Isabella Conti is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and has previously worked at C&C Financial Company and Hannah G's. Outside of her advisory role, she is a sole proprietor at Emerson Reid, where she provides group health and related insurance options for companies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

Jeffrey Smith is a financial advisor with Ameriprise who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including partnerships in a fitness gym and a logistics company, and he serves on the boards of The Baby Bureau and St. Joseph's Preparatory School. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds, providing detailed annual recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts and uses algorithmic tools overseen by a dedicated committee.

Christian Tolino is a CFP® professional affiliated with LPL Financial, with four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Cramer Management LLC, and The Vanguard Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

Grace Hirshblond is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and previously worked at Georgian Court University and Ess. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Johanna Walters is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1998, she has worked with C-suite executives, successful entrepreneurs, and multigenerational families, providing investment analysis, wealth management strategies, and estate planning services. Her client-focused approach aims to help individuals and families make informed financial decisions tailored to their unique needs. Johanna graduated magna cum laude from Temple University with a major in finance and business law. She holds the Series 7 and Series 66 FINRA registrations and is licensed as an agent for life, accident, and health insurance. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), among others. She has also attended the University of North Carolina. Beyond her professional career, Johanna serves as a board member of Women's Animal Center, America's first animal shelter. She also supports Wissahickon Trails in its mission for improved water quality, environmental education, and land conservation. Johanna and her husband, Brian Sweeney, reside in Blue Bell, PA, and enjoy horseback riding, skiing, and hiking.

Elona Gera is a financial advisor with Equitable Advisors in Yardley, PA, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable and its predecessor, AXA Equitable, since 2013. Outside of her advisory work, she provides Albanian interpretation services for families at medical appointments. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and third-party managers.

Elizabeth Herman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Woodbury Financial Services and Lam Financial Services. Outside of her advisory work, she is involved in financial education as a facilitator and serves as secretary for a nonprofit community event organization and an elder law legal aid nonprofit. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes firm-provided asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios.

Justin Eney is a financial advisor at Equitable Advisors with one year of experience. He holds the Series 66 designation and has prior experience at Mass Mutual Greater Philadelphia. Outside of finance, he has worked at Jeffersonville Golf Club and Lifetime Fitness. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed third-party managers.

William Angelos is a financial advisor with Wells Fargo Clearing in Radnor, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Emily Zimmerman is a financial advisor at Mass Mutual Investors Services with Series 66 registration. She has worked in financial services since 2023, including roles at MassMutual Life Insurance Company and MML Investors Services, LLC. Prior to her finance career, she held various positions in healthcare and education. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and offers specialized services such as divorce and estate-settlement planning.

Benjamin Archer is a financial advisor with Morgan Stanley Wealth Management in West Conshohocken, PA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He previously worked at UBS Financial Services for 24 years before joining Morgan Stanley in 2021. Outside of his advisory role, he serves on the Board of Trustees and the Investment Committee for Germantown Academy, where he contributes his investment expertise to oversee the school’s endowment. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a range of investment programs alongside estate planning and corporate financial planning services.

John Owsiak is a financial advisor with Equitable Advisors in Dresher, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors, LLC during the same period. Outside of his advisory role, he operates an outside insurance brokerage business and serves as an administrator or executor of estates and trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to deliver client recommendations.

David Bruno is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC since 1989. LPL Enterprise serves a diverse clientele that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a comprehensive platform combining advisory and brokerage services with access to model portfolios, third-party asset management, and a range of financial and insurance products.

Ryan Murray is a financial advisor with Ameriprise based in Jamison, PA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Murray serves as Treasurer for Nestlewood Estates, is a member of the finance committee at Solomon's Lodge No. 3, and holds leadership positions including Honorary Chairman of the Business Advisory Council and President of Alternative Care Concepts. He also supports local education through involvement with the Jamison Elementary Home & School Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, primarily focusing on assets held in Ameriprise Managed Accounts.

David Mebs is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC for four years. Outside of his advisory role, he is involved with FirstTrust Financial Resources as an independent insurance agent and provides settlement consulting services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Kate Hershey is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds a Series 66 designation and has worked with PNC Financial Services Group since 2006. Hershey is also a licensed employee at Fulton Bank, where she dedicates a significant portion of her time. 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 clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations.

Ryan Flynn is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers services supported by structured planning tools and market modeling techniques.

Marc Bianchi is a financial advisor with Morgan Stanley in Blue Bell, PA, holding a Series 66 designation and 23 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and 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 investment research.

James Mcfadden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Eagle Fund Distributors and Carillon Tower Advisers, Inc. since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment offerings.

Justin Buffington is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds a Series 66 designation and has been with Equitable Advisors since 2025. Outside of his advisory role, he works part-time as a bartender at The Borough Pub. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.