Lisa Lamarche is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Milestone Wealth Advisors, Inc. for 11 years and LPL Financial for 19 years. In addition to her advisory role, she is involved in independent insurance brokering with several providers including Genworth, Legal and General, Nationwide, AIG, and Principal. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

William Murley is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at The Vanguard Group and various nonprofit and educational organizations. Outside of advising, he is active as a Christian public speaker and releases music through online platforms. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party program sponsors.

Denise Wine is a financial advisor at Morgan Stanley with 16 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Outside of her advisory role, she serves as power of attorney for her father. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of retail and institutional investment services.

Michael Grugan is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked with Equitable Advisors since 2004 and was previously associated with Axa Advisors. In addition to his advisory role, he is involved with Karr Barth Associates, a private client group that supports client services and account access. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm relies on a network of investment advisers and third-party managers to deliver customized advisory solutions without sponsoring its own wrap fee program.

Fletcher King is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services through both direct client engagements and corporate financial planning agreements.

Zachary Lambert is a Series 66 licensed financial advisor with Equitable Advisors, based in Bala Cynwyd, PA. He has one year of industry experience and previously held roles outside finance including at Grain Craft Bar and Kitchen, Newark Country Club, and BJ's Restaurant & Brewhouse. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs that utilize both proprietary and third-party investment models and discretionary managers.

Tobin Hunsinger is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has been with Raymond James & Associates since 2016, with a two-year gap in his employment history. Raymond James & Associates, Inc. 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 investors, and municipal entities, offering financial planning and investment consulting through various advisory programs.

Kevin Walls is a financial advisor at Stifel with 16 years of industry experience. He has held his position at Stifel Nicolaus & Co Inc since 2015. Walls holds Series 63 and Series 66 designations and is based in Greenville, DE. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Melanie Dahl is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 22 years of industry experience and has worked at Mass Mutual Investors Services since 2017, with prior roles at MetLife Securities Inc. and Metropolitan Life Insurance Co. Additionally, she is an independent insurance agent and serves as a head junior volleyball coach. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, offering a range of programs including educational seminars and event-driven planning services.

Peter Ponzio is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Penn Investment Advisors, Penn Community Bank, and LPL Financial. He serves as a board member of VCS. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations, utilizing a range of proprietary and third-party programs and investment solutions.

Krista Finegan is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked with Morgan Stanley since 2014, including over a decade at Morgan Stanley Private Bank, National Association. Finegan is also the founder of 100 Women Downingtown, a community group based in Downingtown, PA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through employer-sponsored agreements.

Karen Conicelli is a financial advisor at Morgan Stanley with 11 years of experience at the firm and holds a Series 66 designation. She is based in Greenville, DE. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support client planning needs.

Brenan Mc Allister is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Company. Additionally, he has been affiliated with Bucknell University since 2012. Outside of his advisory role, Mc Allister is involved in individual life insurance brokerage. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing tools such as Monte Carlo simulations and automated asset allocation in its planning process.

Victor Moran Jr. is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including J.P. Morgan Securities LLC, The Haverford Trust Company, and The Vanguard Group. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Michael Brady is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is a business owner of Horsham Holdings Group, a non-investment-related entity. 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 services including financial planning, wrap and model portfolio programs, and institutional platforms, with advice and account management provided primarily by investment adviser representatives using a variety of strategies and support tools.

Daniel Mckiernan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He manages an inter-generational wealth management business focused on client satisfaction through comprehensive, personalized service supported by the resources of a global bank. He joined Merrill Lynch Wealth Management in 2016 after completing his MBA at the Villanova School of Business with specializations in Finance, Strategic Management, and International Business. In 2017, he became part of The McKiernan Group, where he integrates a goals-based wealth management planning process, develops client relationships, and creates customized financial strategies. He works closely with clients' teams of attorneys, accountants, and other advisors to provide coordinated wealth management. Daniel performs detailed analyses of clients’ net worth, cash flows, and asset allocations, which include retirement probability forecasts, education saving strategies, and portfolio performance reports. He focuses on family wealth management, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible investing including ESG considerations, tax minimization, and retirement income. Daniel earned his bachelor's and MBA degrees from Villanova University and holds Series 7, 63, and 65 FINRA registrations along with the Personal Investment Advisor (PIA) designation. He is actively involved with the Villanova School of Business Mentor Program and serves as a mentor and advisor for the NOW Generation of Chautauqua Institution. Daniel is a member of the Augustinian Volunteers Alumni and has volunteered as a teacher at Holy Family Catholic School in San Diego. He resides in Ardmore, PA, and is a member of the Overbrook Golf Club and The Merion Cricket Club.

Nicholas Leski is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors and PSG Financial, among other firms. Leski is also a licensed insurance agent offering fixed life insurance, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Samuel Gruehn is a financial advisor with MassMutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked with MassMutual Life Insurance Company and affiliated entities since 2019. Outside of his advisory role, he also acts as an insurance agent specializing in life, disability, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop tailored planning recommendations without investment discretion.

Victor Marcelo is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. Prior to his current role, he was involved with the Martuscelli Restaurant Group and held positions at the University of Delaware, Newark Country Club, and Saint Mark's High School. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as collaborative, annual engagements using firm-approved analytical tools, with implementation of recommendations offered separately.

Paul Mac Donald is a financial advisor with Mass Mutual Investors Services based in New Castle, Delaware. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including previous roles at Olive Garden. He is also involved in an individual life insurance sales business. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser and offers financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers.