Jonathan Sharaf is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo since 2009, including his current role since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Thomas Mitchell Jr. is a financial advisor with Osaic Wealth, Inc. based in Blue Bell, PA. He holds a Series 66 designation and has 18 years of industry experience, including 17 years at Lincoln Financial Advisors prior to joining Osaic. Outside of his advisory role, he provides editorial reviews of financial services-related articles as a consultant for The LightStream Group. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed-account solutions to construct portfolios across a range of asset classes.

Garret Quallet is a Financial Consultant currently employed at Fidelity Investments. In this role, he works with individuals and families to develop personalized strategies to grow and protect their wealth. Garret has experience in financial planning and investment consulting, with a focus on creating strategies grounded in logical and sound principles that prioritize long-term goals. He has held various positions at Fidelity Investments since 2023, including Financial Services Representative, Relationship Manager, and Investment Consultant. Outside of his professional work, Garret has interests in baseball, comedy, fitness, football, and reading.

Donna Wells is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2020, with prior roles including positions at Glenmede Trust Company, Swayze LLC, and Cipperman Compliance Services. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Forscht is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2022. Prior to this, he was affiliated with Primerica Financial Services from 2019. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through a model-driven investment approach supported by third-party asset managers and custodial services.

Paul Esposito is a financial advisor with Merrill, holding a Series 66 designation and over 21 years of industry experience. He has been with Merrill since 2004. Outside of his advisory role, he works seasonally as a beer vendor at sporting events for organizations including the NFL and Aramark. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sasha Roberts Alston is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise, she worked at Principal Securities, Principal Life Insurance Company, Roberts Financial Group, and Lincoln Heritage. Outside of her advisory role, she provides tax preparation services and offers various insurance products, including life, disability, and property and casualty coverage. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios from LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.

Duncan Reed is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He has prior experience at DeVry University and has been affiliated with Gwynedd Mercy University since 2010. Edward Jones is a full-service wealth management firm with approximately $1.01 trillion in assets under management, serving individual and institutional clients through a large network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Schleicher is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at CUNA Brokerage Services, Inc., Cuna Mutual Group, and PRUCO Securities, LLC. Schleicher is also involved with American Heritage Investment & Retirement Center, an entity related to 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 and third-party asset management, supported by various operational and research tools.

Michael Amato is a CFP® and PFS™ with 34 years of experience in financial services. He currently works at Cetera and has held previous positions at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Amato is president of Independent Tax & Financial Planners, P.C., where he provides tax preparation and accounting services, and serves as a fiduciary trustee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a nationwide network of independent advisors.

Jason Goldstein is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has 15 years of industry experience. He previously worked at 1847Financial, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in coaching financial professionals and consulting with advisors through Goldfisch Method LLC on client segmentation and practice growth strategies. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved tools for goal analysis and delivering collaborative, annual planning engagements.

Miranda Cabrelli is a CFP® certificant with 17 years of industry experience, currently affiliated with Morgan Stanley. Her background includes roles at The Vanguard Group and Delaware Distributors, L.P. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that leverages firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-based financial planning agreements.

Rebecca Sweeney is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, she worked at PRECISIONscientia (formerly ETHOS Health Communications) for two years and at ScribeAmerica for four years. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Konner Keith is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Comcast, Diversant LLC, Drexel University, and PricewaterhouseCoopers. Outside of his role at Ameriprise, he manages a separate advisory business under Double K LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and third-party data to deliver tailored recommendations.

Adam Gladstone is a CFP® professional with 25 years of industry experience. He has worked at LPL Financial since 2016 and previously held positions at VOYA Financial Advisors and Global One Financial Services. In addition to his advisory work, he is involved in tax preparation and accounting through his role at Global One Financial Services. 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 and access to third-party asset management programs, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Dino Bryant Sr. is a financial advisor with Primerica Advisors in Boyertown, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1985. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model‑delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Michael Johnson is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Kreischer Miller. Outside of his advisory role, he serves as an assistant coach for the boys’ golf team at Hatboro-Horsham High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by its Research Department and third-party strategists, and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Howard Lashner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and also operates Lashner Financial Group. Outside of his advisory work, Lashner is an author and serves as a consultant for American Fence Systems. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities while maintaining oversight of its investment models.

Bradley Bishop is a financial advisor with LPL Financial in Harleysville, PA. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. and NEXT Financial Group from 2015 to 2025. Outside of his advisory role, he is involved with AZT Financial Group LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 various investment strategies and technology tools.

Scott Utterba Ck is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial LLC, BBD, LLP, and Penn Wealth Accounting Group. He serves as Treasurer on the Board of Directors for the Warrington Township Volunteer Fire Company and works as a tax preparer outside of his advisory role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.