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 over 21 years of industry experience. He has been with Merrill since 2004. Outside of his advisory role, he works seasonally as a beer vendor at sporting events for organizations including the NFL and Aramark. 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 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.

John Robbie III is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Merrill, Bank of America, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers a variety of advisory programs that combine discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Leslie Callahan is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. In addition to her role at Ameriprise, she manages an advisory business with Ashford Wealth Advisors, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through a centralized team that collaborates with advisors to provide written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Miranda Cabrelli is a CFP® certificant with 17 years of industry experience, currently affiliated with Morgan Stanley. Her background includes roles at The Vanguard Group and Delaware Distributors, L.P. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that leverages firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-based financial planning agreements.

Rebecca Sweeney is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, she worked at PRECISIONscientia (formerly ETHOS Health Communications) for two years and at ScribeAmerica for four years. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jennifer Raines is a financial advisor with Morgan Stanley in Berwyn, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and advanced modeling techniques as part of its financial planning process.

Jennifer Blank is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise in Conshohocken, PA. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and a centralized consulting approach to deliver personalized, algorithm-assisted advice primarily for assets managed within Ameriprise.

Bradley Bishop is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Next Financial Group, Inc. for seven years. Bradley is also involved with AZT Financial Group LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Sidney Ruth is a CFP® with 24 years of industry experience and is currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2024, Sidney held positions at Cetera and FIFS, LLC. Sidney serves on the boards of the Mosaic Conference and the Living Branches Foundation and owns Franconia Insurance & Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals and supports both discretionary and non-discretionary strategies tailored to client objectives.

Hugh Odonnell is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Morgan Stanley since 2015 and currently works at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize advisory roles without individual security recommendations unless specifically engaged.

Sage Bleakney is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Investment and Commonwealth Financial Network. Outside of financial advising, he is the founder and owner of Sage CRM Consulting, LLC, providing Redtail CRM consulting services, and also operates As If Entertainers, a separate business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, 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 multi-manager platform with access to third-party money managers and various program structures.

Jeffrey Slavich is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at MML Investors Services and MassMutual from 2015 to 2022. He serves as a board member for Best Buddies of Pennsylvania, assisting with event planning and program development. 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 a range of third-party managers and LPL programs. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Matthew Delzingaro is a financial advisor at Fisher Investments with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Brighthouse Securities, LLC, MetLife Investors Distribution Company, Symetra Securities, Inc., and Symetra Life Insurance Company. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes tax-aware strategies and risk management tools.

John Knight Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a beneficiary of the Patricia A Laird estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

John Horn is a financial advisor with LPL Financial holding CFP® and ChFC® designations and 11 years of industry experience. He previously worked at Lincoln Financial Advisors for 18 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Patrick Wayman is a financial advisor with Ameriprise in Penn Valley, PA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Ashford Consulting, LLC, an entity established to hold the real estate for his financial planning practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports that support retirement income strategies, with an emphasis on assets held within Ameriprise-managed accounts.

Arthur Frohner Jr. is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds a Series 63 designation and has worked at Merrill, Bank of America, and Morgan Stanley, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broad retail and institutional offerings.

Marva Hardnett is a financial advisor with Ameriprise in Plymouth Meeting, PA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she is involved in independent insurance brokering with New York Life. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.