William Stewart IV is a financial advisor at Raymond James & Associates with nine years of industry experience. He previously worked at Janney Montgomery Scott and Janney Montgomery Scott LLC. He holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.

Gregory Mugnier is a Series 66-registered financial advisor with five years of industry experience. He currently works at Equitable Advisors LLC and previously held positions at Drucker & Scaccetti, PC, RAM Associates, Certified Public Accountants, and the Burlington County Bridge Commission. He also operates a separate business under the name Firstrust Financial Resources. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs.

Christopher Jud is a financial advisor with Raymond James & Associates, holding Series 66 and Series 63 registrations and 8 years of industry experience. He has worked with various Raymond James entities, Marcum, and EisnerAmper Wealth Management throughout his career. Outside of advisory work, he owns and manages a residential rental property in Philadelphia. 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, institutions, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Colleen O'hara Shue is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Domenic Fontana is a financial advisor with Cetera who holds the PFS™ designation and Series 63 license. He has two years of industry experience and has previously worked at Avantax Investment Services, Inc. and other affiliated firms. Outside of his advisory role, he is founder and president of The Fontana Group, Inc., a CPA and tax preparation firm, and serves as managing member of AmeriWave Communications LLC, a wireless internet service provider. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a variety of investment and retirement services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Demetrios Lowry is a Series 66 licensed financial advisor with Equitable Advisors, where he has worked since 2023. He has three years of industry experience and previously held roles outside the financial sector, including positions at Life Time, Inc. and Ithaca College Athletics. Lowry also serves as a coach for Wissahickon School District. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse clientele, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions.

Geetha Mathew is a financial advisor at Ameriprise with a Series 66 designation and over 11 years of industry experience, including a decade at Arthur J Gallagher. She joined Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

William Krempa is a CFP® professional with 36 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. Outside of his advisory role, he is involved in a family-operated racing business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and custody arrangements.

Josephine Aynat Molina is a financial advisor with Primerica Advisors in Perkasie, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Primerica Advisors since 1989 and Primerica Financial Services since 1988. In addition to her advisory role, she is a notary and engages in part-time referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure while overseeing portfolio management and trading through established custodians.

Casey Urkuski is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, Casey worked at Jefferson for seven years. He serves as a board member for Perkiomen Valley Youth Wrestling, where he helps organize home meets and assists with tournament registration. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Padersky is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2021. Prior to his current role, he held positions at Danville Sales, Inc. and Perlow Productions, LLC, and has experience related to The College of New Jersey and South Jersey Elite Baseball. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Jon Rosenwald is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2006 and Bank of America since 2009. 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 to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Michael Mattia is a CFP® professional with eight years of experience, currently serving as a financial advisor at LPL Enterprise. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Bank of America, and Merrill. Mattia is also the owner of Priceless Painting LLC, a construction-related business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services in financial planning, insurance, and affiliated trust custody.

Justin De Luca is a financial advisor with LPL Financial, holding a Series 66 designation and having 19 years of industry experience. His prior roles include positions at Lincoln Investment, PNC Wealth Management, OSAIC Institutions, Mass Mutual Investors Services, and Merrill. Outside of his advisory work, he is involved as a musician in a local musical group. 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 institutional platforms, implementing strategies through its extensive network of investment adviser representatives.

Alf Markussen is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Bank of America, Merrill, and several other financial and business entities. Outside of his advisory work, he is the owner of Markussen Associates and operates an eBay store. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and a suite of financial planning and consulting services.

Patrick Foley is a CFP® with over 31 years of industry experience and has been with Robert W. Baird & Co. since 2009. He serves as a board member and on the investment committee for Mt. Saint Joseph Academy. Foley is also a partner in the self-published book "Winning at Retirement," where he manages the website and digital advertising. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Kenneth Beebe is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has 16 years of industry experience, including roles at Firstrust Financial Advisors and MSI Financial Services. Beebe serves on the Board of Directors for the Ithaca College Alumni Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to deliver tailored investment solutions.

Robert Lydon is a CFP® with 29 years of industry experience, currently advising at LPL Financial since 2024. His prior experience includes roles at Parkland Securities, SPC, and Hornor, Townsend & Kent. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Jennifer Mc Donough is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alexander Mongan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having three years of industry experience. His work history includes roles at The Vanguard Group, Inc., First Commonwealth Bank, and the United States Army. Outside of finance, he has experience working with Domino's. 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 portfolios, third-party asset management, and institutional platforms.