Elliott Miller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Cambridge Investment Research since 2014. Outside of his advisory role, Miller serves on the board of the Adath Israel Congregation in Merion Station, PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad mix of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using various portfolio management and advisory solutions tailored to client objectives.

Vartan Karakelian is a Sales Manager and Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving affluent clients since 2001, providing guidance in areas such as divorce transition planning, equity compensation services, family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income. He focuses on crafting written financial strategies tailored to each family's goals to help clients make informed decisions and achieve important outcomes. Mr. Karakelian holds a Bachelor's degree from Drexel University and a Master's degree from the University of Pennsylvania. He has earned several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional work, Mr. Karakelian is involved in his community as a deacon at St Gregory's Armenian Church and has served as a former Exchange Club President. He also participates in the Salvation Army and supports orphans and disadvantaged children abroad. His personal life centers on his family, including his wife of 35 years and their two children.

Harry Thomas is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and over 53 years of industry experience. He has worked at Equitable Advisors since 1999 and previously spent 20 years with Karr Barth Financial Planning, Inc. Thomas is also the chairman and owner of Private Client Group Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models, including third-party TAMPs and LPL-sponsored programs, and offers a range of investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Sean Maguire is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked with Karr Barth Associates and has a background that includes education-related roles and an eight-year tenure at Sunset Pier. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of third-party advisory models and offers fiduciary services to qualified plans through credentialed representatives.

Sandra Strudwick is a financial advisor at Edward Jones with 14 years of experience, holding a Series 66 designation. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Richard Sterling III is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at firms including Lincoln Financial Advisors and Pacer Advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using a collaborative, goal-based approach with firm-approved analytical tools.

Brian Fox is a financial advisor at Wells Fargo Advisors in Exton, PA, holding a Series 66 designation with 16 years of industry experience. He has worked within Wells Fargo’s financial services affiliates since 2009. Fox is also the owner of Fox Wealth Partners, LLC, an independent practice based in Exton. 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 tailored to clients who meet a net-worth threshold, using proprietary research and planning tools.

George Bell is a Financial Consultant currently with Fidelity Investments, a position he has held since 2019. Prior to this, he worked as a Senior Financial Advisor at The Vanguard Group from 2002 to 2019. In his role, George focuses on building tailored financial plans that align with his clients' specific goals through strong and open communication, emphasizing the importance of trust in client relationships. George holds a California Insurance License, which supports his professional role in financial consulting. Outside of his professional duties, he has interests in beach activities, boating, fishing, football, and golf.

Herbert Rosenberg is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and Northwestern Mutual. He is also involved in selling non-variable insurance products such as term life, whole life, long-term care, disability, and fixed annuities. 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 a range of advisory programs, financial planning, and brokerage services and supports both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Wolfgang Hein is a financial advisor with LPL Financial based in Philadelphia, PA, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior roles include positions at Santander Securities LLC and Sovereign Bank. Hein is also associated with TruMark Financial Investor Services and TruMark Financial Wealth Advisors, entities related to his work with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

Ron Snyder is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2022. He brings 26 years of experience in the financial services industry, working in various roles including Branch Leader and Field Training Director at Fidelity Investments, Regional Vice President at Mercer Advisors, and Retirement Advisor at Vanguard. His expertise includes wealth planning and investment strategy development. Throughout his career, Ron has focused on creating personalized financial plans tailored to individual family needs and goals. He collaborates closely with clients to implement and monitor these plans over time, ensuring they adapt to changing circumstances. His professional journey reflects a commitment to leveraging extensive industry experience and resources to support clients' financial objectives. Outside of his professional life, Ron enjoys boating, family activities, golf, hiking, music, and running.

Madhurima Dey is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She holds the Professional Investment Advisor (PIA) designation. Her role involves assisting clients with their investment and banking needs, including support with retirement plan administration and guidance. Madhurima draws on experience gained at Merrill Lynch, Bank of America, and Merrill Edge, where she worked with active traders and educated clients on various investment products. She attended Rider University, focusing on Finance and investment analysis. Banking services are provided through Bank of America, N.A.

John Kane is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and having 22 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and CUSO Financial Services, LP. Outside of advising, Kane co-owns Delphi Wealth Management Group, an LLC focused on expense management, and is a partner in a CPA/tax preparation practice. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio construction and management tools, utilizing multiple third-party platforms and maintaining a complex corporate structure.

Kien Truong is a Series 65 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at Tristate Financial Advisors and LPL Financial/Capri Wealth Management, as well as a teaching position at Rutgers University Camden. He has also been involved in a business named Nails 2001. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Emma Lytle is a CFP® with three years of industry experience, currently with Mass Mutual Investors Services. She has previously worked at MassMutual Life Insurance Co and Jennerspond, and has experience in educational roles at Messiah University and Avon Grove High School. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved tools and collaborative planning processes.

Philip Frascarelli is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he is a co-owner of a rental property in Philadelphia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics along with a broad range of brokerage and advisory solutions.

Daniel Weiss is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at VOYA Financial Advisors and Summit Financial Group. Outside of advising, he serves on the board of the JCC Kaiserman community center and owns W Financial Advisors, providing financial services. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform with various program options, supporting discretionary and non-discretionary account management.

Jennifer Calabro is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Cetera and DNB First, National Association. Outside of her advisory role, she serves on the finance council of St. Joseph Church, where she reviews the church and school budget. Ameriprise is an institutional firm offering retirement-income planning services for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Jane Morgan is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with UBS since 1986. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Grant Gaugler is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Cetera and related entities since 2024 and previously at Citadel Federal Credit Union and CUSO Financial Services. Cetera Investment Advisers LLC is a nationwide registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.