Michael Kern is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Group, NEXT Financial Group, and Porter and Guide Wealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 industry credentials including Series 65, Series 63, and Series 66. He has professional experience working with Thrivent Financial since 2026. Prior to this role, he held positions at Deel Inc, Asiedu Consulting, Revenue Collective Inc., and Morgan Stanley, among others. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive planning in areas such as retirement, tax, estate, and special needs without portfolio management or institutional advisory services.

April Heiser Liedike is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 22 years of industry experience. She previously worked at Securities America, Park Avenue Securities, and Guardian Life Insurance, among other firms. Liedike is also a partner at Proactive Tax Strategies, LLP, a tax preparation and accounting business. 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 financial planning and investment management services, utilizing a variety of strategies and technology tools to support its extensive network of advisors.

Jay Mitzner is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Grove Point Advisors, LLC and H. Beck, Inc. He is also engaged in a non-variable insurance agency role. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plans through a large network of investment adviser representatives, providing a range of investment and retirement solutions supported by various advisory platforms and technology tools.

Joseph Waterman is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has worked at Merrill, Bank of America, Boenning & Scattergood, and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Getzke is a financial advisor with Stifel in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse clientele, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a focus on proprietary investment analysis and asset 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® professional affiliated with LPL Financial, bringing 25 years of industry experience. His career includes roles at Cetera Advisor Networks, VOYA Financial Advisors, Wells Fargo Clearing, TD Wealth Management Services, and Equitable Advisors. In addition to his financial advisory work, he teaches within the Perkiomen Valley School District and produces an online podcast. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with customizable investment strategies supported by research tools and a broad platform that includes insurance and credit products.

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.

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 at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley and its Private Bank since 2013. He serves on an advisory council for equity, advising the Chief Diversity and Equity Officer on community trends and events. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques to support tailored financial strategies.

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 with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Equitable Advisors, he worked at the Arthritis and Osteoporosis Center and Zator Law, among other roles. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes tailored investment solutions delivered through a network of Investment Adviser Representatives and relies on third-party program sponsors and managers.

David Caccese is a CFP® with 32 years of industry experience, currently with RBC Capital Markets in Conshohocken, PA. His prior experience includes roles at City National Bank, Janney Montgomery Scott, Merrill, and Ameriprise. He serves as a committee member for the Catholic Leadership Institute, contributing to its Finance and Audit Committee. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with tailored advisory programs that offer portfolio management, financial planning, custody, and brokerage services through a combination of in-house and third-party managers.

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 with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Brandon Friday and Seashore Fruit & Produce, and he has been involved with Amherst College Athletics and Amherst College. Outside of finance, he works as a bartender at Leneghan's Crusader Inn. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of firm-offered and third-party advisory programs and offers fiduciary services to qualified plans.