Brian Cuttic is a financial advisor at Raymond James Financial Services Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott and Oppenheimer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Glenn Fels is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 1985, he has assisted individuals, families, and businesses in growing their wealth and achieving their financial objectives. Glenn offers a range of services including retirement planning, education plans, wealth accumulation preservation and transfer, estate planning services, executor and trust administrative service, and access to consumer banking services. For business clients, he provides services such as cash management, group benefit plans, commercial banking, financing for business development, real estate financing, investment banking, and succession planning. Glenn holds a Bachelor's degree from Rider University, earned in 1983, and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a member of the Bucks County Estate Planning Council. Raised in Huntingdon Valley, Pennsylvania, Glenn currently resides in Bucks County, Pennsylvania. Outside of his professional work, he spends time with his family, works on improving his golf game, and makes weekend trips to the beach. He is married with two grown sons.

Kyle Osting is a financial advisor at Fidelity with a Series 66 credential and seven years of industry experience. His prior roles include positions at The Vanguard Group and The Prudential Insurance Company of America. Outside of finance, he has been involved with Six Pack Package, LLC, an entrepreneurial venture. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

Pieter Nova is a financial advisor at UBS Financial Services with 10 years of industry experience and holds the Series 66 designation. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Andrew Graser is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Rothschild & Co. Asset Management US Inc. and Entoro Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a nationwide network of investment adviser representatives.

Michael Lesher is a financial advisor with Merrill in Blue Bell, PA, holding Series 66, Series 63, and Series 65 designations and 13 years of industry experience. He has previously worked at Northwestern Mutual Wealth Management Services LLC, Northwestern Mutual Investment Services LLC, and Anthony Stanley. Lesher has been with Merrill since 2019. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jenna Breslin is a financial advisor at OSAIC with 16 years of industry experience. She holds a Series 66 designation and worked previously at FSC Securities Corporation for 15 years before joining OSAIC in 2023. She is also involved in selling variable annuities, fixed life, and health insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Scott Demouth is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads a team of eight financial professionals providing comprehensive advice and guidance across all aspects of clients' financial lives. His approach emphasizes putting clients' needs and goals at the forefront of the planning process to guide them through varied market conditions. With over 33 years of experience in investment and wealth management, Scott's background includes twelve years on Wall Street at Donaldson, Lufkin & Jenrette and Barclays Capital, where he provided trading and investment strategies to institutional clients and managed proprietary capital. He holds several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Scott earned a bachelor's degree from Fordham University. In his personal life, Scott has been involved in local youth sports as a coach and board member for sixteen years. He enjoys skiing, golfing, running marathons, cooking, spending time with his family, and traveling.

Rochelle Beck is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials and one year of industry experience. She has previously worked at HSBC Technology and Services USA Inc. and HSBC Bank, NA. Outside of financial advising, she owns and operates RBeck Design Company LLC, a non-investment-related business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm utilizes model-delivery strategies developed by third-party asset managers and supports trade execution through BNY Mellon Advisors and Pershing.

George Mcreynolds Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and Commonwealth Financial Network, as well as operating Mcreynolds Wealth Management and Personal Tax Service. Outside of financial advising, he is involved in authorship and life coaching through Just Abundance Media LLC and serves as a certified firearms safety instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services with discretionary and non-discretionary management supported by proprietary research and third-party models.

Thomas Ring is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked previously at firms including E*TRADE Capital Management, Citizens Securities, TD Ameritrade, and Fidelity Brokerage Services. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Jacquelyn Doubet is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. She has been with Cambridge Investment Research Advisors since 2015 and is also associated with Scott E. Marshall and Associates Wealth Management. Additionally, she serves as a notary in Pennsylvania. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management platforms and both proprietary and third-party model strategies.

Keith Householder is a financial advisor at UBS Financial Services with 26 years of industry experience. His prior roles include positions at Bank of America and Merrill. He serves on the Board of Trustees at Ancillae Assumpta Academy, contributing as a member of the finance committee. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through its extensive platform and proprietary research.

Chioma Ugorji is a financial advisor with Primerica Advisors in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Primerica Advisors since 2013 and also has work history at Intuit Inc. since 2020. Outside of her advisory role, she is the proprietor of Heritage Tax & Accounting Services LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party managers and custodians, with an emphasis on delivering advisory services through a large network of financial advisors.

Gregory Boston is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He worked at UBS Financial Services from 2008 to 2021 before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both non-discretionary and discretionary services, with an investment process driven by investment policy statements and modern portfolio theory, and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Christopher Heaven is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 22 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to guide its financial strategies.

James McGuire III is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Robert W. Baird since 2014. He serves as a board member for the Church of the Good Samaritan in Paoli, PA. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, emphasizing manager selection, internal research, and a mix of discretionary and non-discretionary strategies.

Alexander Canakis is a financial advisor with J.P. Morgan Securities in Philadelphia, PA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Tristate Financial Advisors for two years. 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 delivered through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to offer a broad range of services.

Lauren Akers is a financial advisor with Morgan Stanley in Yardley, PA, holding a Series 63 designation and 10 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and serves both individual investors and clients through corporate financial planning agreements.

Vincent Benvenuto is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 registrations. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.