David Wood is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. He is also the owner of SEA BUDDY ENTERPRISES LLC, a business registered in Doylestown, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory services and investment strategies, supported by extensive resources and a large network of advisors.

Philip Grossman is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Grossman holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Cheryl Berry is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Thrivent and its affiliates since 2017. Prior to her advisory role, she worked as faculty in the dental hygiene clinic at Montgomery County Community College, where she taught clinical skills. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions under a consolidated billing option called “WealthPlan.”

Kalpesh Patel is a financial advisor with Charles Schwab in Horsham, PA, holding CFP® and CFA® designations and bringing 20 years of industry experience. His prior roles include positions at Northwestern Mutual, Morgan Stanley, and Barclays Capital. Charles Schwab 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 solutions supported by multi-asset model portfolios and centralized custody and order-routing services.

John Gallagher is a CFP® with 33 years of experience in the financial industry. He is currently with Cetera Investment Advisors, having joined in 2026 after prior roles at Commonwealth Financial Network and Lincoln Investment Planning, Inc. Gallagher spends a portion of his time involved in fixed insurance sales. 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 through a multi-manager platform, supporting various program structures and custodial relationships across a network of over 10,000 advisors.

Justin Rodda is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he has held roles at Glasbern, Moravian University, EdgeOne Property Services, and Northwestern Lehigh High School. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and various financial planning and consulting services.

David Grindle Jr. is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked with Wells Fargo Funds Distributor, LLC and Wells Fargo Funds Management, LLC over 15 years before joining Wells Fargo Advisors in 2021. In addition to his advisory role, he owns Grindle Wealth Management, LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, providing a broad range of financial planning and investment services tailored to clients who meet a net-worth threshold.

Victoria Vogel is a financial advisor with Morgan Stanley, holding a Series 66 designation and one year of industry experience. She previously worked at Frist Watch for four years and has experience in the hospitality sector with roles at Country Squire Diner and Manayunk Brewing Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Jodi Banks is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with PFS Investments, Inc. since 2010 and Primerica Financial Services since 2009. Outside of investment advisory roles, she is involved in sales of home security and automation products through affiliated companies and operates a separate business, Jodi Banks, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Steve Ricci is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, along with affiliated trust and insurance services.

Matthew Robinson is a financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL, he worked at Comcast Corporation for six years and PricewaterhouseCoopers for one year. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Shaun Conahan is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Conahan serves on the board of the Indian Valley Chamber of Commerce, where he helps organize the annual golf outing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and various financial planning services.

Gary Kennedy is a CFP® professional with 38 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses and serves as a board member of the Mary Mother of the Redeemer Finance Council. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.

Timothy Swartley is a CFP® professional with 26 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Cetera and Girard Advisory Services. Outside of his advisory work, he serves as a board member and volunteer for several nonprofit organizations including the Grand View Health Foundation and the Senior Adult Activity Center of Indian Valley. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple platform options and proprietary model strategies under the Founders Gate Capital brand.

William Reiner Jr. is a CFP® with 31 years of industry experience, currently with LPL Financial since 2021. He previously worked at Cambridge Investment Research Advisors and Ameriprise. 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 broad range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shaun Small is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also owns and manages Essential Ally Capital Management, LLC, an investment-related business based in Phoenixville, PA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer strategies. Advisors develop tailored recommendations using Wells Fargo’s research and tools, with clients having flexibility in implementing those recommendations through various brokerage or advisory programs.

Christopher Bruder is a financial advisor with LPL Financial in Collegeville, PA, holding a Series 66 credential and 24 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he operates The Bruder Investment Group as a DBA and provides non-variable life insurance policies to clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive technology tools.

Giovanni Astorino is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Merrill and Securities America Advisors, Inc. outside of his advisory role, he owns an insurance business. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Thomas Taggart is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 licenses and 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 roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Brandon Skupski is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at J Alden Associates, Alden Capital Management, Triad Hybrid Solutions, Triad Advisors, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is based in Collegeville, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives, emphasizing both discretionary and non-discretionary strategies supported by advanced operational tools.