Barth Allgeier is a Series 66 credentialed financial advisor with Edward Jones in Ambler, PA, where he has worked since 2009. He has 16 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Daniel O'mara Jr. is a financial advisor at Stifel with 27 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009 and holds Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Nicole Stuart is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA before joining Merrill. Stuart spent 25 years at M&T Bank earlier in her career. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Owen Kelly is a CFP® professional affiliated with Cambridge Investment Research Advisors, with four years of industry experience. He previously worked at The Vanguard Group and CAPTrust, among other roles, and also serves as a volunteer district finance chair. Kelly is a partner of Financial Voyages, LLC, an outside business venture. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple custody and platform arrangements.

Philip Plotnick is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He worked at UBS Financial Services for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Wesley Burke is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been with Equitable Advisors since 2016, following a period at AXA Advisors, LLC. Outside of his advisory role, Wesley serves on the Board of Trustees for Chelten Church and performs as a musician for EBE Events and Entertainment. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes a delivery model focused on LPL-sponsored programs and endorsed third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Meghan McIntyre is a CFP® and Series 66-registered financial advisor with Ameriprise, based in Phoenixville, PA. She has 21 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. prior to joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Mark Kemp is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2017. His prior experience includes nine years at National Planning Corporation and operating Kemp & Associates Retirement Services since 2002, along with managing a tax advisory firm through 2021. Outside of his advisory roles, he is involved in real estate management through ownership of two property-related entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of financial planning and advisory services, leveraging model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management programs.

Jeffery Kennerly is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, National Association since 2017. Prior to joining Morgan Stanley, he worked at Robert Half Management Resources for three years. Outside of his advisory work, Kennerly serves on the boards of several nonprofit organizations, including Step Afrika!, Bowie State University’s College of Business advisory board, and The Westtown School’s Board of Trustees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients. The firm employs a structured financial planning process supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Beth Wentzel is a financial advisor at Ameriprise with eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Outside of her advisory role, she has ownership in a real estate business in Gilbertsville, Pennsylvania. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Turner is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds the Series 65 designation and has been with Financial Engines Advisors L.L.C. since 2016, including a brief period at TMFS Advisors, LLC earlier that year. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions that include diversified portfolios and thematic strategies.

Matthew Repko is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he volunteers as a Veteran Service Officer, assisting veterans in understanding benefits provided by the VA. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kevin Mccoy is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Patrick Frohner is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. His earlier career includes roles outside finance in automotive sales, catering, and service industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by modeling tools and advisory services.

Michael Skiff is a CFP® and ChFC® with 21 years of experience, currently serving at MassMutual Investors Services since 2008. He holds positions as an agent for health and group life insurance and as a broker servicing existing equity index annuities. Skiff is also vice president of UFG Advisors, LLC, a role he assumed in 2024. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and offers specialized planning services including estate settlement and employer-sponsored programs.

Anthony Timet is a financial advisor with Primerica Advisors in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2007. Outside of investment advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Christopher Werner is a CFP® professional with 18 years of industry experience, currently advising at Edelman Financial Engines. He has been with the firm and its predecessors since 2014, holding roles at Edelman Financial Services, EF Legacy Securities, and Financial Engines Advisors. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner guidance and online tools, offering both discretionary and non-discretionary investment solutions across a broad range of account types.

Mark Dudycha is a financial advisor with Cambridge Investment Research Advisors and holds Series 63, 65, and 66 licenses. He has 30 years of experience in the financial services industry and has been with Cambridge since 2011. He is also president of Dudycha Retirement Group, a firm providing retirement-related services for over two decades. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platforms.

April Pettinelli is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. She has been in the financial services industry since 1988 and joined Merrill in 2002. April holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Throughout her career, April has gained experience in retail banking, private banking, and wealth management. She focuses on areas including liquidity management, retirement income, portfolio management, socially responsible and ESG investing, women and wealth, small business strategies, and personal retirement planning. April assists clients with developing investment plans tailored to their short- and long-term financial goals. April earned a Bachelor's Degree from Ursinus College in Collegeville, Pennsylvania. She resides in Collegeville with her husband and two children. Outside of work, April enjoys golfing, running, Pilates, walking her two Rhodesian Ridgebacks, and spending time with her family in Ocean City, New Jersey. She is also involved as a volunteer at her daughter’s school.

Austin Seibert is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at NEXT Financial, Inc. and Ethos Group. His background also includes roles outside finance, including employment at Target and involvement with SneakerKing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.