Colleen Kusy is a CFA® charterholder and holds a Series 66 license, with 12 years of experience in the financial industry. She has worked at Robert W. Baird & Co. for 12 years before joining Stifel, where she is currently based in Conshohocken, PA. Outside of her advisory role, she owns a rental property in Avalon, NJ. Stifel serves a wide range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Mahfuz Hassan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2010 and with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets with a network of over 14,000 financial advisors.

Stanley Robbins is a CFP® with 22 years of industry experience. He is currently with OSAIC and has previously worked at Lincoln Financial Advisors, Wells Fargo Clearing, PNC Wealth Management, and Ameriprise. Robbins is also an owner and agent at LIFE IDEAL LLC, where he offers disability insurance, fixed annuities, long-term care insurance, and traditional fixed life insurance. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment process focusing on asset allocation and portfolio optimization, and offers both brokerage and advisory services through a multi-advisor platform.

Brian Bernhardt is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides its financial planning primarily in an advisory capacity.

Bryan Connolly is a CFP® professional with 39 years of experience in the financial services industry. He has worked at Osaic since 2023 and previously spent 25 years at FSC Securities Corporation. Outside of his advisory role, he owns Lumen Financial Group, a tax preparation business. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

Richard Corcoran is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis techniques. The firm manages approximately $2.74 trillion in client assets and delivers its services through both direct client relationships and corporate financial planning agreements.

Dean Gorfti is a financial advisor at Morgan Stanley with 14 years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at The Vanguard Group for 10 years and has been self-employed since 2018. Outside of his advisory work, he is also a freelance drummer. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery processes and utilizes tools such as Monte Carlo simulations to model outcomes.

David Dzendzel is a financial advisor at Ameriprise with 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory work, he engages in buying and selling sports trading cards as a hobby and small-scale business activity. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income planning recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jerry Schapira is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.

Scott Schwartzman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with PFS Investments Inc. and Primerica Financial Services since 2010 and 2011, respectively. Outside of his advisory role, Schwartzman provides bookkeeping and tax services for individuals and nonprofit organizations on a part-time basis. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight of model selection and implementation.

Angela Augustine is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Securities America Inc. and Securities America Advisors for 15 years. Augustine also serves as president of Augustine Financial Group, which is involved in life insurance and fixed annuity sales. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization using risk-tolerance questionnaires and efficient frontier analysis.

Gary Anello is a financial advisor with Wells Fargo Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to his current role since 2024, he worked at Wells Fargo Clearing from 2016 to 2024. He is a managing partner of Oak Wealth Management LLC, an investment-related business in Conshohocken. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning options and leverages Wells Fargo’s research and tools to deliver personalized recommendations, with implementation available through various brokerage and advisory programs.

Matthew Roesser is a financial advisor with Ameriprise in Doylestown, PA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides non-discretionary, research-driven recommendations addressing income sources, Social Security claiming options, and tax-efficient withdrawal strategies, supported by algorithmic tools and oversight committees.

Joseph Maxwell is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. In this role, he works with high net worth clients and families, providing insight and support to help them work toward their financial goals. Mr. Maxwell has over 25 years of experience in the financial industry. Prior to his current role, he held several positions at Fidelity Investments, including Financial Planning Consultant and Investment Representative. His experience also includes roles as a Financial Analyst at Ayco Goldman Sachs Company, Financial Advisor at UBS PaineWebber, and Generalist at Thomas Weisel Partners. Outside of his professional work, Joseph Maxwell enjoys gardening, golf, kayaking, spending time with his pets, and traveling.

Jennifer Mac Kerchar is a financial advisor with Ameriprise in Churchville, PA, holding a Series 63 designation and bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves as the elected Majority Inspector of Elections in her voting district. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

Tristan Hulme is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors in 2024, his work history includes roles at Ally Financial and Ursinus College. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance and matching clients to model portfolios or discretionary managers, utilizing both proprietary and third-party investment solutions.

David Jenkins II is a CFP® professional affiliated with LPL Financial, with 31 years of experience in the financial services industry. His prior roles include positions at Raymond James Financial Services Advisors and Wealth Advisory Services, where he spent 17 years. He is also an agent for non-variable insurance products, selling term and universal life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Geordan Vincent is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Ameriprise Financial Services, Northwestern Mutual Investment Services, and independent advisory roles. He serves as power of attorney and executor for his mother's estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and collaborates with third-party asset managers, offering clients access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Vito Depalo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing personalized financial guidance. Vito earned a Bachelor's Degree from the State University of New York at Oswego, which underpins his expertise in the financial services industry. His role focuses on assisting clients with wealth management strategies tailored to their individual investment goals.

Joseph Hornig III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His prior work includes positions at Morgan Stanley & Co. LLC and Morgan Stanley Dw Inc. He has been with Wells Fargo Clearing since 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from its investment institute and third-party sources.