Michael Ahrens is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Prior to joining Wells Fargo, he spent over 15 years at Morgan Stanley in various capacities, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also maintains a part-time insurance practice with Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet specific net-worth thresholds.

Eric Gallo is a financial advisor at Morgan Stanley with eight 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 from 2014 to 2018. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial planning supported by firm-approved tools and modeling techniques.

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. He holds a Series 66 designation and has worked at Equitable Advisors since 2021. Prior to his current role, he held positions at Danville Sales, Inc. and Perlow Productions, LLC, and has experience related to The College of New Jersey and South Jersey Elite Baseball. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Christina Bradley is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at CliftonLarsonAllen Wealth Advisors, LLC. She is based in Conshocken, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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 at Equitable Advisors with 16 years of industry experience and holds the Series 66 designation. His work history includes roles at Firstrust Financial Advisors, Axa Advisors, and MSI Financial Services. He serves on the Ithaca College Alumni Association Board of Directors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach includes matching clients to advisory program models and discretionary managers, utilizing both proprietary and third-party solutions.

Jennifer Mc Donough is a financial advisor with J.P. Morgan Securities in Royersford, PA. She holds Series 63 and Series 65 designations and has three years of industry experience. Her prior work includes positions at Wells Fargo and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Benjamin Kline is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at Bank of America, Merrill, and The Vanguard Group. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Alexander Mongan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having three years of industry experience. His work history includes roles at The Vanguard Group, Inc., First Commonwealth Bank, and the United States Army. Outside of finance, he has experience working with Domino's. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Coll Jr. is a financial advisor at LPL Financial with 36 years of industry experience. He holds a Series 63 designation and worked previously at Lincoln Financial Advisors Corp for 17 years and Cetera Advisors LLC for one year. 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 supported by multiple investment approaches and platforms.

Andres Maldonado Carvallo is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes four years in full-time education before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers diverse investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 financial advisor with LPL Financial holding a Series 66 credential and 11 years of industry experience. He has worked with firms including CUNA Mutual Group, Charles Schwab, and Kestra Financial. Messina is also involved with TruStage Wealth Management Consulting Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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 with Wells Fargo Clearing, holding a Series 63 designation and 45 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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.