Kevin Swantek is a CFP® with 18 years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously spent 17 years at Lincoln Financial Advisors. Swantek is co-owner of several insurance-related businesses and holds roles offering accident, disability, long-term care, and life insurance products. He is also involved in consulting and business management through a co-ownership in SBL Productions Inc. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a range of portfolio management options incorporating stocks, bonds, alternatives, and third-party money managers.

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, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He has previously worked at firms including New York Life Insurance Company and Pruco Securities. Thomas serves on the board of Symphony in C in Collingswood, NJ, and is also a board member of the Camden, NJ planning board. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer platform.

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® and Series 63 designations. Prior to joining LPL Financial in 2024, he spent 22 years at Lincoln Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by model portfolios, research, and technology-driven investment solutions.

Ryan Satterthwaite is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Waddell & Reed Inc. and Collegeville Tax. He is also involved in tax preparation and accounting through Collegeville Tax Services LLC and has an investment-related business, Stone Bridge Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research.

Robin Clay is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Cetera since 2020 and previously spent nearly two decades with Avantax in various advisory and insurance roles. Outside of her advisory work, she owns a tax preparation and planning business, Tax Returns Plus Financial Services, and is a notary. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Giovanni Astorino II is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at GSA Wealth Management and experience outside finance at George's Market at Dreshertown and Mainland Golf Course. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a variety of LPL-sponsored and endorsed program sponsors to provide advisory and brokerage solutions.

Edmund Dracup is a financial advisor with MassMutual Investors Services, holding a CFP® designation and Series 63 and 65 licenses, with 33 years of industry experience. He has been with MassMutual and its affiliate MML Investors Services since 1994. Outside of his advisory role, he serves as a township supervisor for East Vincent Township and is involved in equine activities through ownership and management of Top Rail Equine, LLC. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, employing firm-approved analytic tools and offering event-driven planning services including divorce and estate-settlement planning.

Michael Burns is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at firms such as Wells Fargo Clearing Services and The Vanguard Group. Outside of his advisory work, he has been involved with Squires Golf Club. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations.

Lisa Dimter is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Nordwand Advisors and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and conducts planning under a primarily advisory capacity.

Eric Markowitz is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 designations and with 32 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory role, he operates as an independent insurance agent focusing on fixed insurance products under the business name Firstrust Financial Resources. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Avery Sanson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. Their background includes roles at Cambridge Investment Research, Inc. and Financial Voyages, LLC, as well as work at the Los Angeles Film School. Avery is also an owner of Sanson Legacy Financial Planning LLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment solutions through a network of independent professionals, with access to proprietary and third-party model strategies tailored to client objectives.

Geoffrey Japchen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been with Raymond James & Associates since 2020 following a period at The Pennsylvania State 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 clientele including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Kirsten Nilsen is a financial advisor with Wells Fargo Advisors in Wayne, PA, holding a Series 66 designation and five years of industry experience. She has been with Wells Fargo Advisors since 2018, with prior experience in staffing roles before transitioning to financial advising. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Randi Moulder is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining LPL Financial, she worked for eight years at Boenning & Scattergood. She is also a commissioned notary in Phoenixville, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Dennis Freedman is a financial advisor with Ameriprise in Langhorne, PA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as a technical analyst for a biometric company specializing in iris recognition, performing monthly reviews of system mismatches. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized, non-discretionary recommendations. The firm delivers these services through a centralized consulting team in partnership with financial advisors and emphasizes the use of its affiliated managed accounts and funds.

Gary Willcox is a CFP® professional with 19 years of industry experience. He is currently with Equitable Advisors and previously worked at TIAA-CREF and The Vanguard Group. Outside of his advisory work, he serves as an administrator or executor of estates and trusts for family and non-family members. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Bruce Kunkle is a CFP®-certified financial advisor with 13 years of industry experience. He has worked at Ameriprise since 2023 and previously spent seven years at Wells Fargo Clearing and four years with WELLS FARGO Advisors, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations through a centralized consulting team.