Jodi Banks is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with PFS Investments, Inc. since 2010 and Primerica Financial Services since 2009. Outside of investment advisory roles, she is involved in sales of home security and automation products through affiliated companies and operates a separate business, Jodi Banks, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Steve Ricci is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, along with affiliated trust and insurance services.

Grant Haus is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley and the Philadelphia Phillies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions based on modern portfolio theory and tailored to plan-specific objectives and risk tolerances. The firm’s offerings include a range of investment options such as collective investment trusts, mutual funds, and insurance-related vehicles, and it acts as an ERISA fiduciary when providing investment advice.

Matthew Robinson is a financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL, he worked at Comcast Corporation for six years and PricewaterhouseCoopers for one year. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Matthew Salvitti is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc. and City National Securities. He serves as a board member for Girls on the Run Philadelphia, a nonprofit organization focused on building confidence and life skills in young girls. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory, financial planning, custody, and brokerage services to individual, institutional, and nonprofit clients. The firm employs tailored investment strategies through a combination of in-house and third-party managers, offering a range of program structures and integrated capital markets capabilities.

Robert Steinman is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 20 years before joining Stifel in 2020. Outside of his advisory work, he serves as President of the Colonial Village Community Association, overseeing social, legislative, and communication functions within the community. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Shaun Conahan is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Conahan serves on the board of the Indian Valley Chamber of Commerce, where he helps organize the annual golf outing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and various financial planning services.

Martha Temple Cass is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously held a position at Citigroup Global Markets beginning in 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Gary Kennedy is a CFP® with 38 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as a board member of the Mary Mother of the Redeemer Finance Council in North Wales, PA, and acts as an executor for his father-in-law’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Timothy Swartley is a CFP® professional with 26 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Cetera and CETERA Advisor Networks. Outside of his advisory role, he serves on the boards of the Grand View Health Foundation and the Senior Adult Activity Center of Indian Valley, and he is a partner in a hunting and fishing club. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

William Reiner Jr. is a CFP® with 31 years of industry experience, currently with LPL Financial since 2021. He previously worked at Cambridge Investment Research Advisors and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shaun Small is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also owns and manages Essential Ally Capital Management, LLC, an investment-related business based in Phoenixville, PA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer strategies. Advisors develop tailored recommendations using Wells Fargo’s research and tools, with clients having flexibility in implementing those recommendations through various brokerage or advisory programs.

Joseph Bell is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and previously worked at CitiGroup and JP Morgan Securities LLC. Based in Conshohocken, PA, he has been with Raymond James since 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management options.

Sydney Swarbrick is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining RBC, Sydney worked at NYLIFE Securities LLC and New York Life Insurance Company. Sydney also has experience in academic support and hospitality roles at the College of Charleston and the Grand Bohemian Hotel. 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 portfolio management solutions implemented through a combination of in-house and third-party investment managers.

Christopher Bruder is a financial advisor with LPL Financial in Collegeville, PA, holding a Series 66 credential and 24 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he operates The Bruder Investment Group as a DBA and provides non-variable life insurance policies to clients. 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 portfolios, and institutional platforms, supported by a large network of advisors and extensive technology tools.

Giovanni Astorino is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He worked at Securities America Advisors and Securities America, Inc. for 12 years prior to joining OSAIC. Astorino also owns an insurance-related business. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services through a large network of advisers and multiple platforms. The firm uses various tools and third-party solutions to construct and manage portfolios across a broad spectrum of investment options.

Aimee Turner is a financial advisor at Merrill with 21 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses and has previously worked at PNC Private Bank, M&T Securities, Wilmington Trust, and BB&T/Truist. 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

James Karthaus is a CFP® credentialed financial advisor with 27 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has held previous roles at Great Valley Advisor Group, LPL Financial LLC, and TLG Advisors. In addition to his advisory work, he is a broker and owner of Nautic Financial Group, LLC, an insurance agency specializing in non-variable insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized programs in municipal advising and SIMPLE IRA employer consulting.

Shrinivas Penugonda is a financial advisor with Ameriprise in Harleysville, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he consults to help other financial advisors improve their productivity through his consulting businesses, Arch Group and Double K Group. Ameriprise offers a retirement-income planning service designed for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Thomas Taggart is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.