Pryia Roy is a financial advisor with Raymond James & Associates in Newtown, PA, holding a Series 63 designation and having five years of industry experience. Prior to joining Raymond James & Associates in 2020, she worked for the Department of Homeland Security for 21 years. Raymond James & Associates, Inc. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Gregory Roberts is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Stacey Heikkila is a financial advisor with Ameriprise in Phoenixville, PA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise since 2010. Outside of her advisory role, she manages an advisory business through RXG Management LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jerald Aloof is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for 15 years and UBS Financial Services for one year. Jerald operates under the DBA JL Aloof Financial Services connected to his LPL business. 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 various advisory programs and financial services with discretionary and non-discretionary management supported by in-house and third-party research.

Lynn Sandt is a financial advisor at Charles Schwab with 17 years of industry experience. She holds the Series 66 designation and previously worked at Lear Investment Management and Phlox Capital Management, among other roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational and custody arrangements.

John Molinelli is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor with LPL Financial since 2013. He operates out of Hamilton, NJ, and holds Series 63 and Series 65 licenses. His other business activities include managing operations under Sheehy & Molinelli, a DBA entity for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Patricia Niles is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. She previously worked at Janney Montgomery Scott for ten years and currently serves as Branch Manager at Lutschaunig Wealth Management. 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 analytical tools to support client goals and maintains specialized programs for municipal and retirement plan advisory services.

Matthew Greiner is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Bank of America and Merrill for 12 years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage, distribution, and investment management capabilities.

Edward Adams is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera since 2006 and has been involved in multiple related business activities, including serving as an adjunct professor at Rider University since 1988 and managing his own CPA practice focused on tax and audit services. He also holds board roles in organizations such as Paedeia, Inc., a medical development company, and the Trenton Cycling Revolution. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and unaffiliated third-party managers.

Patrick Seiler is a CFP® credentialed financial advisor with Raymond James & Associates in Newtown, PA, bringing 30 years of industry experience. He has been with Raymond James & Associates since 2011 and has regulatory experience with FINRA dating back to 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering a range of financial planning, advisory, and consulting services supported by extensive research and multiple portfolio management styles.

Michael Reilly is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Cantella & Co Inc for 20 years. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary and third-party models, tailored to client objectives with both discretionary and non-discretionary options.

Steven Griffiths is a Senior Financial Advisor with over 20 years of experience in financial services, currently serving within Merrill Lynch Wealth Management. He specializes in helping clients develop personalized wealth management strategies that address a comprehensive range of financial needs. Steven's expertise encompasses executive compensation, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, as well as retirement income planning. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. Steven earned his Bachelor's Degree from the University of Richmond. In addition to his professional work, Steven enjoys fishing, running, skiing, swimming, and spending time with his family.

Nicholas Hill is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in serving high-net-worth individuals and multi-generational families. With nearly 15 years of experience in financial services, he focuses on delivering tax-efficient strategies, estate planning, executive compensation, and legacy planning. Nicholas works closely with clients and his team to develop customized approaches that address retirement, education, liability management, and portfolio management, aiming to simplify complex financial decisions and enhance clients’ financial and emotional wellbeing. Nicholas earned a Bachelor of Science degree in Business Management from James Madison University, concentrating in Human Resources and minoring in English. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Personal Investment Advisor (PIA) credential. Throughout his career, Nicholas has emphasized client-centric service, following a family tradition of prioritizing clients’ best interests and fostering long-term relationships. Outside of his professional responsibilities, Nicholas is involved with the YMCA of Bucks and Hunterdon County. He enjoys spending time with his family, watching the Philadelphia Eagles, boating, playing golf and ice hockey, as well as relaxing at the family’s home on Long Beach Island.

Casey Startzell is a CFP® professional with 13 years of industry experience. He is currently with Osaic, having joined in 2023 after 11 years at FSC Securities Corporation. Outside of his advisory role, he owns STARTZELLGROUP LLC, a tax preparation service for individuals, families, and small businesses. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services and employs various tools and third-party solutions to construct and manage portfolios across asset classes on both discretionary and non-discretionary bases.

Michael Dominguez is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Samuel Griffiths IV serves as a Senior Financial Advisor for The Griffiths Group at Merrill Lynch Wealth Management. He advises high net-worth individuals on wealth accumulation and wealth preservation. Additionally, he consults with business owners and corporations on liability management and retirement plan services. Mr. Griffiths began his financial career in commercial banking in 1985. Prior to joining Merrill Lynch Wealth Management in 1998, he was a Principal with Griffiths-Schreiber & Company, an employee benefits consulting firm. As a Portfolio Manager, he manages personalized and defined strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He is a graduate of Villanova University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Mr. Griffiths and his wife Kelly support organizations including the Fox Chase Cancer Center, First Book, and the Central Bucks Family YMCA.

Frank Hosmer Jr. is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked at Cetera since 2022 and previously spent seven years with Waddell & Reed, Inc. and various insurance carriers. He is affiliated with Cetera Investment Advisers LLC, a nationwide SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Duhan Malali is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 14 years of industry experience. He has worked at firms including Wells Fargo and Cetera Investment Services. Outside of advisory work, he is involved with Swept Inc, a social media platform business where he manages accounting and operational decisions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Gina Logsdon is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm‑approved tools.

Robin May is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2009. Robin holds Series 63 and Series 65 licenses and is also a commissioned notary public. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning supported by advanced modeling tools and a range of investment and brokerage offerings.