Byron Leach is a CFP® with 14 years of experience in the financial services industry. He is currently with OSAIC and has prior experience at Securities America Advisors and H.Beck, Inc. Outside of his advisory role, he is employed as a CPA at Campisi & Campisi Inc., an accounting and tax preparation firm. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment solutions, including access to third-party money managers and automated portfolio management tools.

Francis Sortino IV is a financial advisor at Ameriprise in Plymouth Meeting, PA, holding the CFA® designation and Series 63 license. He has experience working at Ameriprise since 2026, following roles at Orion Portfolio Solutions, Envestnet, and JP Morgan Asset Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies. The firm’s approach involves centralized analysis combined with advisor collaboration, operating within a defined investment universe that includes affiliated product offerings.

Robert Lankin is a financial advisor with LPL Financial in Blue Bell, PA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing Services, LLC, as well as a decade at Sentry Insurance. 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, and institutional platforms, supported by extensive resources and technology.

Robert Iocco is a financial advisor at Morgan Stanley with 51 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its advisory services.

Joseph Staley is a financial advisor at Equitable Advisors with eight years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2018, he had roles at AXA Advisors and various companies including Execupharm Inc and ExecuPower LLC. Outside of his advisory role, Staley serves as an assistant wrestling coach at W.T. Woodson High School. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party advisory models and does not sponsor its own wrap fee program, focusing on integrating proprietary and third-party solutions.

Danny Petty is a financial advisor at Edward Jones with 12 years of industry experience. He has held positions at Edward Jones since 2018, following roles at Raymond James & Associates and J.W. Cole Financial, Inc. Outside of his advisory work, he serves as Director of Youth Ministry at Bucks County Community Church, coordinating monthly youth events and teaching on Sunday evenings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Anthony Russo is a CFP® professional with 22 years of industry experience, currently serving at Cetera. His prior experience includes roles at Avantax Advisory Services, HD Vest Insurance Agency Inc, and operating his own CPA practice focused on tax preparation. In addition to financial advising, he prepares and signs individual income tax returns, meeting with clients to address tax questions and advising on federal withholding. Cetera Investment Advisers LLC is a large SEC-registered firm that supports over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, including access to third-party money managers and both discretionary and non-discretionary program options.

Dennis Omalley is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Merrill and Bank of America, NA since 2009. Merrill serves a broad client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage and custody services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by integration with Bank of America’s broader capital-markets platform.

Jonathan Pitcher is a financial advisor with Merrill and holds a Series 66 designation. He has five years of experience at Merrill and one year at Bank of America, N.A. Prior to his advisory career, he worked for GolfTEC for four years. 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 a range of clients, including individuals, high-net-worth investors, and charitable organizations.

Andrew Tomasko is a financial advisor with LPL Financial who holds the Series 66 designation and has 21 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 18 years and at Long Financial Group, Inc. for 14 years. Outside of advising, he is involved as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions through a broad network of investment adviser representatives.

Joseph Quinto III is a financial advisor at Cetera with two years of industry experience and holds the Series 66 designation. Prior to joining Cetera, he has worked at Minnesota Life Insurance Co and Securian Financial Services Inc. Outside of financial services, he is the founder and owner of Quinto's Quintessential Lawn Care LLC, a landscaping business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party strategies.

Jeffrey Pascoe is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Edward Jones, and Paychex Securities Corporation. Outside of his advisory work, he serves as a referee for school sporting events with the Pennsylvania Interscholastic Athletic Association. 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, and institutional platforms, supported by technology tools for research and operations.

Peter Rubincam is a financial advisor at OSAIC with 27 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Triad Advisors, Inc. for 14 years. Outside of his advisory role, he serves as a director of the Pocono Peak Snowboard Education Foundation, supporting a national-level amateur snowboard team. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio construction tools and third-party solutions.

Steven Weisz is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliates since 2014. In addition to his role at Ameriprise, he manages an advisory business at Ashford Wealth Advisors, LLC. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kimberly St Pierre is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate firms since 2007. In addition to her advisory role, she owns and operates KSP LLC, a business unrelated to investment activities. Ameriprise serves primarily high-net-worth individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to produce personalized, written recommendations. The firm utilizes a centralized consulting team and algorithmic tools to support advisors in delivering tailored retirement income strategies.

Brandon Levithan is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 66 license, with 17 years of industry experience. He has previously worked at Hornor, Townsend & Kent, Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, Levithan is involved in coaching financial professionals and has partnerships in several insurance-related ventures. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering ongoing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm’s approach includes collaborative, annual planning engagements using advanced software tools, focused primarily on recommending investment strategies rather than specific products.

Gregory Curran is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America since 2019, following prior roles at Delaware Investments and AllianceBernstein Investments. He serves as an advisory board member for the Boys and Girls Clubs of North Penn Valley, a charitable organization based in Lansdale, Pennsylvania. 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 individual, high-net-worth, institutional, and charitable clients.

Olawale Odeyemi is a CFA® charterholder and the sole advisor at Contrafactum Research & Management LLC, an independent firm based in Norristown, PA. He has 16 years of industry experience and has managed his firm since 2007. Contrafactum Research & Management LLC provides portfolio management and investment advice primarily on a non-discretionary basis to individual clients, emphasizing client approval for trades and maintaining highly individualized client relationships.