Meghan Gallagher is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and having one year of industry experience. Her prior experience includes five years at Bank of America and three years at Chase. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Stephen Sharkey Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Cetera and its affiliates since 2021 and has prior experience with Voya Financial Advisors and Nationwide Securities. Outside of his advisory role, he is a partner and owner of Ondik Sharkey Insurance Group, which sells property, casualty, and employee benefits products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Anthony Molettiere is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Primerica Advisors since 2018 and has prior experience with Primerica Financial Services, Guiseppes, Penn State, Koffee Korner, and ArtsQuest. His other business activities include sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering various investment models implemented through BNY Mellon Advisors.

Jennifer Staudenmayer is a CFP®-credentialed financial advisor with Edward Jones in Limerick, PA, and has 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm that serves a broad client base including individuals, institutions, and charitable organizations, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melissa Shoupe is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. She holds a Series 63 designation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning arrangements.

Louis Spinelli is a Wealth Management Advisor based in suburban Philadelphia with Merrill Lynch Wealth Management. He leads The Spinelli Policare Group, which advises affluent families on various financial matters including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. Louis began his financial services career in 2002 after earning a bachelor's degree in finance from Villanova University. He advises high net worth investors and corporate retirement plans, and holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and values-based investing. Louis resides in Whitemarsh Township with his wife, Maria, and their young son, Vincent. His personal interests include basketball, reading, and spending time with his family.

Andrew Hylan is a financial advisor with Ameriprise in Spring City, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Outside of his primary role, he is an associate financial advisor with Vernon Summit Partners, working under William Bishop. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Hannah Ryan is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2024. Outside of her advisory role, she serves as head coach for an 8th grade girls lacrosse team in the Methacton School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Manoj Muraleedharan is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at JPMorgan Chase and UBS Securities LLC. Primerica Advisors provides 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 offers advisory services through model-based strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

David Maharam is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2007. He is based in Blue Bell, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling techniques.

Kailee Davis is a financial advisor at Ameriprise with 15 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Prudential Annuities Distributors and Prudential Insurance Company of America. Davis is also co-owner of Epic Wealth Partners, LLC, where she manages an advisory business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered in partnership with its financial advisors.

Ursula Johnson is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in audio/visual art production through PYMG, LLC, serves as an associate minister, teaches biblical principles of finance to women in transitional housing, and volunteers as a roving poll monitor for election integrity. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized written recommendations.

Jacob Long is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2016, having previously worked at AXA Advisors LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and various third-party managers to deliver advisory and brokerage solutions.

Thomas Forscht is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has been associated with PFS Investments Inc. since 1999 and Primerica Financial Services since 1998. Outside of advisory work, Forscht is involved in investment-related activities through entities such as Focused on Excellence GP, Inc. and Future Legacy Group, LLC, both formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies and discretionary management supported by third-party asset managers and custodians.

Brian Smith is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors. He also operates a separate business, Firstrust Financial Resources. Equitable Advisors serves a wide range of clients including individuals, high-net-worth, retirement plans, and institutions, offering financial planning, insurance distribution, and access to third-party asset management programs through a dual-registered broker-dealer and investment adviser model.

William Stewart IV is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and previously worked at Janney Montgomery Scott and Janney Montgomery Scott LLC. Stewart is based in Phoenixville, PA. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and government entities, providing financial planning and investment consulting primarily on a non-discretionary basis.

Gregory Mugnier is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Drucker & Scaccetti, PC, RAM Associates, and the Burlington County Bridge Commission. Mugnier also operates a business under the name Firstrust Financial Resources. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working through program sponsors and endorsed platforms to deliver advisory and brokerage solutions.

Domenic Fontana is a financial advisor at Cetera with one year of industry experience. He holds the PFS™ and Series 63 designations. In addition to his advisory role, Fontana is the president of The Fontana Group, Inc., a CPA and tax preparation firm serving approximately 700 clients, and is involved in multiple entrepreneurial ventures including AmeriWave Communications LLC, a provider of wireless internet services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services and operates a multi-manager platform that allows for flexible investment strategies across multiple program structures.

Demetrios Lowry is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2023. Lowry serves as a coach for Wissahickon School District, a role unrelated to his investment work. Equitable Advisors provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs to a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Benjamin Laffredo is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes nearly a decade at The Vanguard Group, Inc., as well as roles in both the beverage and food service industries. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment solutions, including tax-efficient services and proprietary funds, supported by a large nationwide network of advisors and branch offices.