Matthew Ebbecke is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2024, he worked for Lincoln Financial Securities Corporation for nine years and has operated Stephen B. Ebbecke and Associates, an insurance brokerage focused on life and disability insurance, since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with financial planning, model portfolio programs, third-party asset management, and institutional platforms. The firm supports advisors with proprietary research models and third-party subadvisors across various investment strategies.

Christopher Haring is a financial advisor with LPL Financial in Limerick, PA, holding Series 63 and Series 66 registrations with 21 years of industry experience. His work history includes roles at Edward Jones, Wells Fargo Advisors LLC, Wells Fargo Clearing, and Diamond Credit Union. Outside of his advisory work, he is employed as a helper at Heidel Plumbing. 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, third-party asset management access, and institutional platforms, supported by advisor-facing tools and a broad network of over 22,800 advisors.

Caprese Harmon is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Merrill in 2019, Harmon worked at Northwestern Mutual Investment Services LLC, Stephen T Guinan, and Gap Inc. Outside of finance, Harmon is employed in a non-investment role providing home care for a family member. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutions.

Leslie Weigand is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. She previously worked for Lincoln Investment Planning, Inc. from 1987 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Emma Jenkins Long is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Financial in 2025, she worked at Deutsche Bank Securities Inc. and CDP North America, with earlier roles in education. 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 financial planning, model portfolio programs, third-party asset management access, retirement advice, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

John Kochel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a member of the vestry at Augustus Lutheran Church, is an appointed member of the Trappe Borough Zoning Board, and is a partner in a family horse breeding and training business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across a range of financial topics. The firm offers these services without discretionary trading authority and blends planning with managed accounts through a consolidated billing option called WealthPlan.

Megan Getz is a financial advisor at Raymond James Financial with the Series 66 designation and three years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2024 and has also been associated with Gute Financial Services, Inc. and Freedom Credit Union. Outside of her advisory role, she is employed as a branch office professional at Gute Financial Services Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Daniel Callahan is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including The Prudential Insurance Company of America, Mellberg, and Citadel Federal Credit Union. Outside of his advisory work, he is the owner of RTR Services, a private ATM business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically employs model-driven investment strategies and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Benjamin Valdes is a financial advisor with UBS Financial Services, holding a Series 66 designation and six years of industry experience. He has spent the majority of his career at UBS, with multiple terms at the firm interspersed with roles at Lehigh University and CEPRO, a.s. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research with model-based asset allocations. The firm provides a range of services including fee-based financial planning, portfolio management, and custody, and is notable for its integration of institutional trading capabilities with wealth management.

Massimo Magliari is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves on the board of directors for the Mitzvah Circle Foundation. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Martin Grourke is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and accumulating eight years of industry experience. He has been associated with Primerica Financial Services since 2015 and PFS Investments Inc. since 2017, alongside a long-term role in the Colonial School District since 2007. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-delivery strategies and discretionary separately managed account options supported by external asset managers and custodians.

David Ambartsumian is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 65 and Series 63 credentials and possessing nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Mutual of Omaha Investor Services. Outside of his advisory work, he has experience managing rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and models to assist clients.

Kelsey Crawford is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following four years at Janney Montgomery Scott. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Kyle Miller is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 11 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Lincoln Investment. Outside of his advisory work, he is employed as a bartender at a craft brewery in Allentown, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm follows a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Vito Martutartus is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include seven years at VOYA Financial Advisors and several years with Cetera and Cetera Wealth Services. He is also involved in independent insurance sales through his business activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, operating at significant scale with more than 10,000 advisors and $256 billion in assets under management.

Jeremy Bravo Sanmartin is a financial advisor with Merrill, holding a Series 66 designation and beginning his career in the industry. His prior experience includes roles at Bank of America and academic positions at Pennsylvania State University – Lehigh Valley, Northampton Area Community College, and Freedom High School. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

William Bredt is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has worked at Raymond James & Associates since 1999, including six years with Raymond James & Associates, Inc. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Edward Mcdevitt III is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with UBS since 2016. Outside of his advisory role, he serves on the finance committee of Bridge House, a nonprofit providing transitional support to the homeless and working poor in Boulder, CO, and he also participates on the board and finance committee of Springside Chestnut Hill Academy, a K-12 educational institution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets services.

Gretchen Carey is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. She also has a long tenure with J. B. Hanauer & Co. and Metal Edge Intl. Carey has an ownership interest in a business called 337 West Walnut LLC. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by proprietary tools and offers both retail and institutional investment solutions.

Patrick Groarke is a financial advisor at Cetera with 34 years of industry experience. He holds a Series 63 designation and has previously worked with Wells Fargo Advisors and Wells Fargo Clearing. Groarke is also the managing director and business owner of Galloway Berkshire Capital LLC, a financial services firm offering brokerage and advisory services. Additionally, he works as an insurance agent selling annuities and long-term care products. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with access to affiliated and third-party money managers across various program structures.