Anthony Hasen is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Wells Fargo Clearing in 2022. He serves as a board member of the General Church of the New Jerusalem in Bryn Athyn, PA, where he evaluates the performance of the church’s investment advisor against its investment policy statement. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is investment policy statement-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Geoghegan is a financial advisor at Merrill with Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Bank of America, The Vanguard Group, Northwestern Mutual, and Go-Page Corporation. 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, offering model-based and discretionary investment strategies for individual and institutional clients.

Cornell Fields is a Financial Consultant at Fidelity Investments, where he has been working since 2021. He focuses on partnering with clients to develop, design, and implement financial plans dedicated to their long-term financial goals. His approach involves empowering individuals and families to utilize their finances to work toward what is most important to them. Before joining Fidelity Investments, Cornell served as a Senior Retirement Consultant at Prudential Retirement from 2015 to 2021. Prior to that, he was a High Net Worth Relationship Manager at Vanguard from 2011 to 2015, and a Financial Advisor at Merrill Lynch from 2007 to 2009. Throughout his career, he has built meaningful relationships with clients and combined his expertise with the resources of his employers to help clients move towards their financial goals.

Debra Sood is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group, Inc. for six years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Matthew Schell is a Senior Financial Advisor at Merrill Lynch Wealth Management, providing holistic, goals-based wealth management services to individuals, families, and businesses nationwide. With over 20 years of experience in the financial services industry, Matthew serves as a fiduciary who prioritizes understanding the entire financial picture of his clients before offering advice. His expertise encompasses college education planning, equity compensation services, LGBT wealth planning, retirement income strategies, and special needs planning, among other areas. As a parent to a special needs child, he has particular experience in crafting financial plans that ensure long-term security while preserving essential government benefits. Matthew holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation, credentials that reflect his advanced knowledge and commitment to guiding clients through complex financial decisions beyond traditional investing. He earned a dual degree in Economics and Finance from the University of Pittsburgh prior to entering the financial industry. Residing in North Wales, Pennsylvania, Matthew lives with his wife and three children. Outside of his professional role, he is actively involved in the community as an assistant soccer coach for the PA Rush Soccer Club. In his personal time, he enjoys chess, golfing, pickleball, racquetball, soccer, spending time with his family, and watching movies.

Fielding Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, CUNA Mutual Group, and Wells Fargo Bank. 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, third-party asset management, and institutional platforms.

Gregory Dries is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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, including tailored financial planning supported by structured processes and proprietary modeling tools.

Tad Moses is a Planning Consultant at Fidelity Investments, where he collaborates with a team of financial advisors to assist clients in building and achieving their financial goals. His role focuses on planning support and fostering ongoing relationships to guide clients toward personalized financial success. He has been with Fidelity Investments since 2015, progressing through roles as Relationship Manager and Senior Relationship Manager before becoming a Planning Consultant in 2020. Prior to Fidelity, Tad worked as a Financial Advisor at VALIC and Raymond James, gaining experience in financial advisory services. Outside of his professional work, Tad enjoys baseball, social events with friends, hiking, music, parenthood, and tennis.

James Adlam Jr. is a financial advisor with Mass Mutual Investors Services, holding the ChFC® and Series 63 designations and possessing 40 years of industry experience. He has worked at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1989. In addition to his advisory role, he is active as an insurance agent involved in the sales and service of insurance products. MassMutual Investors Services, LLC, a broker-dealer and SEC-registered investment adviser, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers specialized programs such as estate settlement and employer-sponsored planning.

Ronald Capone is a financial advisor at LPL Financial with 42 years of industry experience. He holds the ChFC® and Series 63 designations. His previous roles include positions at Cadaret, Grant & Co., Inc. and Prosperity Wealth Management. Outside of his advisory work, he is an active drummer in the band Northern Lights. 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 and access to third-party asset management, combining a broad platform with extensive operational and research support tools.

David Wood is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. He is also the owner of SEA BUDDY ENTERPRISES LLC, a business registered in Doylestown, PA. 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 wide range of advisory services and investment strategies, supported by extensive resources and a large network of advisors.

Philip Grossman is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Grossman holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Peter Grassi is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He has worked at LPL Financial since 2013 and is also affiliated with Global Retirement Partners, LLC. 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 and investment management services, including model portfolios and third-party asset management, supported by technology tools and a broad platform of advisory and non-advisory financial activities.

Cheryl Berry is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Thrivent and its affiliates since 2017. Prior to her advisory role, she worked as faculty in the dental hygiene clinic at Montgomery County Community College, where she taught clinical skills. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions under a consolidated billing option called “WealthPlan.”

Kalpesh Patel is a financial advisor with Charles Schwab in Horsham, PA, holding CFP® and CFA® designations and bringing 20 years of industry experience. His prior roles include positions at Northwestern Mutual, Morgan Stanley, and Barclays Capital. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized custody and order-routing services.

John Gallagher is a CFP® with 33 years of experience in the financial industry. He is currently with Cetera Investment Advisors, having joined in 2026 after prior roles at Commonwealth Financial Network and Lincoln Investment Planning, Inc. Gallagher spends a portion of his time involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, 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, supporting various program structures and custodial relationships across a network of over 10,000 advisors.

Mark Snyder is a financial advisor with Charles Schwab, holding a Series 66 designation and 16 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018, and prior to that, held positions at Morgan Stanley Private Bank and Morgan Stanley. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary advice and discretionary separately managed accounts through an integrated, multi-asset investment approach supported by centralized operational and supervisory infrastructure.

Justin Rodda is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he has held roles at Glasbern, Moravian University, EdgeOne Property Services, and Northwestern Lehigh High School. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and various financial planning and consulting services.

David Grindle Jr. is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked with Wells Fargo Funds Distributor, LLC and Wells Fargo Funds Management, LLC over 15 years before joining Wells Fargo Advisors in 2021. In addition to his advisory role, he owns Grindle Wealth Management, LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, providing a broad range of financial planning and investment services tailored to clients who meet a net-worth threshold.

Victoria Vogel is a financial advisor with Morgan Stanley, holding a Series 66 designation and one year of industry experience. She previously worked at Frist Watch for four years and has experience in the hospitality sector with roles at Country Squire Diner and Manayunk Brewing Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.