Laurore Duclair is a financial advisor with Fidelity Investments in King of Prussia, PA, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Fidelity, Duclair held roles at firms including RBC Capital Markets and Wells Fargo. Outside of finance, Duclair works as a freelance photographer and videographer. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory mandates.

Melissa Tomasic is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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 menu.

Bernice Antonelli is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Glenmede Trust Company and Wells Fargo Advisors. 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, and institutional investors.

Anthony Campanale is a financial advisor at Stifel with 28 years of industry experience. He has held his current position at Stifel since 2007 and holds a Series 66 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Brian Mailey is a financial advisor with Morgan Stanley in Blue Bell, PA, holding a Series 63 designation and 33 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with an estate investment-related business in Lafayette Hill, PA. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its financial planning process.

Lawrence Borger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee and executor for family trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Robert Immendorf is a CFA® charterholder with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at WELLS FARGO Advisors, LLC. He holds a Series 66 license and is based in Chester Springs, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader array of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Keith Munera is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm‑approved tools, with an emphasis on advisory services rather than individual security recommendations.

Molly Mc Keogh is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding a Series 66 designation and six years of industry experience. Her career includes multiple roles at Morgan Stanley and a year spent at Georgetown University. Outside of her advisory work, she owns and manages a property management business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques, serving clients primarily in an advisory capacity.

Andree Hastoy Bluske is a financial advisor at Ameriprise with seven years of industry experience. Prior to joining Ameriprise in 2022, she worked at Cetera Investment Services LLC and Provident Bank. Outside of her advisory work, she is a silent member of a real estate business entity, 2 Millions LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm offers a combination of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations.

Harold Scattergood Jr. is a financial advisor at LPL Financial with 55 years of industry experience. He previously worked for Boenning & Scattergood, Inc. for 53 years before joining LPL Financial in 2023. He holds Series 63 and Series 65 licenses. 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, model portfolios, and specialist services like overlay portfolio management and participant advice programs.

Brian Gurbarg is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Wells Fargo’s affiliated firms since 2009, including Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory recommendations with other financial products through a network of advisors.

Logan Brown is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and over one year of experience at the firm. His prior roles include positions at Rowan University, OSAIC - Lighthouse Planning, and The King's Christian School, as well as entrepreneurial work with Environmental Service Group - Damon Brown Enterprises LLC and Berlin Landscaping. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Blaise Connor is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Lincoln Financial in various roles since 2016. Outside of his advisory work, he is the CEO of Dript Coffee Co., a coffee roasting and distribution business. 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 using structured planning tools and models, managing approximately $2.74 trillion in client assets.

Peter Monahan Jr. is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 37 years of industry experience. He has worked with firms including WealthBridge Financial, Delaware Valley Advisors, and Securian Financial Services. Outside of advisory work, he serves on the advisory board of the Cedar Sands Ocean Condo Association and is involved in fixed insurance and life settlement businesses. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across diverse program structures.

Matthew Carroll is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley, he worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, with earlier experience at Volvo Cars of Fort Washington and the Atlanta Braves Baseball Club. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Ashley Nickl is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Service, LLC since 2017. Prior to her current role, she worked with Huntington Learning Center and operated her own business for 10 years. She also works as a paraplanner at KSP MLS LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Daniel Melville is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where he has worked since 2014. He has 13 years of industry experience and holds a Series 66 license. Outside of his advisory role, he serves as a volunteer firefighter and vice president at the Perkiomen Township Fire Company and is involved as treasurer and investment committee member for the Iota Epsilon chapter of the Pi Kappa Phi fraternity. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and custody platforms.

Robert Higgins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Wells Fargo in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary plan-level investment management options.

Daniel Nyiri is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and previously worked at Boenning & Scattergood, Inc. and RBC Capital Markets. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and third-party subadvisors.