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 with Wells Fargo Clearing, holding a Series 63 license and three years of industry experience. Her prior roles include positions at The Vanguard Group and King Tester Corporation. 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 and offers both brokerage and advisory solutions, using research and analytics to guide investment decisions.

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 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliates since 2007, as well as Wells Fargo Clearing from 2003 to 2007. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and firm-approved tools to model outcomes, serving clients both directly and through employer-based financial planning agreements.

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.

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 worked at Equitable Advisors since 2016, including service at its predecessor firm Axa Advisors LLC, and previously at MSI Financial Services, Inc. Long also owns and manages rental properties. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing third-party asset managers and proprietary programs.

Robert Yoder is a financial advisor with Morgan Stanley in Berwyn, PA, holding a Series 63 designation and having 39 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Additionally, he has been involved with Omni Video Inc. since 1985 and works part-time as a weekend photographer for Moser Studio Inc. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a variety of investment and planning services.

Brian Smith is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Equitable Advisors since 2006, with prior experience at Firstrust Financial Advisors and MSI Financial Services. He also operates a separate business under the name Firstrust Financial Resources. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm utilizes a variety of advisory models and third-party asset managers, providing access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

William Stewart IV is a financial advisor at Raymond James & Associates with nine years of industry experience. He previously worked at Janney Montgomery Scott and Janney Montgomery Scott LLC. He holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.

Gregory Mugnier is a Series 66-registered financial advisor with five years of industry experience. He currently works at Equitable Advisors LLC and previously held positions at Drucker & Scaccetti, PC, RAM Associates, Certified Public Accountants, and the Burlington County Bridge Commission. He also operates a separate business under the name Firstrust Financial Resources. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs.

Yolanda Waters is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with Edelman Financial Engines since 2016, including a prior role at Financial Engines Advisors L.L.C. from 2018. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and a long-term investment approach.

Sally Acosta Zarzuela is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 17 years of industry experience. She previously worked at Wells Fargo Clearing and RBC Capital Markets before joining Ameriprise in 2019. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Domenic Fontana is a financial advisor with Cetera who holds the PFS™ designation and Series 63 license. He has two years of industry experience and has previously worked at Avantax Investment Services, Inc. and other affiliated firms. Outside of his advisory role, he is founder and president of The Fontana Group, Inc., a CPA and tax preparation firm, and serves as managing member of AmeriWave Communications LLC, a wireless internet service provider. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a variety of investment and retirement services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Jaime Gold is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including The Vanguard Group and has entrepreneurial experience with Flying Pig Tavern & Tap. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process employs structured discovery conversations and firm-approved tools, serving clients through both direct and corporate financial planning agreements.

Bryan Kilfoy is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 12 years before joining Wells Fargo in 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Benjamin Laffredo is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes nearly a decade at The Vanguard Group, Inc., as well as roles in both the beverage and food service industries. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment solutions, including tax-efficient services and proprietary funds, supported by a large nationwide network of advisors and branch offices.

John Castner is a financial advisor at Edward Jones in Phoenixville, PA, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions through a nationwide network of over 23,700 advisors and 15,000 branch offices. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.