Joseph Staley is a financial advisor at Equitable Advisors with eight years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2018, he had roles at AXA Advisors and various companies including Execupharm Inc and ExecuPower LLC. Outside of his advisory role, Staley serves as an assistant wrestling coach at W.T. Woodson High School. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party advisory models and does not sponsor its own wrap fee program, focusing on integrating proprietary and third-party solutions.

Joshua Surkin is a Financial Advisor with Merrill Lynch Wealth Management and a member of The Schell Group, which collectively brings over 100 years of experience in wealth management and financial planning. Since joining Merrill Lynch in 2022, Joshua focuses on delivering personalized wealth management strategies tailored to clients’ long-term goals. He works closely with clients to understand their financial needs and aspirations, adopting a client-first approach that emphasizes collaboration and education throughout the financial journey. Joshua’s areas of expertise include college education planning, institutional and corporate benefit services, retirement income strategies, and managing new wealth, among others. He is committed to helping clients and their families, including younger generations, comprehend the wealth management process and the dynamics of financial markets. His approach involves guiding clients with personalized financial strategies designed to preserve and grow wealth while navigating changing market conditions. Joshua holds a Bachelor's Degree from the Pennsylvania State University System and carries the Personal Investment Advisor (PIA) designation. Beyond his professional role, he participates in community volunteer work aligned with Merrill’s tradition of community engagement. His personal interests include adventure sports, basketball, cooking, football, ice hockey, racquetball, and skiing.

Danny Petty is a financial advisor at Edward Jones with 12 years of industry experience. He has held positions at Edward Jones since 2018, following roles at Raymond James & Associates and J.W. Cole Financial, Inc. Outside of his advisory work, he serves as Director of Youth Ministry at Bucks County Community Church, coordinating monthly youth events and teaching on Sunday evenings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Anthony Russo is a CFP® professional with 22 years of industry experience, currently serving at Cetera. His prior experience includes roles at Avantax Advisory Services, HD Vest Insurance Agency Inc, and operating his own CPA practice focused on tax preparation. In addition to financial advising, he prepares and signs individual income tax returns, meeting with clients to address tax questions and advising on federal withholding. Cetera Investment Advisers LLC is a large SEC-registered firm that supports over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, including access to third-party money managers and both discretionary and non-discretionary program options.

Dennis Omalley is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Merrill and Bank of America, NA since 2009. Merrill serves a broad client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage and custody services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by integration with Bank of America’s broader capital-markets platform.

Jonathan Pitcher is a financial advisor with Merrill and holds a Series 66 designation. He has five years of experience at Merrill and one year at Bank of America, N.A. Prior to his advisory career, he worked for GolfTEC for four years. Merrill, along 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 a range of clients, including individuals, high-net-worth investors, and charitable organizations.

Brock Nestory is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior roles include positions at MML Investor Services, MassMutual Life Insurance Company, and The Prudential Insurance Company of America. Outside of finance, he was involved with JD Landscape Solutions for two years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Bing Ma is a Series 66-credentialed financial advisor with 23 years of industry experience. He is currently with LPL Enterprise and has a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in caregiving for an elderly parent. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, consulting, and access to third-party asset managers and wrap programs.

Ronald Lloyd is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and two years of industry experience. His previous work includes roles at Pruco Securities LLC, Mass Mutual, and Western and Southern Life. He also serves as a volunteer precinct judge for elections with the Jefferson County Board of Elections. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and charitable entities. The firm primarily utilizes model-driven investment strategies with discretionary authority granted to portfolio managers and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Andrew Tomasko is a financial advisor with LPL Financial who holds the Series 66 designation and has 21 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 18 years and at Long Financial Group, Inc. for 14 years. Outside of advising, he is involved as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions through a broad network of investment adviser representatives.

Joseph Quinto III is a financial advisor at Cetera with two years of industry experience and holds the Series 66 designation. Prior to joining Cetera, he has worked at Minnesota Life Insurance Co and Securian Financial Services Inc. Outside of financial services, he is the founder and owner of Quinto's Quintessential Lawn Care LLC, a landscaping business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party strategies.

Joseph Bottino Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Dean Hasen is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo Clearing since 2018, following prior roles at Citizens Securities, Inc. and PNC Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute alongside third-party data to guide investment decisions.

Jeffrey Pascoe is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Edward Jones, and Paychex Securities Corporation. Outside of his advisory work, he serves as a referee for school sporting events with the Pennsylvania Interscholastic Athletic Association. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools for research and operations.

Peter Rubincam is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Triad Advisors, Inc and Janney Montgomery Scott. Outside of his advisory work, he serves as a director of the Pocono Peak Snowboard Education Foundation, which supports a national-level amateur snowboard team. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by various risk management and rebalancing tools.

Steven Weisz is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliates since 2014. In addition to his role at Ameriprise, he manages an advisory business at Ashford Wealth Advisors, LLC. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Keith Wagner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Raymond James since 2021 and previously held positions at Insight Global and Ursinus College, among others. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Kimberly St Pierre is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate firms since 2007. In addition to her advisory role, she owns and operates KSP LLC, a business unrelated to investment activities. Ameriprise serves primarily high-net-worth individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to produce personalized, written recommendations. The firm utilizes a centralized consulting team and algorithmic tools to support advisors in delivering tailored retirement income strategies.

Gregory Curran is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously at Delaware Investments from 2016 to 2019. Curran serves as an advisory board member for the Boys and Girls Clubs of North Penn Valley, a nonprofit organization. Merrill, along 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.

Olawale Odeyemi is a CFA® charterholder and the sole advisor at Contrafactum Research & Management LLC, an independent firm based in Norristown, PA. He has 16 years of industry experience and has managed his firm since 2007. Contrafactum Research & Management LLC provides portfolio management and investment advice primarily on a non-discretionary basis to individual clients, emphasizing client approval for trades and maintaining highly individualized client relationships.