Nicholas Rindock is a Series 66-registered financial advisor with Raymond James & Associates, where he has worked since 2017. He has six years of industry experience and previously worked at Muhlenberg College. Located in West Conshohocken, PA, he is part of a large advisory team serving a diverse client base. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs.

Susannah Madden is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2002. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on diverse portfolio management styles and affiliated research.

Virginia Rockey is a Series 66-licensed financial advisor with Morgan Stanley, bringing three years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Merrill and has experience related to community and environmental programs, including participation in the AmeriCorps NJ DEP Watershed Ambassador Program. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and analyses.

Michael Knipe is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

James Witner is a financial professional with five years of industry experience, currently associated with Cetera. He holds the Series 65 designation and has worked at various firms including Rosenzweig & Associates and Diversified, LLC. Witner is also involved with Van Pelt Wealth Advisors, where he conducts investment research and operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management services and operates a multi-manager platform that supports diverse investment strategies across discretionary and non-discretionary accounts.

Jeffrey Smith is a financial advisor with Ameriprise who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including partnerships in a fitness gym and a logistics company, and he serves on the boards of The Baby Bureau and St. Joseph's Preparatory School. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds, providing detailed annual recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts and uses algorithmic tools overseen by a dedicated committee.

Christian Tolino is a CFP® professional with four years of industry experience, currently affiliated with LPL Financial. His work history includes roles at Charles Schwab & Co., Inc., Cramer Management LLC, and The Vanguard Group, Inc. prior to joining LPL Financial. 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 provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Joseph St. Pedro is a financial advisor at LPL Financial with 37 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is involved in insurance sales and co-owns a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment approaches and offers various platforms and tools for financial planning and portfolio management.

Johanna Walters is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1998, she has worked with C-suite executives, successful entrepreneurs, and multigenerational families, providing investment analysis, wealth management strategies, and estate planning services. Her client-focused approach aims to help individuals and families make informed financial decisions tailored to their unique needs. Johanna graduated magna cum laude from Temple University with a major in finance and business law. She holds the Series 7 and Series 66 FINRA registrations and is licensed as an agent for life, accident, and health insurance. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), among others. She has also attended the University of North Carolina. Beyond her professional career, Johanna serves as a board member of Women's Animal Center, America's first animal shelter. She also supports Wissahickon Trails in its mission for improved water quality, environmental education, and land conservation. Johanna and her husband, Brian Sweeney, reside in Blue Bell, PA, and enjoy horseback riding, skiing, and hiking.

Elizabeth Herman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Woodbury Financial Services and Lam Financial Services. Outside of her advisory work, she is involved in financial education as a facilitator and serves as secretary for a nonprofit community event organization and an elder law legal aid nonprofit. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes firm-provided asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios.

Michael Sirianni is a financial advisor with Wells Fargo Clearing in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Benjamin Archer is a financial advisor with Morgan Stanley Wealth Management in West Conshohocken, PA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He previously worked at UBS Financial Services for 24 years before joining Morgan Stanley in 2021. Outside of his advisory role, he serves on the Board of Trustees and the Investment Committee for Germantown Academy, where he contributes his investment expertise to oversee the school’s endowment. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a range of investment programs alongside estate planning and corporate financial planning services.

David Bruno is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm provides investment advisory and brokerage services, utilizing model-driven investment strategies and offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

David Mebs is a financial advisor at Equitable Advisors in Conshohocken, PA, with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Equitable Advisors since 2016, previously with Axa Advisors and MSI Financial Services. Outside of his advisory role, he is involved in fixed insurance product sales and settlement consulting through FIRSTRUST Financial Resources and Sage Settlement Consulting. Equitable Advisors serves individuals—including non‑HNW and high‑net‑worth clients—pension and profit‑sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various programs and third‑party managers, focusing on tailored advice based on client risk tolerance and plan information.

Kate Hershey is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds a Series 66 designation and has worked with PNC Financial Services Group since 2006. Hershey is also a licensed employee at Fulton Bank, where she dedicates a significant portion of her time. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations.

Alfred Barbato is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors, Santander Securities, and Janney Montgomery Scott. Barbato is also associated with TruMark Financial Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering various financial planning and asset management solutions supported by advanced research and operational tools.

Ryan Flynn is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers services supported by structured planning tools and market modeling techniques.

Marc Bianchi is a financial advisor with Morgan Stanley in Blue Bell, PA, holding a Series 66 designation and 23 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Daniel Casino is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. He previously worked at Wells Fargo Clearing from 2016 to 2019 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds ownership in Invictus Wealth Management, LLC, and serves as a trustee for its 401(k) plan. He is also a notary public in Doylestown, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Mark Maertzig is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Cadaret, Grant & Co., Inc. for 17 years. In addition to his advisory role, Maertzig operates Tax Aid Associates, a tax preparation and accounting business. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by extensive operational tools and a broad platform of financial products.