Scott Cantwell is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with MML Investors Services since 2014 and with Mass Mutual Life Insurance Company since 2013. In addition to his advisory role, he also acts as an agent for individual life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by proprietary software and educational seminars.

Alan Hark is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2011 and also operates Hark & Associates P.C., providing accounting, tax, and business consulting 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various technology tools.

Karen Machin is a financial advisor with Ameriprise in Langhorne, PA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at KPMG, LLP from 2016 to 2018 and Ameriprise Financial from 2018 to the present. She serves on the Board of Directors for Philly Phinancial Literacy Week and participates as a planning committee member. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement income planning, combining investment research and algorithmic tools to deliver written recommendations and ongoing advice.

Ross Hart is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Raymond James since 2011. 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 diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Zachary Bross is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Morgan Stanley. Outside of finance, he has experience with the Pennsylvania Interscholastic Athletic Association and local government parks and recreation. Bross is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services that incorporate both traditional and non-traditional investment strategies.

Joanne Natale is a CFP® with 25 years of industry experience, currently with LPL Financial since 2024. Her prior roles include positions at Securities America Advisors, Park Avenue Securities, and Guardian Life Insurance Company. She is also the managing partner of Proactive Tax Strategies, LLP, a tax preparation and accounting firm. 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 utilizing both model portfolios and customized strategies, supported by a broad platform that includes affiliated insurance and banking services.

Jordan Taffin is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. Based in the Summit, NJ office, he collaborates with multiple advisory teams to provide personalized financial strategies aimed at addressing the complex needs of individuals, families, businesses, trusts, and charities. Jordan's approach focuses on uncovering clients' priorities to create tailored plans that pursue their financial goals effectively. With the resources of Merrill and a range of potential solution options, Jordan specializes in retirement planning, estate planning, financial planning, investment management, business needs, and lending through Bank of America, among other services. His expertise supports the delivery of experienced management, intricate planning, and sound recommendations to clients. Jordan holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of South Carolina System. Jordan was born and raised in Monmouth County, New Jersey, and resides in Lincroft, NJ with his wife, two daughters, son, and their chocolate lab. Outside of work, he enjoys an active lifestyle that includes basketball, chess, fishing, football, golfing, skiing, soccer, tennis, and watching movies. He is also a dedicated volunteer for the Don't Shock Me Foundation, which focuses on raising awareness of Toxic Shock Syndrome in women.

Oren Baranchuk is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2010. Merrill 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, pension plans, corporations, and charitable organizations.

Preston Parrish II is a financial advisor with Merrill and holds a Series 66 designation. He has 10 years of industry experience and has been with Merrill and Bank of America since 2016. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Trauger is a financial advisor with Ameriprise Financial Services LLC, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He previously worked at LPL Financial and has been involved with Penn Wealth Planning since 2007. Trauger also serves on the finance committee for Habitat for Humanity in Bucks County. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to create personalized, non-discretionary recommendations delivered through a centralized consulting team.

David Walley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as co-trustee for his father’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, including a unique emphasis on insurance-related products and bank deposit sweep options within its investment menus.

Kenneth Wachter is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bristol, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Fulton Bank and Fulton Financial Corporation since 2012. Wachter serves on the finance and investment committee for Resurrection Parish, contributing to the parish’s budget planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports its clients through various advisory programs and institutional consulting services.

Edward Bowen is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2013. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Godfroy is a financial advisor with Ameriprise, holding CFP®, ChFC®, and Series 66 credentials and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advisory work, he is involved in real estate ownership unrelated to his investment activities. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, integrating advisory, brokerage, and insurance solutions.

Neil Ahearn is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with American Portfolios for 23 years. He also sells term life insurance through an insurance broker. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a range of investment types.

Jessica Jensen is a Series 66-licensed advisor with Merrill in Yardley, PA, and has 10 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Biava is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to her current role, she held positions at Michael Kors and has teaching experience at Moravian College and Stuart Country Day School of the Sacred Heart. Merrill 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, pension plans, corporations, and charitable organizations.

Charles Gwynn is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America and Merrill. 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 individuals, high-net-worth clients, and institutions.

Megan Bailey is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1995 and holds FINRA Series 66 and Series 7 registrations. Megan is licensed as an agent for Life, Accident and Health Insurance. In 2007, she earned the Chartered Retirement Planning Counselor™ designation, and in 2018, she obtained the Certified Plan Fiduciary Advisor® designation. She also holds the Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) designations. In her role, Megan conducts portfolio reviews, oversees investment proposal and strategy implementation, assists with investment analysis, and coordinates intergenerational planning. She focuses on the design and implementation of retirement plan services and provides access to Merrill’s investment insights to address all aspects of clients' financial lives. Megan works with clients to create customized wealth management approaches that can adapt to changing needs and market conditions. Originally planning to be a teacher, she applies her skills in educating clients and simplifying the investment process. Megan holds an Associate's Degree from Montgomery County Community College. She lives in Fort Washington, PA with her husband, two children, and five dogs. Megan is an equestrian who enjoys spending time with her horses, Navaro and Spider. In her spare time, she also enjoys Broadway musicals and reading fiction novels.

Stephen Moeller is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill for a total of nine years, with a two-year period at Recreation Equipment Inc in between. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.