Adam Barker is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored financial planning strategies, focusing on executive compensation, equity compensation services, family wealth management, liquidity management, managing new wealth, sports and entertainment, and tax minimization. As a portfolio advisor, Adam works closely with clients to develop individualized plans that integrate cash flow, investments, tax considerations, retirement, and estate planning to create cohesive financial foundations. Adam began his career in accounting within alternative investments, where he audited and reviewed multiple investment portfolios for four years. In 2019, he transitioned to Merrill Lynch Wealth Management to focus on working directly with individuals and families. He holds the Accredited Wealth Management Advisor℠ (AWMA™) designation, Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA) credentials. Adam earned his bachelor’s degree from Drexel University. Committed to simplifying complex financial issues, Adam emphasizes ongoing communication and customized strategies that evolve with clients' changing objectives. He integrates children's education funding, retirement lifestyle planning, estate planning, and insurance to help alleviate clients' financial concerns. Beyond his professional work, Adam is involved with NAMI PA, Main Line. In his personal time, he enjoys bungee jumping, golfing, pickleball, skiing, and tennis.

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.

Brian Grudman is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Corebridge Financial and has experience in various roles including a position at Getzel Schiff & Pesce LLP. Outside of investment advisory, he is licensed to sell non-securities insurance products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Richard Trotta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at Citizens Securities, Santander Securities, StoneX Advisors, Coinbase Capital Markets, and multiple prior tenures at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and leverages research and analytics to support investment decisions, including retirement plan services and a range of financial products distributed through affiliated banks and insurance entities.

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® professional with 17 years of experience in the financial services industry. He is currently an advisor at Edward Jones, where he has worked for four years. His prior experience includes roles at Northwestern Mutual and Hartford Investment Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and is notable for its extensive retail advisor network and branch footprint.

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. His prior experience includes roles at Prudential Annuities Distributors and Pruco Securities, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing option called "WealthPlan."

Kevin Wall is a financial advisor with RBC Capital Markets, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including prior roles at Wells Fargo Clearing, Ameriprise, and City National Bank. Outside of his advisory work, he is a partner in Aspen 22 Partners LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles and implemented through a mix of internal and external managers.

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 at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked previously at Northwestern Mutual, East Coast Advisory, and Wehrung's Lumber. Sanchez has also been associated with East Stroudsburg University of Pennsylvania since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Mitchell Welsch is a CFP® professional with 40 years of experience in the financial services industry. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, National Association. Prior to that, he worked at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning, employing structured discovery processes and firm-approved planning tools.

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 registered advisor with LPL Enterprise, based in Collegeville, PA, and has four years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and JP Morgan Chase. Outside of financial services, he was involved with Warrington Pizza Restaurant Inc. for several years. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

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.