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.

Meaghan Mclaughlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Lincoln Financial Advisors, Sanford C. Bernstein & Co., and KPMG. 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 portfolio programs, third-party asset management, and institutional platforms.

Salvatore Fusaro is a financial advisor at Osaic Wealth, Inc. in Philadelphia, PA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Simplicity Investments and Lincoln Financial. Before entering the financial sector, he worked for ten years at Rothman Orthopaedics. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and options for discretionary and advisor-managed strategies.

Gian Mantakounis is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Envestnet and BNY Mellon, as well as five years working at Hills Quality Seafood. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers various program models and third-party advisory solutions.

Allen Rosenberg is a financial advisor with Wells Fargo Clearing in Wimauma, FL, holding Series 63 and Series 65 licenses and possessing 47 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he serves as co-trustee for his father’s trust. Wells Fargo Clearing provides retirement plan consulting primarily to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Brenner is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co from 2017 to 2024 before joining Cetera. Brenner is also involved with Heights Financial Group, a financial services DBA under which he operates as a financial planner. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Joshua Warren is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at JPMorgan Chase Bank, N.A., Intercontinental Capital Group, and a long tenure at PHH Mortgage Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and may incorporate an ESG eligibility framework.

Kevin Huntington is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley since 2017 and previously held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Morgan Stanley Wealth Management delivers a range of advisory programs to individual and institutional clients, combining financial planning with access to various investment strategies and specialized services through a large, integrated platform.

Eric Salmansohn is a financial advisor at Morgan Stanley with 43 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 2009, as well as at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and market modeling techniques.

Rick Schmid is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with clients to build and maintain financial plans tailored to their specific needs and goals, aiming to simplify financial management and instill confidence in their financial future. Rick has professional experience spanning over a decade in the financial industry. Prior to his current role, he served as an Assistant Vice President - Financial Solutions Advisor at Merrill from 2014 to 2023, and before that, he worked as a Platinum Mortgage Banker at PHH Mortgage between 2010 and 2014.