Paul Milnes is a financial advisor with Raymond James & Associates in Devon, PA, holding Series 65 and Series 63 credentials and 14 years of industry experience. His previous roles include positions at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory work, he is a partner and investor in JAMMSY I LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Brian Sanders is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Fidelity Investments, Charles Schwab, and Swan Global Investments. Sanders is based in Springfield, PA. Cetera Investment Advisers LLC is a nationwide registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management and financial planning services, providing advisors with access to model portfolios, third-party managers, and customizable strategies.

Arthur Weiss is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Strategic Wealth Advisors Group and FSC Securities Corporation. In addition to his advisory work, he operates a sole proprietorship providing tax preparation and insurance review services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. Its advisors employ firm-supported tools for portfolio construction and management, incorporating a wide range of investment options and third-party solutions.

Jane Berryman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise since 2015. Outside of advising, she serves on the Board of Directors for the Philadelphia Chapter of the Daughters of the American Revolution and acts as a chapter librarian. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Lydia Solomon is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning her industry career in 2025. She has held positions at several associated Vanguard entities as well as prior roles in the hospitality and education sectors. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates proprietary models and primarily Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team advisory model.

Emanuel Bassill Chuckran is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Florida Financial Advisors DBA Tristate Financial Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a varied client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Michael Fiori is a Series 66-registered financial advisor with Equitable Advisors, located in Bala Cynwyd, PA. He has 20 years of industry experience, having worked at Equitable Advisors since 2006 and previously at Axa Advisors. He is associated with Karr Barth Associates, a branded producer group. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of third-party advisory models and provides ERISA fiduciary services, focusing on matching clients to appropriate investment solutions through a network of Investment Adviser Representatives.

Timothy Trexler is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with various Morgan Stanley entities since 2009, 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. The firm offers comprehensive financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Christopher Strivieri is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. He operates a business known as KARR BARTH ASSOCIATES | Intuitive Planning Group. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party advisory models along with proprietary programs, and offers fiduciary services to qualified plans through credentialed representatives.

John Williams is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following a one-year tenure at WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves as a committeeman for the Montgomery County Republican Committee in Whitemarsh Township East-1 District. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patrick Walsh serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 1979 after graduating from Drexel University with a Bachelor's Degree in Finance. Patrick is known in the Philadelphia area as an industry spokesman and educator. He has lectured at Drexel University's Graduate School of Business and provided daily bond market commentary on KYW News Radio for more than two decades. His expertise includes education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Patrick and his wife, Gretchen, live in Radnor, Pennsylvania. He is involved in the Bala Cynwyd-Narberth Rotary as a director and participates in community activities through the Rotary and St. Dorothy's Finance Committee. His personal interests include chess, football, music, spending time with his family, table tennis, tennis, traveling, and watching movies.

Sotheavy Vann is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. Vann holds Series 63 and Series 65 designations and has worked at firms including Citizens Securities, Citizens Bank, and NYLIFE Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kevin Hemphill is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Vanguard Advisers and The Vanguard Group, where he has worked since 2026. Prior to that, he was self-employed and held positions at Lincoln Investment and Trinity Solar LLC. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and eligible employer-sponsored retirement plan participants. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies and primarily Vanguard funds and ETFs to construct personalized portfolios.

Sammi Zheng is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Her prior roles include positions at Greystar, the University of Pittsburgh, and Americorps. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ianina Stolarz is a financial advisor at Vanguard Advisers with five years of industry experience. She holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2021. Prior to this, she spent time as a homemaker and worked briefly with Randstad. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach featuring proprietary asset allocation models and offers a range of customizable portfolio options primarily using Vanguard funds and ETFs.

Molly Babcock is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Qurate Retail Group for six years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Nadia Ekezue is a financial advisor with Equitable Advisors, holding the Series 66 designation and beginning her industry experience in 2026. Her prior work history includes roles at Bank of America, Merrill, and Cetera Wealth Services, as well as various positions outside the financial industry. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs primarily delivered through a network of Investment Adviser Representatives and third-party managers.

James Mcgrane III is a financial advisor at Vanguard Advisers with 16 years of industry experience. He has held his current position with The Vanguard Group since 2014. His credentials include Series 63 and Series 66 registrations. Vanguard Advisers provides both automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios constructed mainly from Vanguard funds and ETFs.

Christopher Mulligan is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Mulligan also operates an investment-related business and a separate entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research.

Kevin Newmuis is a financial advisor at Raymond James Financial with 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citizens Securities, among others. He is registered with Series 63 and Series 66 credentials. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling and maintains unique affiliations that support municipal and public finance advisory work.