Michael Lesher is a financial advisor with Merrill, holding Series 66, Series 63, and Series 65 licenses and 13 years of industry experience. He has worked at Merrill since 2019 and previously held roles at Northwestern Mutual Wealth Management Services LLC, Northwestern Mutual Investment Services LLC, Anthony Stanley, and LPL Financial. 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 investment strategies.

Jenna Breslin is a financial advisor with OSAIC, holding a Series 66 designation and 16 years of industry experience. She previously worked at FSC Securities Corporation for 15 years before joining OSAIC in 2023. Outside of her advisory role, she is involved in selling variable annuities and fixed life and health insurance products. OSAIC Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a model-based investment approach that emphasizes asset allocation, portfolio optimization, and multiple program options delivered via a complex affiliate platform.

Scott Demouth is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads a team of eight financial professionals providing comprehensive advice and guidance across all aspects of clients' financial lives. His approach emphasizes putting clients' needs and goals at the forefront of the planning process to guide them through varied market conditions. With over 33 years of experience in investment and wealth management, Scott's background includes twelve years on Wall Street at Donaldson, Lufkin & Jenrette and Barclays Capital, where he provided trading and investment strategies to institutional clients and managed proprietary capital. He holds several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Scott earned a bachelor's degree from Fordham University. In his personal life, Scott has been involved in local youth sports as a coach and board member for sixteen years. He enjoys skiing, golfing, running marathons, cooking, spending time with his family, and traveling.

Rochelle Beck is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials and one year of industry experience. She has previously worked at HSBC Technology and Services USA Inc. and HSBC Bank, NA. Outside of financial advising, she owns and operates RBeck Design Company LLC, a non-investment-related business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm utilizes model-delivery strategies developed by third-party asset managers and supports trade execution through BNY Mellon Advisors and Pershing.

George Mcreynolds Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Cambridge Investment Research and Commonwealth Financial Network. Outside of his advisory work, he is involved in authoring and life coaching through Just Abundance Media LLC and serves as a certified firearms safety instructor. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jacquelyn Doubet is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2015 and also maintains an affiliation with Scott E. Marshall and Associates Wealth Management. Doubet holds a Pennsylvania notary commission. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Keith Householder is a financial advisor at UBS Financial Services with 26 years of industry experience. His prior roles include positions at Bank of America and Merrill. He serves on the Board of Trustees at Ancillae Assumpta Academy, contributing as a member of the finance committee. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through its extensive platform and proprietary research.

Chioma Ugorji is a financial advisor with Primerica Advisors in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Primerica Advisors since 2013 and also has work history at Intuit Inc. since 2020. Outside of her advisory role, she is the proprietor of Heritage Tax & Accounting Services LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party managers and custodians, with an emphasis on delivering advisory services through a large network of financial advisors.

Christopher Heaven is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 22 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to guide its financial strategies.

James McGuire III is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Robert W. Baird since 2014. He serves as a board member for the Church of the Good Samaritan in Paoli, PA. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, emphasizing manager selection, internal research, and a mix of discretionary and non-discretionary strategies.

John Williams is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 42 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2015. Outside of his advisory work, he serves as a Committeeman for the Montgomery County Republican Committee in Whitemarsh Township East-1 District. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide its investment approach and offers a range of brokerage and advisory solutions.

Lauren Akers is a financial advisor with Morgan Stanley in Yardley, PA, holding a Series 63 designation and 10 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and serves both individual investors and clients through corporate financial planning agreements.

Rose Santiago is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes roles at PFS Investments Inc., Cloud10 Smartwash, Primerica Life Insurance, Champs Sports, and Dunkin Donuts, as well as time spent as a homemaker. Primerica Advisors is a large-scale firm that serves individual investors, as well as corporate and charitable clients, through a wrap-fee asset management program. The firm utilizes model-delivery strategies created by unaffiliated asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

Kathryn Ortolf is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds a Series 66 designation and has worked previously at Messer LLC, Villanova University, and Linde LLC. Outside of her advisory role, she has a minority ownership interest in JK Partners LLC, a financial practice in Doylestown, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, and delivers tailored recommendations using proprietary research and tools.

Adam Steinhauser is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2010, transitioning to Morgan Stanley Private Bank, National Association in 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models such as Monte Carlo simulations as part of its process.

Lawrence Stevens is a financial advisor with Ameriprise in New Hope, PA, holding a Series 66 designation and two years of industry experience. He previously worked at Omnicare and Amazon, and has been involved with Penn Wealth Accounting Group, focusing on tax preparation and managing an advisory business. Stevens's background also includes experience at Rutgers University and engagement with Resica Falls Scout Reservation. Ameriprise Financial Services serves both individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice. The firm uses a combination of internal research, third-party data, and algorithmic tools to provide non-discretionary recommendations focused on income sources, tax-aware withdrawals, and Social Security options.

Gregory Micheals is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies to help clients pursue their long-term goals, focusing on areas such as college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. With over 30 years of team expertise, Gregory and his team work actively with clients to navigate financial planning, investments, and money management by creating individualized and detailed plans paired with efficient client service. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from Rider University. Outside of his professional work, Gregory enjoys spending time with his family, watching football and movies, traveling, going out to dinner, wine tasting, and socializing with friends.

Brook Williams is a financial advisor with Thrivent Investment Management in Montgomeryville, PA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with Thrivent Financial for Lutherans since 2002. Williams serves as a board member for the Indian Valley Education Foundation, where he helps coordinate fundraising efforts and decision-making to support educational programs in the Souderton School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses. The firm offers planning on a one-time or ongoing basis, with services covering a wide range of topics but without implementation of recommendations or discretionary trading authority.

Lindsey Minissale is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2017. Prior to her current role, she worked for five years at Kampus Klothes. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Scott Myers is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 discovery processes and firm-approved planning tools in its advisory services.