Scott Myers is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its advisory services.

Robert Iocco is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and was previously employed by Delaware Investments from 2013 to 2017. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individuals and institutional clients, combining tailored financial planning with extensive investment offerings. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Stephen Balen is a financial advisor at LPL Financial with 46 years of industry experience. He holds a Series 63 designation and previously worked for Boenning & Scattergood, Inc. for 19 years. Outside of finance, he is involved in show dog breeding. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services through a large network of investment adviser representatives.

Elizabeth Lubrano is a financial advisor at Equitable Advisors with 13 years of industry experience. She holds the Series 66 designation and has been with Equitable Advisors since 2012, previously associated with Axa Advisors. Outside of her advisory role, she is involved with the United States Equestrian Federation as a judge and owns a horse breeding business, Horizon Hill Hunter Breeding, LLC. 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 services tailored through a detailed client intake process.

Kenneth Wasekanes Jr. is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding a Series 66 license and having one year of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Life Insurance Company, and South by Sea. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, specializing in tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using firm-approved tools and offers both direct and corporate financial planning services.

Christopher Ciavarelli is a financial advisor at Fidelity with 28 years of industry experience. His prior roles include positions at The Vanguard Group and Amazon, as well as self-employment. Outside of his advisory work, he has been an independent contractor driving for a ride share service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

James Pepe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. 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 services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joyce Breinlinger is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked at The Vanguard Group, Inc. for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive network of advisors and branch offices, as well as its fiduciary standard and variety of managed solutions.

Carl Haag is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Rankin is a CFP® with 28 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2020. He previously worked for Janney Montgomery Scott from 2009 to 2020. Outside of his advisory role, Mr. Rankin is a radio host and partner at Marathon Partners, LLC, and serves on the advisory board for The First Tee of Greater Philadelphia, a youth enrichment organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs with tailored portfolio strategies implemented through in-house and third-party managers.

Paul Chavenson is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley & Co., Inc., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm‑approved tools to develop financial plans.

Ellen Perlman is a financial advisor at Stifel with 34 years of industry experience. She holds a Series 63 designation and worked at Boenning & Scattergood, Inc. for 24 years prior to joining Stifel in 2022. Perlman serves as Chairwoman of the Municipal Bond Women's Forum and is a board member of the Bridlewild Trail Association. Stifel serves a wide range of clients including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Mark Barrett is a financial advisor with Raymond James & Associates in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Barrett serves as a director of College Possible, a nonprofit focused on expanding college admission and tutoring support for students. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Anne St Clair is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at U.S. Bancorp Investments, U.S. Bank, Wilmington Trust, M&T Bank, and M&T Securities. Outside of her advisory work, she serves on the Board of Directors for the Delaware Symphony Orchestra and leads its development committee. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Freilich is a financial advisor with LPL Financial in Collegeville, PA, holding Series 63 and Series 65 registrations and 28 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment options including discretionary and non-discretionary management, model portfolios, and direct indexing.

Thomas Graham is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, NA and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nico Echevarria is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he assists clients in working towards their lifetime financial goals through benefits review, equity compensation, wealth planning, and guidance. He has been with Fidelity Investments since 2020, serving in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Nico worked as an Investment Advisor Representative at Brandywine Financial Group from 2018 to 2020, and as a Hardship Determination Administrator at Vanguard from 2015 to 2018. He holds a California insurance license. Outside of his professional career, Nico enjoys family activities, football, movies, music, and parenthood.

Christine Stefanou is a financial advisor with Ameriprise in Malvern, PA, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she is involved in a family-owned software company and has an ownership interest in a rental property business through an LLC. Ameriprise serves primarily high-net-worth individuals approaching or in retirement, offering retirement-income planning services that include written recommendation reports and a combination of research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional financial services company.

Robert Musselman is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at VOYA Financial Advisors and operated his own firm, R Bruce Musselman. He is also president of Musselman Financial Solutions, LLC, a firm involved in the sale of fixed insurance, securities, and investment products. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, as well as institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Nathaniel Coleman is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2014 and 2015 respectively. Outside of his advisory role, he participates in the Financial Literacy Center of Lehigh Valley, where he educates students on the benefits of using banking services and the basics of the financial system. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.