W. Morris is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with firms including Avantax and Kestra, and operates The Morris Financial Group as a sole proprietor focused on portfolio construction, retirement planning, and investment services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts, offering diversified portfolio management and financial planning through a multi-manager platform.

Edward Mcdevitt III is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His career includes four years at Morgan Stanley before joining UBS in 2016. He serves on the finance committees of Bridge House, a nonprofit providing transitional support to Boulder’s homeless and working poor, and Springside Chestnut Hill Academy, a K-12 educational institution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management services.

Joseph Gualtieri is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill Lynch since 1981. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vincent Martina is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Summit Financial and various engagements with country and cricket clubs. He also operates a separate wealth management business under The Rockland Group. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Stuart Bristow is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on client risk profiles and utilizes a combination of in-house and third-party investment managers.

Matthew Effner is a financial advisor with UBS Financial Services in Mantua, NJ, holding a Series 66 designation and 18 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2021 before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Christopher Guallpa is a financial advisor with MassMutual Investors Services holding a Series 66 designation. He began his advisory career in 2025 and has prior work experience in various roles including package handling at FedEx and customer service at Walmart. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning relationships.

Douglas Jones is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses his professional efforts on retirement planning, estate and legacy planning strategies, investment advice, tax-efficient strategies, and overall guidance in managing clients' finances. Since joining Merrill in 2015, Doug has built experience in retirement planning by developing tailored strategies that address the unique needs and goals of individual clients and families. Doug holds a Bachelor of Science degree from Ursinus College. He has earned the professional designations of Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background and credentials support his expertise in complex financial situations, retirement accounts, investment options, and income distribution strategies. A South Jersey native residing in Tabernacle, NJ, Doug enjoys baseball, basketball, cooking, football, hunting, music, swimming, traveling, and watching movies. He values trust and communication in relationships, paralleling his professional approach to client partnerships with the importance he places on family and community.

James Cannon III is a CFP® professional with 18 years of experience, currently affiliated with RBC Capital Markets in Philadelphia, PA. He has worked at RBC Capital Markets since 2014 and also holds a position at City National Bank starting in 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs providing portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Nathan Scavo is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held roles at Gwynedd Mercy University, Cbiz, and Bryn Athyn College. Outside of his advisory work, he has been involved with the Philadelphia Cricket Club for five years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Robert Salon is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he serves as co-trustee for his daughter’s trust and executor for his father’s estate, dedicating minimal time to these responsibilities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles and employs a combination of in-house and third-party investment managers to implement portfolios.

Edward Ellis is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following seven years at Bank of America, N.A. Outside of his advisory role, Ellis serves on the board of directors for The Tender Inc., an adult day center providing caregiver support services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Roland Mcduell is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including a long tenure at Avantax Investment Services and ownership of his own tax preparation and accounting practice. Outside of advising, he is involved in tax preparation and bookkeeping through his businesses. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, supporting both discretionary and non-discretionary investment authorities.

Colleen Krcelich is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has worked with Rockland Group Wealth Management and Axa Advisors, among other roles, and is also a certified public accountant. Outside of her advisory work, she serves as president of the Lehigh Valley Chapter of the Pennsylvania Society of Tax and Accounting and is involved with several community nonprofit boards; she is also a lecturer at Pennsylvania State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and various asset management programs. The firm employs a network of Investment Adviser Representatives and primarily utilizes third-party advisory programs and managers to implement client solutions.

Ashley Tester is a financial advisor at Cetera with 19 years of industry experience. She holds Series 63 and Series 65 designations. Tester's prior experience includes eight years at Morgan Stanley and two years at Wells Fargo Clearing. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services across various program structures and custodial relationships.

Joseph Demarco is a financial advisor with Ameriprise in Marlton, NJ, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Elisabeth Till is a financial advisor with Morgan Stanley in Philadelphia, holding Series 63 and Series 65 licenses and having seven years of industry experience. She previously worked at The Vanguard Group and has a background that includes various roles connected to Franklin & Marshall College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Scott Wight is a CFP® professional with 36 years of industry experience, currently with Cetera since 2013. His prior experience includes roles at Masland & Barrick Advisory, Walnut Street Securities, and Nathan & Lewis Securities. Outside of advisory work, he serves as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care coverage. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers through a multi-manager platform with discretionary and non-discretionary options.

Eugene Cho is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2019, following a year at Merrill and five years at Rutgers University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party databases.

Adam Gershovich is a financial advisor with Equitable Advisors. He holds the Series 66 designation and has experience working in real estate and optics prior to joining Equitable Advisors in 2026. Outside of financial services, he has a background with Machon Shlomo and has been involved with Optical Unique for several years. Equitable Advisors serves a broad client base including individual investors, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm utilizes a range of advisory programs and third-party managers, focusing on personalized risk assessment and program matching without sponsoring its own wrap fee program.