Efstathios Kanteliotis is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 27 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Raymond James. He serves as a volunteer member of the Finance and Investment Committee at Holy Trinity Greek Orthodox Church. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christian Issa is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held roles at Estee Lauder, KBRA Holdings Inc, Drexel University, Evergreen Senior Management, and Council Rock High School North. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Tuck is a CFP® with 14 years of industry experience, currently affiliated with LPL Financial since 2011. Based in Doylestown, PA, he has also been involved in selling disability insurance policies as part of his other business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Colby Moneta is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has worked at JP Morgan Chase Bank, TD Ameritrade, and PNC Bank. 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 brokerage, distribution, and investment management capabilities.

Vincent Libucki Jr. is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and two years of industry experience. He previously worked at JP Morgan Chase for three years and Capital One for seven years. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports primarily for clients with assets managed by Ameriprise.

Shelley Mau is a CFP® professional with 31 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as an advisor at their Langhorne, PA office. Outside of her advisory role, she serves on the Board of Directors for Divine Grace Condominium and works as an independent consultant through Generational Partners, LLC. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team that uses research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Alec Hayden is a financial advisor with Equitable Advisors holding a Series 66 designation and no prior industry experience. Before joining Equitable Advisors, he worked at Lighthouse Planning Consultants and has been involved with Tavistock Country Club since 2020. Equitable Advisors serves individuals across a wide range of net worth, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, relying on third-party asset managers and advisory programs for many solutions.

Katerina Simonetti Bakh is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following an 11-year tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Thomas Cuffari is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Axa Advisors, LLC, Towne Park Ltd., Marywood University, and the U.S. Soccer Federation. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Andrew Goldman is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been associated with Equitable Advisors since 1999 and also leads Karr Barth Financial Planning, Inc. He serves as chairman of the board and on the executive committee of the Anti-Defamation League. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of investment programs and third-party managers, emphasizing personalized client assessment and fiduciary services without sponsoring its own wrap fee program.

Randy Pludo is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, having previously worked at Wells Fargo Bank and Wells Fargo Advisors. Outside of his advisory role, he is a content creator focused on healthy sustainable lifestyles. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

John Mccaffery is a financial advisor with Raymond James & Associates in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves on the finance committee for Eastern Pennsylvania Youth Soccer in Plymouth Meeting, PA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through a variety of investment approaches, supported by extensive research and affiliated portfolio managers.

Stephanie Heckman is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2004. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Angeline is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Allison Faust is a financial advisor at Morgan Stanley with 20 years of industry experience. She has worked at Morgan Stanley and its affiliated firms since 2007. Outside of her advisory role, she is involved in customer service for a restaurant and nightlife business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Garnick is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including SGI and WSG & Solutions. Outside of advisory work, he owns and operates Garnick Tax Prep, a tax preparation business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to tailor recommendations.

Luke Childs is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors, Inc., The Vanguard Group, Inc., and other firms. Outside of his advisory role, he is involved with Kemp Harvest Financial Group, a DBA for his LPL business. 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 services including financial planning, model portfolio programs, and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Timothy Pippet is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding Series 63 and Series 65 designations and 21 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc. and City National Securities. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management strategies that leverage both in-house and third-party investment managers.

Anthony Recupero is a financial advisor with Primerica Advisors in Doylestown, PA, holding Series 63 and Series 65 licenses and having one year of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc. since 2024 and serves as a board director for CytoGene Therapeutics. In addition to advising, he is involved in non-investment activities through CytoGene Therapeutics and refers home-related services for Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of financial advisors using model-driven investment strategies and partners with third-party asset managers and custodians to execute and manage client portfolios.

Alvin Kingcade Sr. is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and Series 63 license, with 53 years of industry experience. He has worked at MML Investors Services, Inc. since 1988. Outside of his advisory role, he serves as President and Treasurer of the Lena Maloney Community Development Corp., a 501(c)(3) community organization, and is Chairperson of the finance board at Eastwick United Methodist Church. MML 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 ongoing financial planning along with asset management and educational seminars, using firm-approved tools to develop written recommendations in collaborative client relationships.