John Sklencar is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 designations and 43 years of industry experience. He previously worked at FSC Securities Corporation and Physicians Private Client Group. Outside of his advisory roles, he organizes and promotes the James Ryan Sklencar Scholarship, which supports awareness and fundraising for healthcare directive documentation. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation, and complex affiliate network.

William Lewis is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He previously worked at Merrill and Bank of America, N.A. He serves on the Board of Trustees for Luzerne County Community College. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

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® with 25 years of industry experience, currently advising at Cetera. Her prior experience includes roles at Tupelo Wealth Partners, Commonwealth Financial Network, and Lincoln Investment Planning. Outside of advising, she is co-owner of Otium Ventures, a company involved in real estate management, and also provides tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and supports both discretionary and non-discretionary accounts.

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 at Raymond James & Associates with 27 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2020, previously spending four years at Wells Fargo Clearing. Kanteliotis serves as a volunteer investment committee member for Holy Trinity Greek Orthodox Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by comprehensive research and multiple portfolio management styles.

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 with Equitable Advisors holding a Series 66 designation and no prior industry experience. Before joining Equitable Advisors, he worked at Lighthouse Planning Consultants and has been involved with Tavistock Country Club since 2020. Equitable Advisors serves individuals across a wide range of net worth, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, relying on third-party asset managers and advisory programs for many solutions.

Thomas Cuffari is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Axa Advisors, LLC, Towne Park Ltd., Marywood University, and the U.S. Soccer Federation. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Randy Pludo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Bank, nA, and Citizens Securities, Inc. Outside of advising, he is involved as a content creator for a business focused on healthy sustainable lifestyles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research-based investment strategies and offering both brokerage and advisory solutions.

Steven Sanson is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked with Cambridge since 2010. In addition to his advisory role, he operates Sanson Financial as an independent insurance agent and has been involved with Financial Voyages since 1997. Sanson served in the Pennsylvania Army National Guard from 1987 to 2019. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

John Roesinger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as a board member for the Coalition to Support and Shelter the Homeless, a nonprofit organization addressing temporary shelter and support services in Central Bucks County. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on retirement, tax, estate, and other planning topics without implementation. The firm combines goal-based analyses and managed-account options through a consolidated billing program called WealthPlan, while maintaining separate planning and portfolio management services.

Luke Childs is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors, Inc., The Vanguard Group, Inc., and other firms. Outside of his advisory role, he is involved with Kemp Harvest Financial Group, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Timothy Pippet is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding Series 63 and Series 65 designations and 21 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc. and City National Securities. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management strategies that leverage both in-house and third-party investment managers.

Kyleigh Bowman is a financial advisor at Morgan Stanley with a Series 66 designation and approximately one year of industry experience. Prior to joining Morgan Stanley, she spent one year with Equitable Advisors, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

William Bishop is a financial advisor with Ameriprise in Philadelphia, PA, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Chestnut Hill Conservancy and is involved with the GFS Advancement Committee, supporting an independent school’s annual giving efforts. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, non-discretionary advice primarily for clients with significant investable assets.

Stephen Sosangelis is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Stifel, Nicolaus & Company, Incorporated since 2019, following three years at Wells Fargo Clearing. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering planning and allocation guidance that supports client decision-making.

Nicholas Rindock is a Series 66-registered financial advisor with Raymond James & Associates, where he has worked since 2017. He has six years of industry experience and previously worked at Muhlenberg College. Located in West Conshohocken, PA, he is part of a large advisory team serving a diverse client base. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs.

Susannah Madden is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2002. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on diverse portfolio management styles and affiliated research.

Virginia Rockey is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and joined Morgan Stanley in 2024 after two years at Merrill. Prior to her financial services career, she participated in the AmeriCorps NJ DEP Watershed Ambassador Program. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services without providing individual security recommendations as part of standalone plans.