Paul Failla is a financial advisor with Morgan Stanley in Newtown Square, PA, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies.

Paolo Shaw is a financial advisor at Equitable Advisors with a Series 66 credential and no prior industry experience. His work background includes roles outside the financial sector, such as positions at Qdoba Mexican Eats and Daily Diner, as well as attendance at Saint Joseph's University. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory models and offers services involving mutual funds, ETFs, separately managed accounts, and select alternative investments.

Ryan Calhoun is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and having five years of industry experience. Prior to joining Equitable Advisors in 2020, he held various roles including positions at Amazon and West Chester University of Pennsylvania. Outside of financial advising, he has experience working with Germantown Academy Football Camps. Equitable Advisors serves a broad client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset managers and advisory programs, focusing on customized investment solutions without sponsoring its own wrap fee program.

Gregory Stosuy is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BCG Securities, Inc. and American Portfolios Financial Services Inc. He is also involved in insurance planning through Haddon Planning Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation and portfolio construction using multiple investment vehicles and third-party platforms.

Guy Wilson is a financial advisor with Equitable Advisors, holding a Series 66 designation and 21 years of industry experience. He has worked at Equitable Advisors since 2005 and has also been involved with PST Advisors, LLC and Karr Barth Financial Planning, Inc. outside his role at Equitable. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm delivers advice through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs to implement customized investment solutions.

Nicholas Vali is a CFP® and ChFC® with 13 years of experience in financial advisory. He is currently with Cetera and has previously worked at Minnesota Life and Securian Financial Services. Outside of advisory, he is a partner in a golf course business and holds an equity interest in other local ventures. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and a range of investment program options.

Stephen Izzi is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds the ChFC® designation and a Series 63 license. Izzi has been with Mass Mutual-related firms since 2011, serving in roles that include insurance brokerage for individual life and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including educational seminars and event-driven planning programs.

Brian Zucker is a Vice President and Financial Consultant at Fidelity Investments. He holds the designation of Certified Financial Planner and focuses on assisting clients in developing personalized financial plans that reflect their individual goals and circumstances. Brian's professional experience includes roles as Vice President, Financial Consultant at Fidelity Investments since 2025, Financial Consultant at Fidelity Investments from 2020 to 2025, Financial Advisor at Merrill Lynch Wealth Management from 2018 to 2020, Central Relationship Manager at Fidelity Investments from 2016 to 2018, and Brokerage Service Associate at Vanguard from 2014 to 2016.

Jeffrey Merten is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and modeling techniques to support its financial planning process.

Dawn Green is a financial advisor at OSAIC with 16 years of industry experience and holds the Series 63 and Series 65 credentials. Her prior experience includes roles at Mass Mutual, Prudential Insurance Company of America, and Signator Investors. She is also an adjunct professor at Wilmington University and owns Wisdom Wealth and Winning, a financial planning business. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services supported by firm-provided asset-allocation tools and third-party managed account solutions.

Aidan Lawrence is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has a background including roles at All Current Electrical and various educational and retail positions. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm works with a network of Investment Adviser Representatives and uses a range of firm-offered and third-party advisory programs to meet client needs.

Tyler Kreger is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His career includes roles at First Citizens Community Bank and Bankers Life and Casualty. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Natalie Plaza is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in serving individuals, corporate executives, and their families, with a particular focus on clients in the entertainment industry. As a CERTIFIED FINANCIAL PLANNER (CFP) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), Natalie and her team offer a full range of wealth management services, leveraging the resources of Merrill Lynch, Bank of America Private Bank, and Bank of America. Natalie began her career in architectural design after earning a Bachelor's degree in Environmental Design from the University of Colorado at Boulder. She transitioned into financial advising in 2018, developing expertise in education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, women and wealth, sports and entertainment finance, and tax minimization. Her approach focuses on identifying clients' needs and objectives to thoughtfully plan for their financial goals. Natalie is involved in professional and community organizations including the Greater Los Angeles LGBTQ Leadership Team at Bank of America, LPGA Women Who Play, Santa Monica Sports Club, and Women In Film. In her personal time, she enjoys basketball, golfing, skiing, spending time with her family, and watching movies. She resides in Los Angeles, California.

William Smith is a financial advisor at Morgan Stanley with 35 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds a Series 63 designation and serves as a trustee and co-trustee for a trust in Radnor, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Thomas Bryan is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2017 and concurrently serves as Chief of Staff and Business and Operations Manager at RGA Wealth Strategies, which provides long-term disability solutions for organizations. Additionally, Bryan is licensed to practice law and occasionally represents clients in court. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver personalized investment solutions and fiduciary services.

Robert Harbison III is a financial advisor at Stifel with 39 years of industry experience. He previously worked at RBC Capital Markets Corporation for 16 years and City National Bank for 2 years. Outside of his advisory role, he manages a rental property in Willowgrove, Pennsylvania. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

William Rademacher is a Series 66 licensed advisor with Vanguard Advisers, based in Malvern, PA, and has one year of industry experience. Prior to Vanguard, he held roles at MML Investors Services, MassMutual Life Insurance, Barnum Financial Tristate, NYLife Securities, and Walmart. Outside of his advisory work, he also holds a position as an insurance broker specializing in life insurance products. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Norma Romero Mitchell is a financial advisor at OSAIC with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors Corporation and Woodbury Financial Services. Outside of her advisory role, she consults on institutional wellness plan compliance through Benefits Plus Consulting Inc., a business she has been involved with since 1993. OSAIC serves retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations, offering services such as brokerage and investment advisory, financial planning, and retirement plan consulting through a large network of advisers and multiple platforms. The firm utilizes various asset-allocation and portfolio construction tools and supports a range of investment vehicles and account management options.

Joseph Durney Jr. is a CFP® professional with 19 years of industry experience, currently serving with Wells Fargo Advisors since 2014. He is based in Wilmington, DE, and holds Series 63 and Series 65 licenses. In addition to his work at Wells Fargo Advisors, he holds ownership interests in multiple investment-related businesses, including Beartooth Investments, LLC and Heirloom Affiliate Management LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and planning tools. The firm provides a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, delivered through a network of financial advisors.

William Hagerman is a CFP® professional with 27 years of experience in the financial services industry. He currently works with Cetera and has previously been associated with Diamond State Financial, Securian Financial Services, and Minnesota Life Insurance Company. Hagerman serves on the finance committee of his homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and advisory solutions across multiple program structures and custodial relationships.