Jerel Ruttenberg is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Equitable Advisors since 2016 and was previously with AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Angela Tonrey is a financial advisor at Morgan Stanley in Berwyn, PA, holding Series 66 and Series 63 licenses with five years of industry experience. She previously worked at The Vanguard Group and held roles with the Pennsylvania Department of Banking and Securities as well as the State Police in Pennsylvania. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with access to various investment vehicles and strategies.

William Manchester is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Janney Montgomery Scott before joining Equitable Advisors in 2021. Outside of his advisory role, Manchester serves as president of the Hunter Soccer Club and sits on the board of the Mercy Family Center, a nonprofit focused on youth programs. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of program sponsors and third-party managers to deliver advisory and brokerage solutions.

Stefan Szygiel is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently with Edward Jones and has previously worked at JFS Wealth Advisors, LLC and Girard Investment Services, LLC. Outside of finance, he has been involved with local soccer organizations and worked within the Central Bucks School District. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual, institutional, corporate, and charitable clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Migliore is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior work includes roles at AT&T and educational institutions such as Emmaus High School and Lower Macungie Middle School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

John Mccraw is a CFP® and ChFC® with 44 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. He spent 42 years at Lincoln Financial Advisors Corporation prior to joining LPL. Mccraw is also an author of "Mastering Your Financial Success," a publication that covers various aspects of the financial industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management supported by internal and third-party research and technologies.

Robert Kenney is a financial advisor with Raymond James & Associates in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2016. 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, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through various portfolio management styles and affiliated research.

Joel Frankel is a financial advisor with Morgan Stanley in Berwyn, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he operates an online retail store on eBay. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to help model financial outcomes.

Jeromia Burger is a financial advisor with MassMutual Investors Services, holding the ChFC® and Series 66 designations and bringing 18 years of industry experience. He has worked with UFinancial, MML Investor Services, LLC, and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is involved as an insurance broker specializing in health, group life, and group disability coverage. MassMutual Investors Services, LLC is 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 utilizes detailed client data and firm-approved analytical tools to develop collaborative, goal-oriented financial plans.

John Chessock is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Wells Fargo Advisors since 2013. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with an emphasis on tailored recommendations and optional implementation through various brokerage or advisory programs.

Steven Beylis is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Derrick Handwerk is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. He has been involved with Cetera Advisors LLC since 2013 and owns Handwerk Multi Family Office, a multifamily office focusing on tax planning, risk management, and real estate advice. Outside of his advisory roles, he operates Handwerk Consulting, providing business consulting services related to tax mitigation, trust advisory, and estate planning. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, utilizing affiliated and third-party model portfolios and strategies.

Ian Reitman is a financial advisor with Raymond James Financial Services Advisors Inc. in Wayne, PA, holding Series 65 and Series 66 credentials and bringing 12 years of industry experience. He also serves as Vice President of Birch Run Financial LLC, where he is involved in servicing existing clients and new client acquisition. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and advisory services to client goals.

Brett Mallee is a financial advisor at Morgan Stanley with one year of industry experience. He has previously worked at Fairbridge Asset Management and held roles at Villanova University and Yale University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Peter Pangis is a financial advisor at Merrill with 20 years at the firm and 11 years of industry experience. He holds Series 65 and Series 66 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Zeuner is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is a partner in Frugal Gastronomy LLC, a retail and online store based in Pennsylvania. 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 both direct and corporate financial planning services.

Brent Bernd is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he coaches the cross-country team at Dock Mennonite Academy and serves on the Souderton-Telford Historical Society board. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management programs, and access to various brokerage and insurance products via an integrated platform.

Paul Abeln is a financial advisor with Morgan Stanley in Berwyn, PA, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2014. He is associated with CLEARPATH CONSULTING LLC, a business marketing consulting entity that has been inactive since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and advisory programs that include tools such as Monte Carlo simulations and Secular Return Estimates to model investment outcomes. The firm manages over $2.7 trillion in client assets and provides a range of retail and institutional investment services.

David Drea is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding the Series 63 and Series 65 designations and six years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Northwestern Mutual Wealth Management Company. Outside of financial services, he has been involved with the All Star Baseball Academy. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and Corporate Financial Planning agreements.

Meghan Gallagher is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and having one year of industry experience. Her prior experience includes five years at Bank of America and three years at Chase. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.