James Nastasi is a financial advisor with UBS Financial Services in Conshohocken, PA, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Richard Grobman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Raymond James since 2017 and previously spent 25 years at Fahnestock & Co., Inc. Grobman serves in several trustee roles for family trusts and participates in nonprofit governance, including chairing the investment committee for a local synagogue and serving on the investment committee of a regional Jewish family and children’s services organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting primarily through non-discretionary relationships, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Liam Di Fonzo is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC and Renault Winery. Outside of his advisory role, he is involved with Bala Financial Group Inc. as a registered representative and insurance agent, focusing on sales and marketing of securities, fixed annuities, and health insurance products. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Kristin Colgan is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked at CBRE and held roles in the restaurant industry with Eddie V's Prime Seafood, Taphouse 23, and Sullivan's Steakhouse. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its advisory process.

Brian Degnan is a financial advisor with Morgan Stanley, holding a Series 66 designation and 22 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and methodologies such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Jeffrey Hall is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding Series 63 and Series 65 designations and over 46 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing in-house and third-party investment managers and tailored strategies based on clients’ risk profiles.

Robert Clements Jr. is a financial advisor with LPL Financial in Wayne, PA, holding the ChFC® designation and Securities Series 63 and 65 licenses. He has 23 years of industry experience, including roles at Global Retirement Partners, LLC and Private Advisor Group, LLC. He is involved in life insurance brokerage and operates Clements Financial LLC for tax and liability purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, combining discretionary and non-discretionary management with access to diverse model portfolios and research.

Mckenzie Moore is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Wells Fargo Advisors in 2025, Moore worked at Charles Schwab and held positions outside the financial sector, including roles at Tommy Hilfiger, UPS, DoorDash, and staffing companies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.

Miroslava Altay is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2012. She also served at Temple University for seven years. Outside of her advisory role, she is a Pennsylvania Notary Public. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

John Rufo is a financial advisor with UBS Financial Services in Conshohocken, PA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and provides a broad range of capital markets and fiduciary services.

Jeffrey King is a financial advisor at Raymond James & Associates with 19 years of industry experience. He previously spent 12 years at UBS Financial Services before joining Raymond James in 2025. He holds a Series 66 designation and is based in West Conshohocken, PA. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, 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 firm research and affiliated sub-advisers.

Michael Frederick is a CFP® and ChFC® with 26 years of industry experience. He currently works at LPL Financial and has previously been affiliated with firms including J Alden Associates, Alden Capital, Triad Hybrid Solutions, Triad Advisors, and Wells Fargo. He serves as treasurer of the Upper Frederick Fire Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

John Sklencar is a financial advisor with Osaic Wealth, Inc. based in Plymouth Meeting, PA, holding Series 63 and Series 65 licenses. He has 43 years of industry experience, including long-term roles at FSC Securities Corporation and Physicians Private Client Group. In addition to his advisory work, he organizes and promotes a scholarship focused on healthcare authorization awareness and fundraising events. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, employing a range of investment tools and third-party platforms to construct and manage portfolios across various asset classes.

William Lewis is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 34 years and Bank of America for nine years. Lewis serves on the Board of Trustees for Luzerne County Community College. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations through proprietary research and planning tools, allowing clients to implement advice through various brokerage or advisory programs.

Dino Battaglia is a financial advisor with Charles Schwab who holds Series 63 and Series 65 credentials and has 12 years of industry experience. He previously worked at Vanguard and Sei Investments Company before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options supported by centralized operational and supervisory infrastructure.

Leslie Benzak is a CFP® credentialed financial advisor with 24 years of industry experience. She is currently affiliated with Cetera Wealth Services, LLC and Cetera, and has previously worked at Commonwealth Financial Network and Lincoln Investment Planning, Inc. Outside of her advisory role, she is a co-owner of Otium Ventures, LLC and provides tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform, with access to multiple program structures and custodial relationships.

Joshua Hartline is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked with Cetera and its related entities since 2022. Prior to his financial career, he was employed at Costco Wholesale and also spent several years involved with Elite Baseball Training. Hartline maintains a role with Musselman Financial Solutions, where he provides client services including Medicare Part D plan reviews. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Efstathios Kanteliotis is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 27 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Raymond James. He serves as a volunteer member of the Finance and Investment Committee at Holy Trinity Greek Orthodox Church. 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 individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Vincent Libucki Jr. is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and two years of industry experience. He previously worked at JP Morgan Chase for three years and Capital One for seven years. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports primarily for clients with assets managed by Ameriprise.

Alec Hayden is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Lighthouse Planning Consultants and has a background that includes time at Temple University and involvement with Tavistock Country Club. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with LPL-sponsored programs and other endorsed platforms.