Paul Chavenson is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley & Co., Inc., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm‑approved tools to develop financial plans.

Ellen Perlman is a financial advisor at Stifel with 34 years of industry experience. She holds a Series 63 designation and worked at Boenning & Scattergood, Inc. for 24 years prior to joining Stifel in 2022. Perlman serves as Chairwoman of the Municipal Bond Women's Forum and is a board member of the Bridlewild Trail Association. Stifel serves a wide range of clients including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Clare Shaw is a financial advisor with Cetera, holding a Series 63 designation and bringing 21 years of industry experience. Prior to joining Cetera in 2025, she spent 20 years with Avantax Investment Services and its related entities. In addition to her advisory role, Clare operates her own CPA practice and serves as a director for the Pennsylvania Society of Tax and Accounting Professionals. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform with a comprehensive range of portfolio management and retirement services. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors.

Matthew Jankowski serves as a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has spent his entire financial services career since joining the firm in 2001. In his role, he focuses on helping clients navigate complex financial matters including unwinding concentrated stock positions, managing stock option strategies and exercise, pension planning, long-term compensation planning, and implementing tax-efficient investment methods. His approach is goal-based and client-centric, operating in a fiduciary capacity with a fee-based, product-agnostic strategy that emphasizes controlling taxes, risk, and fees. Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and earned his Bachelor's Degree from Delaware Valley College. He was recognized in Forbes' 2018 list of "America's Top Next-Generation Wealth Advisors," reflecting his professional accomplishments and standing within the industry. He resides in Doylestown with his wife Ali and their three dogs, Murphy, Maggie, and Gertie. Outside of his professional commitments, Matt enjoys spending time with family and friends, golfing when time permits, as well as football, ice hockey, and traveling.

Krista Moffatt is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 designations and over 21 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she has a joint ownership interest in a rental property in Wildwood Crest, NJ. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Michael Peczinka is a financial advisor with Stifel, holding a Series 66 designation and five years of industry experience. Prior to joining Stifel in 2025, he worked at Merrill from 2020 to 2025 and held various roles at firms including Merrill Lynch, LCI, and ISD Jackson. Outside of his financial advisory career, he owns and operates ECO Hamilton LLC, a retail store specializing in electronic vaping products. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy developed through its Investment Strategy Group.

Brian Odelli is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mark Barrett is a financial advisor with Raymond James & Associates in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Barrett serves as a director of College Possible, a nonprofit focused on expanding college admission and tutoring support for students. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christine Beschen is a financial advisor with OSAIC, holding a Series 63 designation and 38 years of industry experience. Her prior work includes roles at American Portfolios Advisors, Inc., BCG Securities, Inc., and Osaic FS, Inc. Outside of her advisory role, she has been involved in insurance sales through her ownership of Haddon Planning Group. OSAIC serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, and it is notable for its large scale, complex affiliate network, and private-equity ownership.

Anne St Clair is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at U.S. Bancorp Investments, U.S. Bank, Wilmington Trust, M&T Bank, and M&T Securities. Outside of her advisory work, she serves on the Board of Directors for the Delaware Symphony Orchestra and leads its development committee. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Louis Manon III is a CFP® professional at Equitable Advisors with 18 years of industry experience. He previously worked at Lincoln Investment for 16 years and operated his own advisory business for over two decades. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary programs and third-party managed account platforms, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Susan Walter is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding a Series 66 designation and two years of industry experience. Her career includes roles at MassMutual Life Insurance Company and prior entrepreneurial experience, including founding SoupSisters, Inc. She serves as a trustee for a special needs trust. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, emphasizing collaborative, goal-oriented financial planning engagements.

Anthony Pastor is a financial advisor with LPL Financial in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at National Planning Corporation, OneAmerica Securities, Cetera Wealth Services, and Principal Financial Services. Pastor has been with LPL Financial since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, employing various investment strategies and tools, and supports a large network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Shona Furman is a financial advisor with Primerica Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses with five years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services, along with a 15-year tenure at the City of Philadelphia. Outside of advising, she is involved in sales of investment-related and home service products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm delivers advisory services primarily through financial advisors using model-based investment strategies supported by third-party asset managers and custodians.

Bridget Green is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. She has worked with Equitable Advisors since 2010, including its prior iteration as Axa Advisors, LLC. Outside of her advisory role, she serves as a trustee on her own children's accounts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a large network of Investment Adviser Representatives and utilizes a variety of advisory models and third-party asset managers.

Thomas Graham is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, NA and Merrill since 2016. 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 and profit-sharing plans, corporations, and charitable organizations.

Robert Angelo is a financial advisor at LPL Financial with 31 years of industry experience. He holds the CFP® designation and securities licenses including Series 63, 65, and 66. Prior to joining LPL Financial in 2023, he worked at Wells Fargo Advisors and Wells Fargo Clearing. Angelo also owns and operates a tax and accounting business under Second Level Financial. 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 institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Brian Arrow is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Cuna Mutual Group, CUNA Brokerage Services, Inc., and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jose Vasquez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Primerica in various capacities since 2014 and previously worked at Valley Forge Medical Center for 15 years. Outside of his advisory role, Vasquez works as a self-employed caregiver and serves as a cross country referee for Springfield Township High School. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure to manage client portfolios.

Omair Kawoosa is a financial advisor at UBS Financial Services in Radnor, PA, with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Equitable Advisors and The Student Connection. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor strategies according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and underwriting.