Thomas Mackuse is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo NA prior to joining J.P. Morgan Chase Bank in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process and may incorporate ESG criteria in its recommendations.

Peter Bednarek is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 28 years of experience in the financial services industry. He focuses on providing a comprehensive approach to managing wealth, beginning with understanding each client's goals to tailor strategies for milestones such as education funding, retirement planning, and legacy development. Peter leverages investment insights from Merrill Lynch and banking services from Bank of America to address complex financial situations. He holds a Bachelor's degree from King's College and an MBA from Saint Joseph's University. Peter is a Personal Investment Advisor (PIA) and offers expertise in areas including college education planning, personal retirement planning, special needs planning strategies, women and wealth, and retirement income. Peter is actively involved in his community, serving as Board President of Integrate for Good, Board member of Lansdale Catholic High School, and a member of multiple chambers of commerce. He volunteers coaching youth basketball with the Deep Run Valley Sports Association and teaches 2nd grade PREP at Mary Mother of the Redeemer Catholic Church.

Keith Wagner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Raymond James since 2021 and previously held positions at Insight Global and Ursinus College, among others. 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 institutional advisory services.

Kimberly St Pierre is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate firms since 2007. In addition to her advisory role, she owns and operates KSP LLC, a business unrelated to investment activities. Ameriprise serves primarily high-net-worth individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to produce personalized, written recommendations. The firm utilizes a centralized consulting team and algorithmic tools to support advisors in delivering tailored retirement income strategies.

Gregory Curran is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously at Delaware Investments from 2016 to 2019. Curran serves as an advisory board member for the Boys and Girls Clubs of North Penn Valley, a nonprofit organization. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Freed is a financial advisor with Sitman, Freed & Co. LLP and holds a Series 63 designation. He has 20 years of industry experience and has been associated with Sitman, Freed & Co. LLP since 1999 and Legg Mason Wood Walker, Incorporated since 2001. Sitman, Freed & Co. LLP is a Certified Public Accounting firm that provides accounting, tax, and related professional services to individual and entity clients. The firm is registered as an investment adviser but does not provide direct investment management, instead referring clients to a broker-dealer for securities and advisory services under a solicitor arrangement.

Theodore Zimmerman is the sole advisor at T.E. Zimmerman, Investment Services in Langhorne, PA. He holds a Series 63 designation and has experience in real estate, insurance, and personal and business management services dating back to 2006. Outside of investment management, he is active as a real estate agent and provides accounting and bookkeeping services. T.E. Zimmerman, Investment Services offers discretionary investment management primarily for pooled vehicles and institutional mandates. The firm serves a diverse client base, including sovereign wealth funds, pension plans, and both high-net-worth and non-HNW individuals, and combines traditional investment services with licensed real estate and insurance brokerage activities.