Tuan Le is a financial advisor with LPL Financial in Conshohocken, PA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with LPL Financial since 2016 and also maintains a role at Trumark Financial Credit Union since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Thomas Gorman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2021. Outside of his advisory role, he has ownership interests in storage facility businesses in Pennsylvania and Maryland. 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 IPS-driven investment approach includes modern portfolio theory and a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Nicholas De Vito is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2022 and is also associated with Menninger & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and technology integration.

Blair Kurtz is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes multiple tenures at Morgan Stanley as well as a year at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Anthony Celentano is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo affiliates since 2016. Outside of his advisory role, he serves on the finance council for St. Patrick Church and School in Malvern, PA, assisting with the parish's financial stability, and he is also an author. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics from internal and third-party sources to evaluate investment options, offering a broad range of brokerage and advisory solutions.

Christopher Weidler is a CFP® professional with 13 years of industry experience, currently serving clients at Raymond James & Associates since 2015. He holds the Series 66 designation and is based in West Conshohocken, PA. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Drew Pettinelli is a Financial Advisor at Merrill Lynch Wealth Management and a member of the P.O.D. & Associates team. He has been in the financial services industry since 2024 and joined Merrill in August 2024. In his role, he provides customized solutions to meet clients' needs in wealth structuring, investment management, trust, and banking services. He also facilitates client access to the firm's resources, including capital market products, complex financing solutions, and an extensive banking platform. Drew's client focus areas include college education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management, small business strategies, and tax minimization. Drew holds a Bachelor's degree from Gettysburg College, where he also played lacrosse. He has earned the Personal Investment Advisor (PIA) professional designation. He is affiliated with professional organizations such as the Gettysburg College Alumni, Malvern Prep Alumni, and is a member of the Rivercrest Golf Club. In the community, Drew participates in holiday card making for patients at St Jude's Hospital. Residing in Collegeville, Pennsylvania, Drew enjoys spending time with his family, visiting Ocean City, New Jersey, and playing golf. He has two Rhodesian Ridgeback dogs.

John Northrop is a CFP®, ChFC®, and Series 66-licensed financial advisor with 10 years of experience at Edward Jones in Lansdale, PA. He has been with Edward Jones since 2016. Outside of his advisory role, he is president of Northrop Diversified, LLC, an investment company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, including access to separately managed accounts and affiliated mutual funds.

Michael Hudson is a financial advisor with LPL Financial who holds the ChFC® designation and Series 63 license, with 36 years of industry experience. Prior to joining LPL in 2018, he worked at Nationwide Securities, LLC and Nationwide from 2010 to 2018. He is also involved in writing and servicing fixed insurance products through activities with Highland Capital and CRUMP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and brokerage services, including model portfolios, retirement plan consulting, and participant advice programs, supported by proprietary and third-party research.

Joseph Mallee III is a financial advisor with Mass Mutual Investors Services in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with MassMutual and its related entities since 2011. Outside of his advisory role, Mallee is involved as the owner of a technology innovation company, Endinmind Creations LLC, co-CEO of a property and casualty firm, WOOP, and serves on the board of the Breakthrough Bike Challenge, a nonprofit supporting cancer research and the Penn Abramson Cancer Center. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved analytic tools to develop collaborative client relationships based on goals and recommendations.

Paul Mazurski is a financial advisor with Merrill, holding a Series 66 credential and beginning his career in 2025. He previously held positions at Bank of America and Convene, and from 2013 to 2019 he worked at Pinstripes, Inc. Outside of his advisory role, he owns a small residential handyman service, providing assistance to friends and family. 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.

Andrew Feldgus is a financial advisor at Morgan Stanley with 19 years of experience at the firm. He holds a Series 66 designation and is based in Blue Bell, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Hector Genao is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and economic modeling techniques.

Eric Abel is a financial advisor with Merrill in Conshohocken, PA, holding a Series 66 designation and 11 years of industry experience. He has been with Bank of America and Merrill since 2013. Eric serves on the Corporate Council Committee of the Barnes Foundation Museum in Philadelphia. 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.

Aaron Weierbach is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2018. Outside of his advisory work, he serves as a MoneyWise Advisor at Calvary Church of Souderton, providing guidance on budgeting and debt reduction. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations by offering customized investment strategies through a variety of advisory programs. The firm integrates in-house and third-party investment managers and provides portfolio management, financial planning, custody, and brokerage services.

Lisa Schaub is a financial advisor at LPL Financial with 38 years of industry experience. She holds a Series 63 designation and previously worked at Boenning & Scattergood Inc for 15 years. She is also a notary in Philadelphia, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Janna Lutz is a financial advisor with Edward Jones in Red Hill, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2026, she worked at Commonwealth Financial Network, Paragon Strategic Wealth, and Raymond James Financial Services Advisors, Inc. Lutz’s background also includes roles at American State Bank & Trust Company and CHI St. Alexius Health Williston. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Malcolm Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 designations and having 24 years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously spent five years with PNC Investments. Outside of his advisory role, he owns and manages a family rental property business in Sellersville, Pennsylvania. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional clients, utilizing both internal and third-party managers.

Joseph Padula is a financial advisor at Ameriprise with 27 years of industry experience. He has worked at Ameriprise since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves on the board of directors for the Variety Club and is involved in real estate development through several business ventures. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income, Social Security, and tax strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Alan Glassey is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 26 years and has been associated with Sagemark Consulting, Inc. since 1989. Outside of advisory work, he is involved in managing a family farm in Elverson, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.