Helen Persichilli is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2001 and previously worked at Bank of America, N.A. beginning in 2026. 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 and profit-sharing plans, corporations, and charitable organizations.

Emily Fernberger is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 66 and Series 65 designations and has worked at firms including Citizens Securities, Merrill, and UBS Financial Services. She serves on the board of directors for the Mount Sinai Cemetery Association. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored financial planning and non-discretionary investment consulting, supported by a broad range of portfolio management styles and affiliated research.

Christina Mcquade is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Her work history includes roles at Ridgetop Corporation, DeSales University, Northern Valley Old Tappan High School, and Norwood Public School. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of affiliated financial services.

Timothy Stevens is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley since 2011, including time with Morgan Stanley Private Bank, National Association since 2015. His prior experience includes roles at Wells Fargo Clearing and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and the Global Investment Committee’s models. The firm manages approximately $2.74 trillion in client assets and provides financial plans primarily in an advisory capacity.

Jeffrey Fiss is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and with Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Beth Zucker is a CFP® professional with 38 years of experience in the financial industry. She has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. Zucker is also a part-owner and trustee of Invictus Wealth Management in Doylestown, PA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold and uses proprietary research and tools to develop personalized recommendations.

Tyler Dribbon is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo and the University of Delaware. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Christopher Cronin is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their financial situations and goals. He focuses on helping individuals and families simplify their financial lives, develop comprehensive plans, and monitor those plans as circumstances evolve. Prior to joining Fidelity in 2023, Christopher was a Financial Solutions Advisor at Merrill Lynch Bank of America from 2019 to 2023. His experience includes partnering with clients to create and execute financial strategies tailored to their needs. Outside of his professional work, Christopher enjoys camping, football, golf, and hiking.

Brett Melton is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, Fidelity Investments, Lincoln Financial Group, and Citizens Bank. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research, incorporating ESG criteria and supported by centralized due diligence.

Martine Pate is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized wealth management strategies tailored to their unique financial goals, including legacy planning, personal retirement planning, women and wealth, and retirement income. Martine works closely with clients to create flexible strategies that adapt to changing market conditions while providing access to Merrill’s investment insights and Bank of America’s banking and lending solutions. Martine holds a Bachelor's Degree from Wagner College and is designated as a Personal Investment Advisor (PIA). In addition to her professional work, she is involved in community volunteer activities, reflecting her commitment to the communities Merrill Lynch serves.

Robert Andresen is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methods developed by its Investment Strategy Group.

Matthew Daponte is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. His career includes roles at Stifel Nicolaus & Co., Stephen DiOrio Insurance Agency, The Allstate Corporation, and a position with the United States Senate. Outside of his advisory work, he is involved as a poll worker for the Montgomery County Board of Elections. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering 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.

Divyang Telwala is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. He initially began his career at Smith Barney in New York City and joined Merrill in 2011. Divyang serves a largely referred clientele that includes business owners, physicians, corporate executives, and single, divorced, and widowed individuals and their families across more than 15 states. His client focus areas include liquidity management, portfolio management services, small business strategies, and retirement income planning. Divyang is known for providing thoughtful strategies and straightforward advice, emphasizing frequent and open communication with his clients. He devotes significant time to understanding each client’s unique perspective on wealth and collaborates with various professionals—such as actuaries, third-party administrators, trust professionals, CPAs, and attorneys—to support complex exit planning, tax minimization, and estate planning. Divyang also offers access to Bank of America for lending and practice management solutions. He holds the Personal Investment Advisor (PIA) designation and a Bachelor's degree from SUNY at Stony Brook. Outside his professional role, Divyang and his wife Ami are active in their children’s activities and support Roxy Ballet. He enjoys basketball, hiking, traveling, reading, and entertaining. He also contributes to his community as a basketball coach. Divyang was named to the 2022 Forbes “Best-in-State Wealth Advisors” list.

Tylor Flebbe is a financial advisor at Wells Fargo Advisors with Series 66 registration and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Ameriprise Financial Services, LLC and held roles at The Pennsylvania State University as well as positions in retail and food service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet net-worth requirements. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop client recommendations.

Pamela Whitman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked at Wells Fargo since 2016 and previously spent four years at Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Ronald Smith is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has previously worked at Waddell & Reed, INC. for 22 years and has been involved with RRR LLC since 2020. Outside of his advisory role, he is an owner of RRR LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by proprietary research and technology tools.

Alan Katz is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has previously worked at Concourse Financial Group Securities Inc and Signator Investors Inc. Outside of his advisory role, Katz serves as a past president and lifetime board member of Temple Sinai of Dresher. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, including model portfolios, third-party managers, and customized strategies.

Gregory Massey is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 27 years of industry experience. His prior roles include work at PMM Financial Group and multiple insurance carriers, including Waddell & Reed, Inc. He also serves as an independent sales agent for Kingdom Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives, utilizing various portfolio management approaches and supported by operational and research tools.

Joseph Catanzaro is a CFP® professional with 31 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Nationwide Securities and operated Catanzaro's Insurance & Financial Services, Ltd. since 1988. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a range of strategic and tactical investment options.

Theresa Weaver is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 credentials and 9 years of industry experience. She has worked at PFS Investments Inc. since 2017 and has been with Primerica Financial Services since 2016. Outside of her advisory role, she is self-employed as an HR consultant and serves as an ambassador for Plexus Worldwide. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, delivering advisory services through a model-based approach supported by third-party asset managers and custodians.