Jenna Louve Champion is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2016, following five years at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting advisors with technology and a wide range of advisory strategies.

Marc Wisotsky is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009, currently working at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including financial and estate planning, and manages approximately $2.74 trillion in client assets.

Harvey Samachson is a financial advisor at Edward Jones with 37 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Dynamic Wealth Advisors and Wells Fargo Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports clients through a large nationwide network of advisors and branch offices.

Robert Mclarnon is a financial advisor with Cetera, holding a Series 66 credential and bringing 10 years of industry experience. He has worked at firms including LPL Financial and owns Strack Associates Inc., which provides income tax preparation and bookkeeping services. He is also involved as a partner in Bucks County Wealth Management LLC and BCWM Realty Group LLC. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Zachary Gibson is a Series 66-credentialed financial professional affiliated with Cetera, with two years of industry experience. He has held roles at multiple firms, including 44th Street Capital Advisors LLC and Wealth Management Associates, and also operates GibsonMayer, LLC, where he provides tax preparation and bookkeeping services. Zachary serves clients from Yardley, PA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform that serves individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform featuring both affiliated and third-party strategies.

Sean Downey is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked for the Wall Street Journal / Barron's Group for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Dante Cambria is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2014 and has been with Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is involved with Showcase Select LLC, a wholesale and distribution business based in Philadelphia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Gregory Lofgren is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes significant tenures at Morgan Stanley and Bank of America, including roles at Merrill and various Morgan Stanley affiliates since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves approximately $2.74 trillion in client assets.

Matthew Ryan is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Prior to his financial services career, he spent several years in education at Martin Saints Classical High School and Ville de Marie Academy. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Jarzyna is a financial advisor with Morgan Stanley, holding the CFA® designation and several securities licenses, with 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, and self-employment in financial services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Dawn Mcduell is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and over 20 years of industry experience. She has an extensive background with Avantax in various advisory and insurance roles spanning more than two decades. Outside of her advisory work, she is involved in tax preparation and bookkeeping through her roles at Roland R. McDuell Ltd and Mission Financial Services, and she also works part-time as a sales associate at a children’s clothing store. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides advisors access to various model portfolios and program structures.

Christine Kaminski is a financial advisor with Wells Fargo Clearing based in Doylestown, PA. She holds Series 63 and Series 65 licenses and has 16 years of industry experience, including 10 years with Wells Fargo Clearing. 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 approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

David Durbin is a financial advisor with Primerica Advisors in Richboro, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and limited separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Esther Bullard is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Stifel with 12 years of industry experience. She previously worked at Bank of America, N.A. for six years before joining Stifel Nicolaus & Co Inc. She is based in Yardley, PA. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling to support financial planning and asset allocation.

Christopher Cice is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His prior roles include positions at Morgan Stanley and Independent Advisers Group Corp. He serves as a principal with Newtown Financial Services, LLC, where he holds a 50% interest, and is a board member of the Tioga County Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple account platforms and proprietary model strategies while supporting both discretionary and non-discretionary management.

Christopher Housel is a CFP®-certified financial advisor with eight years of industry experience. He is currently affiliated with Wells Fargo Clearing and Wells Fargo Bank, NA, where he has worked since 2018. Prior to that, he held positions at Citizens Securities, Inc., Citizens Bank, and PNC Bank. 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 notable inclusion of insurance-related investment options and bank deposit sweep programs.

Barbara Alton is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with UBS since 2008. Outside of her advisory work, she serves as Treasurer and Officer for the Boston Intercollegiate Alumnae Association of Kappa Kappa Gamma, focusing on membership and philanthropy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Peter Sabia is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation. He has been with Morgan Stanley since 2024 and previously spent ten years affiliated with Haddonfield Memorial High School and the University of Delaware. Sabia began his tenure at Morgan Stanley Private Bank, N.A. in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include 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 proprietary tools and market simulations.

Joseph Cirucci is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank division prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation tailored to client goals.

Anita Grossman is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She worked at Lincoln Financial Advisors Corporation for 29 years before joining Osaic in 2025. Outside her advisory role, she operates a business offering various insurance products, including health, disability, and long-term care insurance. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm provides a multi-advisor platform with brokerage and advisory services, focusing on model-based asset allocation, portfolio optimization, and a range of investment strategies implemented through affiliated broker-dealer and RIA relationships.