Cheryl Plunkett is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Merrill since 2015, following three years at Morgan Stanley. Outside of her advisory role, she is involved part-time in skincare networking and sales with Rodan + Fields. 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bryan Messick is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked at TD Bank NA and Franklin Mint Federal Credit Union. He serves as a board member at large for the Delaware County Estate Planning Council. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan O'Neill is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he serves as a boys varsity soccer coach at WSSD in Wallingford, PA. 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 a range of financial planning and consulting services with non-discretionary implementation decisions left to clients.

Alfred Nicolosi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Wells Fargo Clearing, and Waddell & Reed. In addition to his advisory work, he is an insurance agent affiliated with various carriers through W&R Insurance Agencies. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Adam Kaufer is a financial advisor with Cetera, holding the CFP® and ChFC® designations and 14 years of industry experience. He is also co-owner of Prism Financial Group LLC and serves as principal and CEO of Kaufer Financial, LLC, specializing in financial planning and wealth management. Outside of his advisory roles, Kaufer serves on the board of Fort Mifflin on the Delaware, a national historic landmark, and is a board member of the Navy League of the United States Philadelphia Council. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services delivered via multiple program structures, with access to affiliated and third-party managers and a multi-manager platform approach.

Samuel Biscotto is a CFP® with 13 years of industry experience and holds Series 63 and Series 65 licenses. He has worked at Fidelity Investments since 2022 and was previously employed at Vanguard from 2013 to 2022. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Ian Haines is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Wells Fargo, he worked at The Vanguard Group. His background also includes work outside the financial sector, including roles at Crunch Fitness and several educational institutions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by in-house research and third-party analytics.

Brett Ciarelli is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. Outside of advisory work, he is involved with Bluebird Lending LLC, a lending business based in Philadelphia. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Neal Pierce is a CFP® and PFS™ credentialed financial advisor with 33 years of industry experience, currently associated with Cetera. He has held roles at Avantax Insurance Agency, Cumberland Insurance Group, and Avantax Advisory Services throughout his career. Pierce also maintains a CPA practice focused on tax preparation and accounting. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment solutions.

Maria Tyson Cori is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 63 designation and possessing 24 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 providing a broad range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

Appalonia Tankersley is a financial advisor with RBC Capital Markets in Philadelphia, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and GW&K Investment Management. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

George Eggers III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior roles include positions at Paulson Investment Company LLC, Walnut Street Securities, and Legg Mason Wood Walker. Eggers is a member of the Voorhees Economic Development Committee. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with both discretionary and non-discretionary program options.

Kristeen Mc Connell is a financial advisor at Equitable Advisors with six years of industry experience. She holds the Series 66 designation and has worked previously at JPMorgan Chase & Co. and Financial Integrity Resources Management LLC. She began her career after completing four years at Temple University. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers through both firm-offered and third-party advisory solutions.

Jeffrey Hohl is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, combining research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Justina Staneviciute is a financial advisor with Ameriprise in Longport, NJ, holding a Series 66 credential and four years of industry experience. She has been with Ameriprise since 2021 and is also associated with Andreanidis Financial Group, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad array of advisory, brokerage, and insurance solutions through its affiliated entities.

Paul Genoese is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Avantax Advisory Services and Avantax Insurance Agency. Outside of advising, he serves as Vice President of Brandywine Benefits Group, an independent insurance agency. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Rosalie Hunter is a Private Wealth Advisor at Merrill Private Wealth Management, where she has served since 2015. She co-founded the Hunter-McCormack Group and provides guidance to ultra-high-net-worth clients, including C-suite executives, entrepreneurs, and private business owners. Her team focuses on complex financial needs, including portfolio management, legacy planning, liquidity management, and tax minimization. Rosalie emphasizes a strategic approach to preserving and enhancing dynastic wealth. With over 35 years of experience, Rosalie draws on her previous roles as Managing Director at Barclays Wealth Management and J.P. Morgan Private Bank. She holds a bachelor's degree from Ohio Wesleyan University and an MBA with a concentration in finance from LaSalle University. She has earned professional designations such as Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Her work has been recognized consistently by Forbes, including listings among America's Top Women Wealth Advisors and Best-in-State Wealth Advisors. Residing in Chestnut Hill, Pennsylvania, Rosalie and her husband Joe have five adult children. She is involved in her community through the JVS Fund Advisory Committee and the Sunnybrook Golf Club Executive Committee. Outside of work, she enjoys running, golfing, spending time with family, and traveling.

Moses Kinney is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include work with City Planter LLC, Variant Plant LLC, and Method Hospitality Co., along with a period at Temple University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal CIO teams and third-party managers for a range of individual and institutional clients.

Blake Epstein is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at City National Bank and Morgan Stanley Private Bank, National Association, as well as Morgan Stanley Smith Barney. Outside of his advisory work, he is a passive owner of several rental properties managed by third parties. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and offers a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers and provides options for tax management, rebalancing, and responsible investing.

Matthew Cannon is a financial advisor with Wells Fargo Clearing in Fairless Hills, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing Services since 2018 and has worked at Wells Fargo Bank since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is guided by investment policy statements and modern portfolio theory, with a range of investment vehicles that include insurance-related products and bank deposit sweep options.