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.

Stephen Kain is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding clients' priorities to help develop strategies for pursuing their short-, mid-, and long-term financial goals. His areas of expertise include personal retirement planning, small business strategies, and tax minimization. Stephen holds a Bachelor's Degree from Rutgers University and holds the Personal Investment Advisor (PIA) designation. He provides comprehensive financial guidance, covering general investing, retirement planning, and preparing for unexpected financial needs. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional role, Stephen enjoys baseball, football, golfing, music, pickleball, soccer, swimming, and spending time with his family.

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.

Daniel Griffin is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory work, he teaches fitness and cycling classes and works as a ski instructor. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

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.

Jordan Teichman is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and various capital markets services.

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.

Anthony Favoroso is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Quinn Liddy is a financial advisor at UBS Financial Services with a Series 66 designation and five years of industry experience. Prior to joining UBS, Quinn held positions at Dollar General Corporation and engaged in roles in campus recreation and education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

John Dennis is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors for 15 years. Outside of his advisory role, he engages in a sports card hobby conducted from home and online. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management, utilizing research from multiple sources and various portfolio management options.

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 Haberman is a financial advisor with UBS Financial Services in Newtown, PA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates as both a broker-dealer and investment adviser, offering a range of services including discretionary portfolio management and futures commission merchant activities.

Corey Mulholland is a Wealth Management Advisor and Senior Vice President with Beckett George Bernstein Mulholland Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® and Certified Plan Fiduciary Advisor® designations, enabling him to deliver comprehensive financial planning and qualified retirement plan advice. Corey's approach focuses on understanding clients' short and long-term goals, addressing financial strategies, wealth transfer planning, estate and insurance reviews, investment management, and fiduciary issues. Before joining the financial services industry, Corey served eight years in the United States Marine Corps Special Operations Command, including deployment during Operation Iraqi Freedom in 2005. He earned a bachelor's degree in Management from Rutgers University, concentrating on Entrepreneurship, Strategy, and International Business. Corey resides in the Mullica Hill area with his family and enjoys activities such as beach visits, European travel, and competitive marksmanship. He is also involved with veteran-related causes and has served on the board of the Quinton Sportsmen's Club.

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.

Fielding Miller is a financial advisor with LPL Financial in Philadelphia, PA, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His prior experience includes positions at CUNA Mutual Group, Wells Fargo Clearing, and Wells Fargo Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, brokerage services, and access to research and model portfolios.

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.

Holly Berry is a financial advisor at UBS Financial Services with nine years of industry experience. She has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.