Ambler Selway is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Global Retirement Partners, LLC since 2019 and at LPL Financial since 2016. Outside of his advisory roles, he is involved with PURA VIDA HOLDINGS, LLC and other business entities related to financial investment counseling. 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 programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Brian Hamm is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2021. He has four years of industry experience and previously held roles at CODY Computer Services, Inc. and Gateway Ticketing Systems, Inc. Outside of his advisory work, he prepares income tax returns for immediate family members on a private basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning focused on a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Stefanie Feinstein is a financial advisor at Equitable Advisors with eight years of industry experience and holds a Series 66 designation. She has worked at Equitable Advisors since 2018 and previously at AXA Advisors and SKIGITAL LLC. Outside of finance, Feinstein is a part-time softball coach and adjunct professor at Immaculata University and also provides private softball instruction. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, and institutional clients, offering financial planning, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored and other third-party platforms to deliver advisory and brokerage solutions.

Joel Feldman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at Boenning & Scattergood, Inc. and Raymond James & Associates. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes research and model portfolios from various sources, including LPL Research and third-party subadvisors.

Susannah Drevers is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Lori Marino is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Janney Montgomery Scott and The Vanguard Group. Outside of her advisory role, she owns Value Ventures, a wholesale goods business fulfilled through Amazon. Raymond James & Associates is a large dually registered 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 and consulting services supported by a range of portfolio management strategies and affiliated research.

Robert Clayton is a CFP® with five years of industry experience, currently affiliated with Mass Mutual Investors Services in Exton, PA. His prior work includes positions at Equitable Advisors, Merrill Lynch, Temple University, and the University of Pittsburgh. Outside of finance, he has worked in the hospitality and service industries, including roles at The New Deck Tavern and McKenzie Brewhouse. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Adam Hartzell is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked at PFG Advisors, LLC. He has been associated with LPL Financial and Diamond Credit Union since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party research, and various investment strategies.

Todd Little is a financial advisor with LPL Financial in Harleysville, PA, holding the CFP® designation and Securities Series 63 and 65 licenses. He has 29 years of industry experience, including prior roles at National Planning Corporation and KEMP & ASSOCIATES. Outside of his advisory work, he is involved with Victory Christian Athletic Apparel, a business entity unrelated to investment services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Kathleen Pezzuoli is a financial advisor at Morgan Stanley with 19 years of industry experience. She held roles at The Vanguard Group for 14 years before joining Morgan Stanley in 2020. Pezzuoli holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and investment estimates.

Kara Schrank is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools combined with the Global Investment Committee’s models to support client outcomes.

Edward France is a financial advisor at LPL Financial with 48 years of industry experience. He has held prior positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. 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 and financial planning services supported by research and model portfolios.

Patrick Henry is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and analytical tools but clients are responsible for plan implementation and updates.

Kevin Calvert is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with various Morgan Stanley entities since 2014, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, providing a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Samantha Staudt is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2022. Prior to this, she was with The Vanguard Group and Envestnet. Outside the financial industry, she was involved with the Eric MacCluen Golf Academy from 2017 to 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured planning using firm-approved tools and investment models, providing advisory services without individual security recommendations in standalone plans.

Stephanie Gamber is a financial advisor with Morgan Stanley in Berwyn, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2011. Outside of her advisory role, she is involved with a trust-related business in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Kevin Grant is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Tompkins Trust Company, and Bank of America. Grant serves as a board member for Habitat for Humanity in King of Prussia, PA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Grant Gilbert is a CFP® professional with 10 years of industry experience, currently affiliated with Raymond James & Associates since 2021. Prior to this, he worked at The Vanguard Group, Inc. for five years and has been engaged with Soundbetter, LLC since 2019. Outside of financial advising, he occasionally writes and produces music, focusing on audio engineering during weekends. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional and pension plans, as well as municipal and charitable organizations, offering comprehensive financial planning and advisory services supported by extensive research and a range of portfolio management options.

Drew Reinhardt is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Gabriel Goforth is a financial advisor at Ameriprise with two years of industry experience. He previously worked at SEI Investments and has co-ownership in ByteBuiltMedia, LLC, a consulting business unrelated to investment services. Ameriprise Financial Services serves both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice based on detailed analysis and tax-aware withdrawal strategies.