Alicja Plonska is a Series 66-licensed financial advisor at Morgan Stanley with 17 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2017 and previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Christine Brown is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 1985 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Geoffrey Japchen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2020. He is also involved with the organization Hope for Separated Husbands. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Darrell Collins is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His career includes roles at Primerica Mortgage LLC, Lifetime Fitness, CBRE, Chubb Inc, and BNY Mellon. Outside of his advisory duties, he is involved in the sale of home security and automation products as part of a referral arrangement. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm emphasizes model-driven strategies managed by external asset managers and supports trade execution and custody through established custodians, with approximately $15.5 billion in assets under management.

Marcus Respes is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Alutiiq LLC, Marquee Restoration, and Jottan Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to Model Wealth Portfolios, third‑party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Matthew Cruz is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at Bank of America and Merrill prior to joining J.P. Morgan in 2019. Outside of his advisory work, he is involved in a maintenance-related activity as a contractor. 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. 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-making authority.

Tyler Becker is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, and work at Newtown Athletic Club and Friends Bar & Grill. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Joseph Allen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including high-net-worth individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

John Ruggero is a Certified Financial Planner® with 28 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2021. His prior roles include extensive experience at Charles Schwab, spanning two decades from 1999 to 2019. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through various advisory programs and employer agreements.

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.

Donald Cericola Jr. is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 32 years of industry experience, including roles at Massachusetts Mutual Life Insurance Company since 1994 and running a CPA and tax preparation practice since 2020. He is also active as a life insurance agent. 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 provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with planning engagements structured as annual, collaborative relationships.

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.

Eilene Beck is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at Primerica and its related entities since 2004 and has also held positions with several Vaco affiliates. Beck is involved in sales of investment-related products and part-time referrals of home security and automation services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established custodians.

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.

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.