Christopher Wilson is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held positions with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Wilson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

David Diehl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been affiliated with Primerica Advisors since 1984 and leads Diehl Financial Group, which conducts sales activities for investment and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, using model-delivery strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Ryan Bechtel is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. His work history includes roles at Cetera Investment Advisers LLC, Febbo Wealth Management, CETERA Financial Specialists LLC, USSF, Intertek, and Eurofins Lancaster Laboratories, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients ranging from non-high-net-worth to high-net-worth, as well as employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a network of over 10,000 advisors and approximately 800,000 clients.

Donald Haines III is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several notable firms including Merrill Lynch, LPL Financial, and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, incorporating ESG criteria and utilizing broader derivatives and commodities capabilities.

Richard Pratt is a financial advisor at Primerica Advisors with six years of industry experience. He holds the Series 63 and Series 65 designations and has professional experience that includes roles at Agape Precision Manufacturing LLC and Van Industries Inc. Outside of his advisory work, Pratt is involved in sales of home security and automation products through affiliated companies of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,987 advisors and $15.5 billion in assets under management. The firm utilizes model-driven investment strategies and discretionary management options supported by third-party custodians and overlay managers.

Dwayne Snyder is a CFP® with 27 years of industry experience, currently serving as a wealth advisor at Cetera. His career includes over two decades with Avantax and ongoing self-employment managing Smart Cents Wealth Management. In addition to his advisory role, Snyder provides financial analysis services as a Certified Divorce Financial Analyst and offers accounting, tax preparation, and notary public services. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors, serving individual and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Brian Mulvaney is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at M&T Securities for eight years before joining LPL Financial in 2021. Mulvaney also receives residual income from prior group health insurance sales through his LLC, Mulvaney Group. 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 range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by a large network of advisors and various integrated financial services.

Kevin Jones is a financial advisor with Edward Jones in Nazareth, PA, holding a Series 66 designation and starting his advisory career in 2026. Prior to joining Edward Jones, he has experience in the transportation and logistics sectors, including roles at MTM Medical Transportation Management, Go Go Logistics LLC, and Eccles Express LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Julianne Gallina is a financial advisor with Primerica Advisors in Lebanon, NJ, holding Series 63 and Series 65 licenses and with one year of industry experience. She has worked at Primerica Advisors since 2025 and previously at Michael Gallina in 2024. Outside of advising, she has been involved in non-investment business activities related to home security and automation product referrals. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with a focus on model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with over 3,600 financial advisors and approximately $15.5 billion in assets under management.

Mara Miller is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2012. 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.

Emma Carey is a financial advisor with Merrill and holds a Series 66 designation. She has eight years of industry experience, including prior roles at UBS Financial Services and Pactolus Private Wealth Management. Carey is currently based in Flemington, NJ. 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 plans, corporations, and charitable organizations.

Leo Webb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 2003. Outside of advisory work, he is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees and ongoing oversight.

Laura Osifchin is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 credential and has been with Bank of America and Merrill since 2018. Prior to her current role, she was involved with Lean Out Communications LLC and Avantor, Inc. She has also had a fiduciary role outside of her advisory work. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary strategies developed by internal and third-party managers, with portfolio implementation tailored to client needs.

Dustyn Seifert is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Reed Technology/LexisNexis for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.