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 credentials and bringing 31 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining LPL Financial in 2019. Outside of his advisory role, he owns BA Rucks LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by research and model portfolios.

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 with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Lincoln Financial Advisors Corporation and Lincoln Financial Group, as well as a position at The University of Scranton. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, research, and various investment strategies.

John Wilson is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. Outside of his advisory role, he works as a spin instructor at a local fitness center in Conshohocken, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to support client strategies.

Christopher Bradley is a CFP® professional with 32 years of experience in the financial services industry. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is involved in managing and overseeing mobile home park operations and investment-related retail sales through several privately held entities in Coopersburg, Pennsylvania. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and investment products.

Dennis Csensits is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses and has three years of industry experience. His background includes roles at Jpmorgan Chase Bank and Northwestern Mutual, as well as involvement with the Resnick Academic Support Center for Student Athletes and Duke University Basketball Camp. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset‑allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies.

Michael Kern is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having eight years of industry experience. His prior roles include positions at Lincoln Financial Group and NEXT Financial Group, Inc. He also operates a registered representative business under Porter and Guide Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Eileen D'agostino is a financial advisor at Morgan Stanley with 47 years of industry experience. She has worked at Morgan Stanley since 2009, including time at Morgan Stanley Smith Barney prior to the firm's rebranding. 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 uses structured planning tools and scenario modeling to support its financial planning process.

Sean Riley is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designations of Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Riley earned a Bachelor's Degree from Saint Joseph's University.

Kwabena Asiedu is a financial advisor at Thrivent Investment Management with Series 65, 63, and 66 licenses and less than one year of industry experience. His prior work includes roles at Morgan Stanley and Medallia Inc., as well as consulting and entrepreneurial ventures, such as Asiedu Consulting. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, providing goal-based financial analyses and planning without discretionary portfolio management.

April Heiser Liedike is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at Securities America, Park Avenue Securities, and Guardian Life Insurance. She is also a partner at Proactive Tax Strategies, LLP, which provides tax preparation and accounting services. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Shane Cameron is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He previously worked at AXA Advisor, LLC and Bryn Mawr Trust. Cameron also operates an outside brokerage insurance business under a DBA called 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, working extensively with program sponsors and third-party managers.

Jay Mitzner is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 39 years of industry experience. He previously worked at Grove Point Advisors, LLC and H. Beck, Inc. In addition to his advisory role, he operates a non-variable insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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, model portfolios, and research support.

Joseph Waterman is a Series 66-licensed financial advisor at LPL Financial with 26 years of industry experience. He has worked at Merrill, Bank of America, and Boenning & Scattergood before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Douglas Getzke is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Nicholas Salatino is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. Prior to joining Fisher, he worked at Columbia Management Investment Distributors Inc for eight years. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across various asset classes, with services that also include sub-advisory and retirement plan management.

Michael Menninger is a CFP® with 25 years of experience in financial advising. He is currently with LPL Financial and has previously worked at Cetera Advisor Networks LLC, Menninger & Associates, and VOYA Financial Advisors. In addition to his advisory work, he teaches in the Perkiomen Valley School District and contributes as an article editor for LendEDU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Vincent Amalfitano is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2008. Outside of his advisory role, he works as an independent contractor at Amalfitano Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

William Hottenstein is a CFA® charterholder with 24 years of industry experience, currently serving at Morgan Stanley since 2015. He holds the Series 63 designation and operates out of West Conshohocken, PA. Outside of his advisory role, he owns a rental property business in Brooklyn, NY. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing advisory programs to both individual and institutional clients. The firm focuses on structured financial planning using proprietary tools and serves a broad client base with a range of investment and advisory services.