Adam Hartzell is a financial advisor with LPL Financial in Pottstown, PA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at PFG Advisors, CUSO Financial Services, and Edward Jones. He is also involved with Diamond Credit Union, where he has been active since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Todd Little is a financial advisor with LPL Financial in Harleysville, PA, holding CFP®, Series 63, and Series 65 credentials and with 29 years of industry experience. He has worked at LPL Financial since 2017 and previously spent six years at National Planning Corporation. Outside of his advisory role, he is involved with Victory Christian Athletic Apparel, a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning services and investment programs, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Kathleen Pezzuoli is a financial advisor with Morgan Stanley in Berwyn, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at The Vanguard Group for 14 years and at Infinia Search for one year before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

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 holds the Series 63 designation and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Patrick Henry is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with various Morgan Stanley entities since 2006. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and investment advisory through its extensive network of financial professionals.

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.

Thomas McBride III is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including VOYA Financial Advisors and North Penn School District. Outside of his advisory role, he is also a musician involved in local theatrical productions. Cetera Investment Advisers LLC is a nationwide independent advisor network serving individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Matthew La Sala is a CFP® with five years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services. His prior experience includes roles at Northwestern Mutual and Ernst & Young. He has been involved with Pace University for several years. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning supported by advanced analytical tools.

John Cannon is a financial advisor with Merrill in Blue Bell, PA, holding Series 63 and Series 65 licenses and has 13 years of industry experience. His prior work includes roles at Bank of America, TrueNorth Capital Partners LLC, and Chatham Financial. He previously managed independent contractor activities through an LLC related to his former employer, which was terminated in 2018. 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 model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Francis Mahoney is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Royal Alliance Associates, Signator Investors, and Bala Financial Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software for goal analysis and providing investment category recommendations without discretionary authority.

Peter Sabatini is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2011, with a brief period at J.P. Morgan Securities and time as self-employed. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and planning services.

Harriet Litz is a financial advisor at Cetera with 15 years of industry experience and a Series 66 designation. She has worked at Cetera since 2021 and previously at Voya Financial Advisors. In addition to her advisory role, Harriet is a licensed attorney specializing in estate planning, administration, and related legal services, and she occasionally serves as executor or trustee for client estates. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Nicholas Cissone is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.