John Coll Jr. is a financial advisor at LPL Financial with 36 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corp for 17 years. He is also involved with Pension Financial Group Ltd in a non-investment related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Andres Maldonado Carvallo is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He joined LPL Financial in 2023 after four years dedicated to full-time education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Geraldine Wardle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory services, she is involved in sales of investment-related products and also participates in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Daniel Samarin is a financial advisor with Ameriprise in Collegeville, PA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, he manages an advisory business through Vernon Summit Partners. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in net investable assets, offering a retirement-income planning service that includes written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver tailored, non-discretionary advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

David Messina is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial since 2022. His prior experience includes roles at CUNA Brokerage Services, Inc. and CUNA Mutual Group beginning in 2019, as well as positions at Charles Schwab and other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Jeffrey Levinsohn is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Levinsohn serves as a board member and on the investment committee of Settlement Music School, a nonprofit focused on children and youth education in the arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Matthew Wollick is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with Edelman Financial Engines, where he has worked since 2016, including prior roles within affiliated entities. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.

Francis Lane is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Charles Stoelker III is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Gregory Bowden is a Series 66-licensed financial advisor with 24 years of industry experience, currently practicing at Wells Fargo Advisors since 2017. Prior to this, he spent eight years at UBS Financial Services Inc. He is also the owner of Provident Wealth Management, LLC, an independent practice based in Collegeville, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations supported by Wells Fargo research and tools, with optional implementation through brokerage or advisory programs.

Cindy Li is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. She previously worked at Mango Mango Dessert and has academic experience from Baruch College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Brett Conway is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to his advisory role, he held positions at Penn State University, Tommy Bahama, and Spring-Ford Country Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

William Hooper Jr. is a Series 66 licensed financial advisor at UBS Financial Services with 15 years of industry experience. He has been with UBS Financial Inc. since 2011. Outside of his advisory work, he serves on the Board of Directors of The Salvation Army, where he participates in general board functions and charitable activities. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining wealth management services with institutional trading capabilities and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.

Sherri Magsam is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Ryan Brumfield is a financial advisor at Edward Jones with six years of industry experience. He previously worked at LPL Financial and Brinker Capital before joining Edward Jones in 2023. Brumfield holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the United States.

Robert Elwell is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked with multiple firms, including Citadel Federal Credit Union and CUSO Financial Services. Outside of his advisory role, he serves as Treasurer for the Pennsylvania Lambda Educational Board. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to affiliated and third-party managers, with a range of discretionary and non-discretionary program options.

Mark Dobroskey is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having 12 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Prior to that, he worked at Good Life Advisors, LLC and LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs. The firm combines goal-based analyses with managed-account programs but does not provide discretionary portfolio management for institutional clients.

James Gillin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Christen Martin is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves as an elder on the Board of Directors for the Presbyterian Church of Chestnut Hill. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Oluseye Efunnuga is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63, Series 65, and Series 66 credentials and 17 years of industry experience. His prior roles include four years at J.P. Morgan Securities before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services under Corporate Financial Planning agreements as well.