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®-credentialed financial advisor with 11 years of industry experience, currently practicing at Morgan Stanley. Her prior roles include positions at Janney Montgomery Scott and Great Scott Financial Services. She serves as President of the Young Professionals chapter of the Fox Chase Cancer Center Board of Associates, where she organizes and leads fundraising efforts. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning through a structured process and utilizing firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets.

Randolph Brock is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as treasurer for the Wagner Free Institute of Science and Avenue North Renaissance in Philadelphia, and acts as an executor for his father’s estate. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions with research-driven investment approaches and operates at a large scale with over $671 billion in assets under management.

Charles Moffitt III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he owns and operates a farming business named Moffitt Apples. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Jennifer Staudenmayer is a CFP®-credentialed financial advisor with Edward Jones in Limerick, PA, and has 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm that serves a broad client base including individuals, institutions, and charitable organizations, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, 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.

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.

Laurie McNally is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She previously worked at Morgan Stanley and its affiliated private banks for nine years. Outside of her advisory role, she serves on the advisory board of a pharmaceutical company. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services using both in-house and third-party managers.

Michelle Adams is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds a Series 63 designation and has previously worked at The Vanguard Group, King Tester Corporation, American Classic Motors, Domino's Pizza, and Temple University. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decision-making.

Andrew Hylan is a financial advisor with Ameriprise in Spring City, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Outside of his primary role, he is an associate financial advisor with Vernon Summit Partners, working under William Bishop. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Hannah Ryan is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2024. Outside of her advisory role, she serves as head coach for an 8th grade girls lacrosse team in the Methacton School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

David Maharam is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2007. He is based in Blue Bell, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling techniques.

Kailee Davis is a financial advisor at Ameriprise with 15 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Prudential Annuities Distributors and Prudential Insurance Company of America. Davis is also co-owner of Epic Wealth Partners, LLC, where she manages an advisory business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered in partnership with its financial advisors.

Julie Fox is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2011 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she serves on the Board of Directors for the Philadelphia Holocaust Remembrance Foundation, an educational organization focused on Holocaust memorial and fundraising. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Rebecca Perkins is a financial advisor with Raymond James & Associates, holding a Series 63 credential and 34 years of industry experience. She has been with Raymond James for 15 years since 2011. Outside of advising, she serves as an acting executor for a client’s estate, a role connected to a personal relationship. 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 diverse client base including individuals, institutional clients, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ursula Johnson is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in audio/visual art production through PYMG, LLC, serves as an associate minister, teaches biblical principles of finance to women in transitional housing, and volunteers as a roving poll monitor for election integrity. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized written recommendations.

Jacob Long is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2016, having previously worked at AXA Advisors LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, 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 LPL-sponsored programs and various third-party managers to deliver advisory and brokerage solutions.

Emilio Macatangay Valdes III is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. Outside of his advisory role, he serves as an executive director and board member for two homeowners associations, helping manage community maintenance and financial oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and institutional trading capabilities with wealth management offerings.