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.

Aiden Baltz is a financial advisor at LPL Financial with the Series 66 credential and three years of industry experience. His prior roles include positions at Banc of America Securities, Bank of America N.A., and Merrill. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Elizabeth Mccarthy is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 provides both brokerage and advisory solutions.

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 previously at Bank of America/Merrill Lynch, New York Life Insurance, David Lerner Associates, Aon, and Mutual of Omaha. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes expertise in derivatives and commodities.

Julia Brufke Wenger is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. She previously worked for Signator Investors Inc for ten years. Outside of her advisory role, she is an author of novels, a songwriter, and an inventor with a patent pending on a fashion item. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is notable for its scale, complex affiliate network, and use of third-party platforms for alternative investments.

Anthony Spatichia is a financial advisor with MassMutual Investors Services in Horsham, PA, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at MML Investors Services, Inc. and MassMutual Life Insurance Company since 2007. Outside of his advisory role, he is also licensed as an insurance agent and sells various insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client relationships around collaborative annual engagements using firm-approved analytical tools.

Kendrick Patterson is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked at several firms including Securian Financial Services and Delaware Valley Advisors. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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.

Steven Ramsden is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked previously at Hartford Funds Distributors, Prudential Insurance Company of America, and BlackRock. Outside of his advisory work, he creates and streams video game content on Twitch and YouTube. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a large national network of advisors and branches.

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.

Matthew Phillips is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on understanding what matters most to his clients and their families to develop strategies that pursue their financial goals. With expertise spanning general investing, retirement planning, and saving for unexpected events, Matthew takes the time to get to know his clients personally. He offers ongoing advice and guidance tailored to their evolving needs. Matthew holds a Bachelor's Degree from Kutztown University and has earned the Personal Investment Advisor (PIA) designation.

Richard Graber is a financial advisor with Thrivent Investment Management in Perkasie, Pennsylvania. He holds a Series 66 designation and has 11 years of industry experience, all with Thrivent Financial and its investment management division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning addressing a range of topics and offers a combined planning and managed-account service called WealthPlan while keeping advisory functions separate.

Justin Bartolomucci is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Collegeville, PA. Outside of his advisory role, Bartolomucci serves as treasurer for the Collegeville Economic Development Organization and is a board member at Ursinus College, where he reviews research procedures involving human subjects. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large network of advisors and branch offices, providing services under a fiduciary standard.

James Mullaney is the Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he is responsible for cultivating a work environment that encourages optimal performance from his team and delivers exceptional client experiences. He focuses on fostering behaviors that empower self-driven and dedicated team members to excel and help clients strive for their long-term financial well-being. James has held several leadership roles at Fidelity Investments, including Investment Solutions Team Leader from 2022 to 2025 and Client Service Team Leader from 2021 to 2022. Prior to these roles, he worked as a Workplace Planning and Advice Consultant and at the Help Desk between 2019 and 2021. Before joining Fidelity, he gained experience at Citizens Bank as Assistant Branch Manager from 2018 to 2019 and as a Personal Banker from 2017 to 2018. Outside of his professional responsibilities, James enjoys baseball, comedy, family activities, fitness, football, and golf.

Barth Allgeier is a Series 66 credentialed financial advisor with Edward Jones in Ambler, PA, where he has worked since 2009. He has 16 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Owen Kelly is a CFP® with five years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior roles include positions at The Vanguard Group and CAPTrust. Kelly is also involved in community activities as a volunteer committee member serving as District Finance Chair in Collegeville, PA. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Mark Kemp is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. His prior experience includes roles at National Planning Corporation and operating Kemp & Associates Retirement Services since 2002. Outside of his advisory work, he has conducted business activities related to retirement services and tax advisory through his own firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individual and institutional clients. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, supported by various technology tools and a broad network of over 22,800 advisors.

Michelle Sheridan is a financial advisor with LPL Enterprise, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 13 years of industry experience, including previous roles at Prudential Insurance Company of America and Pruco Securities, LLC. Sheridan maintains an active notary license. LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach involves model-driven portfolios and offers access to third-party asset managers and insurance products through its affiliated entities.

Andrew Soltys is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2015, with earlier roles at Equitable Advisors and Wells Fargo Clearing. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research tools.