John Robbie III is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Merrill, Bank of America, N.A., and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized strategies and portfolio management delivered through both in-house and third-party providers.

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. 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, model portfolio programs, third-party asset management, and institutional platforms.

Sidney Ruth is a CFP® with 24 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2024. Prior to this, Ruth worked at Cetera and FIFS, LLC, where they held advisory and ownership roles. Ruth is also a board member of the Mosaic Conference and the Living Branches Foundation, both nonprofit organizations. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals across multiple platforms and custodians.

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 25 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, Citizens Securities, PNC Wealth Management, Wells Fargo Clearing, and Merrill. He serves as a board member for Best Buddies of Pennsylvania, assisting in organizing annual events and developing programs. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations, utilizing a variety of advisory models and third-party asset managers to deliver tailored investment solutions.

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 previously worked at Symetra Securities, Symetra Life Insurance Company, Brighthouse Securities, and MetLife Investors Distribution 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 process that incorporates quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

John Knight Jr. is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a 25-year tenure at Merrill. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines proprietary research with third-party analytics to provide diversified investment solutions and offers a range of financial products through its bank and insurance affiliates.

John Horn is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and the Series 66 license. He has 12 years of industry experience, having previously worked at Lincoln Financial Advisors for 18 years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Andrea Goldstein is a financial advisor at Equitable Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Compass Health Consultants and Guardian Life Insurance Company. Prior to her finance career, she held positions in the hospitality industry. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Brad Bryan is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Cetera in Phoenixville, PA. His prior experience includes roles at Charles Schwab, TD Ameritrade, and The Vanguard Group. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Hailey Schwartz is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Nationwide Investment Services Corp. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.