Frank Coulson III is a Series 66 licensed financial advisor with Morgan Stanley, where he has worked since 2014. He has 24 years of industry experience and is based in West Conshohocken, PA. Outside of his advisory role, he holds a 25% ownership in a family farm and is the sole owner of an LLC for boat ownership. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by advanced modeling tools and acts primarily in an advisory capacity for retirement planning unless otherwise engaged.

Brett Daily is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, following four years at The Vanguard Group, Inc. He also spent time at Saint Joseph's University and the Phoenixville YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, with oversight of affiliated and unaffiliated sub-advisers.

Martha Kerns is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Amir Shahpari is a financial advisor with Raymond James & Associates in Berwyn, PA, holding a Series 63 credential and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2008. 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, investment consulting, and municipal advisory services supported by a broad range of portfolio management styles and affiliated research.

Michael Greenhalgh is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. His career includes roles at Merrill, RBC Capital Markets, Morgan Stanley Private Bank, and Bank of America. 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 strategies for a range of individual and institutional clients.

Gregory Bauer is a ChFC® credentialed financial advisor with 33 years of industry experience. He has been with LPL Enterprise since 2024, following a 31-year tenure at Pruco Securities, LLC. Bauer holds Series 63 and Series 65 licenses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to various investment programs and insurance products through an integrated platform.

Lori Pierre Louis is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 1998. 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, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Melissa Moyer is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior work includes positions at Rockefeller Financial LLC, Bank of America, Merrill, and Janney Montgomery Scott LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Katharine Powers is a financial advisor with Morgan Stanley in Berwyn, PA, holding Series 66 and Series 63 credentials with nine years of industry experience. Her prior roles include positions at Global Atlantic Financial Company, Lincoln Financial Distributors, and The Vanguard Group. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.

Joseph Digiacomo is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2009. In addition to his advisory role, he serves as an arbitrator for the American Arbitration Association and FINRA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through brokerage or advisory programs on an optional basis.

Bonnie Thompson is a financial advisor with Edward Jones in Gilbertsville, PA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Victoria Lilley is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Thrivent and its affiliates since 2006. Outside of her advisory role, she is a partner in Lilley Roesinger LLC, a pass-through entity managing business expenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics, with an option to combine planning with managed accounts under a consolidated billing structure.

James Curtis is a financial advisor at Edelman Financial Engines with Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at SEI Investment Company, DoorDash, Inc., and held various other roles before entering the financial advisory field. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Stephen Dolan is a Series 66 credentialed financial advisor with 27 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and maintains relationships with affiliated trust companies and banks.

Rebecca Li Huang is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill, and HSBC in prior roles. Outside of her advisory work, she is an author with published memoirs including a work on her experience as a first-generation Chinese American. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Luke Goldstock is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2025. His prior experience includes roles at Wells Fargo Clearing and Stephens Inc. Luke holds a degree from the University of North Carolina. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research.

Tony Queiroz Silva is a financial advisor with Morgan Stanley in Berwyn, PA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at The Vanguard Group for one year and has additional experience in the medical and academic sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Thomas Mitchell Jr. is a financial advisor with Osaic Wealth, Inc. based in Blue Bell, PA. He holds a Series 66 designation and has 18 years of industry experience, including 17 years at Lincoln Financial Advisors prior to joining Osaic. Outside of his advisory role, he provides editorial reviews of financial services-related articles as a consultant for The LightStream Group. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed-account solutions to construct portfolios across a range of asset classes.

Jason Cabot is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds a Series 66 designation and has worked with Mass Mutual Investors Services since 2016 and MassMutual Life Insurance Company since 2015. He is also Vice President of UFG Advisors, LLC, an entity related to succession planning for the UFG Advisors team. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning engagements.

William Ford is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.