Anthony Celentano is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Credit Suisse Securities and Deutsche Bank Securities. Outside of his advisory role, he serves on the finance council for St. Patrick Church and School in Malvern, PA. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both 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 in Lansdale, PA, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including prior roles at Nationwide and MSI Financial Services. Hudson is also involved in fixed insurance product sales as an agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

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.

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 with LPL Financial in Berwyn, PA, holding a Series 63 designation and bringing 39 years of industry experience. She previously worked for Boenning & Scattergood Inc. for 15 years. Outside of her advisory role, she is also a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Janna Lutz is a financial advisor at Edward Jones with five years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Commonwealth Financial Network, Paragon Strategic Wealth, and Raymond James Financial Services Advisors, Inc. Outside of finance, she has worked with CHI St. Alexius Health Williston and The Williston Area Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, supported by a large network of advisors and branch offices nationwide.

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 with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and RBC Capital Markets. Outside of advising, he serves on the board of directors for Variety Club and is involved in real estate development through several business ventures. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.

Alan Glassey is a financial advisor with LPL Financial in King of Prussia, PA, holding the ChFC® designation along with Series 63 and Series 65 registrations. He has 36 years of industry experience, including 26 years at Lincoln Financial Advisors Corporation and over three decades associated with Sagemark Consulting, Inc. Outside of his advisory work, he is involved in managing a family farm in Elverson, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options through a large network of advisors, utilizing both firm research and third-party strategies.

Michael Cimino is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2021, and previously held roles at Pruco Securities and The Prudential Insurance Company of America. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and offers plans that incorporate market modeling without providing individual security recommendations as part of standalone planning.

Barry Rucks is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He previously worked at Ameriprise Financial Services for 14 years before joining LPL Financial in 2019. Outside of his advisory role, he is the owner of a business entity for tax and investment purposes, BA Rucks LLC, and is involved in a fixed and variable annuity insurance brokerage. LPL Financial is a national broker-dealer and registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions utilizing both proprietary and third-party models, supported by technology tools for operational and research purposes.

Stephen Schaeffer is a financial advisor with Morgan Stanley, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Harry Horn is a financial advisor at LPL Financial based in King of Prussia, PA, holding a Series 66 designation with eight years of industry experience. His career includes prior roles at Lincoln Financial Advisors Corporation and Lincoln Financial Group, as well as a position at The University of Scranton. 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 range of financial planning and investment management solutions, utilizing various strategies and tools delivered through a large network of investment adviser representatives.

Dennis Csensits is a financial advisor with J.P. Morgan Securities in Conshohocken, PA, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Northwestern Mutual and involvement with academic and athletic support organizations, including the Resnick Academic Support Center for Student Athletes and Duke University Basketball Camp. 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. Their advisory process integrates quantitative and qualitative research to develop model asset allocations, with implementation support from affiliated entities.