Thomas Ferguson IV is a CFA® charterholder with five years of industry experience. He has been with Wells Fargo Clearing since 2020 and previously worked at Veritable LP for nine years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and includes both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jeffrey Gordon is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses.

David Adler is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, Adler serves as a trustee for a trust in Collegeville, Pennsylvania. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and access to various investment products and strategies.

Michael Makaila is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera, he worked at Financial Partners, LLC and Avantax Advisory Services. He serves as a board member of the Ebony Pearls Foundation, a nonprofit focused on scholarships, leadership development, and education for young women in Philadelphia County. Cetera Investment Advisers LLC is an SEC-registered firm offering financial planning, portfolio management, and retirement services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, and institutional accounts, and provides access to a multi-manager platform with both affiliated and third-party investment options.

Charles Robinson is a financial advisor with Morgan Stanley in Berwyn, PA, holding a Series 63 designation and over 50 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Marilyn Banyai is a CFP® and CPA with 39 years of industry experience. She currently works at Cetera and has a long history with Avantax Advisory Services and related firms, spanning over two decades. In addition to her financial services career, she is an author of non-fiction books on photography, Bible characters, and crafts, and serves as secretary and scholarship committee chair for the Buxmont Chapter of PSTAP. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment programs and custodial relationships.

John Griffin is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, Griffin is involved as an independent TV broadcaster for college basketball games and serves on the boards and committees of several nonprofit organizations, including Independence Health Group and the University City Science Center. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Jonathan Markle is a Series 66-registered financial advisor with Morgan Stanley, based in Blue Bell, PA, and has 28 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Shawn Gibbons is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has worked in various roles, including positions at Equitable Advisors and PNC Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Michael Gambol is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes two years at Wells Fargo Clearing Services LLC and earlier years at Raymond James & Associates. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning and advisory services that emphasize non-discretionary consulting and a variety of portfolio management styles.

Steven Zimmerman is a CFP® and ChFC® with 27 years of industry experience. He is currently with Cetera, having been affiliated with the firm and its predecessors since 2016. In addition to his advisory work, he serves as an insurance agent selling life, health, disability, annuities, and long-term care products, and is involved in a life settlement business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to third-party managers and customized strategies.

Brian Callahan is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. In addition to his advisory role, he is employed by Ashford Wealth Advisors, a practice management entity. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored recommendations through a centralized consulting team.

Alexis Starkey is a financial advisor with Morgan Stanley, holding a Series 66 designation and 20 years of industry experience. She has previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside proprietary return estimates and simulations to support its financial planning process.

Sean Pearson is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Conshohocken, PA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with a centralized consulting team delivering non-discretionary recommendations in collaboration with client advisors.

Fanny Cruz is a Certified Financial Planner (CFP®) at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Basta5 LLC and WEC International. Outside of her financial advisory role, she is involved in public speaking and organizes religious activities, including teaching Bible and mission classes at various churches. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and fiduciary advisory services. The firm is notable for its large national advisor and branch network, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Anthony Nichols III is a CFP® professional with nine years of industry experience. He currently works at Wells Fargo Clearing and previously worked at Lincoln Financial Distributors for six years. His background also includes a one-year tenure with the Philadelphia Phillies. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jennifer Mcglynn is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

James Senderling is a Series 66-registered financial advisor with RBC Capital Markets and has two years of industry experience. He has previously worked at City National Bank and Merrill Lynch, and spent time in education, including positions at Temple University and Wissahickon High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and utilizes a combination of in-house and third-party managers to tailor investment strategies to each client’s risk profile.

Matthew Quigley is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior roles include positions at City National Bank and Raymond James and Associates. He serves on the finance committee as a board member for a nonprofit fundraising event at Malvern Preparatory School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Michael Hunsicker is a CFP®-certified financial advisor with 17 years of industry experience. He currently works at Edward Jones and has previously held roles at Northwestern Mutual and Hartford Investment Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.