Adam Saunders is a financial advisor with Morgan Stanley in Newtown Square, PA, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support clients’ financial goals.

Robert Mckiernan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads The McKiernan Group, providing wealth management strategies tailored to meet the unique financial goals of his clients. With over 30 years of experience, Robert specializes in college education planning, corporate executive services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, and retirement income. Robert holds a bachelor's degree from Villanova University and is a Personal Investment Advisor (PIA). He is actively involved in professional and community organizations including the Advisory Council of Notre Dame Academy, the Annual Fund of Chautauqua Institution, the Augustinian Development Council, the Bryn Mawr Business Association, and The Devon Horse Show & Country Fair. His community involvement extends to supporting the Augustinian Monastery, Joy of Sox, and St. Thomas of Villanova Parish. Outside of his professional work, Robert enjoys boating, golfing, skiing, spending time with his family, and practicing yoga.

Andrew Polis is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside his advisory role, he serves as co-trustee of his father's trust and co-executor for his mother's estate, both investment-related responsibilities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Michael Steinrock is a financial advisor at Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation with four years of industry experience. His career includes roles at Merrill and Bank of America/Merrill Lynch. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Goldman is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at True Search, Workato, and Sidecar Interactive. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a combination of in-house and third-party advisory models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jeffry Campbell II is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 designations. He has 23 years of industry experience, including roles at LPL Financial and 360 Wealth Management. Outside of finance, he writes, records, and performs music professionally as a performance and studio musician. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, employing firm-approved software and collaborative planning processes.

Brent Fuchs is a financial advisor at Osaic Wealth with 25 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Osaic in 2025, he spent 25 years at Lincoln Financial Advisors Corp. Outside of his advisory role, Fuchs is involved in insurance activities, offering various types of insurance products including group health, disability, life insurance, and annuities through affiliated entities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization with a range of customized investment programs.

Margaret Disammartino is a financial advisor with Merrill based in Philadelphia, PA. She holds a Series 66 designation and has 18 years of industry experience. She has been with Merrill Lynch since 1991. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal teams and third-party style managers.

Emily Huber is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has worked at Edward Jones in two separate periods and spent three years at Bank of America (Merrill Lynch). Prior to her finance career, she held roles at the University of Delaware, Brookside Golf & Country Club, and Thomas Worthington High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.

Arthur Ace is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including PNC Wealth Management and Truist Investment Services. Outside of his advisory role, he serves on the board of the Touchstone Foundation, focusing on mental health services for youth, and participates in leadership and estate planning nonprofit organizations in Lancaster County. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of advisors, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research, incorporates ESG criteria, and includes broader derivatives and commodities capabilities.

Dana Nguyen is a financial advisor at UBS Financial Services with six years of industry experience. Nguyen holds Series 63 and Series 65 licenses and has worked at UBS since 2019. Prior roles include positions at Citizens Securities, Citizens Bank, PNC Bank, and Kish Bancorp. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Keith Coleman is a financial advisor at Edward Jones in Wynnewood, PA, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of his advisory role, he is involved in property rental management in Upper Darby, PA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Kimberly Goodman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. Her prior work includes roles at TD Private Client Wealth LLC, BNY Mellon Securities Corporation, and MBSC, LLC. She also serves as power of attorney for her child. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors. The firm combines research from Wells Fargo Investment Institute and third-party sources to support diversified portfolio construction and offers a range of brokerage and advisory solutions.

Ryan Smith is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2010, following a tenure at Axa Advisors. Outside of his advisory role, Smith serves as Vice President of Finance on the board of the Society of Human Resource Management Philadelphia Chapter. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of representatives. The firm utilizes third-party advisory programs and emphasizes matching clients to appropriate investment models based on risk tolerance and personal information.

Andrew Pompe is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009 and was previously affiliated with Axa Advisors, LLC. He serves as an at-large director on the Penn State Smeal College of Business Alumni Society Board. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate advisory programs or discretionary managers, utilizing both proprietary and third-party solutions.

Samantha Talecki is a Client Experience Advisor at Merrill Lynch Wealth Management. In her role, she works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. She aims to empower clients with the knowledge and tools needed to take control of their financial lives and choose the platform that best fits their needs. Samantha holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Lafayette College. Her professional philosophy involves helping clients uncover what matters to them and their families to create a strategy for pursuing their financial goals.

Ryan Maloney is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His career includes roles at MassMutual Life Insurance, New York Life Insurance Company, Lincoln Financial Advisors, and The Vanguard Group. Outside of finance, he has experience in the hospitality industry and operates a dog services business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a structured approach that emphasizes collaborative planning and goal analysis.

Kimberly Daniels is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with LPL Financial since 2015 and previously worked at Wireless Zone from 2011 to 2019. 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 portfolios, and institutional platforms.

Adam Conish is a financial advisor with UBS Financial Services in Philadelphia, PA. He holds the Series 65 and Series 63 designations and has 19 years of industry experience, including prior roles at Quasar Distributors, LLC and Glenmede Investment Management, LP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Martin Sinclair is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been associated with Cetera and its affiliate entities since 2013 and operates a CPA practice, Sinclair Associates LLC. Sinclair is involved in nonprofit work as a board member of My Father's House Inc. and serves as treasurer for the Prader-Willi Syndrome Association Chapter of New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers multiple program options, including model portfolios and custom strategies, managing over $256 billion in assets.