Robert Mclarnon is a financial advisor with Cetera, holding a Series 66 credential and bringing 10 years of industry experience. He has worked at firms including LPL Financial and owns Strack Associates Inc., which provides income tax preparation and bookkeeping services. He is also involved as a partner in Bucks County Wealth Management LLC and BCWM Realty Group LLC. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Gershon Trimpol is a financial advisor with Merrill in Jenkintown, PA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Merrill since 1993 and has also worked at Bank of America since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Zachary Gibson is a Series 66-credentialed financial professional affiliated with Cetera, with two years of industry experience. He has held roles at multiple firms, including 44th Street Capital Advisors LLC and Wealth Management Associates, and also operates GibsonMayer, LLC, where he provides tax preparation and bookkeeping services. Zachary serves clients from Yardley, PA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform that serves individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform featuring both affiliated and third-party strategies.

Christine Pedrick is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. She has been with Raymond James & Associates since 2006. Raymond James & Associates is a large 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 and advisory services through a variety of portfolio management styles and affiliated research resources.

James Pacheco is a Series 66-credentialed financial advisor with 35 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Outside of his advisory work, he serves as a volunteer firefighter with the Indian Mills Volunteer Fire Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options supported by in-house and third-party research.

Sean Downey is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked for the Wall Street Journal / Barron's Group for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Dante Cambria is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2014 and has been with Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is involved with Showcase Select LLC, a wholesale and distribution business based in Philadelphia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Gregory Lofgren is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes significant tenures at Morgan Stanley and Bank of America, including roles at Merrill and various Morgan Stanley affiliates since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves approximately $2.74 trillion in client assets.

Matthew Ryan is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Prior to his financial services career, he spent several years in education at Martin Saints Classical High School and Ville de Marie Academy. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Dawn Mcduell is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and over 20 years of industry experience. She has an extensive background with Avantax in various advisory and insurance roles spanning more than two decades. Outside of her advisory work, she is involved in tax preparation and bookkeeping through her roles at Roland R. McDuell Ltd and Mission Financial Services, and she also works part-time as a sales associate at a children’s clothing store. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides advisors access to various model portfolios and program structures.

David Maurer is a CFP® and ChFC® with 24 years of industry experience. He has been with MassMutual Investors Services since 2017 and previously worked at Metlife Securities Inc. He is also involved in an outside insurance business as a broker and manages a financial advisory team at Independence Wealth Partners, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning and asset management services using firm-approved analytical tools to support client goals.

Esther Bullard is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Stifel with 12 years of industry experience. She previously worked at Bank of America, N.A. for six years before joining Stifel Nicolaus & Co Inc. She is based in Yardley, PA. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling to support financial planning and asset allocation.

Christopher Cice is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he is a principal with Newtown Financial Services, LLC, an independent insurance agency, and serves as a board member of the Tioga County Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering customizable investment strategies across multiple platforms and custodial arrangements.

Michael Magee is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with a diverse client base including business owners, executives, pre-retirees, young professionals building wealth, and individuals with inherited assets. His approach centers on understanding clients’ goals, cash flow needs, and concerns to develop personalized wealth management strategies. He offers tailored advice on investments, real estate, business transitions, and collaborates with CPAs and attorneys on tax and estate planning. Michael provides access to the investment resources of Merrill and the lending solutions of Bank of America. Drawing on his background from a blue-collar, small-business family and inspired by his grandfather who was an investment banker, Michael emphasizes building strong client relationships and encourages ongoing, transparent communication with clients and their families. He leads a proactive team delivering customized strategies using Merrill’s proprietary tools, aiming to make a meaningful impact on clients’ financial lives. Michael holds a Bachelor's Degree from Towson University and maintains the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). He is also affiliated with the Knights of Columbus, reflecting his community involvement.

Christopher Housel is a CFP®-certified financial advisor with eight years of industry experience. He is currently affiliated with Wells Fargo Clearing and Wells Fargo Bank, NA, where he has worked since 2018. Prior to that, he held positions at Citizens Securities, Inc., Citizens Bank, and PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Alexandria Cail is a CFP® professional with 16 years of experience in the financial services industry. She currently works with Wells Fargo Clearing and has held various roles within Wells Fargo entities since 2013. Outside of finance, she is a barre instructor and co-owner of a group fitness studio in Philadelphia. 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 applies research and analytics to investment selection and offers a broad range of brokerage and advisory solutions.

Bryan Basara is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he owns and operates DJ Bryan B LLC, providing DJ services at events. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Barbara Alton is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as Treasurer and Officer of the Boston Intercollegiate Alumnae Association of Kappa Kappa Gamma, focusing on membership and philanthropy for women's development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Peter Sabia is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation. He has been with Morgan Stanley since 2024 and previously spent ten years affiliated with Haddonfield Memorial High School and the University of Delaware. Sabia began his tenure at Morgan Stanley Private Bank, N.A. in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Younger Jack is a financial advisor at Merrill with a Series 66 designation and no prior years of industry experience. His work history includes roles at Bank of America, BNY, and Sloane, along with ongoing employment at Rutgers. Merrill, together 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 clients, pension and profit-sharing plans, corporations, and charitable organizations.