Ryan Mitchell is a financial advisor with Edward Jones in Perkasie, PA, holding a Series 66 designation. He has one year of experience at Edward Jones and four years of prior experience at Citizens Bank. His work history also includes roles at The Giant Company, Chick-fil-A, Tswirl Crepes, and Liberty University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Michael Heck III is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held roles at the Arthritis and Osteoporosis Center and Zator Law. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model that utilizes multiple program sponsors and allows advisors to act as portfolio strategists under certain conditions.

William Schultz is a CFP® with 25 years of industry experience, currently with Wells Fargo Advisors since 2018. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. Outside of his advisory role, he owns and operates Zabri Wealth Management, a financial planning practice based in Royersford, PA. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

Anthony Leneghan is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience working at Brandon Friday and in various roles outside finance, including managing a hospitality business, Leneghan's Crusader Inn, where he also works as a bartender. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutional entities, offering 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 a broker-dealer, utilizing LPL-sponsored programs and a range of third-party managers to deliver advisory and brokerage solutions.

James Tait III is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at CUSO Financial Services, LP for 18 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Gregg Hoffman is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of his advisory work, he is a musician who plays trombone with the Red Hill Band. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Julius Mittl is a financial advisor at LPL Financial with one year of industry experience. He previously worked at Diversified LLC and Florida Financial Advisors DBA Tristate Financial Advisors, and held roles at Temple University and the Northwestern Lehigh School District. He holds Series 65 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Robert Moyer is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Fidelity, he worked for 25 years at The Vanguard Group, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it holds regulatory registrations and advisory roles that distinguish it among large institutional peers.

Krista Regaldi is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she conducts portfolio reviews, oversees strategy implementation, and assists clients with goals-based planning, focusing on areas such as college education planning, family wealth management strategies, legacy planning, socially responsible investing, and retirement income. Krista began her career in wealth management in 2008, working at Merrill Lynch Wealth Management and Walters Bailey Associates. She holds Series 7 and Series 66 FINRA registrations and is licensed as an agent for Life, Accident, and Health insurance. Additionally, she earned the Accredited Wealth Management Advisor (AWMA) designation through the College for Financial Planning Institutes Corp. Krista is a graduate of Pennsylvania State University, where she received her bachelor's degree in communications in 2002. Outside of her professional career, Krista is involved in community organizations including Cradles for Crayons, Habitat for Humanity, Preston's Pantry, and St. Jude. She spends her free time at home with her two boys, husband, and dog.

Isidore Ogoussan is a CFP® and ChFC® with 15 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and previously worked at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. Ogoussan is a committee member of the Delaware Africa Coalition and the Young Caribbean Professional Network and serves on the board of the Pennsylvania Restaurant and Lodging Association. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning and investment management services through a network of independent Financial Professionals, employing a variety of portfolio management strategies across multiple custody platforms.

Maria Shields is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise and its predecessor firms since 2005. Shields serves on the board of trustees for The Wyndcroft School in Pottstown, PA. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team.

Christine Burghart is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds the Series 63 designation and has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.

Alana Storr is a financial advisor at Equitable Advisors with three years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2022, she worked at LBCW, LLC/Gateway Shannon, LLC and held various roles at Wegmans Food Markets. She is a member of the event committee for the LPGA Amateur’s Philadelphia Chapter. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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 and collaborates extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Bradley Ingersoll is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has been with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm employs structured planning tools and investment modeling but generally does not provide individual security recommendations as part of its standalone planning services.

George Scafidi is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America/Merrill Lynch, New York Life Insurance, and David Lerner Associates. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with affiliated brokerage and investment management capabilities.

Julia Brufke Wenger is a financial advisor at Osaic with 28 years of industry experience. She holds the CFP® and ChFC® designations and previously worked at Signator Investors Inc for 10 years before joining Osaic in 2018. Outside of her advisory work, she is an author of novels, an inventor with a patent-pending fashion item, and a songwriter. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

Jay Kang is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at Avantax Insurance Agency LLC and Global Insurance & Financial Services, Inc., where he currently oversees operations and client insurance consultations. He is also a partner in an independent insurance agency. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, leveraging affiliations and scale across more than 10,000 advisors and $256 billion in assets under management.

Michael Goldstein is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides financial advice and wealth management services to clients with more than $1 million in corporate, family, and individual assets. His expertise includes financial strategies, wealth transfer and preservation, business services, retirement strategies and recommendations, estate planning strategies, portfolio management, and concentrated stock strategies. Michael serves affluent families and individuals, corporate executives, and successful business owners who value a disciplined approach to wealth management. He believes that a successful strategy considers all aspects of a client's financial life and works to understand their situation, needs, and objectives to create personalized plans. He holds a Bachelor of Science degree from Temple University and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael has been married to his wife Carol for 37 years and they have three children, Matthew, Kerry, and Emily. The Goldsteins reside in North Wales, Pennsylvania. He participates in community volunteering activities following the Merrill tradition.

Guerlio St Vrestil is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, his background includes roles at Little Caesars, the US Naval DLA Troop Support, and involvement with OCCDA Summer Camp. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Kevin Morrissey is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients develop strategies to pursue their short-, mid-, and long-term financial goals. Kevin serves as a resource for general investing, retirement planning, and saving for unexpected events, providing ongoing advice and guidance as clients' needs evolve. His client focus areas include Corporate Benefits, Education Planning, Family Wealth Management Strategies, Liquidity Management, Managing New Wealth, and Personal Retirement Planning. Kevin holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Saint Joseph's University. Outside of his professional role, Kevin is involved with Habitat for Humanity of Philadelphia. His personal interests include baseball, biking, cooking, fishing, golfing, music, pickleball, reading, skiing, and spending time with his family.