Bernard Hirsh is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial industry since 1981 and has served as a financial advisor since 2007. Prior to his current role, Bernard was an independent exchange member and an options floor trader at the Philadelphia Stock Exchange and the American Stock Exchange from 1981 to 2005. He also worked as a wealth advisor at UBS Financial Services from 2007 to 2010. Bernard's expertise involves helping families and businesses manage their financial affairs by understanding their full financial picture and clarifying their vision for the future. His approach includes creating personalized wealth management strategies tailored to clients' goals. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a bachelor's degree from Colby College and completed his high school education at George School. Bernard participates in community volunteering as part of the Merrill tradition of serving the communities where they operate.

David De Dufour is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2009. Outside of his advisory role, he serves on the Investment Policy Committee for the Lutheran Church Missouri Synod's New Jersey District and engages in the purchase and sale of antiques. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Angela Sprenkle is a financial advisor with Morgan Stanley in Yardley, PA, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Ellis Weiss is a CFP® with 25 years of industry experience, currently affiliated with LPL Enterprise since 2024. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, as well as Allstate Insurance Company. Weiss serves as a member of the East Fallowfield Township Zoning Hearing Board. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, and access to third-party asset management, combining adviser programs with a broad range of financial products and services.

Dennis Csensits is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses and has three years of industry experience. His background includes roles at Jpmorgan Chase Bank and Northwestern Mutual, as well as involvement with the Resnick Academic Support Center for Student Athletes and Duke University Basketball Camp. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset‑allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies.

Michael Kern is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having eight years of industry experience. His prior roles include positions at Lincoln Financial Group and NEXT Financial Group, Inc. He also operates a registered representative business under Porter and Guide Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Eric Seiferth is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Voya Financial Advisors Inc and Voya Retirement Insurance and Annuity Company. Outside of his advisory work, he serves as a power of attorney for his mother. 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 operates a hybrid referral and implementation model with both advisory and brokerage channels.

Grace Kim is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Avantax Insurance Agency LLC and Avantax Advisory Services among other firms. Kim is also a partner in several insurance agencies, including Kim & Kim LLC and Global Premiere Group LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Kaitlin Horan is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Her career includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fidelity Brokerage Services LLC. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Eileen D'agostino is a financial advisor at Morgan Stanley with 47 years of industry experience. She has worked at Morgan Stanley since 2009, including time at Morgan Stanley Smith Barney prior to the firm's rebranding. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

Shawn Mc Mahon is a CFA® charterholder with 20 years of experience in the financial services industry. He has worked at Edward Jones since 2024 and previously spent 19 years with HARTFORD Funds Distributors, LLC. He is based in Southampton, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, managing approximately $1.01 trillion in assets.

Sean Riley is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designations of Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Riley earned a Bachelor's Degree from Saint Joseph's University.

James Stapleton is a financial advisor with Merrill and holds a Series 66 designation. He has 17 years of industry experience, including 15 years at Bank of America, N.A. and Merrill. 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 strategies developed by internal and third-party managers and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sivakumar Veerapandy is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for a decade. Outside of his advisory role, he is an owner of several self-managed rental properties. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Christopher Sarr is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Primerica Advisors since 2013 and has worked with Primerica Financial Services since 2002. Outside of his advisory role, he works as a public adjuster through Metro Public Adjustment, Inc. and serves as a youth soccer referee with the Eastern Pennsylvania Youth Soccer Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Andrew Kamees is a financial advisor with J.P. Morgan Securities in Doylestown, PA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Prudential Advisors and Prudential Financial. He serves as a board member of the Telford Square Homeowners Association, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hilary Blust is a financial advisor with Raymond James & Associates in Jenkintown, PA, holding a Series 63 designation and 38 years of industry experience. She has been with Raymond James & Associates since 2010. Outside of her advisory role, she serves as trustee for two special needs trusts created for family members, managing investments and overseeing distributions. 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, institutions, and municipal entities, offering financial planning and consulting through a variety of portfolio management styles and affiliated research resources.

Fred Sciascia is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career at Merrill in 1998, he has worked with a dedicated and growing group of client families, assisting many in achieving their retirement goals. Fred has also developed retirement plans for corporations and small businesses and is a founding member of Saurman Sciascia Maher & Associates, where he collaborates with a team of experienced advisors to deliver comprehensive client care. Fred holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp. and additional professional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from Villanova University School of Business. Fred’s areas of expertise include college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, personal retirement planning, special needs planning strategies, and retirement income. In addition to his professional responsibilities, Fred is a board member of the Autism Cares Foundation, where he focuses on creating intergenerational financial strategies for special needs families. He resides in Newtown with his wife, Amber, and their two sons. Outside of work, Fred enjoys biking, football, ice hockey, running, skiing, spending time with family, and watching movies.

Shane Cameron is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He previously worked at AXA Advisor, LLC and Bryn Mawr Trust. Cameron also operates an outside brokerage insurance business under a DBA called 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, working extensively with program sponsors and third-party managers.

Jay Mitzner is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 39 years of industry experience. He previously worked at Grove Point Advisors, LLC and H. Beck, Inc. In addition to his advisory role, he operates a non-variable insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support.