Jeffrey Herman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent two years at UBS Financial Services. 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 roughly $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Kathleen Pruess is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she operates a travel agency as a Bucket List Tour Guide. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services, utilizing firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Michael Weinberg is a CFP® credentialed financial advisor with 33 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for his parents' irrevocable life insurance trust and holds power of attorney for both parents in investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Meaghan McLaughlin is a financial advisor with LPL Financial in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at LPL Financial since 2019, previously serving at Lincoln Financial Advisors Corporation, Sanford C. Bernstein & Co., LLC, and KPMG, LLP. McLaughlin operates a private wealth business through McLaughlin Private Wealth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and access to proprietary and third-party research.

Salvatore Fusaro is a financial advisor at Osaic Wealth, Inc. in Philadelphia, PA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Lincoln Financial and Simplicity Investments, as well as a decade at Rothman Orthopaedics. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and portfolio construction using a range of investment vehicles across discretionary and non-discretionary accounts.

William Touey is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with LPL Financial since 2013. Touey is also president of Touey and Company LLC CPAs, a firm providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and various managed investment programs supported by in-house and third-party research.

Christian Reinecker is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving the wealth management needs of individuals, families, and business leaders since 1994. His practice focuses on developing personalized strategic solutions tailored to clients' long-term financial goals. Key areas of expertise include individual stock portfolio management, risk management, asset allocation strategies, retirement planning, stock option analysis, hedging and cash flow strategies related to concentrated equity positions, liability management, life insurance, wealth preservation, and estate transfer strategies. Christian holds a Bachelor of Science degree from Loyola College in Baltimore, Maryland. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Washington, DC, he began his career in the DC area before relocating to West Chester, Pennsylvania, where he resides with his wife and four children. Beyond his professional work, Christian is actively involved in community and parish activities at St. Simon and Jude, where he volunteers and coaches. He participates in alumnae-supported events and various charitable organizations. His personal interests include golf, skiing, running and hiking, playing guitar, travel, and outdoor activities.

Geoffrey Thomas is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1983, also working at Bank of America since 2010. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Allen Rosenberg is a financial advisor with Wells Fargo Clearing in Wimauma, FL, holding Series 63 and Series 65 licenses and possessing 47 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he serves as co-trustee for his father’s trust. Wells Fargo Clearing provides retirement plan consulting primarily to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Brenner is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Co. Brenner is also a licensed insurance agent involved in the sale of fixed insurance products and operates under the DBA Heights Financial Group as a financial planner. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and managing more than $256 billion in assets.

Joshua Warren is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation. He has experience working in the financial industry since 1996, including a 25-year tenure at PHH Mortgage Corporation and roles at Intercontinental Capital Group and JPMorgan Chase Bank. Warren joined J.P. Morgan Securities in 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kevin Huntington is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley since 2017 and previously held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Morgan Stanley Wealth Management delivers a range of advisory programs to individual and institutional clients, combining financial planning with access to various investment strategies and specialized services through a large, integrated platform.

Eric Salmansohn is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and market modeling techniques.

Rick Schmid is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with clients to build and maintain financial plans tailored to their specific needs and goals, aiming to simplify financial management and instill confidence in their financial future. Rick has professional experience spanning over a decade in the financial industry. Prior to his current role, he served as an Assistant Vice President - Financial Solutions Advisor at Merrill from 2014 to 2023, and before that, he worked as a Platinum Mortgage Banker at PHH Mortgage between 2010 and 2014.

Douglas Jadis is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Goldman Sachs for five years. Jadis has an ownership interest as a minority shareholder in Sentiment AI, a technology company involved in a business turnaround. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Cassidy Hirsch is a financial advisor at J.P. Morgan Securities with 1 year of industry experience. Hirsch holds Series 66 and Series 63 licenses and previously worked at CommonwealthMatrix LP and Karr Barth Associates/Equitable Advisors. Outside of finance, Hirsch has worked as a waitress at Commonwealth National Golf Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its offerings.

Richard Eckell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Fulton Financial Advisors, Specific Solutions, Fulton Bank, Fulton Financial Corp, and Raymond James Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and brokerage services, with access to model portfolios, third-party research, and multiple management options.

Reghan Hesser is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, Hesser worked at Sterling Investment Advisors and has experience in content creation through a compensated role at the social media site Link To Know It. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christopher Vandusen is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management strategies and access to both in-house and third-party investment managers.

William Allen is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley Smith Barney LLC, Nuveen Securities, and Teachers Personal Investors Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.