David Corcoran is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

Douglas Clark is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves as a bookkeeper and board member for the Colorado Center for Modern Psychoanalytic Studies, where he assists with check writing, account balancing, and fundraising. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Paul Duffy is a financial advisor with J.P. Morgan Securities in Ambler, PA, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America/Merrill Lynch from 2016 to 2025 and has experience outside finance with Liberty Lake Day Camp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Leo Webb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 2003. Outside of advisory work, he is involved in sales of loan products and referrals for 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 to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees and ongoing oversight.

Wendy Fratrik is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL in 2024, she worked at Bank of America for five years and spent 24 years at Merrill Lynch, Pierce, Fenner & Smith. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset management, with a wide range of investment options and advisor support tools.

Kyle Albahary is a Planning Consultant at Fidelity Investments, where he currently works with clients to help them achieve their financial goals. He has been with Fidelity Investments since 2021, progressing through roles as a Financial Representative and Relationship Manager before his current position. Kyle has developed expertise in financial planning and client relationship management through his experience at Fidelity. He is committed to building lasting relationships and serving as a trusted resource for clients on their financial journey to retirement. Outside of his professional work, Kyle enjoys baseball, family activities, fitness, golf, movies, and music.

Stephen Niles is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 19 years before joining Raymond James Financial Services Advisors, Inc. in 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals, employing analytical tools and risk profiling, and supports advisory programs alongside institutional consulting and portfolio management.

Byron Leach is a CFP® with 14 years of industry experience, currently affiliated with OSAIC since 2024. His prior experience includes roles at Securities America Advisors and H. Beck, Inc. He is also employed as a CPA at Campisi & Campisi, Inc., an accounting and tax preparation firm. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with a range of managed portfolio options and third-party programs.

Seema Khetawat is a Private Wealth Advisor at Merrill Private Wealth Management. She collaborates with clients to manage and grow their wealth through personalized financial strategies. Her professional background, credentials, and community involvement details are not provided.

Francis Sortino IV is a financial advisor at Ameriprise in Plymouth Meeting, PA, holding the CFA® designation and Series 63 license. He has experience working at Ameriprise since 2026, following roles at Orion Portfolio Solutions, Envestnet, and JP Morgan Asset Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies. The firm’s approach involves centralized analysis combined with advisor collaboration, operating within a defined investment universe that includes affiliated product offerings.

James Mcgoldrick is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding CFP® and ChFC® designations and over 35 years of industry experience. He has been with MML Investors Services since 1991 and Massachusetts Mutual Life Insurance Company since 1989. In addition to his advisory role, he is involved in servicing equity indexed annuity contracts and life and health insurance sales, and he is a member of multiple LLCs related to his advisory and insurance activities. Mass Mutual Investors Services, LLC 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 programs, emphasizing collaborative, annual planning engagements without discretionary investment authority.

Matthew Fisher is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. He is a member of the Veteran's of Foreign Wars and serves as an auditor for St Johns Methodist Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and advisory services with a range of portfolio management styles and affiliated research resources.

Robert Lankin is a financial advisor with LPL Financial in Blue Bell, PA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing Services, LLC, as well as a decade at Sentry Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Robert Iocco is a financial advisor at Morgan Stanley with 51 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its advisory services.

Joseph Staley is a financial advisor at Equitable Advisors with eight years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2018, he had roles at AXA Advisors and various companies including Execupharm Inc and ExecuPower LLC. Outside of his advisory role, Staley serves as an assistant wrestling coach at W.T. Woodson High School. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party advisory models and does not sponsor its own wrap fee program, focusing on integrating proprietary and third-party solutions.

Danny Petty is a financial advisor at Edward Jones with 12 years of industry experience. He has held positions at Edward Jones since 2018, following roles at Raymond James & Associates and J.W. Cole Financial, Inc. Outside of his advisory work, he serves as Director of Youth Ministry at Bucks County Community Church, coordinating monthly youth events and teaching on Sunday evenings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Anthony Russo is a CFP® professional with 22 years of industry experience, currently serving at Cetera. His prior experience includes roles at Avantax Advisory Services, HD Vest Insurance Agency Inc, and operating his own CPA practice focused on tax preparation. In addition to financial advising, he prepares and signs individual income tax returns, meeting with clients to address tax questions and advising on federal withholding. Cetera Investment Advisers LLC is a large SEC-registered firm that supports over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, including access to third-party money managers and both discretionary and non-discretionary program options.

Dennis Omalley is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Merrill and Bank of America, NA since 2009. Merrill serves a broad client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage and custody services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by integration with Bank of America’s broader capital-markets platform.

Jonathan Pitcher is a financial advisor with Merrill and holds a Series 66 designation. He has five years of experience at Merrill and one year at Bank of America, N.A. Prior to his advisory career, he worked for GolfTEC for four years. 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 for a range of clients, including individuals, high-net-worth investors, and charitable organizations.

Brock Nestory is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior roles include positions at MML Investor Services, MassMutual Life Insurance Company, and The Prudential Insurance Company of America. Outside of finance, he was involved with JD Landscape Solutions for two years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.