include retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and divorce planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters, with implementation available through brokerage or advisory programs.

Sharina Mack is a financial advisor at Merrill with 15 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2012 and previously worked at Bank of America, N.A. Beginning in 2026. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Jason Bishop is a CFP® and ChFC® with 10 years of experience in financial services. He is currently associated with MassMutual Investors Services and has held roles at Wienken Advisors, Ltd. since 2020 and MassMutual since 2015. Outside of his primary advisory work, he is involved in marketing and presenting seminars through Wienken Advisors and serves as Vice President at UFG Advisors, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and structured planning engagements.

John Fair is a financial advisor with LPL Financial in Collegeville, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Brooks Brothers for seven years. 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 across various asset classes.

Charles Kurtzman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes prior roles at Credit Suisse Securities (USA) LLC and Deutsche Bank Securities Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Ryan Pinter is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Cappelletti Pinter & Company PC and DeSales University. Outside of his advisory role, he is an associate at Birch Run Financial LLC, a support company in the financial sector. 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 institutional investors. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports various advisory programs and institutional portfolio management.

Kevin Cuthill is a CFP® professional with 13 years of industry experience, currently serving at Ameriprise since 2024. Prior to that, he worked at Edward Jones for 12 years. He is also the owner of Cuthill Group, LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research and modeling with tax-efficient strategies to deliver personalized retirement income recommendations.

Kevin Swantek is a CFP® professional with 18 years of industry experience, currently working at OSAIC since 2025. Prior to joining OSAIC, he spent 17 years at Lincoln Financial Advisors and one year at Hornor, Townsend & Kent, LLC. He is a co-owner of several insurance-related businesses offering accident, disability, long-term care insurance, and fixed annuities. Outside of his advisory role, he is involved in business management and bookkeeping through a co-ownership in SBL Productions Inc. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs model-based asset allocation, portfolio optimization, and provides a range of managed account programs and alternative investment options.

Matthew Robb is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 designation and previously worked at Fleetwood Bank before joining Thrivent in 2018. Outside of his advisory role, he serves as a seasonal Santa Claus impersonator and holds leadership positions on the boards of the Daniel Boone Optimist Club and the local Salvation Army advisory board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of planning topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Bruce Besecker is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Besecker serves as an elected official for the Yardley Corners Homeowners Association in Yardley, PA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Omari Thomas is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 66 and Series 63 licenses and with 23 years of industry experience. His prior work includes roles at Merrill, New York Life Insurance Company, and Pruco Securities. He serves as a board member for Symphony in C and the Camden, NJ planning board. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models delivered through its network of investment professionals and third-party asset managers, offering a variety of investment options including mutual funds, ETFs, and alternative investments.

Martin Bowers is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking assumptions and probabilistic modeling to support asset allocation and planning analyses.

Stephen Morris is a financial advisor at LPL Financial with 26 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial in 2024, he spent 22 years with Lincoln Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of over 22,800 investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.