Richard Corcoran is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis techniques. The firm manages approximately $2.74 trillion in client assets and delivers its services through both direct client relationships and corporate financial planning agreements.

Dean Gorfti is a financial advisor at Morgan Stanley with 14 years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at The Vanguard Group for 10 years and has been self-employed since 2018. Outside of his advisory work, he is also a freelance drummer. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery processes and utilizes tools such as Monte Carlo simulations to model outcomes.

Mason Flinn is a financial advisor with Merrill, holding Series 63, Series 65, and Series 66 designations and bringing 34 years of industry experience. He has been with Merrill since 2004. 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, pension and profit-sharing plans, corporations, and charitable organizations.

David Dzendzel is a financial advisor at Ameriprise with 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he engages in buying and selling sports trading cards, a hobby he has developed into a more active side business since 2020. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds. The firm provides comprehensive advisory, brokerage, and insurance solutions through a centralized retirement-income consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Gary Anello is a financial advisor with Wells Fargo Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at various Wells Fargo entities since 2009 and is a managing partner of Oak Wealth Management LLC, a financial practice in Conshohocken. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, education, and niche services like business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels.

Matthew Roesser is a financial advisor with Ameriprise in Doylestown, PA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides non-discretionary, research-driven recommendations addressing income sources, Social Security claiming options, and tax-efficient withdrawal strategies, supported by algorithmic tools and oversight committees.

Joseph Maxwell is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. In this role, he works with high net worth clients and families, providing insight and support to help them work toward their financial goals. Mr. Maxwell has over 25 years of experience in the financial industry. Prior to his current role, he held several positions at Fidelity Investments, including Financial Planning Consultant and Investment Representative. His experience also includes roles as a Financial Analyst at Ayco Goldman Sachs Company, Financial Advisor at UBS PaineWebber, and Generalist at Thomas Weisel Partners. Outside of his professional work, Joseph Maxwell enjoys gardening, golf, kayaking, spending time with his pets, and traveling.

Jennifer Mac Kerchar is a financial advisor with Ameriprise in Churchville, PA, holding a Series 63 designation and bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves as the elected Majority Inspector of Elections in her voting district. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

Tristan Hulme is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors in 2024, his work history includes roles at Ally Financial and Ursinus College. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance and matching clients to model portfolios or discretionary managers, utilizing both proprietary and third-party investment solutions.

David Jenkins II is a CFP® professional affiliated with LPL Financial, with 31 years of experience in the financial services industry. His prior roles include positions at Raymond James Financial Services Advisors and Wealth Advisory Services, where he spent 17 years. He is also an agent for non-variable insurance products, selling term and universal life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Geordan Vincent is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Ameriprise Financial Services, Northwestern Mutual Investment Services, and independent advisory roles. He serves as power of attorney and executor for his mother's estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and collaborates with third-party asset managers, offering clients access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Joseph Hornig III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Grasso Jr. is a financial advisor at Merrill with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Hamilton Lane and SEI Investments Distribution Co. Since 2015, he has served as a board member of the Phoenixville Community Education Foundation, a nonprofit organization focused on education. 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 institutions.

Douglas Clark is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory work, he is the owner and proprietor of Artistic Screen Designs INC, a family business he inherited and plans to sell to his son. 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 diverse client base including individuals, institutional and pension/profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jonathan Cobb is a financial advisor with Mass Mutual Investors Services based in Horsham, PA, holding a Series 66 designation and 17 years of industry experience. He has worked at Mass Mutual Investors Services since 2013 and has been affiliated with MassMutual Life Insurance Company since 2012. In addition to his financial advising career, Cobb serves as a Commissioner of Springfield Township. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and firm-approved analytical tools to deliver written recommendations, focusing on investment categories and strategies without discretionary authority.

Marcus Hernandez is a financial advisor at Merrill with Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Merrill since 2009 and at Bank of America, N.A. since 2011. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Fiori is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at AXA Advisors, Citizens Bank, PNC Wealth Management, and Edward Jones. Outside of finance, he served as a New Jersey State Trooper from 2020 to 2021. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to deliver investment solutions tailored to client risk tolerance and objectives.

Mary Reinoehl is a CFP® with 36 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. She has held advisory roles at National Planning Corporation and operates Wealth Builder Advisor and Mary A. Reinoehl & Company, where she manages business accounting, tax, and consulting services. LPL Financial is a national broker-dealer and registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a variety of platforms including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors.

Derrick Arnold is a CFP® with nine years of industry experience, currently serving at Osaic Wealth, Inc. since 2023. His prior roles include positions at Royal Alliance Associates, Citizens Securities, CUSO Financial Services, and Citadel FCU. In addition to his advisory work, Arnold is involved with Bala Financial Group, marketing various insurance products, and assists with tax preparation and client scheduling at Phoenix Tax Consultants. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct diversified portfolios tailored to client needs.

Jessica Skelton is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Securities America Advisors, H. Beck, Inc., and Campisi Financial Network. Outside of her advisory role, she owns Ingredients for Wellness, LLC, through which she provides holistic health coaching focused on stress reduction and mindfulness strategies. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and multiple investment platforms to manage portfolios across various asset classes.