Jonathan Markle is a Series 66-registered financial advisor with Morgan Stanley, based in Blue Bell, PA, and has 28 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Shawn Gibbons is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has worked in various roles, including positions at Equitable Advisors and PNC Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Scott Simon is a financial advisor with Mass Mutual Investors Services in Horsham, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Simon has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2015. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars with an emphasis on collaborative, annual planning engagements.

Brian Callahan is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. In addition to his advisory role, he is employed by Ashford Wealth Advisors, a practice management entity. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored recommendations through a centralized consulting team.

Brent Coleman is a financial advisor with UBS Financial Services in Newtown, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a range of capital markets and advisory solutions.

Adam Barker is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored financial planning strategies, focusing on executive compensation, equity compensation services, family wealth management, liquidity management, managing new wealth, sports and entertainment, and tax minimization. As a portfolio advisor, Adam works closely with clients to develop individualized plans that integrate cash flow, investments, tax considerations, retirement, and estate planning to create cohesive financial foundations. Adam began his career in accounting within alternative investments, where he audited and reviewed multiple investment portfolios for four years. In 2019, he transitioned to Merrill Lynch Wealth Management to focus on working directly with individuals and families. He holds the Accredited Wealth Management Advisor℠ (AWMA™) designation, Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA) credentials. Adam earned his bachelor’s degree from Drexel University. Committed to simplifying complex financial issues, Adam emphasizes ongoing communication and customized strategies that evolve with clients' changing objectives. He integrates children's education funding, retirement lifestyle planning, estate planning, and insurance to help alleviate clients' financial concerns. Beyond his professional work, Adam is involved with NAMI PA, Main Line. In his personal time, he enjoys bungee jumping, golfing, pickleball, skiing, and tennis.

Clyde McKay is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has previously worked with Avantax Investment Services, Inc. and his own CPA firm, McKay, DeRito & Pollock, LLC. Outside of advising, he serves on the council of Washington Crossing United Methodist Church and is involved in tax preparation and accounting through his ongoing consultant role. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party investment strategies.

Alexis Starkey is a financial advisor with Morgan Stanley, holding a Series 66 designation and 20 years of industry experience. She has previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Smith Barney LLC 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 uses structured planning tools alongside proprietary return estimates and simulations to support its financial planning process.

Sean Pearson is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Conshohocken, PA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with a centralized consulting team delivering non-discretionary recommendations in collaboration with client advisors.

Fanny Cruz is a Certified Financial Planner (CFP®) at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Basta5 LLC and WEC International. Outside of her financial advisory role, she is involved in public speaking and organizes religious activities, including teaching Bible and mission classes at various churches. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and fiduciary advisory services. The firm is notable for its large national advisor and branch network, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Jonathan Farina is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2007. Outside of his advisory role, he manages a personal rental property business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Richard Trotta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at Citizens Securities, Santander Securities, StoneX Advisors, Coinbase Capital Markets, and multiple prior tenures at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and leverages research and analytics to support investment decisions, including retirement plan services and a range of financial products distributed through affiliated banks and insurance entities.

Anthony Nichols III is a CFP® professional with nine years of industry experience. He currently works at Wells Fargo Clearing and previously worked at Lincoln Financial Distributors for six years. His background also includes a one-year tenure with the Philadelphia Phillies. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Brian Donlon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Merrill and Janney Montgomery Scott. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with clients able to choose whether to implement recommendations through brokerage or advisory programs.

Jennifer Mcglynn is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

James Senderling is a Series 66-registered financial advisor with RBC Capital Markets and has two years of industry experience. He has previously worked at City National Bank and Merrill Lynch, and spent time in education, including positions at Temple University and Wissahickon High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and utilizes a combination of in-house and third-party managers to tailor investment strategies to each client’s risk profile.

Rashon Holmes is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works closely with clients to develop comprehensive financial plans tailored to their life stages and individual circumstances. Prior to joining Fidelity Investments, Rashon served as a Premier Advisor at Citizens Bank from 2019 to 2022 and as a Relationship Banker at Santander from 2018 to 2019. His experience spans various aspects of financial advising and client relationship management. Rashon emphasizes building long-term relationships based on mutual respect and trust. He leverages the tools available at Fidelity to assist clients throughout their financial journeys, aiming to provide them with confidence in their overall financial plans.

Matthew Quigley is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior roles include positions at City National Bank and Raymond James and Associates. He serves on the finance committee as a board member for a nonprofit fundraising event at Malvern Preparatory School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Amanda Schulenberg is a financial advisor with Thrivent Investment Management in Montgomeryville, PA. She holds Series 65 and Series 63 licenses and has 11 years of industry experience, having worked at Thrivent and its affiliated firms since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, allowing clients to integrate planning with managed accounts under a consolidated billing option called “WealthPlan.”

Michael Hunsicker is a CFP® professional with 17 years of experience in the financial services industry. He is currently an advisor at Edward Jones, where he has worked for four years. His prior experience includes roles at Northwestern Mutual and Hartford Investment Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and is notable for its extensive retail advisor network and branch footprint.