Arti Shah is a financial advisor with Osaic who holds Series 63 and Series 65 credentials and has 10 years of industry experience. Prior to joining Osaic, she worked at Royal Alliance Associates, Inc. and Sii. Outside of her advisory role, she consults on marketing for in vitro diagnostic products through D-TEK LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Michael Cimino is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2021, and previously held roles at Pruco Securities and The Prudential Insurance Company of America. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and offers plans that incorporate market modeling without providing individual security recommendations as part of standalone planning.

Stephen Schaeffer is a financial advisor with Morgan Stanley, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Daniel Porter is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and 12 years of industry experience. He previously worked at Fiduciary Trust International for 11 years before joining Wells Fargo in 2026. 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 both brokerage and advisory solutions.

William Phelps is a financial advisor with LPL Enterprise, holding Series 63 and 65 credentials and over 20 years of industry experience. He previously worked at Wells Fargo Clearing and Ameriprise Financial Services, Inc. Outside of his advisory work, he owns a DJ and event emcee business and serves as a soccer referee. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers financial planning, third-party asset manager access, and other services through a network of investment adviser representatives.

Ellis Weiss is a CFP® professional with 26 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, Allstate Insurance, and Ameriprise. Weiss serves as a zoning hearing board member for East Fallowfield Township. 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Michael Kern is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Group, NEXT Financial Group, and Porter and Guide Wealth. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Eric Seiferth is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 23 years of industry experience. His career includes previous roles at Voya Financial Advisors, Voya Retirement Insurance and Annuity Company, Ironview Capital Management, TIAA-CREF, and an earlier tenure at Equitable Advisors. Outside of advising, he serves as power of attorney for his mother. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing a blend of firm programs, third-party asset managers, and LPL-sponsored advisory solutions.

Grace Kim is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Avantax Insurance Agency LLC and Avantax Advisory Services among other firms. Kim is also a partner in several insurance agencies, including Kim & Kim LLC and Global Premiere Group LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Kaitlin Horan is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018, including her current role at Fidelity Investments since 2025. Her prior experience includes a brief tenure at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios comprised of mutual funds, ETFs, and ETPs. The firm serves a diverse client base and offers advisory roles to several registered investment companies and fund-of-funds.

Eileen D'agostino is a financial advisor at Morgan Stanley with 47 years of industry experience. She has worked at Morgan Stanley since 2009, including time at Morgan Stanley Smith Barney prior to the firm's rebranding. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

Shawn Mc Mahon is a CFA® charterholder with 20 years of experience in the financial services industry. He has worked at Edward Jones since 2024 and previously spent 19 years with HARTFORD Funds Distributors, LLC. He is based in Southampton, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, managing approximately $1.01 trillion in assets.

Sean Riley is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designations of Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Riley earned a Bachelor's Degree from Saint Joseph's University.

Christopher Sarr is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Primerica Advisors since 2013 and has worked with Primerica Financial Services since 2002. Outside of his advisory role, he works as a public adjuster through Metro Public Adjustment, Inc. and serves as a youth soccer referee with the Eastern Pennsylvania Youth Soccer Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Andrew Kamees is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Prudential Advisors and Prudential Financial. He serves on the board of a nonprofit homeowners association in Telford, Pennsylvania. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and access to a broad range of product types through its affiliation with J.P. Morgan’s broker-dealer and banking entities.

Jay Mitzner is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Grove Point Advisors, LLC and H. Beck, Inc. He is also engaged in a non-variable insurance agency role. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plans through a large network of investment adviser representatives, providing a range of investment and retirement solutions supported by various advisory platforms and technology tools.

Leonard Borcky Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2008 and also operates under Independent Advisor Group since 2015. Outside of his advisory role, he is involved in rugby officiating and education, serving as a referee and instructor for USA Rugby and regional rugby organizations. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Marc Wagner is a CFP® with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include long tenure at HD Vest Investment Services and Commonwealth Financial Network, as well as operating Wagner Financial Services. He is also a licensed CPA who provides tax services outside of his advisory work. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a variety of investment platforms and models, including proprietary and third-party strategies, with both discretionary and non-discretionary options tailored to client objectives.

Nicholas Salatino is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. Prior to joining Fisher, he worked at Columbia Management Investment Distributors Inc for eight years. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across various asset classes, with services that also include sub-advisory and retirement plan management.

Michael Menninger is a CFP® professional affiliated with LPL Financial, bringing 25 years of industry experience. His career includes roles at Cetera Advisor Networks, VOYA Financial Advisors, Wells Fargo Clearing, TD Wealth Management Services, and Equitable Advisors. In addition to his financial advisory work, he teaches within the Perkiomen Valley School District and produces an online podcast. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with customizable investment strategies supported by research tools and a broad platform that includes insurance and credit products.