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 12 years of industry experience. He has worked at LPL Financial since 2015 and previously spent two years with PFG Advisors. Clark is also associated with Diamond Credit Union, where he serves as a licensed producer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms, supported by extensive proprietary research and technology tools.

Brian McGrath is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Boenning & Scattergood, Robert Baird & Co., and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

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 CFP® with 28 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support diversification and modern portfolio theory in its investment approach.

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, currently affiliated with LPL Financial and Kemp Harvest Financial Group. Prior to joining these firms, he worked at Sei for seven years. He is based in Harleysville, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

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 financial advisor with Wells Fargo Advisors in Exton, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. 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 investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Nerisa Elias is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank NA and other financial institutions. 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 emphasizes a structured planning process supported by advanced modeling tools.

Suzanne Kitchen is a financial advisor with Ameriprise in Plymouth Meeting, PA, holding a Series 66 designation and five years of industry experience. Before joining Ameriprise, she worked at PeopleShare and in the restaurant industry. She also manages an advisory business through SKA Legacy LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jeffrey Sloan is a CFP® and ChFC® credentialed financial advisor with 30 years of industry experience. He has been with Raymond James & Associates since 2016. Based in Conshohocken, PA, Sloan has worked exclusively within the Raymond James network throughout his recent career. Raymond James & Associates, Inc. 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 a range of financial planning and consulting services supported by various portfolio management strategies and affiliated research.

Melissa Tomasic is a Series 66-credentialed financial advisor with 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Citigroup Global Markets from 2008 to 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Bernice Antonelli is a financial advisor with Merrill, holding Series 66 and Series 63 designations and bringing 25 years of industry experience. Her prior roles include positions at Glenmede Trust Company and Wells Fargo Advisors. She also maintains a power of attorney role in a non-investment related entity. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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.

Joseph Romanoski is a financial advisor with Wells Fargo Clearing in Lansdale, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes 17 years at Ameriprise Financial Services, Inc. and Ameriprise Advisor Services, Inc. He serves as a power of attorney for his spouse and co-executor for his mother, both involving investment-related responsibilities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with a large network of advisors.

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 in Chesterbrook, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as trustee for several family trusts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.