Thomas Percetti is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Andrew Mcilhenny is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes multiple tenures at Equitable Advisors totaling nearly two decades, as well as experience with Axa Advisors, Firstrust Financial Advisors, and Progress Financial Advisors. Outside of advisory work, he is a partner/member at 435 Fairmount Avenue Partners and an investor in PFR Investment Partners II. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a combination of proprietary and third-party investment solutions and offers ERISA fiduciary services through credentialed representatives.

Marisa Litwinsky is a financial advisor with Wells Fargo Advisors based in Collegeville, PA, holding a Series 66 designation and 18 years of industry experience. She previously worked at Bank of America, N.A. and Merrill Lynch. Outside of her advisory role, she holds ownership interests in investment-related research firms. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

James Ernst is a financial advisor with RBC Capital Markets in Newtown Square, PA, holding Series 63 and Series 65 credentials with 32 years of industry experience. He previously worked at Janney Montgomery Scott for 11 years and has been with RBC Capital Markets and City National Bank since 2020. Outside of his advisory role, he is a passive owner of Marathon Partners, an LLC focused on sharing team business expenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles using both in-house and third-party investment managers.

Jane Kuntz is a financial advisor with Morgan Stanley in Berwyn, PA, holding a Series 66 designation and three years of industry experience. Her prior work includes positions at the University of Pennsylvania, Drexel University, and GlobalData Plc. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Charles Monahan Jr. is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns LC Wellness and Spa LLC, a wellness center. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm uses structured planning tools and modeling techniques and manages approximately $2.74 trillion in client assets.

Alexander Nalle is a financial advisor with Wells Fargo Advisors in Conshohocken, PA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Credit Suisse Securities, Wells Fargo Clearing, and Pershing LLC. Outside of his advisory work, he is a managing partner of Oak Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm utilizes Wells Fargo research and tools to develop tailored recommendations delivered through meetings and client summary letters, with flexible implementation options.

Michael Ghelardi is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and over 12 years of industry experience. He has been with Thrivent and its related entities since 2013. Outside of his advisory role, he serves as Treasurer for the Havertown Ministerium and teaches an undergraduate finance course at Temple University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses without discretionary trading authority, and offers the option to combine planning with managed accounts through its WealthPlan program.

Jamie Policare is a Financial Advisor at Merrill Lynch Wealth Management. Jamie works closely with clients to understand their financial priorities and develop strategies to pursue their short-, mid-, and long-term goals. Jamie's approach includes personalized wealth management solutions, access to investment insights from Merrill, and banking and lending options through Bank of America specialists. Jamie's areas of expertise include portfolio management services, individual and corporate investment strategy, and tax minimization. As a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), Jamie provides guidance on a range of financial matters including investing, retirement planning, and planning for unexpected events. Jamie holds a Bachelor's Degree from Saint Joseph's University. Continuing Merrill's tradition of community involvement, Jamie participates in volunteering activities within the local community. Personal interests include baseball, basketball, football, golfing, music, running, skiing, table tennis, and traveling.

Olivia Lawler is a financial advisor at RBC Capital Markets with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Wells Fargo Clearing, Mr Cooper, and PNC Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofits, offering customized portfolio management and financial planning through a range of advisory programs and access to both internal and third-party investment managers.

David Viola is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Wells Fargo Advisors since 2018, following two years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services, including specialized planning such as business-owner transition and special-needs analysis. The firm combines proprietary research and planning tools with optional implementation through brokerage or advisory programs.

Bonnie Mayne is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1990. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Brody Gregory is a financial advisor with Morgan Stanley in West Conshohocken, PA. He holds a Series 66 designation and has two years of industry experience, with prior roles at McAdam Financial and West Capital Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models in its financial planning process.

John Durkan is a financial advisor at LPL Financial with 42 years of industry experience. He holds the Series 63 designation and previously worked at Boenning & Scattergood Inc for 11 years before joining LPL Financial in 2023. 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 wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Constance Jones is a financial advisor at Stifel with 47 years of industry experience. She has been with Stifel Nicolaus & Co. since 2015 and holds the Series 63 designation. Outside of her advisory role, she is involved as a co-owner of a commercial building in Swarthmore, Pennsylvania. 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 support asset allocation and financial planning analyses.

Ronald Centofanti is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 29 years. His background also includes a role as an independent real estate contractor with Keller Williams Realty Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Collin Gamble is a financial advisor with Primerica Advisors in King of Prussia, PA, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Primerica Financial Services, Constellation, Montgomery County, Boyd Gaming, and McDonald's. Outside of advising, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Benjamin Snyder is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at New York Life Insurance Company and Northwestern Mutual in various capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and comprehensive written recommendations on topics such as retirement, tax, and estate planning. The firm’s approach separates planning from managed-account services and emphasizes periodic reviews without discretionary trading authority.

Nicholas Porretta is a CFP® professional affiliated with LPL Financial, with six years of industry experience. He has worked at several firms, including Meridean Wealth Partners, Claire Reid Advisory, and T3 Trading Group, before rejoining LPL Financial in 2026. Outside of advisory roles, he is involved with Porretta Holdings, 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 advisory and brokerage services, including financial planning and access to various investment platforms, supported by a large network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Shawn Berwager is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2012, previously associated with Axa Advisors, LLC. Outside of his advisory role, he operates a separate business under the name A.P. Lubrano & Company, Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party and proprietary investment solutions.