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® credentialed financial advisor with four years of industry experience. He is currently with Mass Mutual Investors Services and has prior experience at Northwestern Mutual and Ernst & Young. He also has a teaching role at Pace University. MML Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved tools and structured, annual planning engagements.

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.

Robert Hutchinson Jr. is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2005 and holds a Series 66 designation. Outside of his advisory work, he is a proprietor and owner of a property in Philadelphia, Pennsylvania. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets, custody, and underwriting solutions.

Tim Calio is a financial advisor with Morgan Stanley in Berwyn, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Morgan Stanley Private Bank and JPMorgan Securities LLC. Prior to his financial services career, he worked at Odyssey Charter School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm utilizes a structured planning process supported by proprietary tools and invests approximately $2.74 trillion in client assets.

Stephanie Serafin is a financial advisor at Cetera with five years of industry experience. She holds the Series 66 designation and has previously worked at Voya Financial Advisors, Inc. and Kalejta Financial Management. Outside of her advisory role, she is associated with Flagship Financial, a business involved in processing and facilitating trades and client documentation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

George Mastrogiorgos is a financial advisor with Ameriprise in Exton, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2003, including the current firm structure since 2020. He also owns and manages CSWMG, Inc., which provides administrative support and oversees employees for his financial planning practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement-income planning using proprietary analysis and third-party data. The firm’s approach includes non-discretionary implementation and operates within an investment universe influenced by its affiliated product relationships.

Jeanne Helmar is a CFP® with 19 years of experience in financial advising, currently with Cetera Wealth Services, LLC and Harmony Wealth Management. She has a background that includes over a decade at Avantax Advisory Services and has worked in related accounting and tax preparation roles. Outside of her advisory practice, she serves as a committee member on the Perkiomen Township Parks & Recreation Committee and participates in the Rockstar Roller Derby league. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with diverse program options and custodian relationships.

Philip Hintze is a financial advisor at Stifel with 24 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Stifel and its predecessor Stifel Nicolaus since 2008, with an earlier tenure at Align Ventures. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Steven Stinson is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs 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 financial planning process using firm-approved tools and modeling techniques.

Thomas Robbins is a CFP® and ChFC® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Robbins provides financial neutral and expert witness services in collaborative divorce cases through Robbins Collaborative Services. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Thomas Helm is a financial advisor with Wells Fargo Advisors in Jackson, Wyoming. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as an endowment committee member for St. Peter’s Church in Malvern, Pennsylvania, where he engages in reviewing investment processes and returns. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory solutions with various financial products and referral channels.

Robert Mcmenamin is a financial advisor with Merrill, holding a Series 66 designation and 23 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America, N.A. since 2001. Outside of his advisory role, he serves as a trustee for Episcopal Academy, a preparatory school. Merrill, together 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 for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edward Cleary is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent 22 years at Cencora Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and investment solutions supported by a large national network of financial advisors and branch offices.

Thomas Christopher is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James Financial since 2009. Outside of his advisory work, he is the president of Christopher Financial Group LLC, a support company, and also offers fixed life insurance products to clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers a range of advisory programs and consulting services.

John Frost is a financial advisor at Cetera with 33 years of industry experience. He has held positions at Avantax Insurance Agency and Avantax Investment Services, and has operated his own business, John S Frost Inc., since 1996. Outside of advisory work, he is involved in rental property management. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform that incorporates both affiliated and third-party managers across discretionary and non-discretionary strategies.