Massimo Magliari is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves on the board of directors for the Mitzvah Circle Foundation. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Patrick Mullins is a financial advisor with LPL Financial and holds a Series 63 designation. He has 39 years of industry experience, with prior roles at Grove Point Advisors, Grove Point Investments, Fidelity Union Life Insurance Company, and Alliance Life. Mullins also operates Mullins Wealth Management, a business related to his advisory activities. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and brokerage services, supported by model portfolios, third-party research, and various technology tools.

Martin Grourke is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and accumulating eight years of industry experience. He has been associated with Primerica Financial Services since 2015 and PFS Investments Inc. since 2017, alongside a long-term role in the Colonial School District since 2007. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-delivery strategies and discretionary separately managed account options supported by external asset managers and custodians.

Vito Martutartus is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include seven years at VOYA Financial Advisors and several years with Cetera and Cetera Wealth Services. He is also involved in independent insurance sales through his business activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, operating at significant scale with more than 10,000 advisors and $256 billion in assets under management.

Gretchen Carey is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and J. B. Hanauer & Co. since 1999. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations, use of firm-approved planning tools, and a range of retail and institutional investment services.

Patrick Groarke is a financial advisor at Cetera with 34 years of industry experience. He holds a Series 63 designation and has previously worked with Wells Fargo Advisors and Wells Fargo Clearing. Groarke is also the managing director and business owner of Galloway Berkshire Capital LLC, a financial services firm offering brokerage and advisory services. Additionally, he works as an insurance agent selling annuities and long-term care products. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with access to affiliated and third-party money managers across various program structures.

William Hoskins is a financial advisor with Cetera who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at Cetera Wealth Services, Summit Financial Group Inc, and Summit Brokerage Services Inc. He is based in Lafayette Hill, PA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment and financial planning services through a large network of independent advisors and provides access to multiple portfolio management options across various program structures.

Paul Mullen is a Managing Director and Senior Resident Director at Merrill's Blue Bell office. He has held financial and managerial positions with Merrill for 35 years. He works with individuals, senior-level executives, business owners, corporations, endowments, and estates, providing services that include financial and wealth strategies along with crafting custom-built portfolios for each client. Paul represents other managers and advisors, working directly with the Firm's senior management to enhance client offerings and service. Paul holds a Bachelor of Science in Business Administration with a concentration in Marketing from Shippensburg University. He also holds the Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning Institutes Corp. He serves on the Board of Directors for For Pete's Sake Cancer Respite Foundation and Archbishop Wood High School, and is a member of the financial committees for Gwynedd Mercy Academy High School. Paul lives in Horsham with his wife of 32 years and their three daughters. He is an avid runner and has competed in several marathons including Boston, New York, Chicago, Washington, and London. He volunteers his time and talents with local charities including Philabundance and Cradles to Crayons.

Theresa Mc Donough is a financial advisor at Merrill with 37 years of industry experience. She has been with Merrill and Merrill Lynch since 1997 and holds Series 63 and Series 65 licenses. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s investment approach includes model-based and discretionary strategies implemented by Managed Account Advisors LLC, with access to a wide range of products through its integration with Bank of America’s corporate platform.

Brian Wells is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2016. Prior to this, he worked at AXA Advisors, LLC. Outside of his advisory role, he serves as a member of the Bucksmont Chamber of Commerce and is involved as an independent insurance agent specializing in fixed insurance products. 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 through program sponsors and third-party managers to provide advisory and brokerage solutions.

Seth Gansman is a financial advisor with LPL Financial and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Ameriprise Financial Services and Morgan Stanley. Outside of his advisory work, he serves as Board President of the Warrington Hunt Home Owners Association and is an elected Warrington Township auditor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, 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 retirement plan consulting.

Kathleen Arnold is a financial advisor with Ameriprise in Lansdale, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written Recommendation Reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Darrin Wallace is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 31 years of industry experience. He previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. for 17 years each. Outside of his advisory work, he owns a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a variety of portfolio management and platform options tailored to client objectives.

Caroline Wasielevski is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. She has held roles at Cetera and affiliated firms since 2022 and has prior work history that includes community and retail positions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures, supporting over 10,000 advisors and $256 billion in assets under management.

Daniel White is a financial advisor with Ameriprise in Pottstown, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he is involved in managing a commercial real estate holding company, Hillside Maple LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

James Mari Jr. is a CFP® with 18 years of experience in financial planning and asset management. He is currently affiliated with Cetera and its related entities, having joined in 2025 after eight years at CliftonLarsonAllen Wealth Advisors, LLC, and prior roles at Sun National Bank and INVEST Financial Corp. He is also involved with Flagship Financial LLC as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of advisory services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management options, including model portfolios, third-party managers, and customized strategies, supported by a large network of over 10,000 advisors and approximately $256 billion in assets under management.

Joseph Reinemann is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Eon Health, Cadence Consulting Group, and held various roles including at Syracuse University and ACA Compliance Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with an emphasis on tailored recommendations and optional implementation through multiple channels.

Robert Croyle is a financial advisor with Primerica Advisors in Chalfont, PA. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2025. His prior experience includes roles at Primerica Financial Services, College HUNKS Hauling Junk, Susquehanna University, Davis Feed Mill, and Pennridge School District. Outside of advisory work, he has been involved in sales of home security and automation products through affiliations with Primerica Mortgage and Primerica Client Services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs a curated third-party asset manager model with oversight from BNY Mellon Advisors and uses a tiered wrap fee structure.

Jorge Diaz is a financial advisor with Robert W. Baird & Co. in Townsend, Delaware, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at Baird since 2017 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies that range from traditional to non-traditional investments.

Carolyn Porter is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.