Scott Levy is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors, where he has worked since 2016. He holds the Series 66 designation and is based in Newtown, PA. Outside of his financial advisory work, Levy serves as the membership chairperson of BuxMont LETIP and is a sport card collector. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual, pension, and charitable clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Leon Hart is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2002 and was employed by FedEx Home Delivery from 2006 to 2025. Outside of his advisory role, he is involved in home health care services as a home health aide on a part-time basis. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs third-party asset managers and offers a tiered wrap-fee structure, focusing on curated portfolio models rather than institutional or pension plan management.

Richard Slater is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, following an 11-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its financial planning process.

Patricia Trapp is a financial advisor at Osaic with 25 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2001 to 2009. In addition to her advisory role, she sells annuities and life insurance through various vendors. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies tailored to client needs.

Jeffrey Ferry is a financial advisor at LPL Enterprise with 25 years of industry experience. He previously worked at Pruco Securities, LLC for 25 years before joining LPL Enterprise in 2025. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Brandon Roche is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing goals-based wealth management services to high net worth individuals and businesses. He began his career with Merrill Lynch in 2017 and focuses on delivering customized financial solutions tailored to clients' risk tolerance, time horizons, liquidity needs, and personal investment goals. His areas of expertise include corporate executive services, executive and equity compensation, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, and retirement income strategies. Brandon holds a Bachelor's Degree from Coastal Carolina University and holds the professional designations of Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He works alongside a team committed to helping clients understand and plan for what they value most, serving a range of clients including retirees, small businesses, foundations, private and public companies, and 401(k) and equity compensation plans. Outside of his professional responsibilities, Brandon enjoys spending time with family and friends and is an avid golfer. He is actively involved in community volunteer work and seeks to build long-term relationships with his clients while assisting them in pursuing their financial goals.

Georgeanne Moss is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Wells Fargo since 2016 and previously spent time at Prudential Equity Group, LLC. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research and modern portfolio theory in its investment approach.

Charu Chandna is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2019 and also has experience at Bank of America, N.A. beginning in 2023. Merrill 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, pension and profit-sharing plans, corporations, and charitable organizations.

Edward Purvis is a CFP® with 45 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brennan Warwick is a financial advisor with Merrill holding a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. since 2023 and has been affiliated with Merrill since 2021. Prior to his current roles, he held positions at Duquesne University School of Law and The College of New Jersey. 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, and institutional investors, supported by internal and third-party portfolio managers.

Stephen Alburtus is a financial advisor at Merrill with 28 years of industry experience. He has been with Merrill since 1999 and holds Series 63 and Series 65 designations. Merrill, along 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.

Michi Chin is a financial advisor at J.P. Morgan Securities with 11 years of industry experience and holds a Series 66 designation. She has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2021 and previously worked at Citizens Securities, Inc. and Citizens Bank. Outside of her financial advisory role, she is a partner of Higharchi LLC, a real estate business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Michael Wiley is a financial advisor at Raymond James & Associates with 29 years of industry experience. He previously worked for Morgan Stanley Smith Barney for 17 years before joining his current firm. He holds the Series 63 designation. 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 and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Gregory Brez is a CFP® with 39 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2003 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide its investment approach.

Pargev Ayvazyan is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 credentials and has previous experience at Bank of America and HSBC Bank. Outside of his advisory role, he owns and operates Exceluserform.com, a website selling MS VBA Excel tools, and has authored a book titled Beyond Prediction. 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.

Sean Christman is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009 and Bank of America 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 supported by internal and third-party management teams for individuals, high-net-worth clients, and institutional investors.

Shelley Mau is a CFP® professional with 31 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as an advisor at their Langhorne, PA office. Outside of her advisory role, she serves on the Board of Directors for Divine Grace Condominium and works as an independent consultant through Generational Partners, LLC. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team that uses research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Kevin Dobes is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Parx Casino/Sportsbook and Rutgers University Athletics. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and approved tools, offering a range of investment and financial services without providing individual security recommendations as part of standalone plans.

John Mccaffery is a financial advisor with Raymond James & Associates in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves on the finance committee for Eastern Pennsylvania Youth Soccer in Plymouth Meeting, PA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through a variety of investment approaches, supported by extensive research and affiliated portfolio managers.

Victoria Seica is a Series 66 licensed advisor with Merrill in Pennington, NJ, with nine years of industry experience. She has been with Bank of America, N.A. and Merrill since 2014. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party investment teams.