Shaleah Ingram is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and five years of industry experience. Her work history includes roles at Club Pilates, PFS Investments Inc., Primerica Financial Services, Excellence In Motions Associates, EB Media, and Reach Gospel Radio/Faith City. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, using model-delivery strategies managed by unaffiliated asset managers and offers a range of investment models with support from BNY Mellon Advisors and Pershing.

Ian Reitman is a financial advisor with Raymond James Financial in Wayne, PA, holding Series 65 and Series 66 licenses and having 12 years of industry experience. Since 2014, he has worked with Raymond James Financial Services Advisors Inc., Raymond James Financial Services, Inc., and Birch Run Financial LLC. He also serves as Vice President of Birch Run Financial LLC, focusing on servicing existing clients and acquiring new ones. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools and supports a broad network of advisors with specialized programs and consulting services.

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 with Merrill in Conshohocken, PA, holding Series 65 and Series 66 licenses and 11 years of industry experience. He has been with Merrill since 2006 and previously worked at Merrill Lynch Trust Company from 1998 to 2006. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

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 36 years of industry experience. He has worked at Prudential Insurance Company of America since 1990 and was affiliated with Pruco Securities, LLC for 34 years. Outside of his advisory role, Bernd coaches cross country at Dock Mennonite Academy and serves on the board of the Souderton-Telford Historical Society. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s model-driven investment approach includes access to third-party asset managers and insurance product sales through affiliated entities.

Paul Abeln is a financial advisor with Morgan Stanley in Berwyn, PA, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Morgan Stanley and its affiliates since 2011, including roles at Morgan Stanley Private Bank, N.A. Prior to that, he worked at Merrill from 2011 to 2014. Abeln is listed as having a business marketing consulting entity, though it has been inactive since 2009. Morgan Stanley Wealth Management serves a wide range of individual and institutional clients, offering advisory programs that include tailored financial planning and estate strategies. The firm uses structured planning tools and firm-approved methodologies but generally acts in an advisory capacity without providing specific security recommendations under standalone planning programs.

David Drea is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services. He also worked at All Star Baseball Academy during 2019–2020. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery conversations and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans 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.

Daniel Forman is a financial advisor at Morgan Stanley with 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a 14-year tenure at UBS Financial Services. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning and investment services, managing approximately $2.74 trillion in client assets through a structured planning process and a broad range of advisory programs.

Stephen Sharkey Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Cetera and its affiliates since 2021 and has prior experience with Voya Financial Advisors and Nationwide Securities. Outside of his advisory role, he is a partner and owner of Ondik Sharkey Insurance Group, which sells property, casualty, and employee benefits products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Allison Slobodian is a CFP® with 12 years of experience in financial services, currently with Morgan Stanley. She previously worked at Janney Montgomery Scott and Great Scott Financial Services. Allison serves as President of the Young Professionals chapter of the Fox Chase Cancer Center Board of Associates, organizing and leading fundraising efforts. Morgan Stanley Wealth Management offers a range of advisory programs to individuals 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 a structured planning process supported by firm-approved tools.

Randolph Brock is a financial advisor with Wells Fargo Clearing in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as treasurer for the Wagner Free Institute of Science and Avenue North Renaissance, and acts as an executor for a family estate. Wells Fargo Advisors is a large national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to support its investment approach.

Charles Moffitt III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Wells Fargo Clearing and Morgan Stanley. Outside of his advisory role, he operates a small farming business, Moffitt Apples. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Daniel Pederson is a Series 65-licensed financial advisor with eight years of industry experience. He has been with Fisher Investments since 2018, following a year at Pederson Financial Consulting. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services to a broad client base.

Jennifer Staudenmayer is a CFP® with 12 years of experience in the financial services industry, all of which she has spent at Edward Jones. She holds the Series 66 designation and is based in Limerick, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melissa Shoupe is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. She holds a Series 63 designation. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning arrangements.

Claudia Wert is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and eight years of industry experience. She previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Wert serves as treasurer for Juventutem Lehigh Valley, a community organization in Allentown, PA. 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 institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by Wells Fargo research and planning tools.

Louis Spinelli is a Wealth Management Advisor based in suburban Philadelphia with Merrill Lynch Wealth Management. He leads The Spinelli Policare Group, which advises affluent families on various financial matters including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. Louis began his financial services career in 2002 after earning a bachelor's degree in finance from Villanova University. He advises high net worth investors and corporate retirement plans, and holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and values-based investing. Louis resides in Whitemarsh Township with his wife, Maria, and their young son, Vincent. His personal interests include basketball, reading, and spending time with his family.

Thomas Tarka is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill. He also serves as a co-trustee providing financial oversight for a residuary trust. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers, supported by integrated capital-markets and lending capabilities.