Christopher Slowey is a financial advisor with UBS Financial Services in Newtown, PA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, G.distributors, LLC, and Gabelli & Company, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Michael Sessa is a financial advisor at Morgan Stanley with six years of industry experience. He has previously worked at UBS Financial Services and law firms including Arangio & George LLP and Spector Gadon & Rosen. Sessa also served as a trustee and personal representative for trusts in Ocean City, New Jersey. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis.

Kristen O'Neill is a financial advisor at Charles Schwab with 12 years of industry experience. She has previously worked at BlackRock Investments and The Vanguard Group. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolio guidance supported by the Schwab Center for Financial Research.

Dimosthenis Tsakiris is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2017 to 2022 and Marble & Tile Outlet LLC from 2015 to 2017. Tsakiris is based in Mt. Laurel, NJ. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Kenneth Lesesne is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Prior to joining LPL Financial in 2021, he spent 13 years at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by model portfolios, research, and various technology-driven investment options.

John Beckett is a financial advisor at Cetera with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera and affiliated firms since 2019. He also operates Beckett Wealth Management Group, an insurance sales business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with model portfolios, third-party managers, and custom strategies across various program structures and custodians.

Ann Baron is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory and offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

G Sebastien Lundby Thomas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on managing clients' wealth by developing personalized strategies that align with their individual priorities, goals, and aspirations. He offers access to investment insights from Merrill and banking and lending solutions through Bank of America. Thomas holds a Bachelor's degree from American University and holds professional designations including Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). His approach emphasizes understanding clients' full financial picture to navigate changing market conditions. In addition to his professional responsibilities, Thomas participates in community activities through volunteering with local organizations, reflecting the Merrill tradition of community involvement.

Michael Corsey is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank. Outside of finance, he operates a photography business specializing in event photography. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Kyle Kranzley is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has been with LPL Financial for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Lisa Cargill is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical among large institutional advisers.

Francesco Esposto is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 designation and two years of industry experience. His work history includes multiple roles at Morgan Stanley and its private bank, as well as positions at B2 Partners and Five Below. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by firm-approved tools and investment committee insights.

Margaret McMahon is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley since 2013 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Melanie Jimenez is a financial advisor at Edward Jones with 15 years of experience at the firm and holds a Series 66 designation. She is based in Newtown, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Deborah Roundtree is a financial advisor at Cetera with 24 years of industry experience. She holds the Series 63 designation and has been associated with Cetera and its related entities since 2004. In addition to her advisory role, she owns a tax and accounting firm, Macktree, LLC, where she works as a CPA, and maintains involvement in related financial and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, providing access to affiliated and third-party managers with a range of program options under discretionary and non-discretionary authorities.

John Harwick is a financial advisor at Fidelity with 24 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Harwick has been with Fidelity since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Christopher Canal is a CFP® with four years of industry experience, currently serving as a financial advisor at RBC Capital Markets. His prior experience includes roles at The Vanguard Group, UBS, and Morgan Stanley. He also has experience working in the hospitality industry at Giumarellos Restaurant and Bar. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

John Morawski is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Bank and its affiliates since 2014. Outside of his advisory role, he is involved in an entertainment business as a disc jockey for private events. 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 IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Timothy Quigley is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at LPL Financial since 2022 and concurrently with Cuna Brokerage Services and Cuna Mutual Group since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Mark Irwin is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with various Fidelity entities since 2011, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis, using systematic methodologies and long-term asset allocation benchmarks to construct model portfolios.