Joseph Quinlan is a financial advisor with Merrill in Doylestown, PA, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with Bank of America and Merrill since 2003. Outside of his advisory role, Quinlan is a non-resident fellow at the German Marshall Fund and Johns Hopkins University Center for Transatlantic Relations, where he participates in economic conferences focused on global economics and finance, and he serves as an adjunct professor at Fordham University. He is also under contract with John Wiley & Sons to co-author a book on Gender Lens Investing. 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. The firm offers model-based and discretionary strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stuart Bristow is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on client risk profiles and utilizes a combination of in-house and third-party investment managers.

Lorraine Geraghty is a financial advisor with Morgan Stanley in West Conshohocken, PA. She holds a Series 66 designation and has 22 years of industry experience. Her prior roles include positions at UBS Financial Services and Hightower Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured planning tools and investment analysis from its Global Investment Committee.

James Boyd is a CFP® professional with 23 years of experience, currently serving at Mass Mutual Investors Services since 2021. He previously worked at Park Avenue Securities and Guardian Life Insurance Company, accumulating nearly a decade of experience at each. In addition to his advisory role, he is an insurance agent specializing in life, disability, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and supports a range of investment and planning programs.

Robert Salon is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a co-trustee for his daughter and as executor for his father’s estate. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and employs both in-house and third-party managers, supported by a comprehensive set of integrated capital-markets and asset management capabilities.

Frank Harrison III is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Martin Patrick D'Amico is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Boenning & Scattergood for seven years. Outside of his financial advisory role, he is a business owner of Cigars Unlimited, Inc. 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, and institutional platforms, supported by a large network of investment adviser representatives.

William Hoskins is a financial advisor with Cetera who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at Cetera Wealth Services, Summit Financial Group Inc, and Summit Brokerage Services Inc. He is based in Lafayette Hill, PA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment and financial planning services through a large network of independent advisors and provides access to multiple portfolio management options across various program structures.

Paul Mullen is a Managing Director and Senior Resident Director at Merrill's Blue Bell office. He has held financial and managerial positions with Merrill for 34 years. In his role, Paul works with individuals, senior-level executives, business owners, corporations, endowments, and estates. He provides financial and investment strategies along with crafting custom-built portfolios tailored to each client's goals and aspirations. Paul also represents other managers and advisors, collaborating with the Firm's senior management to enhance client offerings and service. Paul holds a B.S.B.A. in Marketing from Shippensburg University and has earned the Chartered Retirement Planning Counselor (CRPC™) designation from the College for Financial Planning Institutes Corp. His client focus areas include employee financial health, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. He is involved in various local charities and serves on the Board of Directors for For Pete's Sake Cancer Respite Foundation and Archbishop Wood High School, as well as on the financial committee for Gwynedd Mercy Academy High School. Paul lives in Horsham with his wife of 31 years and their three daughters and is an avid runner, having competed in several marathons including Boston, New York, Chicago, Washington, and London.

Roland Mcduell is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including a long tenure at Avantax Investment Services and ownership of his own tax preparation and accounting practice. Outside of advising, he is involved in tax preparation and bookkeeping through his businesses. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, supporting both discretionary and non-discretionary investment authorities.

Richard Disammartino Sr. is a financial advisor at LPL Financial with 43 years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Stifel. Outside of his advisory role, he owns Maggie's Farm Woodworks, a business unrelated to investing. 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 model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Tyler Franks is a financial advisor with Raymond James Financial who holds a Series 66 designation and has seven years of industry experience. Before joining Raymond James, he worked at Wells Fargo Clearing for eight years and has a background in the golf industry, including roles at Merion Golf Club and Augusta National Golf Club. He also owns TSF Golf, LLC, a golf-related business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary advice and supports a broad network of advisors with specialized municipal and public finance services.

Theresa Mc Donough is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Merrill since 1997. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Francisco Gil is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include eight years at Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with municipal and public finance expertise as well as specialized retirement plan advisory services.

Kathleen Breitmayer is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2016, including a current role at Morgan Stanley Private Bank, N.A. in West Conshohocken, PA. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning services that utilize structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through both direct client engagements and employer-sponsored financial planning agreements.

Brian Wells is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His career includes multiple tenures at Equitable Advisors and prior roles at Axa Advisors, MSI Financial Services, Firstrust Financial Advisors, and Progress Financial Advisors. He is also a member of the Bucksmont Chamber of Commerce. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a broad network of Investment Adviser Representatives and third-party asset managers.

Grace Loveland is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James, she worked for Epic Systems Corporation for six years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services with a focus on tailored, non-discretionary advice supported by a range of portfolio management styles and affiliated research.

John Myers is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and Citizens Securities, Inc. Outside of his advisory roles, he is involved with Curley's Pub. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Robert Van Leer is a financial advisor with Ameriprise in Fort Washington, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise Financial Services since 2015, working at both the LLC and Inc. entities. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, incorporating investment research and algorithmic tools to provide recommendations on asset allocation and withdrawal strategies.

Aaron Richman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.