Edward Foy is a financial advisor with LPL Financial in Blue Bell, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2023, he operated his own advisory practice and worked with Minnesota Life, M & K Financial Services, and Securian Financial Services for over two decades. Outside of his advisory work, he is the owner of a business specializing in buying and selling sports books and publications and serves on the Parish Finance Council at Saint Genevieve Roman Catholic Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of investment programs and tools, including model portfolios, third-party asset management, and participant-level retirement advice, supported by technology-driven operational and research resources.

Stacia De Witt is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Allstate Insurance Company, Mutual of Omaha, and Thrivent Investment Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Noel Wolfe is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his financial advisory role, Wolfe serves as a computer consultant for a law office and is a Sunday school teacher at Davisville Baptist Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning utilizing structured discovery processes and firm-approved tools.

James Pfister is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes a long tenure at Ameriprise Financial Services, Inc., where he worked for 34 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Kimberly Wenger is a financial advisor with LPL Financial, holding a ChFC® designation and Series 63 and 66 licenses, with 14 years of industry experience. Prior to joining LPL Financial in 2026, she worked at Hornor, Townsend & Kent, Inc and Penn Mutual Life Insurance Company. Outside of her advisory work, she serves as a board member of the Pennsylvania Girls' Lacrosse Association and is a head coach for the Great Valley High School lacrosse program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with comprehensive financial planning and investment management services. The firm combines advisory and brokerage platforms with a wide range of financial products and utilizes technology tools to support advisor decision-making.

John Fischer is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. His career includes roles at Northwestern Mutual Wealth Management Company and Minnesota Life Insurance Company. Outside of advising, he owns Cowboy Coffee Roastery, a small start-up business roasting coffee for family and friends. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Anthony Mantellino is a financial advisor with LPL Financial in Horsham, PA, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2020, he worked at MML Investors Services and MassMutual among other firms. He also serves as a business manager for St Charles Borromeo Church and Our Lady of Guadalupe Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, leveraging a large network of advisors and technology tools.

Michael Fiazzo is a financial advisor with Ameriprise Financial Services in Fort Washington, PA, holding a Series 66 designation and nine years of industry experience. His previous roles include positions at Beacon Bridge Wealth Partners and Saint Joseph's University. He is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored, tax-aware recommendations and ongoing advice for clients nearing or in retirement.

Michael Makaila is a financial advisor at Cetera with four years of industry experience. He holds the Series 66 designation and previously worked at Teva Pharmaceuticals, Inc. for fourteen years. He serves as a board member of Ebony Pearls Foundation, Inc., a nonprofit focused on scholarships and leadership development for young women in Philadelphia County. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program structures, managing over $256 billion in assets.

David Shantz is a ChFC® and Series 63 licensed financial advisor with Ameriprise in Doylestown, PA, bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate modeling, tax-efficiency analysis, and adaptive withdrawal strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joshua Weizer is a financial advisor at LPL Enterprise with a Series 66 designation and has been with the firm since 2026. He also has a long-term role at Delaware Valley Vital-Link Inc., where he has been active since 2013. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and various brokerage and insurance products through its network of investment adviser representatives.

Andrew Pilone is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementations and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Marilyn Banyai is a CFP® and CPA with 39 years of industry experience. She currently works at Cetera and has a long history with Avantax Advisory Services and related firms, spanning over two decades. In addition to her financial services career, she is an author of non-fiction books on photography, Bible characters, and crafts, and serves as secretary and scholarship committee chair for the Buxmont Chapter of PSTAP. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment programs and custodial relationships.

David Robidoux is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at BlackRock and Bank of America/Merrill. Outside of his advisory work, he is a part-owner of a vending machine business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Antoinette Pellegrini is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers tailored recommendations using proprietary research and tools, with a focus on discrete planning engagements across various specialized areas.

Jonathan Markle is a Series 66-registered financial advisor with Morgan Stanley, based in Blue Bell, PA, and has 28 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Shawn Gibbons is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has worked in various roles, including positions at Equitable Advisors and PNC Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Scott Simon is a financial advisor with Mass Mutual Investors Services in Horsham, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Simon has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2015. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars with an emphasis on collaborative, annual planning engagements.

Brian Callahan is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. In addition to his advisory role, he is employed by Ashford Wealth Advisors, a practice management entity. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored recommendations through a centralized consulting team.

Adam Barker is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored financial planning strategies, focusing on executive compensation, equity compensation services, family wealth management, liquidity management, managing new wealth, sports and entertainment, and tax minimization. As a portfolio advisor, Adam works closely with clients to develop individualized plans that integrate cash flow, investments, tax considerations, retirement, and estate planning to create cohesive financial foundations. Adam began his career in accounting within alternative investments, where he audited and reviewed multiple investment portfolios for four years. In 2019, he transitioned to Merrill Lynch Wealth Management to focus on working directly with individuals and families. He holds the Accredited Wealth Management Advisor℠ (AWMA™) designation, Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA) credentials. Adam earned his bachelor’s degree from Drexel University. Committed to simplifying complex financial issues, Adam emphasizes ongoing communication and customized strategies that evolve with clients' changing objectives. He integrates children's education funding, retirement lifestyle planning, estate planning, and insurance to help alleviate clients' financial concerns. Beyond his professional work, Adam is involved with NAMI PA, Main Line. In his personal time, he enjoys bungee jumping, golfing, pickleball, skiing, and tennis.