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.

Brent Coleman is a financial advisor with UBS Financial Services in Newtown, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a range of capital markets and advisory solutions.

Clyde McKay is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has previously worked with Avantax Investment Services, Inc. and his own CPA firm, McKay, DeRito & Pollock, LLC. Outside of advising, he serves on the council of Washington Crossing United Methodist Church and is involved in tax preparation and accounting through his ongoing consultant role. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party investment strategies.

Sean Pearson is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Conshohocken, PA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with a centralized consulting team delivering non-discretionary recommendations in collaboration with client advisors.

Fanny Cruz is a Certified Financial Planner (CFP®) at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Basta5 LLC and WEC International. Outside of her financial advisory role, she is involved in public speaking and organizes religious activities, including teaching Bible and mission classes at various churches. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and fiduciary advisory services. The firm is notable for its large national advisor and branch network, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Jonathan Farina is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2007. Outside of his advisory role, he manages a personal rental property business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Richard Trotta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at Citizens Securities, Santander Securities, StoneX Advisors, Coinbase Capital Markets, and multiple prior tenures at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and leverages research and analytics to support investment decisions, including retirement plan services and a range of financial products distributed through affiliated banks and insurance entities.

Brian Donlon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Merrill and Janney Montgomery Scott. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with clients able to choose whether to implement recommendations through brokerage or advisory programs.

Rashon Holmes is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works closely with clients to develop comprehensive financial plans tailored to their life stages and individual circumstances. Prior to joining Fidelity Investments, Rashon served as a Premier Advisor at Citizens Bank from 2019 to 2022 and as a Relationship Banker at Santander from 2018 to 2019. His experience spans various aspects of financial advising and client relationship management. Rashon emphasizes building long-term relationships based on mutual respect and trust. He leverages the tools available at Fidelity to assist clients throughout their financial journeys, aiming to provide them with confidence in their overall financial plans.

Amanda Schulenberg is a financial advisor with Thrivent Investment Management in Montgomeryville, PA. She holds Series 65 and Series 63 licenses and has 11 years of industry experience, having worked at Thrivent and its affiliated firms since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, allowing clients to integrate planning with managed accounts under a consolidated billing option called “WealthPlan.”

Michael Hunsicker is a CFP® professional with 17 years of experience in the financial services industry. He is currently an advisor at Edward Jones, where he has worked for four years. His prior experience includes roles at Northwestern Mutual and Hartford Investment Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and is notable for its extensive retail advisor network and branch footprint.

Daniel Pfeiffer is a Series 66 licensed advisor with 17 years of industry experience, currently with Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities Inc. from 2015 to 2017. Pfeiffer serves as the treasurer of the VE Soccer Club, where he manages financial operations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

David Schneider is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. His current role includes a regional director position requiring licensing in property and casualty insurance, though he does not actively write business in that area. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in a wrap program, while also facilitating insurance product sales through affiliated entities.

Madison Saurman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads the team Saurman, Sciascia, Maher & Associates. He provides sophisticated, goals-based wealth management advice and focuses on risk management, retirement income strategies, long-term care planning, wealth transfer and estate planning, concentrated stock strategies, customized lending solutions, and philanthropic and legacy planning. His approach involves close collaboration with clients' attorneys, tax professionals, and insurance advisors to simplify and clarify their financial lives. Madison began his wealth management career in 1995 at Smith Barney and joined Merrill Lynch Wealth Management in 2009. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, in addition to being a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He earned his Bachelor's degree from West Virginia University and completed executive education courses at the Wharton School of Business, Harvard Business School, and Yale School of Business. A native and lifelong resident of Bucks County, Madison resides in Washington Crossing with his wife, Beth, and their daughter. He is a past President of the Newtown Rotary Club and coaches youth soccer with Coach Patriot FC. His personal interests include whitewater kayaking, playing golf, running, and supporting the Philadelphia Eagles and West Virginia Mountaineers.

Donna Dembeck is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

David Kushner is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he is a partner and investor in the restaurant Farmer's Keep in Philadelphia. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Brian Leone serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Brian applies his expertise to help clients develop individual and corporate investment strategies, retirement income planning, and supports women and wealth initiatives. Prior to his current role, Brian transitioned from a background in education, holding a bachelor's degree from Temple University, to financial services. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). Brian is experienced in developing tailored financial strategies addressing diverse client needs and priorities. Outside of his professional work, Brian enjoys spending time with his family and has interests in baseball, basketball, football, music, soccer, and softball.

Adam Bielemeier is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Barry McCarthy is a Series 66-licensed financial advisor with Ameriprise, based in Blue Bell, PA, and has 24 years of industry experience. Prior to joining Ameriprise in 2021, he worked at Wells Fargo Clearing for five years. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Knights of Columbus, Santa Maria Council. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.