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 credentials and one year of industry experience. Her work history includes positions at Fidelity Investments and Mango Mango Dessert, as well as time spent at Baruch College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Brett Conway is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2020. Prior to his advisory role, his work history includes positions at Tommy Bahama, Penn State University, Coastal Carolina University, Spring-Ford Country Club, and Keating Carpentry. Equitable Advisors serves individuals across a broad wealth spectrum, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various programs, including third-party asset managers and LPL-sponsored advisory platforms.

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.

Michael Eastburn is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing from 2016 to 2023. He also owns Eastburn Wealth Management, LLC, a wealth management advisory firm based in Clarks Summit, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

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.

Edward Dipietro is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 32 years of industry experience, including 14 years at Next Financial Group Inc and over 30 years associated with the Scharf Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services utilizing model portfolios, third-party subadvisors, and customized strategies.

Robert Kyle III is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

William Wolfe is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked previously at Columbia Management Investment Distributors, Inc., Putnam Investments, and Lincoln Financial Group. Wolfe’s background also includes multiple roles at Boston College and a teaching position at Malvern Prep High School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 methodologies to support its financial advice.

William Gallagher is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. He serves on the advisory board of The Little Quakers Youth Football Organization and is a board member of The Mann Music Center. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides tailored investment strategies and a range of advisory and brokerage services through multiple wrap fee programs, leveraging both in-house and third-party investment managers.

Howard Stephenson Jr. is a financial advisor with Ameriprise in Jenkintown, PA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Hyeon Woo Kang is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at various Morgan Stanley entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Robyn Geiss is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors since 2017. Her prior experience includes roles at Temple University, Urological Associates, P.C., and Strathmann Lumber Company. She is the sole owner of Geiss Wealth Management, LLC, an investment-related business based in Yardley, PA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored financial recommendations, providing clients with a menu of planning services that cover various specialized needs.

Kevin Leonard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2006 to 2020. Leonard holds the Series 66 designation and is based in Wayne, PA. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.