Paul Esposito is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill since 2004. Outside of his advisory role, he works as a beer vendor at sporting events, including Philadelphia Eagles games at Lincoln Financial Field. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Leah West is a financial advisor with LPL Financial in Lambertville, NJ, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She previously worked at Cadaret, Grant & Co. Inc. for 20 years and has been affiliated with Rivertown Financial, LLC since 2016. In addition to her advisory work, she facilitates estate planning as a home-based activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms, supporting investment strategies through a broad network of advisors.

Sasha Roberts Alston is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 registrations and three years of industry experience. Prior to joining LPL Enterprise, she worked at Principal Securities, Principal Life Insurance Company, Roberts Financial Group LLC, and Lincoln Heritage. In addition to her advisory role, she provides tax preparation services and acts as a notary public. LPL Enterprise serves 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 insurance product sales through affiliated entities.

Duncan Reed is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He has prior experience at DeVry University and has been affiliated with Gwynedd Mercy University since 2010. Edward Jones is a full-service wealth management firm with approximately $1.01 trillion in assets under management, serving individual and institutional clients through a large network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Mundy is a CFP® with over 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an assistant JV coach for high school ice hockey at Holy Ghost Prep, where he teaches ice hockey skills. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to a wide range of clients, relying on research and diversification principles in its investment approach.

Benjamin Schleicher is a financial advisor with LPL Financial in Warminster, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Cuna Mutual Group, CUNA Brokerage Services, Inc., and PRUCO Securities, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives.

Mark Melillo is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2019, following three years at Wells Fargo Clearing. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Christian Brown is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to joining Charles Schwab, he worked at Edward Jones for two years. Outside of his advisory role, he has volunteered as a youth lacrosse coach and plans to become a referee for youth lacrosse in New Jersey. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and research.

Michael Amato is a CFP® and PFS™ with 34 years of experience in financial services. He currently works at Cetera and has held previous positions at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Amato is president of Independent Tax & Financial Planners, P.C., where he provides tax preparation and accounting services, and serves as a fiduciary trustee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a nationwide network of independent advisors.

Ryan Harrison is a financial advisor with Ameriprise in Levittown, PA, holding a Series 66 designation and nine years of industry experience. He worked at Merrill from 2015 to 2021 before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

Donovan Stuard is a financial advisor with LPL Financial in Newtown, PA, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at McDermott Investment Advisors, Merrill Lynch, and work in education at Widener University and Bethlehem Catholic High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Valerie Ozer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her work history includes roles at PFS Investments Inc. and Eden Engineering, LLC. She is also involved in selling loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodial services.

Jason Goldstein is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has 15 years of industry experience. He previously worked at 1847Financial, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in coaching financial professionals and consulting with advisors through Goldfisch Method LLC on client segmentation and practice growth strategies. 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 seminars, utilizing firm-approved tools for goal analysis and delivering collaborative, annual planning engagements.

Miranda Cabrelli is a CFP® certificant with 17 years of industry experience, currently affiliated with Morgan Stanley. Her background includes roles at The Vanguard Group and Delaware Distributors, L.P. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that leverages firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-based financial planning agreements.

Rebecca Sweeney is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, she worked at PRECISIONscientia (formerly ETHOS Health Communications) for two years and at ScribeAmerica for four years. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Konner Keith is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Comcast, Diversant LLC, and PricewaterhouseCoopers. He also manages an advisory business, Double K LLC, alongside his role at Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Adam Gladstone is a CFP® professional affiliated with LPL Financial, with 25 years of industry experience. He has worked with LPL Financial since 2016 and has been involved with Global One Financial Services since 2003. Outside of his advisory role, he is engaged in tax preparation and accounting services through Global One Financial Services and holds a non-variable insurance license. 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, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Dino Bryant Sr. is a financial advisor with Primerica Advisors in Boyertown, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1985. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model‑delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Michael Johnson is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Kreischer Miller. Outside of his advisory role, he serves as an assistant coach for the boys’ golf team at Hatboro-Horsham High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by its Research Department and third-party strategists, and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Howard Lashner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and also operates Lashner Financial Group. Outside of his advisory work, Lashner is an author and serves as a consultant for American Fence Systems. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities while maintaining oversight of its investment models.