Michael Burns is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at firms such as Wells Fargo Clearing Services and The Vanguard Group. Outside of his advisory work, he has been involved with Squires Golf Club. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations.

Thomas Kreider is a financial advisor with Edward Jones in Doylestown, PA, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large nationwide network of financial advisors and branch offices.

David Montemurro is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. Outside of his advisory work, he plays music locally with a band and volunteers with a marine rescue and fire company nonprofit. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through both advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, leveraging an integrated platform that combines adviser programs with active sales of financial products.

Bethany Colflesh is a financial advisor at LPL Financial with 20 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Eric Markowitz is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 designations and with 32 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory role, he operates as an independent insurance agent focusing on fixed insurance products under the business name Firstrust Financial Resources. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Avery Sanson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. Their background includes roles at Cambridge Investment Research, Inc. and Financial Voyages, LLC, as well as work at the Los Angeles Film School. Avery is also an owner of Sanson Legacy Financial Planning LLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment solutions through a network of independent professionals, with access to proprietary and third-party model strategies tailored to client objectives.

Carla Gascon is a financial advisor with LPL Enterprise in Warrington, PA, holding Series 63 and Series 65 credentials and eight years of industry experience. She previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, accumulating seven to eight years with each firm. Outside her advisory role, Gascon is a business owner of G2G Ventures LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Christopher Koehler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisors.

Dennis Freedman is a financial advisor with Ameriprise in Langhorne, PA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as a technical analyst for a biometric company specializing in iris recognition, performing monthly reviews of system mismatches. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized, non-discretionary recommendations. The firm delivers these services through a centralized consulting team in partnership with financial advisors and emphasizes the use of its affiliated managed accounts and funds.

Gary Willcox is a CFP® professional with 19 years of industry experience. He is currently with Equitable Advisors and previously worked at TIAA-CREF and The Vanguard Group. Outside of his advisory work, he serves as an administrator or executor of estates and trusts for family and non-family members. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Minakshi Malhotra is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. She has 24 years of industry experience, having worked at Prudential Insurance Company of America since 2002 and at Pruco Securities, LLC. until 2024. Outside of her advisory role, she is also a licensed agent for Liberty Mutual in property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs through an integrated platform that combines advisory programs with brokerage and insurance products.

Kathleen Robins is a CFA® charterholder with 12 years of industry experience. She is currently affiliated with Charles Schwab & Co., Inc., where she has worked since 2026. Her prior experience includes roles at Morgan Stanley, Thrivent Investment Management, LPL Financial, and Prudential. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Michael Skalamera is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 credentials and 46 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Gregory Bruno is a financial advisor at LPL Enterprise with Series 66 credentials and one year of industry experience. He has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has been involved with Rex Heat Treat since 2006. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to various managed portfolios, combining adviser programs with sales of other financial products including insurance.

Dena Boyd is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2017 and has prior experience at Vivint Solar and Western Governors University. 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, retirement plans, corporations, and charitable organizations.

Jesse Raines is a Series 66-licensed financial advisor with Cetera, bringing seven years of industry experience. His background includes roles at Delaware Valley Advisors LLC and Minnesota Life Insurance Company. Outside of advisory work, he owns and assists with the operations of Rising Sun Pizza, a pizzeria in Northeast Philadelphia. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that features model portfolios, third-party managers, and customized strategies.

Scott Stern is a financial professional at Cetera with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including NYLife Securities, Securian Financial Services, and Delaware Valley Advisors. In addition to his advisory role, Stern is involved with Wealthbridge Financial, a financial services DBA. Cetera Investment Advisers LLC serves a diverse client base including 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 nationwide network of independent advisors and operates a multi-manager platform with access to various program structures and third-party managers.

Glenn Palmitessa is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior experience includes roles at Ameriprise and Wells Fargo Advisors. Outside of advising, he is involved in a ski and snowboard retail business in Doylestown, PA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, and corporations through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

David Corcoran is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

Douglas Clark is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves as a bookkeeper and board member for the Colorado Center for Modern Psychoanalytic Studies, where he assists with check writing, account balancing, and fundraising. 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 financial planning, non-discretionary investment consulting, and specialized municipal advisory services.