Robert Immendorf is a CFA® charterholder with 11 years of industry experience. He has worked at Wells Fargo Clearing since 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 a combination of brokerage and advisory solutions.

Michael Costello is a financial advisor at Ameriprise Financial Services LLC, holding a Series 66 designation. He has less than one year of industry experience. His prior work includes roles at Springfield Country Club, Millersville University, and the Rose Tree Media School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Kyung Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Lee has worked at Wells Fargo Bank NA since 2012 and Wells Fargo Clearing since 2016. Outside of finance, Lee provides home care services through Aurora Home Care. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

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 Series 63 and Series 65 credentials and 55 years of industry experience. He spent 53 years at Boenning & Scattergood, Inc. before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

Brian Gurbarg is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked within Wells Fargo’s affiliated firms since 2016. 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 developed through proprietary research and tools, delivering tailored recommendations across various planning needs.

Logan Brown is a Series 66-credentialed financial advisor with Equitable Advisors in Conshohocken, PA. He has experience working in educational institutions including Rowan University and The King's Christian School, as well as involvement in landscaping and environmental service businesses. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of third-party advisory programs and offers ERISA fiduciary services through its network of Investment Adviser Representatives.

Blaise Connor is a financial advisor at Morgan Stanley with nine years of industry experience and holds a Series 66 designation. His prior work includes roles at Lincoln Financial Securities Corporation and Morgan Stanley Private Bank. Outside of his advisory work, he serves as CEO of Dript, LLC, a coffee roasting and distribution business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

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 additional roles at Cambridge Investment Research, Inc. since 2013 and Susquehanna University since 2010. Outside of his advisory work, Melville serves as a volunteer firefighter and vice president of the Perkiomen Township Fire Company and holds a treasurer position with the Pi Kappa Phi fraternity’s Iota Epsilon chapter. Cambridge Investment Research Advisors serves a diverse client base that includes individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports multiple investment platforms and provides proprietary and third-party model strategies.

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 18 years of industry experience. He holds the Series 66 designation and has previously worked at Boenning & Scattergood, Inc. and RBC Capital Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Matthew Oven is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has prior work experience at Temple University and Heritage/Lighthouse Planning Consultants. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles using both in-house and third-party investment managers.

Matthew Delzingaro II is an advisor at LPL Financial holding Series 65 and Series 63 licenses. He has been associated with LPL Financial since 2025 and has prior experience at the Andrew Hoff Agency and Upperpark High School. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jane Iademarco is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with LPL Financial since 2011 and is also affiliated with RWC Investment Management. Outside of her advisory work, she operates an online art store selling her own artwork. 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 financial planning and asset management solutions, combining scale and diverse non-advisory financial activities alongside its advisory platform.

Nicholas Amalfitano is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at Pacer Financial, Inc., Key Investment Services LLC, KeyBank, and extended experience at Don Kelley Auto Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports client implementation through its advisory programs and external providers.