James Tait III is an advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cuso Financial Services, Citizens Securities, and Quick & Reilly. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Julius Mittl is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and one year of industry experience. His career includes roles at Diversified LLC, Florida Financial Advisors, and teaching positions at Temple University and Northwestern Lehigh School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with advanced research and operational tools.

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 and holds a Series 63 license, with 46 years of experience in the financial industry. He has worked at LPL Financial since 2023 and previously spent 14 years at Boenning & Scattergood Inc and two years at Uvest Financial Services Group, Inc. 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 access, and institutional platforms, supported by a large network of investment adviser representatives.

Isidore Ogoussan is a CFP® and ChFC® with 16 years of experience in the financial services industry. He is currently affiliated with Cambridge Investment Research Advisors and has prior work history with Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, and MSI Financial Services. Outside of his advisory role, he serves on committees for the Delaware Africa Coalition and the Young Caribbean Professional Network, and is a board member of the Pennsylvania Restaurant and Lodging Association. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides access to multiple platforms, third-party advisers, proprietary model strategies, and supports both discretionary and non-discretionary management.

Sarah Mangan is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. Prior to her advisory roles, she was affiliated with Grain and Breakwater Accounting and Advisory, and spent four years at the University of Maryland. 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. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dean Bellos is a financial advisor with Wells Fargo Clearing in Wayne, PA, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016. 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.

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.

Christine Burghart is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Wells Fargo Advisors since 2012 and previously worked at Wells Fargo Clearing. 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 specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Alana Storr is a financial advisor with Equitable Advisors in Conshohocken, PA, holding the Series 66 designation and three years of industry experience. She has worked at Equitable Advisors since 2022 and previously held positions at LBCW, LLC/Gateway Shannon, LLC and Wegmans Food Markets. Outside of her advisory role, she serves on the event committee for the Philadelphia chapter of the LPGA Amateurs. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to tailor solutions for clients.

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 previously at Bank of America/Merrill Lynch, New York Life Insurance, David Lerner Associates, Aon, and Mutual of Omaha. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes expertise in derivatives and commodities.

Julia Brufke Wenger is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. She previously worked for Signator Investors Inc for ten years. Outside of her advisory role, she is an author of novels, a songwriter, and an inventor with a patent pending on a fashion item. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is notable for its scale, complex affiliate network, and use of third-party platforms for alternative investments.

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.

Austin Wolf is a CFP® professional with 13 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses and is based in Exton, PA. Outside of advisory work, he is involved in entrepreneurial activities including ownership of a transportation company and a role as a broker contract insurance representative. MassMutual 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 financial planning, asset management, and educational seminars with a collaborative approach using firm-approved analytical tools.