Stuart Bristow is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on client risk profiles and utilizes a combination of in-house and third-party investment managers.

Lorraine Geraghty is a financial advisor with Morgan Stanley in West Conshohocken, PA. She holds a Series 66 designation and has 22 years of industry experience. Her prior roles include positions at UBS Financial Services and Hightower Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured planning tools and investment analysis from its Global Investment Committee.

James Boyd is a CFP® professional with 23 years of experience, currently serving at Mass Mutual Investors Services since 2021. He previously worked at Park Avenue Securities and Guardian Life Insurance Company, accumulating nearly a decade of experience at each. In addition to his advisory role, he is an insurance agent specializing in life, disability, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and supports a range of investment and planning programs.

Robert Salon is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he serves as co-trustee for his daughter’s trust and executor for his father’s estate, dedicating minimal time to these responsibilities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles and employs a combination of in-house and third-party investment managers to implement portfolios.

Frank Harrison III is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Martin Patrick D'Amico is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Boenning & Scattergood for seven years. Outside of his financial advisory role, he is a business owner of Cigars Unlimited, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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.

William Hoskins is a financial advisor with Cetera who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at Cetera Wealth Services, Summit Financial Group Inc, and Summit Brokerage Services Inc. He is based in Lafayette Hill, PA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment and financial planning services through a large network of independent advisors and provides access to multiple portfolio management options across various program structures.

Paul Mullen is a Managing Director and Senior Resident Director at Merrill's Blue Bell office. He has held financial and managerial positions with Merrill for 34 years. In his role, Paul works with individuals, senior-level executives, business owners, corporations, endowments, and estates. He provides financial and investment strategies along with crafting custom-built portfolios tailored to each client's goals and aspirations. Paul also represents other managers and advisors, collaborating with the Firm's senior management to enhance client offerings and service. Paul holds a B.S.B.A. in Marketing from Shippensburg University and has earned the Chartered Retirement Planning Counselor (CRPC™) designation from the College for Financial Planning Institutes Corp. His client focus areas include employee financial health, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. He is involved in various local charities and serves on the Board of Directors for For Pete's Sake Cancer Respite Foundation and Archbishop Wood High School, as well as on the financial committee for Gwynedd Mercy Academy High School. Paul lives in Horsham with his wife of 31 years and their three daughters and is an avid runner, having competed in several marathons including Boston, New York, Chicago, Washington, and London.

Roland Mcduell is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including a long tenure at Avantax Investment Services and ownership of his own tax preparation and accounting practice. Outside of advising, he is involved in tax preparation and bookkeeping through his businesses. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, supporting both discretionary and non-discretionary investment authorities.

Richard Disammartino Sr. is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 designations. Previously, he worked at Wells Fargo Clearing for eight years and Stifel for seven years. Outside of his advisory work, he is the owner of Maggie’s Farm Woodworks, a non-investment-related business. 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, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various model portfolios and customized strategies.

Tyler Franks is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, as well as having roles at Augusta National Golf Club and Merion Golf Club. Outside of his advisory work, he owns and operates TSF Golf, LLC, a business in the golf industry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory and municipal advisory services.

Theresa Mc Donough is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Merrill since 1997. 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 for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Francisco Gil is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining Raymond James in 2024. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation to a municipal advisor that enhances its public finance capabilities.

Kathleen Breitmayer is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2016, including a current role at Morgan Stanley Private Bank, N.A. in West Conshohocken, PA. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning services that utilize structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through both direct client engagements and employer-sponsored financial planning agreements.

Brian Wells is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His career includes multiple tenures at Equitable Advisors and prior roles at Axa Advisors, MSI Financial Services, Firstrust Financial Advisors, and Progress Financial Advisors. He is also a member of the Bucksmont Chamber of Commerce. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a broad network of Investment Adviser Representatives and third-party asset managers.

Grace Loveland is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James, she worked for Epic Systems Corporation for six years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services with a focus on tailored, non-discretionary advice supported by a range of portfolio management styles and affiliated research.

John Myers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes positions at JPMorgan Chase Bank, Citizens Securities, Inc., and Citizens Bank, N.A. Outside of finance, he has been involved with Curley’s Pub since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence with forward-looking market assumptions, incorporating an ESG eligibility framework where applicable.

Glenn Flego is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 designations and has 27 years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Raymond James Financial Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a large-scale, integrated operational structure.

Robert Van Leer is a financial advisor with Ameriprise in Fort Washington, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise Financial Services since 2015, working at both the LLC and Inc. entities. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, incorporating investment research and algorithmic tools to provide recommendations on asset allocation and withdrawal strategies.

Scott Rollick is a financial advisor with Merrill based in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Merrill since 1985 and has been affiliated with Bank of America since 2011. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.