Edward Dipietro is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2025, following 14 years at Next Financial Group Inc and over 30 years at Scharf Group. Dipietro is also involved in other business activities, including management roles at Scharf Group LLC and ENJ Enterprises LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research from multiple sources.

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 nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its related entities since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

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.

Rachel Cohen is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 65 credentials and 35 years of industry experience. She has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009. Outside of her advisory role, Cohen is involved in managing several family-owned investment real estate properties. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm offers extensive retail and institutional investment services and manages approximately $2.74 trillion in client assets.

Christina Mcgettigan is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, providing both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Stephen Clark is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has previously worked at PFG Advisors and serves as a designated licensed producer for Diamond Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Brian Mcgrath is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Boenning & Scattergood for 10 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Lawrence McHugh is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. He has 11 years of industry experience and has been associated with MML Investors Services LLC and MassMutual Life Insurance Company since 2014. Outside of his advisory roles, McHugh is involved in farm management as a general partner at Titus McHugh Group and provides consulting services to nonprofit organizations through McHugh Advisory Services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved software and structured annual planning relationships.

Steven Lehman is a financial advisor with Wells Fargo Clearing holding the CFP® designation and Series 66 license. He has 28 years of industry experience, including a seven-year tenure with Wells Fargo Advisors LLC prior to joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lauri Graziano is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. for the past 10 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm’s planning process uses firm-approved tools and models to assist clients in developing comprehensive financial plans.

Sean Larkin is a CFP® certificant with four years of industry experience. He has worked at LPL Financial since 2022 and previously spent seven years at Sei. Larkin is also affiliated with Kemp Harvest Financial Group in Harleysville, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Colleen Geiss is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and having 10 years of industry experience. She has been with Wells Fargo Advisors since 2014. Outside of her advisory role, she is a notary public in the state of Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet specific net-worth criteria and integrates advisory services with various financial products and referral channels.

Matt Moore is a financial advisor with Merrill and holds a Series 66 designation. He has 21 years of industry experience and has been with Bank of America and Merrill since 2009. Outside of his advisory role, he serves as treasurer and board member of the Montgomery County Estate Planning Council and is a member-partial owner of a local swim club through Fort Investors Group, LLC. Merrill, together 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, retirement plans, corporations, and charitable organizations.

Joan Goshow is a CFP®-credentialed financial advisor with 44 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. The firm is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. It offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, supported by proprietary research and tools.

Nerisa Elias is a financial advisor at Morgan Stanley with six years of industry experience. She previously worked at JPMorgan Chase Bank and JPMorgan Securities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research.