Robert Sullivan Jr. is a financial advisor at Wells Fargo Advisors in Doylestown, PA, holding the CFP® and Series 66 designations with 10 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously at Merrill from 2015 to 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, with planning engagements generally conducted on a discrete basis.

Seth Gansman is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Morgan Stanley. Outside of his advisory role, he serves on the Board of Directors for the Warrington Hunt Home Owners Association and holds a six-year term as a Warrington Township Auditor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kathleen Arnold is a financial advisor with Ameriprise in Lansdale, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written Recommendation Reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joshua Stencler is a financial advisor with Wells Fargo Advisors in Doylestown, PA, holding Series 63 and Series 66 licenses. He has five years of industry experience, including prior roles at LPL Financial, Raymond James Financial Services, and Mass Mutual. Before entering the financial sector, he worked in education and home remodeling. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options tailored to clients with certain net-worth thresholds, using proprietary research and tools to develop customized recommendations.

Anthony Raieta is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. His prior work includes positions at the Federal Home Loan Bank of San Francisco and Wells Fargo Bank, NA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and custody solutions.

Paul Cola is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group and Citizens Bank. Outside of his advisory role, he is involved in managing a rental property business in Philadelphia with Nina Cola. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm focuses on a structured planning process using firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Debasish Mukherjee is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and three years of industry experience. His previous roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Kemper Insurance, and Empire Today. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Kevin Keaveney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch Wealth Management in 2004 and transitioned to working individually with wealthy families and business owners in 2020. Prior to his private practice, Kevin held various leadership roles within the firm, primarily as a Wealth Management Specialist collaborating with Trust, Alternative Investment, Annuity, and Retirement specialists to serve the largest clients in the Mid-Atlantic Market. Kevin's expertise includes areas such as LGBT wealth planning, managing new wealth, women and wealth, and retirement income. He holds a Bachelor's Degree in Economics from Rowan University and maintains the Professional Investment Advisor (PIA) designation. Kevin is affiliated with the Alpha Phi Delta National Fraternity and participates in community involvement as a St. Jude Partner in Hope. Outside of his professional activities, Kevin enjoys golfing, soccer, traveling, and spending time with his family. He resides in Holland, PA with his wife Jen and their two daughters, Hailey and Stella.

Joseph Reinemann is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Eon Health, Cadence Consulting Group, and held various roles including at Syracuse University and ACA Compliance Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with an emphasis on tailored recommendations and optional implementation through multiple channels.

Maryanne Kelly is a financial advisor at Stifel with 27 years of industry experience. She holds a Series 63 designation and previously worked at Boenning & Scattergood, Inc. for 24 years before joining Stifel in 2022. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Edie Castor is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and previously worked at PNC Bank NA for nine years. 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, pension plans, corporations, and charitable organizations.

Robert Croyle is a financial advisor with Primerica Advisors in Chalfont, PA. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2025. His prior experience includes roles at Primerica Financial Services, College HUNKS Hauling Junk, Susquehanna University, Davis Feed Mill, and Pennridge School District. Outside of advisory work, he has been involved in sales of home security and automation products through affiliations with Primerica Mortgage and Primerica Client Services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs a curated third-party asset manager model with oversight from BNY Mellon Advisors and uses a tiered wrap fee structure.

Joseph O'Connell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a finance committee member for Our Lady of the Assumption in Wayne, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jorge Diaz is a financial advisor with Robert W. Baird & Co. in Townsend, Delaware, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at Baird since 2017 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies that range from traditional to non-traditional investments.

Frank Campbell III is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1997 to 2024. LPL Enterprise, LLC 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program, while also providing affiliated trust, insurance, and lending services.

Brooke Blanche is a financial advisor with Merrill in Blue Bell, PA, holding a Series 66 designation and having one year of industry experience. Prior to joining Merrill, Brooke worked at Merrill Lynch Wealth Management and has a background that includes teaching Pilates at The Move, a studio in Boston, Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brian Vassalluzzo is a financial advisor with Wells Fargo Clearing in Collegeville, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Louis Pastore is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors from 2014 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including access to third-party asset managers and institutional platforms.

John Kramer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individuals and institutional clients. The firm emphasizes tailored financial planning using structured discovery and approved tools, managing approximately $2.74 trillion in client assets.

Barbara Spitzlei is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her work history includes roles at Wells Fargo Advisors, RBC Capital Markets, and UBS Financial Services. She is also involved as a paraplanner at KSP MLS LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.