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, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2014, including its predecessor, Axa Advisors. Johnston serves as a board member and officer for Breakthrough Greater Philadelphia. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporate and institutional clients, and charitable organizations. The firm offers a range of advisory programs through a network of Investment Adviser Representatives and relies on third-party asset managers and programs for portfolio implementation.

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.

Brett Wallace is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. He is also involved with Maplezone, a business he has been associated with since 2008. 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 and financial planning services that utilize structured discovery conversations and firm-approved tools to assist clients in developing tailored financial plans.

Susan Wolff is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS Financial Services since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jack Sanderson is a financial advisor with Equitable Advisors and holds the Series 66 designation. He has recently started his advisory career, joining Equitable Advisors in 2026 after a brief tenure at Karr Barth Associates in 2025. Outside of his advisory role, he has been involved with the Philadelphia Cricket Club since 2018. Equitable Advisors serves a varied client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Anatol Maxwell is a financial advisor with LPL Financial in Wilmington, DE, holding a Series 66 designation and 23 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2020. 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 retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Matthew Smith is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he worked at Freda Real Estate and The Vanguard Group, Inc. from 2018 to 2022. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside proprietary investment models.

Noah Breidinger is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds a Series 66 designation and has three years of industry experience. His prior work experience includes roles at Biaggio's Pizzeria, Bear Creek Mountain Resort, and Moravian University. Equitable Advisors serves individual clients ranging from non–high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Nicholas Bacco is a financial advisor with Ameriprise in Philadelphia, PA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at MML Investors Services LLC and Mass Mutual Life Insurance Company, and was with Ameriprise Financial Services, Inc. for ten years before his current role. Outside of Ameriprise, he is an Associate Financial Advisor and financial planning analyst at Lemon Hill Capital Group, LLC. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets and providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Luke Deutschman is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior experience at Vanderbilt Owen School of Management, the Federal Reserve Bank, and several other organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor portfolios according to clients’ goals and risk tolerances.

Eric Etshman is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Richard Miller is a financial advisor at Cetera with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His prior roles include positions at HD Vest Insurance Services and Metropolitan Life Insurance. Outside of advising, Miller provides tax preparation and consulting services through Van Buren Financial Group LLC and operates as an independent health insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary program structures.

Elizabeth Smith is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2008. 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.

Dan Glazier is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He works closely with clients to understand their motivations and vision for the future, guiding them through the planning process using Fidelity's resources to develop personalized financial plans. Prior to his current role, Dan served as an Investment Consultant at Fidelity Investments from 2019 to 2020. He has extensive experience in the financial services industry, having worked at Capital One from 2007 to 2019 in various roles including Financial Advisor, Customer Service Manager, and Customer Service Associate.

Justin Walsh is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 2009, where he focuses on implementing the firm's Equity, Fixed Income, and Quantitative Strategies for selected client portfolios. Justin works closely with clients on investment and retirement planning and facilitates access to the firm's Lending and Trust Specialists. Justin holds the Chartered Retirement Planning Counselor (CRPC) designation. He earned a Bachelor of Science degree from Cabrini College, where he also received All-Conference Honors in Tennis and Cross-Country. He is a multiple-time Tennis Club Champion at Llanerch Country Club, winning the Singles Title every year from 2006 through 2017 and again from 2019 through 2025. Justin currently resides in Conshohocken, Pennsylvania.

Jonathan Goldman is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, with previous experience at Wachovia Bank and Wells Fargo Advisors LLC dating back to 2010. Outside of his advisory role, he serves as power of attorney for his spouse in Villanova, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, including options such as insurance-related vehicles and bank deposit sweep programs.

Marcus Kindervater is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory work, he has experience as an independent Medicare insurance contractor. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform that combines adviser programs with insurance and lending services.

Steven Moyer is a financial advisor with LPL Financial in Philadelphia, PA. He holds a Series 66 designation and has experience working at M&T Bank since 2016 and Bob Witmer's State Farm Insurance from 2009 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Allison Di Pilla is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2016. 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, retirement plans, corporations, and charitable organizations.