Catherine Playford is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Deutsche Bank Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual, institutional, and charitable clients. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

Robert Wert is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked for Wells Fargo Clearing from 2016 to 2025. Outside of advising, he serves on the Finance Council of the Diocese of Allentown and acts as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Cynthia Kinkaid is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing. 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 variety of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Russell Talone is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Osaic. He previously spent 20 years at Woodbury Financial. Talone is a member of the Finance Committee on the board of Holy Cross Regional Catholic School. Osaic Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting a variety of managed strategies and third-party manager selections.

Tyler Mccraw is a CFP® professional with 19 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Lincoln Financial Advisors and BlackRock Investment Management. He is also an author of financial education materials. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a wide range of advisory and brokerage services through a large network of investment adviser representatives.

Walter Mack Jr. is a financial advisor at RBC Capital Markets with 48 years of industry experience. He holds a Series 63 designation and has worked at RBC since 2017. His prior experience includes roles at Janney Montgomery Scott from 2005 to 2017 and Morgan Stanley Dw Inc. from 2002 to 2005. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

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 at MassMutual Investors Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors, LLC. Outside of her advisory role, she is owner and president of several non-investment-related businesses, including KZT Corporation and Forever Wealth Strategies, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative planning engagements using firm-approved software and emphasizes investment strategy recommendations without discretionary authority.

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.

Dillon De Antonio is a CFP® professional with seven years of experience in financial advising. He has worked at Edward Jones since 2019 and previously spent three years at Sei. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the country.

Matthew Gaughan is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Ameriprise Financial Services LLC and previously worked at Edward Jones and Levin Sedran & Berman. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations.

Ryan Fuehrer is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including AXA Advisors, LPL Financial, and PFG Advisors. Outside of his advisory role, he operates Firstrust Financial Resources as a separate business activity. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to implement client strategies.

Arius Jones is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Fidelity, he worked at The Vanguard Group for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across various asset classes.

William Michetti is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, he serves as executor and holds power of attorney for his domestic partner. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and emphasizes diversified investment strategies supported by internal and third-party research.

Alexander Boyer is a financial advisor at LPL Financial with 20 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Boenning & Scattergood Inc for 17 years before joining LPL Financial. Boyer serves in a fiduciary capacity for charitable trusts and foundations in Pittsburgh, Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment advisory services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of portfolio management options, including model portfolios and third-party asset management, supported by advanced research and operational tools.

James Dever Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at BofA Securities, Inc. and has had two prior tenures with Merrill totaling 14 years. Dever serves on several nonprofit and business boards, including a nonprofit assisting victims' families, a food insecurity organization, the Pennsylvania Bankers Association, and the Pennsylvania Chamber of Business and Industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charities.

Jane Kerr is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. She previously worked at Strategic Investment Group from 2016 to 2022 and at Sei Investments from 2001 to 2016. Outside of her advisory role, she is a finance committee member of Good Works Inc., where she helps oversee the organization’s annual budget. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies in partnership with clients’ financial advisors. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Gene Ferraro is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 46 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Daniel Batty is a CFP®-credentialed financial advisor with MassMutual Investors Services, where he has worked for over 30 years. He holds a Series 63 license and has 31 years of industry experience. Outside of his primary role, he is involved in life and health insurance sales and serves as president of UFG Advisors, LLC, a financial services firm focused on succession planning. Additionally, he is an investor in a golf simulator business. MassMutual 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 seminars with a structured, collaborative planning approach that includes technology-driven analysis and event-driven planning services.