Reid Chizik is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding the ChFC® designation and securities licenses Series 63, 65, and 66. He has 22 years of industry experience, including prior roles at Citizens Securities, Santander Securities LLC, Santander Bank NA, and M&T Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm employs research and analytics from its Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions across a broad range of financial products.

Anna Kirschner is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Equitable Advisors since 2018. Her prior work history includes roles at AXA Advisors and Rivercity Emarketing as well as a position at Penn State. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and a combination of proprietary and third-party advisory solutions.

Patricia Owens is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Owens serves as a trustee on the Investment Committee for the Zoological Society of Philadelphia, which focuses on conservation and education regarding animals. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporation of ESG criteria.

Timothy Sabol is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of his advisory role, he serves on the board of directors for The Philadelphia Boys Choir and Chorale. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Lindsey Hudspeth is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2009 and has also worked at Bank of America, N.A. since 2020. 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 offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Arthur Stevens is a CFP® with 52 years of industry experience, currently serving at Morgan Stanley in Philadelphia, PA. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and provides access to extensive retail and institutional investment options.

Peter Rosengard is a financial advisor at LPL Financial with 47 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Massachusetts Mutual Life Insurance Company and MSI Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions supported by advanced research and operational tools.

Carmen Lex Jr. is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Agia for three years and Valic Financial Advisors for 17 years. Outside of his advisory role, he is involved with WealthFusion, Inc., a business entity for tax and investment purposes. 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, model portfolios, and institutional platforms, supported by extensive operational and research tools.

Robert Protesto IV is a CFP® professional with 18 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at American Portfolios Advisors, Inc., PSS Benefits, LLC, and VOYA Financial Advisors, Inc. He also holds an insurance producer license and operates a sole proprietorship related to fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services through a multi-advisor platform, focusing on model-based asset allocation and portfolio optimization supported by various tools and third-party manager programs.

Steven Springer is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022. Prior to that, he spent ten years with Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jennifer Anderson is a financial advisor with Equitable Advisors in Moorestown, NJ, holding Series 63 and Series 65 licenses and 11 years of industry experience. Prior to her current role, she worked at AWH Financial, Quaker Wealth Management, and has operated Jennifer L Anderson LLC since 2002. Outside of financial advising, she is the owner and accountant at Mazzucco & Company CPAs and volunteers as a Eucharist Minister at Our Lady of Good Counsel. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party managers, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Donna Goldhorn is a financial advisor with Merrill in Bala Cynwyd, PA, holding Series 63 and Series 66 designations and bringing 46 years of industry experience. She has been with Merrill since 2006. 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, offering model-based and discretionary strategies for various client types including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jay Taylor is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Ameriprise and Choreo, LLC. Outside of his advisory work, Taylor is involved as a comic book artist with On The Square Comics. 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 and brokerage services, featuring model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Tammara Loomis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary options tailored to plan objectives and demographics.

Michael Gillen is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Goldman Sachs, Bank of America/Merrill Lynch, Mondrian Investment Partners, and Wescott Financial Advisory Group. Outside of his advisory role, he is a partner in MG2 Brands LLC, a family-owned business unrelated to his work in finance. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and other institutional clients. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Richard Hughes Jr. is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Merrill. Hughes has returned to UBS in 2021 after an earlier tenure from 2006 to 2012. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services. The firm leverages proprietary research and model-based asset allocations to tailor client plans and combines institutional trading capabilities with wealth management offerings.

Ryan Depaul is a CFP® certificant with 16 years of industry experience. He has worked at UBS Financial Services Inc. since 2023 and was previously with Sanford C. Bernstein & Co., LLC for 11 years. Ryan is based in Philadelphia, PA, and holds a Series 66 license. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support tailored client solutions.

Kyle Lucas is a financial advisor at Equitable Advisors with 14 years of industry experience. He has held roles at Equitable Advisors since 2014 and previously worked with AXA Advisors, LLC. Outside of his advisory work, he is a partner in Lucas Holdings LLC and is involved in servicing health and group benefit clients through Brewer Associates. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and a variety of asset management programs. The firm utilizes a combination of proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

Kathleen Pruess is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she operates a travel agency as a Bucket List Tour Guide. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services, utilizing firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Michael Weinberg is a CFP® professional with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC for seven years. He acts as a trustee for a family irrevocable life insurance trust and holds powers of attorney for his parents in investment-related matters. Wells Fargo Advisors is a national securities firm providing advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.