Kory Barto is a CFP® and Series 66-registered financial advisor with Edward Jones, bringing five years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at Cetera Financial Group, Aston Carter (Aerotek), and AEP Holdings, INC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Rocco Vernisi Jr. is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 licenses and has 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he coaches football at Malvern Prep School in Malvern, PA. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Jaekwan Kim is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2013 and currently serves as an advisory board member for the Equity Advisory Council, where he advises on community trends and events related to diversity and equity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 offers structured financial planning supported by firm-approved tools and market simulations.

Ryan Mitchell is a financial advisor with Edward Jones in Perkasie, PA, holding a Series 66 designation. He has one year of experience at Edward Jones and four years of prior experience at Citizens Bank. His work history also includes roles at The Giant Company, Chick-fil-A, Tswirl Crepes, and Liberty University. 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 through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Michael Heck III is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held roles at the Arthritis and Osteoporosis Center and Zator Law. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model that utilizes multiple program sponsors and allows advisors to act as portfolio strategists under certain conditions.

David Caccese is a CFP® professional with 31 years of industry experience. He is affiliated with RBC Capital Markets and has worked previously at Janney Montgomery Scott and City National Bank. Outside of his advisory role, he serves on the Finance and Audit Committee for the Catholic Leadership Institute, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, offers comprehensive advisory and portfolio management services to a diverse client base including individual investors, institutions, and charitable organizations. The firm employs tailored investment strategies using a combination of in-house and third-party managers and offers various program options with features such as tax management and responsible-investing screens.

William Schultz is a CFP® with 25 years of industry experience, currently with Wells Fargo Advisors since 2018. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. Outside of his advisory role, he owns and operates Zabri Wealth Management, a financial planning practice based in Royersford, PA. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

John Giapoutzis is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Giapoutzis holds a COMEX options membership permit as an investment, though he is not actively trading. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm combines structured planning tools and investment research to support client goals while offering various retail and institutional investment services.

Anthony Leneghan is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience working at Brandon Friday and in various roles outside finance, including managing a hospitality business, Leneghan's Crusader Inn, where he also works as a bartender. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutional entities, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and a range of third-party managers to deliver advisory and brokerage solutions.

James Tait III is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at CUSO Financial Services, LP for 18 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Julius Mittl is a financial advisor at LPL Financial with one year of industry experience. He previously worked at Diversified LLC and Florida Financial Advisors DBA Tristate Financial Advisors, and held roles at Temple University and the Northwestern Lehigh School District. He holds Series 65 and Series 66 licenses. 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 advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Robert Moyer is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Fidelity, he worked for 25 years at The Vanguard Group, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it holds regulatory registrations and advisory roles that distinguish it among large institutional peers.

Patrick Sawyer is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Janney Montgomery Scott, and Coventry First. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools to develop tailored plans.

Phillp Hevener is a financial advisor with Merrill and holds a Series 66 designation. He has seven years of industry experience and has worked at both Merrill and Bank of America since 2016. Outside of his advisory role, he is a member and investor in Shapes Ups Haircutting LLC, a barbershop founded by his brother 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Krista Regaldi is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she conducts portfolio reviews, oversees strategy implementation, and assists clients with goals-based planning, focusing on areas such as college education planning, family wealth management strategies, legacy planning, socially responsible investing, and retirement income. Krista began her career in wealth management in 2008, working at Merrill Lynch Wealth Management and Walters Bailey Associates. She holds Series 7 and Series 66 FINRA registrations and is licensed as an agent for Life, Accident, and Health insurance. Additionally, she earned the Accredited Wealth Management Advisor (AWMA) designation through the College for Financial Planning Institutes Corp. Krista is a graduate of Pennsylvania State University, where she received her bachelor's degree in communications in 2002. Outside of her professional career, Krista is involved in community organizations including Cradles for Crayons, Habitat for Humanity, Preston's Pantry, and St. Jude. She spends her free time at home with her two boys, husband, and dog.

Edward Murray is a financial advisor with Stifel, holding a Series 63 designation and 34 years of industry experience. He previously worked at Boenning & Scattergood for 18 years before joining Stifel in 2022. Murray serves on the boards of Chester Community School, a K-8 charter school, and CCRES, an organization providing educational and behavioral health services. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide guidance on asset allocation, retirement, insurance, and estate planning.

Philip Baldassari is a CFA® charterholder with 46 years of industry experience. He is currently with LPL Financial and previously worked for 14 years at Boenning & Scattergood Inc. 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 brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Isidore Ogoussan is a CFP® and ChFC® with 15 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and previously worked at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. Ogoussan is a committee member of the Delaware Africa Coalition and the Young Caribbean Professional Network and serves on the board of the Pennsylvania Restaurant and Lodging Association. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning and investment management services through a network of independent Financial Professionals, employing a variety of portfolio management strategies across multiple custody platforms.

Dean Bellos is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Maria Shields is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise and its predecessor firms since 2005. Shields serves on the board of trustees for The Wyndcroft School in Pottstown, PA. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team.