Kevin Swantek is a CFP® with 18 years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously spent 17 years at Lincoln Financial Advisors. Swantek is co-owner of several insurance-related businesses and holds roles offering accident, disability, long-term care, and life insurance products. He is also involved in consulting and business management through a co-ownership in SBL Productions Inc. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a range of portfolio management options incorporating stocks, bonds, alternatives, and third-party money managers.

Matthew Robb is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 designation and previously worked at Fleetwood Bank before joining Thrivent in 2018. Outside of his advisory role, he serves as a seasonal Santa Claus impersonator and holds leadership positions on the boards of the Daniel Boone Optimist Club and the local Salvation Army advisory board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of planning topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Omari Thomas is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He has previously worked at firms including New York Life Insurance Company and Pruco Securities. Thomas serves on the board of Symphony in C in Collingswood, NJ, and is also a board member of the Camden, NJ planning board. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer platform.

Stephen Morris is a financial advisor at LPL Financial with 26 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial in 2024, he spent 22 years at Lincoln Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by model portfolios, research, and technology-driven investment solutions.

Ryan Satterthwaite is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Waddell & Reed Inc. and Collegeville Tax. He is also involved in tax preparation and accounting through Collegeville Tax Services LLC and has an investment-related business, Stone Bridge Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research.

Robin Clay is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Cetera since 2020 and previously spent nearly two decades with Avantax in various advisory and insurance roles. Outside of her advisory work, she owns a tax preparation and planning business, Tax Returns Plus Financial Services, and is a notary. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Giovanni Astorino II is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at GSA Wealth Management and experience outside finance at George's Market at Dreshertown and Mainland Golf Course. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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 broker-dealer, utilizing a variety of LPL-sponsored and endorsed program sponsors to provide advisory and brokerage solutions.

Michael Burns is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at firms such as Wells Fargo Clearing Services and The Vanguard Group. Outside of his advisory work, he has been involved with Squires Golf Club. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations.

Eric Markowitz is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 designations and with 32 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory role, he operates as an independent insurance agent focusing on fixed insurance products under the business name Firstrust Financial Resources. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Avery Sanson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. Their background includes roles at Cambridge Investment Research, Inc. and Financial Voyages, LLC, as well as work at the Los Angeles Film School. Avery is also an owner of Sanson Legacy Financial Planning LLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment solutions through a network of independent professionals, with access to proprietary and third-party model strategies tailored to client objectives.

Dennis Freedman is a financial advisor with Ameriprise in Langhorne, PA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as a technical analyst for a biometric company specializing in iris recognition, performing monthly reviews of system mismatches. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized, non-discretionary recommendations. The firm delivers these services through a centralized consulting team in partnership with financial advisors and emphasizes the use of its affiliated managed accounts and funds.

Gary Willcox is a CFP® professional with 19 years of industry experience. He is currently with Equitable Advisors and previously worked at TIAA-CREF and The Vanguard Group. Outside of his advisory work, he serves as an administrator or executor of estates and trusts for family and non-family members. 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 third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Bryan Wise is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Primerica Financial Services and in education with the Coatesville Area School District. Outside of finance, he has worked as a substitute teacher for local K-12 schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and comprehensive written recommendations across various financial planning topics. The firm offers these planning services separately from managed accounts and does not accept discretionary trading authority for Dedicated Planning Service engagements.

David Deleon is a financial advisor with LPL Financial who holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Diamond Credit Union, Primerica, Pennsylvania State University, Target Corporation, and Adam Art. He is also involved with Diamond Credit Union, a financial institution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, supporting both discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

Jesse Raines is a Series 66-licensed financial advisor with Cetera, bringing seven years of industry experience. His background includes roles at Delaware Valley Advisors LLC and Minnesota Life Insurance Company. Outside of advisory work, he owns and assists with the operations of Rising Sun Pizza, a pizzeria in Northeast Philadelphia. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that features model portfolios, third-party managers, and customized strategies.

Scott Stern is a financial professional at Cetera with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including NYLife Securities, Securian Financial Services, and Delaware Valley Advisors. In addition to his advisory role, Stern is involved with Wealthbridge Financial, a financial services DBA. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to various program structures and third-party managers.

Glenn Palmitessa is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior experience includes roles at Ameriprise and Wells Fargo Advisors. Outside of advising, he is involved in a ski and snowboard retail business in Doylestown, PA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, and corporations through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

David Corcoran is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

Paul Duffy is a Series 66-licensed financial advisor at J.P. Morgan Securities with nine years of industry experience. He previously worked at Bank of America/Merrill Lynch for nine years and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025. He also has experience working at Liberty Lake Day Camp. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Byron Leach is a CFP® with 14 years of experience in the financial services industry. He is currently with OSAIC and has prior experience at Securities America Advisors and H.Beck, Inc. Outside of his advisory role, he is employed as a CPA at Campisi & Campisi Inc., an accounting and tax preparation firm. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment solutions, including access to third-party money managers and automated portfolio management tools.