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 designations and bringing 24 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors. He also operates a separate business, Firstrust Financial Resources. Equitable Advisors serves a wide range of clients including individuals, high-net-worth, retirement plans, and institutions, offering financial planning, insurance distribution, and access to third-party asset management programs through a dual-registered broker-dealer and investment adviser model.

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 financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Drucker & Scaccetti, PC, RAM Associates, and the Burlington County Bridge Commission. Mugnier also operates a business under the name Firstrust Financial Resources. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working through program sponsors and endorsed platforms to deliver advisory and brokerage solutions.

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 in King of Prussia, PA, holding a Series 66 designation and 17 years of industry experience. She has worked at Ameriprise since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-supported retirement income advice.

Domenic Fontana is a financial advisor at Cetera with one year of industry experience. He holds the PFS™ and Series 63 designations. In addition to his advisory role, Fontana is the president of The Fontana Group, Inc., a CPA and tax preparation firm serving approximately 700 clients, and is involved in multiple entrepreneurial ventures including AmeriWave Communications LLC, a provider of wireless internet services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services and operates a multi-manager platform that allows for flexible investment strategies across multiple program structures.

Jaime Gold is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, Gold held roles at The Vanguard Group and was self-employed. Outside of finance, Gold is involved with Flying Pig Tavern & Tap. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

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.

Eric Gallo is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and was previously employed at Virginia Tech. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Casey Urkuski is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, Casey worked at Jefferson for seven years. He serves as a board member for Perkiomen Valley Youth Wrestling, where he helps organize home meets and assists with tournament registration. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carol Muller is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked with City National Bank since 2019 alongside her tenure at RBC Capital Markets, which began in 2008. RBC Wealth Management serves a diverse client base, including individuals, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies through in-house and third-party managers, supported by extensive capital markets and asset management capabilities.

Zachary Padersky is a financial advisor at Equitable Advisors with five years of industry experience and holds the Series 66 designation. His prior work includes roles at Danville Sales, Inc and Perlow Productions, LLC, as well as time spent at The College of New Jersey and South Jersey Elite Baseball. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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 a range of program sponsors and third-party managers to deliver advisory and brokerage solutions.

Christina Bradley is a financial advisor with UBS Financial Services in Conshocken, PA, holding Series 65 and Series 63 licenses and nine years of industry experience. She has been with UBS since 2016 and previously worked at CliftonLarsonAllen Wealth Advisors, LLC for one year. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to develop tailored financial plans and portfolio management strategies. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Patrick Foley is a CFP® with over 31 years of industry experience and has been with Robert W. Baird & Co. since 2009. He serves as a board member and on the investment committee for Mt. Saint Joseph Academy. Foley is also a partner in the self-published book "Winning at Retirement," where he manages the website and digital advertising. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Kenneth Beebe is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has 16 years of industry experience, including roles at AXA Advisors, LLC and Firstrust Financial Advisors. He serves on the Ithaca College Alumni Association Board of Directors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that incorporates LPL-sponsored programs and a mix of discretionary and non-discretionary asset management.

Jennifer Mc Donough is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alexander Mongan is a financial advisor with LPL Financial in Harleysville, PA. He holds Series 63 and Series 66 designations and has three years of industry experience. His prior work includes roles at The Vanguard Group, First Commonwealth Bank, and service in the United States Army. Outside of finance, he has a background in the food service industry with Domino's. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management options.