Jeffrey Mcgrody is a financial advisor at Morgan Stanley with nine years of industry experience. He has previously worked at Vanguard Advisers and The Vanguard Group, Inc. during his career. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Steven Gdowik is a financial advisor at Thrivent Investment Management with 26 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Prudential Annuities Distributors and Pruco Securities, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. Their approach allows clients to integrate planning with managed accounts through a consolidated billing option called “WealthPlan.”

Kevin Wall is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and City National Bank. Kevin is also a partner in Aspen 22 Partners LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies using a combination of in-house and third-party managers to meet clients’ advisory risk profiles.

Bridgit Holly is a financial advisor at Thrivent Investment Management with 28 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Holly has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning across a broad range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called "WealthPlan," while keeping these services separate.

Aaron Sanchez is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Northwestern Mutual, East Coast Advisory, Wehrung's Lumber, and Lighthouse Planning Consultants. He has also been affiliated with East Stroudsburg University of Pennsylvania since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs including discretionary and non-discretionary management, leveraging proprietary and third-party research and technologies.

Mitchell Welsch is a CFP® with 40 years of industry experience, currently working at Morgan Stanley. He has held various roles at Morgan Stanley and its affiliates since 2010. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved tools to model financial outcomes.

Jonathon Leib is a financial advisor with UBS Financial Services in Conshohocken, PA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch. Outside of his advisory role, he is involved in managing multiple residential rental properties in the Philadelphia area. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Justin Creighton is a CFP® professional with six years of experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. Prior to his advisory role, he worked in the computer science department at Millersville University. He is involved with the Angel Foundation, a nonprofit connecting CFP professionals with families affected by recent cancer diagnoses to provide pro bono financial education and advice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that delivers written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Thiago Gaspar Sales is a Series 66 licensed financial advisor with four years of industry experience. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities LLC, JP Morgan Chase, and Wells Fargo. Outside of finance, he has been involved with Warrington Pizza Restaurant Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Ryan Galardi is a CFP® with 21 years of experience in the financial industry. He is currently with RBC Capital Markets and has previously worked at Bank of America, N.A., and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Catherine Playford is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Cynthia Kinkaid is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Morgan Stanley Smith Barney, Wells Fargo Clearing, Wells Fargo Advisors, and Wachovia Bank, where she worked for 40 years. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Russell Talone is a CFP® professional with 23 years of industry experience, currently serving with OSAIC since 2024. Prior to joining OSAIC, he spent 20 years at Woodbury Financial. He is a member of the Finance Committee on the board of Holy Cross Regional Catholic School. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a systematic investment process using asset-allocation tools and supports both discretionary and non-discretionary account management.

Tyler Mccraw is a CFP® with 19 years of industry experience, currently affiliated with LPL Financial since 2024. He previously spent 12 years with Lincoln Financial Advisors. Tyler is an author of financial literature through his work with Master Your Financial Success. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and diversified investment strategies.

Walter Mack Jr. is a financial advisor at RBC Capital Markets with 47 years of industry experience. He holds a Series 63 designation and has worked at RBC Capital Markets since 2017, following a 12-year tenure at Janney Montgomery Scott. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Lori Piazza Timchack is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and 12 years of industry experience. She previously worked at Merrill Lynch Pierce Fenner & Smith Incorporated for 17 years and held positions at several firms including Raymond James Financial and Jacobi Capital Management. In addition to her advisory role, she is a notary public for the state of Pennsylvania and owns a law-related business in Wilkes-Barre, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and fee-based financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations across various planning needs.

Susan Allan is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2009. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she owns a duplex rental property in Conshohocken, PA. Stifel serves a diverse range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Tara Spencer is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Equitable Advisors, LLC, and MassMutual Life Insurance Company. Outside of her advisory work, she is owner and president of several non-investment related businesses including KZT Corporation and Forever Wealth Strategies, LLC. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning relationships and a range of investment and educational programs.

Tao Wang is a financial advisor with Merrill, holding a Series 66 designation and 8 years of industry experience. He has been with Merrill and Bank of America since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Linda Bove is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms, including Morgan Stanley and PNC Investments. Her current role at Cetera began in 2025. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. 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.