John Griffith is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity and Citizens Securities Inc. since 2015. J.P. Morgan Securities LLC 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Harriet Litz is a financial advisor at Cetera with 15 years of industry experience and a Series 66 designation. She has worked at Cetera since 2021 and previously at Voya Financial Advisors. In addition to her advisory role, Harriet is a licensed attorney specializing in estate planning, administration, and related legal services, and she occasionally serves as executor or trustee for client estates. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Robert Hutchinson Jr. is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2005 and holds a Series 66 designation. Outside of his advisory work, he is a proprietor and owner of a property in Philadelphia, Pennsylvania. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets, custody, and underwriting solutions.

Ryan Sacks is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Fidelity Investments, The Vanguard Group, and Comcast Corporation. He also worked with the Philadelphia Phillies and Muhlenberg College Academic Resource Center early in his career. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by extensive research and analytics.

Stephanie Serafin is a financial advisor at Cetera with five years of industry experience. She holds the Series 66 designation and has previously worked at Voya Financial Advisors, Inc. and Kalejta Financial Management. Outside of her advisory role, she is associated with Flagship Financial, a business involved in processing and facilitating trades and client documentation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Jeanne Helmar is a CFP® with 19 years of experience in financial advising, currently with Cetera Wealth Services, LLC and Harmony Wealth Management. She has a background that includes over a decade at Avantax Advisory Services and has worked in related accounting and tax preparation roles. Outside of her advisory practice, she serves as a committee member on the Perkiomen Township Parks & Recreation Committee and participates in the Rockstar Roller Derby league. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with diverse program options and custodian relationships.

Thomas Robbins is a CFP® and ChFC® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Robbins provides financial neutral and expert witness services in collaborative divorce cases through Robbins Collaborative Services. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Edward Cleary is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent 22 years at Cencora Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and investment solutions supported by a large national network of financial advisors and branch offices.

John Frost is a financial advisor at Cetera with 33 years of industry experience. He has held positions at Avantax Insurance Agency and Avantax Investment Services, and has operated his own business, John S Frost Inc., since 1996. Outside of advisory work, he is involved in rental property management. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform that incorporates both affiliated and third-party managers across discretionary and non-discretionary strategies.

Denise Satterthwaite is a CFP®-certified financial advisor with over 21 years of industry experience. She has worked with LPL Financial since 2021 and previously spent 16 years at Waddell & Reed, Inc. and various insurance carriers. In addition to her advisory role, she is involved in tax preparation and accounting through Collegeville Tax Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and investment management solutions supported by in-house and third-party research and technology.

Dominic Bova is a Certified Financial Planner (CFP®) with seven years of industry experience. He is currently with Edelman Financial Engines and previously worked at Ritholtz Wealth Management, Rockwood Wealth Management, LPL Financial, RBC Capital Markets, The Vanguard Group, KeyBank, and uFinancial Group. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools. The firm manages approximately $326 billion for about 477,000 clients, offering diversified portfolios, discretionary and non-discretionary advice, and access to alternative and thematic investment options.

Dennis Cooney is a CFP® with 33 years of experience in the financial industry. He is currently with Wells Fargo Advisors in Doylestown, PA, having been with affiliated Wells Fargo entities since 2009. Cooney also owns Dennis Cooney Consulting, LLC, a separate business focused on investment-related activities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Barbara Rowens is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at IC Advisory Services, Inc. and The Investment Center, Inc. Additionally, she has a long tenure with the School District of Philadelphia spanning over five decades. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party providers.

Thomas Percetti is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked with Equitable Advisors since 2015 and previously with Axa Advisors, LLC for five years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Andrew Mcilhenny is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Equitable Advisors since 2016 and has prior experience at AXA Advisors and Firstrust Financial Advisors, where he continues involvement through a related entity. He is also a partner in 435 Fairmount Avenue Partners in Philadelphia. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating under a dual-registered investment adviser and broker-dealer model with significant reliance on LPL-sponsored programs and endorsed third-party managers.

Richard Lepard is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His work history includes roles at PFS Investments Inc., Corelogic, Inc., Ice Mortgage Technology, Black Knight, and Primerica Financial Services, where he has been affiliated for over two decades. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-based investment strategies managed by unaffiliated asset managers.

James Korman is a financial advisor with LPL Enterprise, holding a Series 66 credential and beginning his industry career in 2025. He has experience teaching at Lafayette College and involvement with Kreyco Educational Services, a language learning network. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, and third-party asset management, combining adviser programs with sales of financial products including insurance through an affiliated agency.

Marisa Litwinsky is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill Lynch and Bank of America. Outside of her advisory role, she holds ownership interests in investment-related ventures including JAR Research Inc. and WMLL Research, LLC, and is a financial advisor for Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients can implement through brokerage or advisory programs on a discretionary basis.

Brendan Daly is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and four years of industry experience. His previous roles include positions at Deloitte Tax LLP and Equitable Advisors LLC. Outside of advisory work, he is engaged as a tax specialist with Julian Sur, CPA, where he prepares tax returns and performs accounting services. MassMutual Investors Services 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 programs, using detailed client data and firm-approved analytic tools to deliver written recommendations.

Charles Monahan Jr. is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns LC Wellness and Spa LLC, a wellness center. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm uses structured planning tools and modeling techniques and manages approximately $2.74 trillion in client assets.