Damon Derstine is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He has previously worked at Wells Fargo Clearing Services LLC and held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is involved in managing farm property and agricultural activities through a family-owned entity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm’s approach includes tailored recommendations supported by Wells Fargo research and planning tools, provided through both brokerage and advisory programs.

Connor Wagner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Raymond James, he worked at EXP Realty and has experience in the hospitality and recreation sectors, including roles at Stove and Tap Restaurant and Hershey's Mill Golf Club. He also has a background in education, having worked at West Chester University and LaSalle College High School. 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 wide range of clients—including individuals, institutional and pension plans, charitable organizations, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Mark Ward is a financial advisor with Ameriprise in Devon, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Janney Montgomery Scott from 2016 to 2020. He serves on the Board of Directors for Benchmark Federal Credit Union and holds leadership roles with the Society of Cincinnati and the State Society of Cincinnati of Pennsylvania. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anthony Spangler is a Series 66-licensed financial advisor with 24 years of experience at Thrivent Investment Management and Thrivent Financial for Lutherans, both since 2002. He is also an ordained minister with the Universal Life Church, authorized to officiate religious ceremonies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers comprehensive, goal-based planning across a variety of topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Patrick Henry is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with various Morgan Stanley entities since 2006. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and investment advisory through its extensive network of financial professionals.

Kevin Calvert is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with various Morgan Stanley entities since 2014, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, providing a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Anthony Stencler is a financial advisor with LPL Financial and holds the Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Raymond James Financial Services and Wealth Advisory Services. Outside of his advisory work, he is involved with XTREME XPERIANCE, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of financial planning, portfolio management, and retirement services supported by proprietary research and a variety of strategic investment options.

John Richards is a financial advisor at LPL Financial with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Lincoln Financial Securities and Securian Financial Services. Outside of advisory services, he is the owner and principal of an insurance agency, Strategic Planning and Insurance Advisors, based in North Wales, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and portfolio management options, utilizing multiple investment strategies and advanced operational tools.

Drew Reinhardt is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Louis Saltarelli Jr. is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc for 16 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various portfolio programs, utilizing a broad network of investment adviser representatives.

Salvatore Alfano Jr. is a financial advisor at Ameriprise with 16 years of industry experience. He holds the CFP® designation as well as Series 63, 65, and 66 licenses. Prior to joining Ameriprise in 2025, he worked for Edward Jones for 12 years. Outside of his advisory role, he is affiliated with Double K Group, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Andreas Wiersbitzky is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His previous roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC, as well as self-employment periods. He is also associated with Stratum Holdings LLC for tax and investment purposes. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

Thomas McBride III is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including VOYA Financial Advisors and North Penn School District. Outside of his advisory role, he is also a musician involved in local theatrical productions. Cetera Investment Advisers LLC is a nationwide independent advisor network serving individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Matthew La Sala is a CFP® with five years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services. His prior experience includes roles at Northwestern Mutual and Ernst & Young. He has been involved with Pace University for several years. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning supported by advanced analytical tools.

John Cannon is a financial advisor with Merrill in Blue Bell, PA, holding Series 63 and Series 65 licenses and has 13 years of industry experience. His prior work includes roles at Bank of America, TrueNorth Capital Partners LLC, and Chatham Financial. He previously managed independent contractor activities through an LLC related to his former employer, which was terminated in 2018. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Jo Webb is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and bringing 11 years of industry experience. She has worked at Primerica Advisors since 2022 and previously operated Mary Jo Webb CPA for 13 years. In addition to her advisory role, she owns Quakertown Tax Services, offering tax and bookkeeping services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model recommendations created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Danielle Tersaga is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management, financial planning, and investment strategies for high net worth individuals and families. Since 2013, she has been dedicated to helping clients achieve success across all aspects of their financial lives by providing comprehensive and personalized financial services. Danielle approaches each client relationship through a detailed planning process that begins with understanding their unique situation, values, and long-term vision. She designs and implements customized plans utilizing cash flow analysis, simulation testing, and risk management to determine optimal asset allocation. Her approach ensures adaptability as her clients' circumstances evolve, enabling them to face challenges with confidence. She holds a B.S. in Business and Economics with a focus in finance from Ursinus College and has earned the Accredited Wealth Management Advisor™ and Chartered Retirement Planning Counselor™ designations through the College for Financial Planning Institutes Corp. Danielle is also licensed for FINRA Series 7 and 66 securities registrations, as well as life, health, and long-term care insurance. Outside of her professional responsibilities, she enjoys boating, bowling, interior decorating, photography, and spending time with her family.

John Griffith is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing 15 years of industry experience. His career includes roles at Fidelity and Merrill prior to joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s process combines quantitative and qualitative due diligence to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Harriet Litz is a financial advisor at Cetera with 15 years of industry experience and a Series 66 designation. She has worked at Cetera since 2021 and previously at Voya Financial Advisors. In addition to her advisory role, Harriet is a licensed attorney specializing in estate planning, administration, and related legal services, and she occasionally serves as executor or trustee for client estates. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Robert Hutchinson Jr. is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2005 and holds a Series 66 designation. Outside of his advisory work, he is a proprietor and owner of a property in Philadelphia, Pennsylvania. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets, custody, and underwriting solutions.