Krista Finegan is a financial advisor with Morgan Stanley in Newtown Square, PA, holding Series 63, 65, and 66 licenses and possessing 15 years of industry experience. She has been with Morgan Stanley and its affiliated private bank since 2014. Outside of her advisory role, Finegan is the founder of 100 Women Downingtown, a community group based in Downingtown, PA. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in assets and employs structured planning tools to support client financial goals.

Daniel Reganata Jr. is a financial advisor at Cetera with 19 years of industry experience. He holds the PFS™ and Series 63 designations and has held positions at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he owns and operates Reganata & Associates, providing accounting, tax preparation, and consulting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program structures.

Brenan Mc Allister is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Company. Additionally, he has been affiliated with Bucknell University since 2012. Outside of his advisory role, Mc Allister is involved in individual life insurance brokerage. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing tools such as Monte Carlo simulations and automated asset allocation in its planning process.

Michael Fee is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Mutual of America Securities LLC for four years and Lincoln Financial Distributors for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and operates with more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Matthew Stranix is a CFP® professional with eight years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has held multiple roles at Widener University from 2014 to 2018. Outside of his advisory work, he is a partner and manager at NOW WHAT Financial Education, LLC, where he co-authors books and performs paid speaking engagements. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software to analyze client goals and provide written recommendations.

Michael Brady is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is a business owner of Horsham Holdings Group, a non-investment-related entity. 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 services including financial planning, wrap and model portfolio programs, and institutional platforms, with advice and account management provided primarily by investment adviser representatives using a variety of strategies and support tools.

Drew Smiley is a financial advisor with J.P. Morgan Securities in Philadelphia, PA. He holds a Series 66 license and has been with the firm since 2026. Prior to joining J.P. Morgan Securities, his work history includes roles at JPMorgan Chase Bank, Legend Biotech, Commonwealth M&A, and positions at Lafayette College and The Hun School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Gregory Frankel is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Glenmede Private Wealth Management, Glenmede Trust, and the Bank of New York. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program.

Sean Stoneback is a financial advisor with Equitable Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2005 and previously associated with Axa Advisors, LLC. Sean is also a co-executor of his grandparents' estate and operates an outside insurance brokerage business. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of investment adviser representatives and third-party managers to deliver tailored investment solutions across a broad range of products.

Daniel Mckiernan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He manages an inter-generational wealth management business focused on client satisfaction through comprehensive, personalized service supported by the resources of a global bank. He joined Merrill Lynch Wealth Management in 2016 after completing his MBA at the Villanova School of Business with specializations in Finance, Strategic Management, and International Business. In 2017, he became part of The McKiernan Group, where he integrates a goals-based wealth management planning process, develops client relationships, and creates customized financial strategies. He works closely with clients' teams of attorneys, accountants, and other advisors to provide coordinated wealth management. Daniel performs detailed analyses of clients’ net worth, cash flows, and asset allocations, which include retirement probability forecasts, education saving strategies, and portfolio performance reports. He focuses on family wealth management, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible investing including ESG considerations, tax minimization, and retirement income. Daniel earned his bachelor's and MBA degrees from Villanova University and holds Series 7, 63, and 65 FINRA registrations along with the Personal Investment Advisor (PIA) designation. He is actively involved with the Villanova School of Business Mentor Program and serves as a mentor and advisor for the NOW Generation of Chautauqua Institution. Daniel is a member of the Augustinian Volunteers Alumni and has volunteered as a teacher at Holy Family Catholic School in San Diego. He resides in Ardmore, PA, and is a member of the Overbrook Golf Club and The Merion Cricket Club.

Samuel Gruehn is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and six years of industry experience. He has been associated with MassMutual Life Insurance Company and its related entities since 2019. Outside of his advisory role, he works as an insurance agent specializing in life, disability, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning with clients.

Tyler Millan is a financial advisor at UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining UBS in 2025, he worked for five years at The Vanguard Group. He has also held roles at Target Corporation, E-Force Recycling, Rothman Institute, and King's College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and model-based asset allocation strategies.

Victor Marcelo is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2023. Prior to his financial advisory roles, he was involved with the Martuscelli Restaurant Group and has worked at the University of Delaware, Newark Country Club, and Saint Mark’s High School. Mass Mutual Investors Services, a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning through collaborative engagements using firm-approved analytical tools and specialized programs including divorce planning and estate-settlement services.

Paul Failla is a financial advisor with Morgan Stanley in Newtown Square, PA, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies.

John Roeckel Sr. is a financial professional with 34 years of experience, currently associated with Cetera. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities, Inc. and Fuhrman Management Associates, Inc. Since 2023, he has been involved with Pinnacle Wealth Advisors, LLC and acts as a youth baseball umpire. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Paolo Shaw is a financial advisor at Equitable Advisors with a Series 66 credential and no prior industry experience. His work background includes roles outside the financial sector, such as positions at Qdoba Mexican Eats and Daily Diner, as well as attendance at Saint Joseph's University. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory models and offers services involving mutual funds, ETFs, separately managed accounts, and select alternative investments.

Nicole Ferrara is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and previously worked at Merrill and LPL Financial. Prior to her financial career, she was employed at Pennington Dental Associates for six years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Ryan Calhoun is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and having five years of industry experience. Prior to joining Equitable Advisors in 2020, he held various roles including positions at Amazon and West Chester University of Pennsylvania. Outside of financial advising, he has experience working with Germantown Academy Football Camps. Equitable Advisors serves a broad client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset managers and advisory programs, focusing on customized investment solutions without sponsoring its own wrap fee program.

Gregory Stosuy is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BCG Securities, American Portfolios Financial Services, Banc of America Investment Services, Quick & Reilly, and Prudential Equity Group. Outside of his advisory role, he is involved with the Haddon Planning Group, focusing on insurance services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting various program options and third-party manager selections.

Atiqur Tilok is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes positions at Wells Fargo Bank, N.A., and Key Bank. Outside of his advisory role, he works as a ground transportation associate for Parkway Corporation in Philadelphia. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a broad range of financial products.