David Schultz is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Firstrust Financial Resources, Aflac, and Saint Joseph's University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to clients.

Ayoub Cherradi is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved in administrative tasks for Always There Home Care, an activity he has maintained since 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Adam Roberts is a financial advisor with UBS Financial Services in Conshohocken, PA, holding a Series 66 designation and 23 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for 13 years before joining UBS in 2022. Outside of his advisory role, Roberts operates WeBeJam, a sole proprietorship that designs and sells collectibles on Etsy. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Steven Ross is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ross also operates under TruMark Financial Wealth Advisors, a DBA tied to his credit union affiliation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Thomas Brennan III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials, and has 12 years of industry experience. His prior roles include positions at Northwestern Mutual and Voya Financial Advisors. He is also active as an independent insurance agent and serves as an associate agent involved in the sale of employee benefits and property casualty insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party investment managers.

Pari Magura is a Series 66-credentialed financial advisor with 16 years of industry experience. She is currently with RBC Capital Markets, having previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, Magura serves as Investment Committee Chair for the Samuel S. Fels Fund, is a board member of The Philadelphia Foundation, and volunteers as a troop leader for the Girl Scouts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs tailored to clients’ risk profiles and employs both in-house and third-party managers to implement customized portfolio strategies.

Susan Walla is a CFP® professional with 29 years of industry experience, currently affiliated with Cetera. She has an extensive background that includes over two decades at Avantax and founded her own tax and accounting business in 1988. In addition to her financial advisory work, she serves as Treasurer and Comptroller for Chalfont United Methodist Church, managing their accounting and charitable donation accounts. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, and institutional clients through a variety of portfolio management and retirement services. The firm operates a multi-manager platform offering a range of investment strategies and program options, overseeing more than $256 billion in assets and approximately 10,000 advisors.

James Burroughs is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to understand their individual financial situations. Utilizing the tools and resources available at Fidelity, he helps develop comprehensive strategies aimed at achieving clients' financial goals. James has a background that includes roles such as Investment Consultant at Fidelity Investments, as well as various client service positions at Vanguard from 2017 to 2022. His experience spans client care and investment consulting, providing him with a broad perspective on client needs and financial planning. Outside of his professional work, James enjoys cooking and baking, participating in family activities, maintaining fitness, watching movies, exploring outdoor adventures, and traveling.

Paul Raker is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2010. 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.

Jared Payne is a financial advisor at Thrivent Investment Management based in Montgomeryville, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at several companies including Zolon Tech Inc and N4 Solutions LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without implementation. The firm combines goal-based analyses with managed-account options under a consolidated billing service called "WealthPlan," and maintains periodic reviews of client plans.

Brian Peers is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliates since 2005. He is based in Gilbertsville, PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds. The firm’s approach includes research-driven, non-discretionary recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

John Kane is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his children’s investment trusts. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services based on an IPS-driven approach grounded in modern portfolio theory. The firm’s investment options include insurance-related vehicles and bank deposit sweep programs, providing a broader range of products than typical among large institutional advisers.

Catherine Alexander is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2008 and also holds an executor role for a family estate. 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 strategies for a range of individual and institutional investors.

Sabine De Ruijter is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked for five years at Villanova University and six years at Goois Lyceum. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Cristian Surdykowski is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked briefly at Janney Montgomery Scott, LLC and has experience in food retail and education sectors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage channels tailored to client goals and risk tolerance.

Eric Trimble is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry and joined Merrill Lynch in November 2008. Eric works closely with affluent families, high net worth individuals, and closely-held businesses to develop customized financial strategies. His approach involves personal consultations to set quantifiable goals, prioritize client needs, and implement tailored plans using a variety of financial instruments. Eric collaborates with clients’ tax advisors and estate planning attorneys to help ensure their financial affairs are well-managed. His areas of focus include college education planning, divorce transition planning, family wealth management, retirement planning, portfolio management, small business strategies, investment strategy, tax minimization, and retirement income. Eric holds a Bachelor of Arts degree in Business Administration from Lafayette College and is a member of the Investments & Wealth Institute™. He also carries the designation of Personal Investment Advisor (PIA). In addition to his professional work, Eric is involved in his community through organizing fundraisers for the Hearing Loss Association of America.

Laura Thomas is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 designations. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Andrew Connolly is a CFP® professional with 12 years of industry experience. He is currently with OSAIC, having joined the firm in 2023 after nine years at FSC Securities. Outside of his advisory work, Connolly operates a tax preparation business and serves as a notary public. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various portfolio construction tools and third-party solutions to manage accounts on both discretionary and non-discretionary bases.

Kyle Farley is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior experience includes roles at GWN Securities, KADES-MARGOLIS, and Lincoln Financial Distributors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Anna Kayeva is a financial advisor at Fidelity with seven years of industry experience. She has held roles at Fidelity Brokerage Services LLC since 2021 and previously worked at Merrill from 2018 to 2021. Before entering the financial sector, she was involved with Umbrella Auto Transport and studied at Penn State University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios utilizing mutual funds, ETFs, and ETPs.