Thomas Cuffari is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Axa Advisors, LLC, Towne Park Ltd., Marywood University, and the U.S. Soccer Federation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Steven Sanson is a financial advisor with Cambridge Investment Research Advisors in Harleysville, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has worked with Cambridge and affiliated firms since 2010. Outside of his advisory work, Sanson is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements.

Robert Angeline is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Luke Childs is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, The Vanguard Group, and Financial Voyages, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Timothy Pippet is a financial advisor at RBC Capital Markets with 20 years of industry experience. He has held positions at J.P. Morgan Securities Inc. and City National Securities prior to joining RBC. He holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and integrates discretionary and non-discretionary portfolio management with options for tax management and responsible investing.

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 Series 63 and Series 65 licenses and has worked at Stifel since 2019. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2019. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

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 Series 66-licensed financial advisor with Morgan Stanley, bringing three years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Merrill and has experience related to community and environmental programs, including participation in the AmeriCorps NJ DEP Watershed Ambassador Program. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and analyses.

Jeffrey Smith is a financial advisor with Ameriprise who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including partnerships in a fitness gym and a logistics company, and he serves on the boards of The Baby Bureau and St. Joseph's Preparatory School. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds, providing detailed annual recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts and uses algorithmic tools overseen by a dedicated committee.

Christian Tolino is a CFP® professional affiliated with LPL Financial, with four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Cramer Management LLC, and The Vanguard Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

Joseph St. Pedro is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. His prior work includes ten years at National Planning Corporation and seven years with Securities America Advisors and Securities America Inc. He is also involved in insurance sales and co-owns Pottstown Progress Group, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Johanna Walters is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1998, she has worked with C-suite executives, successful entrepreneurs, and multigenerational families, providing investment analysis, wealth management strategies, and estate planning services. Her client-focused approach aims to help individuals and families make informed financial decisions tailored to their unique needs. Johanna graduated magna cum laude from Temple University with a major in finance and business law. She holds the Series 7 and Series 66 FINRA registrations and is licensed as an agent for life, accident, and health insurance. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), among others. She has also attended the University of North Carolina. Beyond her professional career, Johanna serves as a board member of Women's Animal Center, America's first animal shelter. She also supports Wissahickon Trails in its mission for improved water quality, environmental education, and land conservation. Johanna and her husband, Brian Sweeney, reside in Blue Bell, PA, and enjoy horseback riding, skiing, and hiking.

Kenneth Del Goleto is a financial advisor at Ameriprise with 39 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions with a focus on retirement income strategies that incorporate research, modeling, and tax-efficiency analysis.

Elizabeth Herman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Woodbury Financial Services and Lam Financial Services. Outside of her advisory work, she is involved in financial education as a facilitator and serves as secretary for a nonprofit community event organization and an elder law legal aid nonprofit. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes firm-provided asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios.

Michael Sirianni is a financial advisor with Wells Fargo Clearing in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Benjamin Archer is a financial advisor with Morgan Stanley Wealth Management in West Conshohocken, PA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He previously worked at UBS Financial Services for 24 years before joining Morgan Stanley in 2021. Outside of his advisory role, he serves on the Board of Trustees and the Investment Committee for Germantown Academy, where he contributes his investment expertise to oversee the school’s endowment. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a range of investment programs alongside estate planning and corporate financial planning services.

David Mebs is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC for four years. Outside of his advisory role, he is involved with FirstTrust Financial Resources as an independent insurance agent and provides settlement consulting services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Kate Hershey is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds a Series 66 designation and has worked with PNC Financial Services Group since 2006. Hershey is also a licensed employee at Fulton Bank, where she dedicates a significant portion of her time. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations.