Francis Blust is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at The Vanguard Group and Arcadia University. Outside of his advisory work, he has been involved with the Wissahickon Skating Club for nine years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive in-house research and a range of portfolio management styles.

Kevin Hughes is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at Cambridge since 2017. In addition to his advisory role, Hughes operates as a CPA providing tax preparation and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through independent financial professionals using both proprietary and third-party strategies across multiple platform arrangements.

Melinda Corbley is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, including a notable range of insurance-related and bank deposit sweep investment options.

Bryan Dein is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at UBS Financial Services Inc., LPL Financial, LLC, and Gladstone Wealth Partners. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Chad Akselrad is a financial advisor with Ameriprise in Holland, PA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at firms such as Cambridge Investment Research, Merrill, Charles Schwab, and Wells Fargo. Outside of finance, he operates Pulse Entertainment, providing mobile DJ services for private events. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Avery Wissmar is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Wissmar worked at HCA Healthcare and the Showtime Sports Academy, and attended Georgetown University. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Nicholas Bevad is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at Bank of America and Merrill from 2010 to 2022. 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 and technology-driven strategies.

Russell Johnson is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding Series 63, Series 65, and Series 66 designations and bringing 27 years of industry experience. He has worked at Raymond James & Associates since 2016 and was previously employed at Harrisdirect LLC from 2002 to 2005. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Christopher Owens is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill and PNC Bank. Owens is based in Morrisville, PA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight for affiliated and unaffiliated sub-advisers.

Francis Murphy is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with high net-worth individuals, including business owners, corporate executives, physicians, and retirees, as well as small to mid-sized companies seeking goal-oriented financial planning. In his role, he designs detailed financial plans that consider clients' investment needs, risk tolerance, financial situations, and other personal factors. Murphy holds a Master's Degree from the University of Virginia and a Bachelor's Degree from the University of Pennsylvania. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Francis Murphy enjoys cooking, football, pickleball, and running.

Danielle Page is a financial advisor at Raymond James & Associates with 42 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2008. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Brown is a financial advisor with Primerica Advisors in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with multiple school districts and has experience in the food and beverage sector. Outside of advisory services, he is involved in sales and referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Savas Saymaz is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding the ChFC® designation and Series 63 license. He has 16 years of industry experience and has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. Saymaz is also an insurance agent specializing in life, disability, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services as well as educational seminars.

Peter Sciortino is a financial advisor at LPL Financial with 29 years of industry experience. He has held positions at LPL Financial since 2018 and previously worked at Invest Financial Corporation from 2010 to 2018. He holds Series 63 and Series 65 securities licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Taryn Bosco is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she acts as a power of attorney for her father on investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Dunleavy is the Vice President and Branch Leader at Fidelity Investments, where he co-leads the Marlton Investor Center. He is committed to helping individuals plan for financial success. James has held several leadership roles within the financial services industry. Since 2024, he has served as Vice President and Branch Leader at Fidelity Investments. Prior to this, he was Assistant Branch Leader at Fidelity Investments from 2023 to 2024 and Team Lead from 2021 to 2023. He also worked as Assistant Vice President at Merrill Edge from 2014 to 2021 and as a Loan Originator at PHH Mortgage from 2012 to 2014.

Christina Ciorciari is a financial advisor with Merrill in Yardley, PA, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has been with Merrill since 2014. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacqueline Caywood is a financial advisor at Stifel with 22 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Tyreek Wilson is a Financial Advisor at Merrill Lynch Wealth Management, where he focuses on delivering personalized wealth planning and investment strategies. He aims to help clients develop financial plans that align with their priorities, adjusting as necessary to changing circumstances. His areas of expertise include liquidity management, personal retirement planning, socially responsible and ESG investing, as well as individual and corporate investment strategies and retirement income. Wilson holds a Bachelor's Degree from William Paterson University and a Master's Degree from Indiana University Bloomington. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional affiliations include Groove Phi Groove S.F.I, NAACP, NAAIA, NRA, Philadelphia Estate Planning Council, and Winslow Baptist Church. In addition to his professional work, Wilson dedicates time to community involvement, volunteering with local food banks and the Salvation Army. Outside of work, he enjoys cooking, music, and spending time with his family.

Wesley Frazier is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 13 years of industry experience. He has worked at LPL Financial since 2018 and has concurrently been associated with INVEST Financial Corp since 2013 and Beneficial Savings Bank since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.