Kevin Cuthill is a CFP® professional with 13 years of industry experience, currently serving at Ameriprise since 2024. Prior to that, he worked at Edward Jones for 12 years. He is also the owner of Cuthill Group, LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research and modeling with tax-efficient strategies to deliver personalized retirement income recommendations.

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.

Omari Thomas is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 66 registrations and bringing 23 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, The Prudential Insurance Company of America, and Merrill. Outside of his advisory work, he serves as a board member for Symphony in C and the Camden, NJ planning board. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual, institutional, and charitable clients through a broad network of Investment Adviser Representatives. The firm utilizes a variety of third-party asset managers and advisory programs, focusing on personalized risk assessment and matching clients to suitable investment models.

Stephen Morris is a financial advisor at LPL Financial with 26 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial in 2024, he spent 22 years with Lincoln Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of over 22,800 investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Satterthwaite is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked previously at Waddell & Reed Inc. Outside of his advisory role, he is involved with Stone Bridge Financial Partners and Collegeville Tax Services LLC, engaging in tax preparation and accounting activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of strategic and tactical investment approaches.

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 at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at GSA Wealth Management. Outside of his advisory role, Giovanni is associated with an initiative linked to the website ffrpro.com. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.

Michael Burns is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Wells Fargo Clearing Services, The Vanguard Group, and MassMutual Life Insurance. Outside of finance, he has worked at Squires Golf Club and Cedarbrook Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques but does not provide individual security recommendations as part of its standalone planning program.

Eric Markowitz is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His work history includes multiple tenures at Equitable Advisors and prior roles at AXA Advisors, MSI Financial Services, Firstrust Financial Advisors, and Progress Financial Advisors. He is also active as an independent insurance agent for fixed insurance products under a DBA associated with Firstrust Financial Resources. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers, offering a range of investment programs without sponsoring its own wrap fee program.

Avery Sanson is a Series 66-licensed financial advisor with seven years of industry experience, currently with Cambridge Investment Research Advisors since 2018. Prior to that, Sanson worked at Financial Voyages, LLC, and has a background that includes time at the Los Angeles Film School. Outside of advisory work, Sanson owns Sanson Legacy Financial Planning LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a range of portfolio management platforms and proprietary as well as third-party strategies.

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 20 years of industry experience. He is currently with Equitable Advisors and has previously worked at TIAA-CREF and The Vanguard Group. Outside of his advisory role, he serves as an administrator or executor of estates and trusts for family and non-family members. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs to deliver customized investment solutions.

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, holding a Series 66 designation and seven years of industry experience. He has worked with LPL Financial since 2019 and previously held roles at Diamond Credit Union, Primerica, Pennsylvania State University, Target Corporation, and Adam Art. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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.

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.

John Hannan III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 37 years of industry experience. He has worked with Wells Fargo Advisors and Citizens Securities over his career. 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 offers both brokerage and advisory solutions.

Glenn Palmitessa is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Advisors, and Morgan Stanley. Outside of his advisory work, he is involved in employment at Buckmans Ski and Snowboard Shop. 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 utilizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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.