Daniel Peters is a CFP® with 29 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Merrill from 2001 to 2003. 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 research from Wells Fargo Investment Institute and third-party databases.

Gregory Bauer is a financial advisor with LPL Enterprise holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including 31 years at Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and insurance products.

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 designations and has worked with firms including Rockefeller Financial LLC, Bank of America, Merrill, and Janney Montgomery Scott. Morgan Stanley Wealth Management serves individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Katharine Powers is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 66 and Series 63 designations. Her previous roles include positions at Global Atlantic Financial Company, Lincoln Financial Distributors, and The Vanguard Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved planning tools and comprehensive investment resources.

Joseph Digiacomo is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing and thirteen years at A. G. Edwards & Sons, Inc. He also serves as an arbitrator on FINRA and American Arbitration Association panels. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

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 financial advisor with Stifel in Conshohocken, PA, holding a Series 66 designation and 28 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Deborah Rounick is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services and Janney Montgomery Scott. Rounick serves on the Board of Directors for the Women's Opportunities Resource Center in Philadelphia. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools, with a broad range of offerings across retail and institutional markets.

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 at Osaic with 18 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 17 years. Outside of his advisory role, Mitchell provides editorial reviews of financial services-related articles as a consultant for The Lightstream Group. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm uses model-based asset allocation and portfolio optimization tools, providing various investment strategies and third-party manager options.

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.

Donna Wells is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2020, with prior roles including positions at Glenmede Trust Company, Swayze LLC, and Cipperman Compliance Services. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Esposito is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill since 2004. Outside of his advisory role, he works as a beer vendor at sporting events, including Philadelphia Eagles games at Lincoln Financial Field. 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 individuals, high-net-worth clients, and institutional investors.

Duncan Reed is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He has prior experience at DeVry University and has been affiliated with Gwynedd Mercy University since 2010. Edward Jones is a full-service wealth management firm with approximately $1.01 trillion in assets under management, serving individual and institutional clients through a large network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.