Ira Fox is a financial advisor with Cetera, holding a Series 63 designation and 26 years of industry experience. He has worked at Cetera since 2004 and is also the owner of Fox & Company PC, a CPA firm providing accounting and tax services since 1983. Outside of advising, he is involved with Creative Financial Services, Inc., which supports his investment practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment strategies through a large nationwide network of independent advisors.

Mark Cook is a financial advisor with LPL Financial in Woodbury, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Wells Fargo Clearing and The Vanguard Group, Inc., and has experience outside finance including roles at Anthony's Coal Fired Pizza and Fit Body Boot Camp. 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 services, including financial planning and access to third-party asset managers, with investment solutions implemented through model portfolios, discretionary or non-discretionary strategies, and advisor-facing tools.

Joseph Rosen is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Bradford Bernstein is a CFP®-designated financial advisor with 27 years of industry experience, currently serving at UBS Financial Services since 2005. He has also served on the board of directors for Gencrest, a pharmaceutical and biotech manufacturing company, from 2017 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor financial plans and portfolio management.

James Legg is a financial advisor with Charles Schwab, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, Merrill, and Bank of America. He is currently based in Marlton, NJ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services with a multi-asset model portfolio approach.

Joshua Kim is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes positions at Rutgers University, tutoring services, and roles with Pilgrim Mission Church and Surreal Creamery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe, serving various clients including registered investment companies and charitable funds.

Eric Medina is a financial advisor at J.P. Morgan Securities based in Voorhees, NJ. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he held roles at firms including Adelphia, LPL Financial, UBS, and Adidas. 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 approach combines centralized due diligence with quantitative and qualitative research to offer asset allocation advice, investment manager searches, and customized performance reporting.

Dakota Greene is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Equitable Advisors, and McAdam Financial among other firms. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through tailored advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides a range of options including tax management and responsible-investing screens.

Valarie Hughes is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has worked at Morgan Stanley since 2018 and previously held positions at JPMorgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm employs a structured financial planning process using proprietary tools and provides services that include tailored planning without individual security recommendations as part of standalone plans.

Cynthia Jones is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Daniel Palombo is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at MassMutual Greater Philadelphia and Drexel University. He has been with Wells Fargo Clearing since 2019. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm serves a broad client base and employs diversification principles and modern portfolio theory in their investment evaluations.

Shawn Hood is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for nearly nine years. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing investment policy development, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Robert Dolce is a Financial Advisor with Merrill Lynch Wealth Management based in Philadelphia. He focuses on retirement planning, wealth structuring, and assisting high-earning professionals and small business owners in building lasting financial strategies. He provides investing advice, along with access to banking and lending services through Bank of America. His expertise includes college education planning, executive compensation, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Robert's approach is educational and relationship-driven, emphasizing long-term collaboration to help clients pursue their financial goals with confidence. Robert holds a Bachelor's Degree from the University of Pittsburgh and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his personal time, he enjoys baseball, football, golfing, skiing, spending time with his family, traveling, and watching movies.

Christina Deaver is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of her financial advisory role, she owns Preserve The Day Bouquet LLC, a business focused on creating sentimental keepsakes using flowers and resin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and incorporates ESG frameworks in its recommendations.

Kelly Boylan is a Series 66-registered financial advisor with four years of industry experience. He currently works at OSAIC and has held prior roles at Sagepoint Financial, INC., Plan One Financial Group, Harrahs, and Andres. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and provides access to discretionary strategies and third-party managers.

Kody Ross is a Series 66 licensed financial advisor with Morgan Stanley, based in Mount Laurel, NJ. He has four years of industry experience, including prior roles at Donald F. Browne CPA and PNC Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved analytics.

Richard L. Hogan is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding a Series 66 designation and possessing 25 years of industry experience. He has been with UBS Financial Services since 2012. Outside of his advisory role, he is involved in property management through his participation in a condominium association committee and manages a sole proprietorship in real estate. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Felicia Jones is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has previously worked at Bank of America N.A. and Merrill and currently serves on the Finance Council at St. Eugene's Parish of the Archdiocese of Philadelphia, assisting with parish administration and bookkeeping. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, supported by extensive research and a large network of advisors.

Martin Genello is a CFP® professional with 11 years of industry experience. He is currently with Charles Schwab in Marlton, NJ, and has prior experience at Janney Montgomery Scott and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and multi-asset model portfolio approach.

John Corrado is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in property management as a sole proprietor of a real estate business in Philadelphia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.