Adam Steinhauser is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2010, transitioning to Morgan Stanley Private Bank, National Association in 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models such as Monte Carlo simulations as part of its process.

Lawrence Stevens is a financial advisor with Ameriprise in New Hope, PA, holding a Series 66 designation and two years of industry experience. He previously worked at Omnicare and Amazon, and has been involved with Penn Wealth Accounting Group, focusing on tax preparation and managing an advisory business. Stevens's background also includes experience at Rutgers University and engagement with Resica Falls Scout Reservation. Ameriprise Financial Services serves both individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice. The firm uses a combination of internal research, third-party data, and algorithmic tools to provide non-discretionary recommendations focused on income sources, tax-aware withdrawals, and Social Security options.

Paul Maccrory is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Outside of his advisory role, he serves as a trustee for a non-family trust. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Gregory Micheals is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies to help clients pursue their long-term goals, focusing on areas such as college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. With over 30 years of team expertise, Gregory and his team work actively with clients to navigate financial planning, investments, and money management by creating individualized and detailed plans paired with efficient client service. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from Rider University. Outside of his professional work, Gregory enjoys spending time with his family, watching football and movies, traveling, going out to dinner, wine tasting, and socializing with friends.

Brook Williams is a financial advisor with Thrivent Investment Management in Montgomeryville, PA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with Thrivent Financial for Lutherans since 2002. Williams serves as a board member for the Indian Valley Education Foundation, where he helps coordinate fundraising efforts and decision-making to support educational programs in the Souderton School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses. The firm offers planning on a one-time or ongoing basis, with services covering a wide range of topics but without implementation of recommendations or discretionary trading authority.

Lindsey Minissale is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2017. Prior to her current role, she worked for five years at Kampus Klothes. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Scott Myers is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its advisory services.

Robert Iocco is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and was previously employed by Delaware Investments from 2013 to 2017. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individuals and institutional clients, combining tailored financial planning with extensive investment offerings. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Zachary Stahl is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with LPL Financial in New Britain, PA. He has worked at LPL Financial and CUNA Brokerage Services since 2022 and is also involved with American Heritage FCU in an investment-related role. Prior to his advisory career, Stahl held positions at ADP, Kistler O'Brien Fire Protection, and Costco. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Kenneth Wasekanes Jr. is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding a Series 66 license and having one year of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Life Insurance Company, and South by Sea. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, specializing in tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using firm-approved tools and offers both direct and corporate financial planning services.

Michael Becker is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel Nicolaus & Co since 2009 and holds the Series 66 designation. Outside his advisory role, Becker co-founded the Steering Committee for the Bio Pharma Networking Group on LinkedIn, contributing approximately four hours per month without compensation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Christopher Ciavarelli is a financial advisor at Fidelity with 28 years of industry experience. His prior roles include positions at The Vanguard Group and Amazon, as well as self-employment. Outside of his advisory work, he has been an independent contractor driving for a ride share service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Joyce Breinlinger is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked at The Vanguard Group, Inc. for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive network of advisors and branch offices, as well as its fiduciary standard and variety of managed solutions.

Max Claycomb is a financial advisor at Fidelity with two years of industry experience and a Series 66 designation. Prior to joining Fidelity, he worked at the Copperhead Grille and Ess, and he spent five years with the West-Windsor Plainsboro Regional School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and AI in research as well as its advisory roles with multiple registered investment companies.

David Rankin is a CFP® with 28 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2020. He previously worked for Janney Montgomery Scott from 2009 to 2020. Outside of his advisory role, Mr. Rankin is a radio host and partner at Marathon Partners, LLC, and serves on the advisory board for The First Tee of Greater Philadelphia, a youth enrichment organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs with tailored portfolio strategies implemented through in-house and third-party managers.

Paul Chavenson is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley & Co., Inc., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm‑approved tools to develop financial plans.

Ellen Perlman is a financial advisor at Stifel with 34 years of industry experience. She holds a Series 63 designation and worked at Boenning & Scattergood, Inc. for 24 years prior to joining Stifel in 2022. Perlman serves as Chairwoman of the Municipal Bond Women's Forum and is a board member of the Bridlewild Trail Association. Stifel serves a wide range of clients including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Clare Shaw is a financial advisor with Cetera, holding a Series 63 designation and bringing 21 years of industry experience. Prior to joining Cetera in 2025, she spent 20 years with Avantax Investment Services and its related entities. In addition to her advisory role, Clare operates her own CPA practice and serves as a director for the Pennsylvania Society of Tax and Accounting Professionals. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform with a comprehensive range of portfolio management and retirement services. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors.

Matthew Jankowski serves as a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has spent his entire financial services career since joining the firm in 2001. In his role, he focuses on helping clients navigate complex financial matters including unwinding concentrated stock positions, managing stock option strategies and exercise, pension planning, long-term compensation planning, and implementing tax-efficient investment methods. His approach is goal-based and client-centric, operating in a fiduciary capacity with a fee-based, product-agnostic strategy that emphasizes controlling taxes, risk, and fees. Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and earned his Bachelor's Degree from Delaware Valley College. He was recognized in Forbes' 2018 list of "America's Top Next-Generation Wealth Advisors," reflecting his professional accomplishments and standing within the industry. He resides in Doylestown with his wife Ali and their three dogs, Murphy, Maggie, and Gertie. Outside of his professional commitments, Matt enjoys spending time with family and friends, golfing when time permits, as well as football, ice hockey, and traveling.

Krista Moffatt is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 designations and over 21 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she has a joint ownership interest in a rental property in Wildwood Crest, NJ. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.