Christine Burghart is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds the Series 63 designation and has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.

Alana Storr is a financial advisor at Equitable Advisors with three years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2022, she worked at LBCW, LLC/Gateway Shannon, LLC and held various roles at Wegmans Food Markets. She is a member of the event committee for the LPGA Amateur’s Philadelphia Chapter. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing 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 broker-dealer and collaborates extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Bradley Ingersoll is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has been with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm employs structured planning tools and investment modeling but generally does not provide individual security recommendations as part of its standalone planning services.

George Scafidi is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America/Merrill Lynch, New York Life Insurance, and David Lerner Associates. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with affiliated brokerage and investment management capabilities.

Julia Brufke Wenger is a financial advisor at Osaic with 28 years of industry experience. She holds the CFP® and ChFC® designations and previously worked at Signator Investors Inc for 10 years before joining Osaic in 2018. Outside of her advisory work, she is an author of novels, an inventor with a patent-pending fashion item, and a songwriter. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

Peter J Ierardi Jr. is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. Outside of his advisory role, he serves as Golf Committee Chairperson and a member of the Board of Directors at Old York Road Country Club. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

David Eisen is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 25 years before joining Morgan Stanley in 2020. Outside of his advisory role, he serves on the Finance Committee of the Indian Creek Foundation and founded the Eisen Charitable Foundation, which supports nonprofit grantmaking. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and offering services through its Financial Advisors and Estate Planning Strategies Group.

Kim Davis is a financial advisor at Stifel with 43 years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining Stifel in 2025, she worked at BB&T Securities and SunTrust Investment Services. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client decision-making.

Kevin Kubicek is a financial advisor at Cetera with a Series 65 designation and two years of industry experience. He is also the owner of Kubicek Financial Services LLC, providing advisory and wealth management services. Outside of advisory work, he is employed by Anthony Kubicek CPA PC, a public accounting practice offering tax preparation, planning, and auditing services. Cetera is an SEC-registered adviser offering a range of portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts with access to multiple program structures, third-party managers, and bespoke investment strategies.

Michael Goldstein is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides financial advice and wealth management services to clients with more than $1 million in corporate, family, and individual assets. His expertise includes financial strategies, wealth transfer and preservation, business services, retirement strategies and recommendations, estate planning strategies, portfolio management, and concentrated stock strategies. Michael serves affluent families and individuals, corporate executives, and successful business owners who value a disciplined approach to wealth management. He believes that a successful strategy considers all aspects of a client's financial life and works to understand their situation, needs, and objectives to create personalized plans. He holds a Bachelor of Science degree from Temple University and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael has been married to his wife Carol for 37 years and they have three children, Matthew, Kerry, and Emily. The Goldsteins reside in North Wales, Pennsylvania. He participates in community volunteering activities following the Merrill tradition.

Scott Abramson is a financial advisor with Ameriprise in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and annual advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Michael Laporta Jr. is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Guerlio St Vrestil is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, his background includes roles at Little Caesars, the US Naval DLA Troop Support, and involvement with OCCDA Summer Camp. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, 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 through program sponsors and third-party managers to provide advisory and brokerage solutions.

Kevin Morrissey is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients develop strategies to pursue their short-, mid-, and long-term financial goals. Kevin serves as a resource for general investing, retirement planning, and saving for unexpected events, providing ongoing advice and guidance as clients' needs evolve. His client focus areas include Corporate Benefits, Education Planning, Family Wealth Management Strategies, Liquidity Management, Managing New Wealth, and Personal Retirement Planning. Kevin holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Saint Joseph's University. Outside of his professional role, Kevin is involved with Habitat for Humanity of Philadelphia. His personal interests include baseball, biking, cooking, fishing, golfing, music, pickleball, reading, skiing, and spending time with his family.

Ron Mentel is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Mutual of America and Hamilton Lane. Outside of his advisory work, Mentel is a sole proprietor of a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Jaclyn Drobny is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the CFP® and Series 66 designations. Her career includes roles at Merrill, UBS Financial Services, and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and supplements its broad offerings with specialized investment and planning resources.

Jennifer Hartline is a Series 66-licensed financial advisor with Morgan Stanley in West Conshohocken, PA, with 10 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate agreements.

Tara Frohner is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill. Frohner serves on the Finance Committee of the Academy of Notre Dame de Namur in Villanova, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by approved tools and delivers services through a network of financial advisors and estate planning groups.

Justin Bartolomucci is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Collegeville, PA. Outside of his advisory role, Bartolomucci serves as treasurer for the Collegeville Economic Development Organization and is a board member at Ursinus College, where he reviews research procedures involving human subjects. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large network of advisors and branch offices, providing services under a fiduciary standard.

Gary Miller is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at The Vanguard Group and Prudential Insurance Company of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.