Kathryn Ortolf is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds a Series 66 designation and has worked previously at Messer LLC, Villanova University, and Linde LLC. Outside of her advisory role, she has a minority ownership interest in JK Partners LLC, a financial practice in Doylestown, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, and delivers tailored recommendations using proprietary research and tools.

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.

Anthony Giordano is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2015. He has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 1997. Outside of his advisory role, Giordano serves as Treasurer of the Central Bucks Football Parents Club. Vanguard Advisers provides a combination of automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and constructs portfolios mainly from Vanguard funds and ETFs, offering tax-aware features and various customization options.

Allen Minton is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at The Vanguard Group and entrepreneurial experience with Atlantic Pool Service and self-employment. He also has a background connected to University of Pennsylvania Football. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and serves clients through both direct and corporate financial planning agreements.

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.

Sean Osborn is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at W&S Brokerage Services, Western Southern Life, and Temple University. Outside of his advisory role, he serves as a board observer for the nonprofit Canine Partners for Life and is a member of the Chester County Estate Planning Council. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, portfolio management, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activities.

Jonathan Kahrs is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Vanguard Advisers. His prior roles include positions at The Vanguard Group, Interactive Wealth Advisors, Self-Employed practice, and Waddell & Reed. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios built primarily from Vanguard funds and ETFs. The firm combines scale with digital delivery, managing hundreds of thousands of client relationships through a high client-per-advisor ratio and offering a range of customizable investment options.

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.

Brian Kearon is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

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.

Matthew Berger is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. prior to his current role. His background also includes positions in various other organizations and educational institutions. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary models to set personalized asset allocations, offering portfolios primarily composed of Vanguard funds and ETFs along with tax-aware features and customization options.

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.

Sophoan Prak is a CFP® professional with 21 years of industry experience, currently serving at Vanguard Advisers since 2004. He holds the Series 63 designation and is based in Malvern, PA. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base through a combination of digital platforms and advisor teams.

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.

Cristobal Salamone Donestevez is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at the University of Pennsylvania and AZ Foods. He is currently based in Malvern, PA. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates proprietary methodologies and a range of customization options.

David Carlisle is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Vanguard since 1987 and also works as a freelance keyboard musician. Additionally, he serves as the musical director at Upper Room Missionary Baptist Church. Vanguard Advisers provides automated and human-supported investment advice primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach that utilizes proprietary models and offers portfolios constructed mainly of Vanguard funds and ETFs, featuring tax-aware strategies and customization options.

Stephen Balen is a financial advisor with LPL Financial, holding a Series 63 designation and over 46 years of industry experience. He previously worked at Boenning & Scattergood, Inc. for 19 years before joining LPL Financial in 2023. Outside of finance, he is involved in show dog breeding. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by technology and serves over 22,800 advisors with oversight of more than $819 billion in discretionary assets.

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.