Kevin Donnelly is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 designations and 17 years of industry experience. He worked at Merrill from 2007 to 2021 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Michael Staufenberger is a financial advisor with Stifel, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he owns and manages Whitetail Ridge Farm in New Jersey, where he is involved in hay and corn farming as well as maintaining food plots for hunting. Stifel serves individuals, including high net worth and non-HNW clients, as well as institutional clients such as pension plans and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Rouba Staufenberger is a financial advisor at Stifel with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at Real Chemistry, The Planning Shop, Psyma International, and Adelphi Research. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Lisa Cardwell is a financial advisor with Morgan Stanley in Stroudsburg, PA, holding Series 63 and Series 65 licenses. She has 29 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of finance, she serves as an officer at D.A.C. Electric, Inc., a construction and engineering firm based in Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Harold Uszerowicz is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2012 and 2019. Outside of his advisory work, he is an amateur photographer. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Nancy Robilotta is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Tarik El Bassiouni is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2013, including time with Morgan Stanley Private Bank, National Association, and previously at Nationwide Securities, LLC and 1717 Capital Management Company. Outside of his advisory role, he serves as a basketball coach for the Stroudsburg Area School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Alan Meckler is a CFP® and ChFC® credentialed financial advisor with 33 years of industry experience. He currently works at OSAIC and has previously held roles at Securities America Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Meckler also serves as a board member of St. Christopher's Inn, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs, utilizing firm-provided portfolio construction tools and multiple advisory platforms.

Rocco Stigliano is a financial advisor with Primerica Advisors in East Stroudsburg, PA, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and selective separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and utilizes a tiered wrap-fee structure while maintaining oversight of investment models and related arrangements.

Timothy Ferguson is a financial advisor with Equitable Advisors in Columbia, NJ, holding a Series 66 designation and one year of industry experience. His work history includes roles outside finance, such as positions at Pinecrest Lake Golf & Country Club and Knowlton Township Elementary School. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning and asset management through a network of Investment Adviser Representatives and third-party managers.

Michael Chell is a financial advisor with Raymond James Financial in East Stroudsburg, PA, holding Series 63 and Series 65 designations with 41 years of industry experience. He has been with Raymond James Financial and its affiliate since 2010. In addition to his advisory role, he serves as CEO of Chell Financial Group, Inc., a support company for Raymond James business operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and models to align with client goals, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Stephen Ingalls Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked for Commonwealth Financial Network for 16 years. Outside of his advisory role, he owns a fixed life insurance business. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services that include financial planning, retirement consulting, and managed account solutions. The firm employs sophisticated portfolio construction tools and supports multiple advisory platforms and third-party service providers.

Gregory Meehan Sr. is a CFP® with 31 years of industry experience, currently affiliated with LPL Financial since 1998. He holds a Certified Divorce Financial Analyst (CDFA) credential and dedicates part of his practice to divorce financial planning and tax preparation services. Meehan also conducts federal and state income tax returns independently of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm provides a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Jan Sedlacek is a financial advisor at OSAIC with 50 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Securities America, Inc. and Penn Mutual. Sedlacek is also president of Cornerstone Financial Group, Inc., where he has been involved in insurance sales since 1976. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory platforms and provides integrated brokerage and investment advisory services featuring advanced asset-allocation tools and access to third-party money managers.

David Henderson is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2019 and previously spent a decade at 1st Global Advisors, Inc. and 1st Global Capital Corp. Henderson is also a member of Caristia, Kulsar & Wade LLC, a CPA affiliate program he has been involved with since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of strategic and tactical investment approaches.

William Moynihan is a financial advisor at Stifel with 28 years of industry experience and holds a Series 66 designation. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside his advisory role, he is a member of the New Jersey Army National Guard and participates in community outreach with Project Self Sufficiency of Sussex County. He also assists in supervising a family contracting business during snow plow operations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses that guide client decisions.

Sean Robilotta is a financial advisor at Morgan Stanley with a Series 66 designation. He joined the firm in 2024 and has prior work experience at Walmart and East Stroudsburg University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Michael Keller is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Coastal Equities, International Assets Investment Management, Cetera Advisors, and Citigroup Global Markets. Keller operates in Sparta, NJ. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services supported by various investment strategies and technology tools.

Nadia Ebanks is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Her work history includes roles at PFS Investments Inc., Primerica Financial Services, and various real estate and financial services firms. Primerica Advisors sponsors 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 utilizes model-delivery strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management.

Elizabeth Watson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Securities America Advisors and Questar Asset Management, among other firms, before joining OSAIC. Outside of her advisory role, she mentors women in leadership positions within a church setting through a special assignment in women's ministries. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by various tools and third-party platforms.