Eric Callahan is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 21 years at Equitable Advisors. He also owns Lederach Financial, LLC, an investment management and retirement planning business. 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, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Todd Roth is a CFP®-designated financial advisor at Morgan Stanley with 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, utilizing firm-approved tools and processes to support client goals.

Pavel Mordasov is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His prior work includes positions at Cetera, Janney Montgomery Scott, and other financial services firms. Outside of his advisory role, he has experience with Amazon Flex. 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 combines research-driven investment selection with a broad range of brokerage and advisory solutions.

Brett Rhode is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, he worked at UBS Financial Services for 33 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning using structured discovery methods and firm-approved tools.

Andrew Maddaloni is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at Boenning & Scattergood and Janney Montgomery Scott. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports advisors with a variety of investment strategies and operational tools.

Kenneth Kriebel is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

Diann Slavinski is a financial advisor with Ameriprise in Ambler, PA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advising, she is the sole member of R&S Plan Solutions, LLC, where she handles financial plan production and related services. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bryan Kinman is a financial advisor at Fidelity with 21 years of industry experience. He previously worked at The Vanguard Group from 2004 to 2021 before joining Fidelity in 2022. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Brian D'Amico is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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.

Seamus Mac Crory is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Stifel since 2020. His prior roles include positions at Santander Securities, Santander Bank, Bank of America, and Merrill. Stifel serves a diverse client base 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.

Kia Coleman is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, she spent over two decades at Merck & Co Inc and was an independent consultant for Rodan + Fields, a skincare direct sales business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angelo Catalano is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Ameriprise and previously worked at Bank of America, Merrill, and PNC Investments. Outside of his advisory work, he plays music as a hobby and occasionally earns income from it. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Gerad Thorell is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He has worked at firms including Global Retirement Partners, LLC, Private Advisor Group, LLC, and New England Securities. Thorell also provides investment advisory services through Global Retirement Partners, an independent registered investment advisor. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Joseph Borgese is a financial advisor with LPL Financial and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, with prior roles at Cetera Advisors LLC and National Planning Corporation. Borgese is also the owner of Contour Wealth Management LLC, where he provides financial services and tax preparation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

John Banks III is a financial advisor with Ameriprise in Conshohocken, PA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines written recommendations with ongoing tax-aware withdrawal strategies.

Elena Sickles is a CFP® professional with 19 years of industry experience, serving as a financial advisor at Edward Jones since 2006. She holds a Series 66 license and is based in Blue Bell, PA. Outside of her advisory work, she manages a rental property in Blue Bell. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of over 23,700 financial advisors.

Michael Dimenna is a financial advisor with Morgan Stanley in Berwyn, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Citigroup Global Markets from 2001 to 2009 and with Morgan Stanley since 2009, including the Private Bank since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual engagements and corporate financial planning agreements.

Paul Smith is a financial advisor at Stifel with 43 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes over 14 years at Raymond James & Associates before joining Stifel in 2021. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Vincent Giarrocco Jr. is a financial advisor with Cetera, holding CPA credentials and three years of industry experience. He has worked at Avantax Advisory Services and operates his own tax preparation and business planning practice. Prior to his advisory career, he spent over three decades at Great Atlantic Graphics Inc. Cetera Investment Advisers LLC is a nationwide, SEC-registered firm serving individual, institutional, and retirement plan clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

John Kraus is a financial advisor at Morgan Stanley with over 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and analysis.