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.

Kenton Mcmahon is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 65 and Series 63 designations and has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, incorporating both proprietary research and third-party data.

Brian Lee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked previously with Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. In addition to his advisory role, Lee is an agent for Emerson Reid, selling health insurance commissions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Felicia Jones is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and its affiliates since 2011, as well as at Bank of America and Merrill. Outside of her advisory role, she serves as a Finance Council member for St. Eugene's Parish of the Archdiocese of Philadelphia, assisting with parish bookkeeping and internal controls. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad investment menu that incorporates insurance-related vehicles and bank deposit sweep options.

Christopher Roberts is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2012 to 2016. He is also associated with CP Roberts & Associates, a separate business entity for tax and investment purposes. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brooks Guzman is a Financial Consultant at Fidelity Investments, where he works directly with clients to develop personalized financial plans. He aims to serve as a long-term partner, providing ongoing guidance as markets and life circumstances change. Brooks utilizes Fidelity's resources to help clients feel heard, understood, and confident in their financial strategies. Prior to becoming a Financial Consultant in 2024, Brooks worked as an Investment Consultant at Fidelity Investments from 2023 to 2024. Before that, he was a High Net Worth Client Representative at Vanguard from 2021 to 2023. This experience has provided him with expertise in investment consulting and client relationship management. Outside of his professional work, Brooks enjoys cooking and baking, participating in family activities, exploring food culture as a foodie, and engaging in sports such as football and golf. He also has an interest in music.

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.

Joel Spangler is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing decades of experience in the financial services industry. He began his career in 1990 with Prudential, followed by roles at Lehman Brothers in Manhattan, Merrill Lynch, and Morgan Stanley, before returning to Merrill in 2016. Joel focuses on retirement and personalized investment planning for individuals and families, as well as providing business and institutional advice in cash management, retirement plans, and business lending services. Joel holds the CERTIFIED FINANCIAL PLANNER® designation from the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Plans Specialist™ designation, and is recognized as a Personal Investment Advisor. He earned a Bachelor of Science degree in Finance from The Pennsylvania State University and an MBA in Finance from New York University’s Stern School of Business. In addition to his advisor role, Joel serves as an adjunct professor at Temple University’s Fox Business School, teaching Financial Planning in the MBA program. Outside of his professional commitments, Joel enjoys spending time with his family, including his wife Lisa and their two sons. He is active in outdoor pursuits such as golfing, hiking, racquetball, and scuba diving, often organizing family vacations centered around these activities.

Miloslava Moravec is a financial advisor with Primerica Advisors in Lansdale, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Primerica Advisors since 1990 and Primerica Financial Services since 1996. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and implements portfolios via BNY Mellon Advisors, operating primarily with a percentage-based wrap fee structure.

Lulu Zappy is a financial advisor at UBS Financial Services with 15 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she owns and manages a rental townhome. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and access to institutional trading capabilities alongside wealth management.

Christopher Schell is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 26 years of experience in wealth management and financial advising. He specializes in a range of client focus areas including college education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, socially responsible and ESG investing, retirement income, and small business strategies. Chris applies a comprehensive approach to managing client portfolios that integrates tax and estate planning strategies to align with clients’ evolving financial needs. Chris holds a Bachelor of Science degree in Economics from the Pennsylvania State University System. Additionally, he has completed non-accredited certificate programs at the University of Pennsylvania and Harvard University. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Chris resides in Dresher, Pennsylvania with his wife and their twin teenage boys. His personal interests include football, music, running, skiing, traveling, and yoga. He is actively involved in philanthropic activities, serving as a trustee and board member at Williamson College of the Trades, as well as holding trustee and leadership roles at the Abramson Center for Jewish Life in Horsham.

William Sabia is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 32 years of industry experience. He has held positions at Merrill and Bank of America, N.A. before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Jen Parsons is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill and Bank of America since 2007 and 2009, respectively. Outside of her advisory role, she participated in a one-time survey for an entity called CHOP in Philadelphia. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Alexa Swetz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill Lynch and a year at Bottle King. She also has experience from her time at Temple University and Hillsborough High School. Merrill, along 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Connor Zuch is a Planning Consultant at Fidelity Investments. In this role, he partners with clients to understand their goals and build tailored financial strategies. He provides proactive guidance, holistic planning, and disciplined execution to help clients navigate financial complexities with confidence. Connor has experience across multiple roles at Fidelity Investments, including Relationship Manager and Financial Representative. Prior to joining Fidelity, he worked as a Junior Financial Consultant at Tri-State Financial Advisors. His approach focuses on delivering clarity, accountability, and long-term value throughout clients' financial journeys.

David Wagner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Commonwealth Financial Network and Avantax Investment Services, and he owns Wagner Financial Services. Outside of advisory work, Wagner also operates a tax services business and has experience working as a food delivery driver. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both proprietary and third-party model strategies with discretionary and non-discretionary options tailored to client objectives.

Daniel Meehan is a Series 66-licensed financial advisor with UBS Financial Services, based in Mt. Laurel, NJ, and has 19 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is a partner at CDJ Partners LLC, where he is involved in creating and patenting a new delivery system for non-alcoholic and alcoholic beverages. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including principal trading, market-making, and affiliated banking and lending programs.

Joseph Maida is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services since 1999 and has owned Maida & Maida LLC, an accounting and tax preparation firm, since 2008. Maida serves as a trustee and member of the Finance and Budget Committee at the Princeton Senior Resource Center. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with various program structures and custodial relationships.

Phineas Meade is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. He has been associated with Morgan Stanley Smith Barney and its related entities since 2009 and currently works at Morgan Stanley Private Bank, N.A. Meade is involved in real estate activities outside of his advisory role. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and serves clients through a variety of investment programs and strategies.

Thomas Penrose is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2022, he worked at US Tech and was involved with Loriann, LLC. He also has five years of experience at Pennsylvania State University. 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 advisory options. The firm’s approach 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.