Donna Dickinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Harry Thomas is a financial advisor with Equitable Advisors in Ambler, PA, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Karr Barth Financial Planning for 20 years. Thomas is also chairman and owner of Private Client Group Advisors, LLC, a business established for tax-efficient commission collection. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that emphasizes tailored client services and multiple advisory program options.

Sean Maguire is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Karr Barth Associates and has experience outside finance, including an eight-year tenure at Sunset Pier. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a client intake process to tailor services and employs a hybrid referral and implementation model involving multiple advisory programs and fiduciary credentials.

Brian Greenberg is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at OSAIC since 2025. Prior to that, he spent nine years at Lincoln Financial Advisors Corporation and has operated Brian C. Greenberg & Associates since 1990. Outside of advisory work, he owns a tax preparation business and acts as an insurance agent offering disability insurance, annuities, life settlements, and traditional life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using both proprietary tools and third-party platforms.

Christopher Zappy is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he serves as a volunteer on the District Fee Arbitration Committee in New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, utilizing a structured planning process supported by firm-approved tools and research.

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.

Ryan Flynn is a CFP® professional with 22 years of industry experience and has been with LPL Financial since 2010. He holds the Series 66 designation and operates out of Haddonfield, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutional clients, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by various model portfolios and research resources.

Matthew Vance is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Rutgers University-Camden and Top Golf. 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 broad range of advisory programs and services, including discretionary and non-discretionary management supported by in-house and third-party research.

David Owens is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. Owens also has professional involvement with Bank of America, N.A. and Workrite. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Stephen Kain is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding clients' priorities to help develop strategies for pursuing their short-, mid-, and long-term financial goals. His areas of expertise include personal retirement planning, small business strategies, and tax minimization. Stephen holds a Bachelor's Degree from Rutgers University and holds the Personal Investment Advisor (PIA) designation. He provides comprehensive financial guidance, covering general investing, retirement planning, and preparing for unexpected financial needs. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional role, Stephen enjoys baseball, football, golfing, music, pickleball, soccer, swimming, and spending time with his family.

Robert Mason Sr. is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Turnersville, NJ. He has 17 years of industry experience and has been with Edward Jones since 2008. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Philip Frascarelli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC. Additionally, he has been associated with Wells Fargo Bank NA since 2011. Outside of his financial advisory role, he is a co-owner of a rental property in Philadelphia. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Frederick Daniels is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has worked at Raymond James since 2020, following four years with Wells Fargo Clearing and ten years with Wells Fargo Advisors, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary 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.

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.

Michael Zollers is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2012, including Wells Fargo Advisors and Wells Fargo Bank NA. 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 investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Matthew Johnston is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds the Series 66 designation and has 12 years of industry experience, including prior work with Axa Advisors, LLC. He serves as a board member and officer for Breakthrough Greater Philadelphia, participating in discussions and guidance for the organization’s initiatives. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver both advisory and brokerage solutions.

Kevin Kolmer Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2004 and the current team in 2007, he has developed a wide-ranging clientele that includes individuals in the early stages of their careers as well as those nearing retirement or seeking to sell their enterprises. Kevin's approach is centered on disciplined, risk-managed strategies to help clients meet their financial goals. He holds a Bachelor's Degree in Business Management from Gettysburg College and the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, among other professional designations. Kevin was named to Forbes' "Best-in-State Next-Generation Wealth Advisors" list in 2019 and to Forbes/Shook's "America's Top Next-Generation Wealth Advisors" list in 2018. His planning-based approach involves assessing risks related to cash flow, liability management, and tax consequences, and he works closely with clients to educate and involve their families in wealth management discussions. Outside of his professional role, Kevin is involved with the Berwyn Paoli Area Little League, where he has coached for four years. He resides in Berwyn, Pennsylvania with his wife, two children, and dog. His personal interests include golf, paddle tennis, running, following Philadelphia sports teams, and spending family time at Ocean City, New Jersey.