Bernice Antonelli is a financial advisor with Merrill, holding Series 66 and Series 63 designations and bringing 25 years of industry experience. Her prior roles include positions at Glenmede Trust Company and Wells Fargo Advisors. She also maintains a power of attorney role in a non-investment related entity. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joseph Romanoski is a financial advisor with Wells Fargo Clearing in Lansdale, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes 17 years at Ameriprise Financial Services, Inc. and Ameriprise Advisor Services, Inc. He serves as a power of attorney for his spouse and co-executor for his mother, both involving investment-related responsibilities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with a large network of advisors.

Brian Mailey is a financial advisor with Morgan Stanley in Blue Bell, PA, holding a Series 63 designation and 33 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with an estate investment-related business in Lafayette Hill, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its financial planning process.

Christian Aguirre is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been advising clients since 2004 and is a Founding Partner of the Aguirre Jankowski Group. Christian specializes in comprehensive wealth and investment strategies for private clients, corporations, and small institutions, focusing on total asset management and disciplined portfolio construction. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered Retirement Planning Counselor (CRPC). Christian earned his Associate's and Bachelor's degrees from the University of Phoenix and a High School Diploma from PCC. His advisory process involves a thorough assessment of clients' financial situations and goals to develop customized strategies across retirement readiness, education funding, estate planning, and more. Christian is involved in various community organizations, including Doylestown Borough Parks & Rec, Shriners Hospital, and Pine Run Retirement Community. He also participates in professional organizations such as the Freemason Society, Boy Scouts of America, St. Jude Children's Research Hospital, and the Children's Fund. Christian lives in Furlong with his wife, Ahliea, and their two children, Sebastian and Isabella.

Nathan Klevit is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior work includes roles at Bank of America, Merrill, E*TRADE Capital Management, Valic Financial Advisors, and The Vanguard Group. Outside of finance, he is self-employed as a DJ with The Pros Disc Jockeys. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Kyung Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Lee has worked at Wells Fargo Bank NA since 2012 and Wells Fargo Clearing since 2016. Outside of finance, Lee provides home care services through Aurora Home Care. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Matthew Pruitt is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined ten years. Outside of his advisory role, he serves as an adjunct professor in the MBA program at Delaware Valley College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and public entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Frank Policare is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial for 19 years before joining Ameriprise in 2022. Outside of his advisory role, Policare serves on the boards of the New Hope Historical Society and Bucks County Playhouse. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Logan Brown is a Series 66-credentialed financial advisor with Equitable Advisors in Conshohocken, PA. He has experience working in educational institutions including Rowan University and The King's Christian School, as well as involvement in landscaping and environmental service businesses. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of third-party advisory programs and offers ERISA fiduciary services through its network of Investment Adviser Representatives.

Donald Cericola Jr. is a financial advisor with MassMutual Investors Services in Horsham, PA, holding a Series 63 designation and 33 years of industry experience. He has operated Donald V. Cericola CPA since 1999 and has been affiliated with Massachusetts Mutual Life Insurance Company since 1994. Outside of advisory work, he is involved in CPA and tax preparation services. MassMutual Investors Services, LLC 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, employing firm-approved software and collaborative annual planning processes.

Samantha Brace is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2014, progressing through various roles including Assistant Branch Leader, Team Leader in Workplace Planning and Advice, and Senior Trading Specialist among others. Her professional experience encompasses leadership in client services, workplace planning, and financial representation. Throughout her career at Fidelity Investments, she has focused on supporting associates to reach their potential and assisting clients with planning for long-term financial well-being. Outside of her professional responsibilities, Samantha engages in activities such as family activities, parenthood, reading, and traveling.

Jan Stoltz is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020, following brief roles at Shir Ami, Gap, and with Dr. Robert Cherrey. Prior to his advisory career, he was involved with Pinnacle Physician's / Stoltz and Hahn for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

John Cooper is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and economic models to support its financial planning services.

Peter Monahan Jr. is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 37 years of industry experience. He has worked with firms including WealthBridge Financial, Delaware Valley Advisors, and Securian Financial Services. Outside of advisory work, he serves on the advisory board of the Cedar Sands Ocean Condo Association and is involved in fixed insurance and life settlement businesses. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across diverse program structures.

Lida Sosinski is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary fundamental research, quantitative analysis, and algorithmic methods. The firm also serves registered investment companies and offers a range of discretionary and non-discretionary advisory services.

Sean O'Rourke is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 66 credentials and having 19 years of industry experience. His prior roles include positions at Citizens Bank from 2015 to 2019. In addition to his advisory work, he is licensed as an insurance agent and offers life, health, disability, long-term care, property and casualty insurance, as well as fixed annuities. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, ongoing client relationships using firm-approved analytical tools.

Ashley Nickl is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Service, LLC since 2017. Prior to her current role, she worked with Huntington Learning Center and operated her own business for 10 years. She also works as a paraplanner at KSP MLS LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Brian Mckeon is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for seven years. 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 includes both discretionary and non-discretionary options, with a broader range of investment products than typical institutional advisers.

Stephanie Wright is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and one year of industry experience. She has previously worked at Kreischer Miller for 15 years and has experience with Primerica Financial Services and other businesses. Outside of financial advising, she owns and operates SW Accounting Services, LLC, providing bookkeeping and accounting services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-delivery investment approach managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Daniel Melville is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where he has worked since 2014. He has 13 years of industry experience and additional roles at Cambridge Investment Research, Inc. since 2013 and Susquehanna University since 2010. Outside of his advisory work, Melville serves as a volunteer firefighter and vice president of the Perkiomen Township Fire Company and holds a treasurer position with the Pi Kappa Phi fraternity’s Iota Epsilon chapter. Cambridge Investment Research Advisors serves a diverse client base that includes individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports multiple investment platforms and provides proprietary and third-party model strategies.