Patrick O'Connor is a financial advisor with Wells Fargo Clearing in Thorndale, PA, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Morgan Stanley Smith Barney from 2009 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, acting as an ERISA fiduciary and offering discretionary investment management options that include a broader range of financial products than typical for large institutional advisers.

Marne Altbaum is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017 and was previously with Morgan Stanley from 2014 to 2017. 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 and investment management capabilities, delivering services on a non-discretionary basis.

Tyreek Wilson is a Financial Advisor at Merrill Lynch Wealth Management, where he focuses on delivering personalized wealth planning and investment strategies. He aims to help clients develop financial plans that align with their priorities, adjusting as necessary to changing circumstances. His areas of expertise include liquidity management, personal retirement planning, socially responsible and ESG investing, as well as individual and corporate investment strategies and retirement income. Wilson holds a Bachelor's Degree from William Paterson University and a Master's Degree from Indiana University Bloomington. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional affiliations include Groove Phi Groove S.F.I, NAACP, NAAIA, NRA, Philadelphia Estate Planning Council, and Winslow Baptist Church. In addition to his professional work, Wilson dedicates time to community involvement, volunteering with local food banks and the Salvation Army. Outside of work, he enjoys cooking, music, and spending time with his family.

Mansi Kapoor is a financial advisor with J.P. Morgan Securities holding a Series 66 license and five years of industry experience. Prior to joining JPMorgan Chase Bank and JPMorgan Securities in 2020, she worked at Mondrian Investment Partners for three years. She is based in Philadelphia, PA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Therry Venescar is a financial advisor at Merrill with a Series 66 designation. He has less than one year of industry experience, joining Merrill in 2025. Prior to this, his work history includes roles at Bank of America, Santander Bank, and Rider University Controllers Office. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Byron Coleman is a Series 66-credentialed advisor with 11 years of industry experience, currently with Merrill in Philadelphia, where he has worked since 2005. Outside of his advisory role, he serves as president of Just4People, Inc., a nonprofit organization that supports distressed families by facilitating and organizing events. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lee Hoffman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 30 years of experience providing wealth management and investment management services to individuals, corporations, and employee benefit plans across both for-profit and non-profit sectors. Before joining Merrill Lynch in 1997, Lee spent 10 years in trust banking, administering employee benefit plans for corporate clients. His deep understanding of ERISA regulations and related legislation is highly valued by the plan sponsors he serves. Lee holds a Bachelor's degree from the University of Virginia McIntire School of Commerce. He has earned multiple professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Lee previously taught the CFP retirement curriculum at The George Washington University and is a member of both the CFA Institute and the CFA Society of Washington, DC. His client focus areas include Corporate Executive Services, Divorce Transition Planning, Institutional Consulting, Services for Endowments, Foundations, and Non-profits, and Socially Responsible, Values-Based, and ESG Investing. Lee also has personal interests in baseball, basketball, cooking, football, music, reading, and traveling.

Brendan Rotondi is a Financial Advisor with Merrill Lynch Wealth Management in the Philadelphia office. He focuses on client areas including college education planning, divorce transition planning, education planning, family wealth management strategies, and personal retirement planning. Brendan works to understand each client's unique goals and creates personalized strategies to help achieve long-term success. Prior to becoming a financial advisor, Brendan gained experience as an Account Services and Middle Office Trade Support professional at Janney Montgomery Scott, where he supported advisory trading and account operations. Before that, he worked as a Retail Banker with M&T Bank. This background provided a foundation for his transition into financial advising and his focus on building long-term client relationships. Brendan holds a Bachelor of Science degree in Finance from The University of Alabama and has earned the Personal Investment Advisor (PIA) designation. Outside of work, his personal interests include camping, chess, cooking, fishing, football, music, and racquetball.

Sean Mcfadden is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding a Series 63 designation and bringing 24 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A., where he worked for a combined 14 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Rachel Charles is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves on the finance committee of the First Baptist Church of Jericho and works as a contractor for DoorDash. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and various investment strategies.

Vincent Ferrigno is a CFP® professional with 20 years of experience in the financial services industry. He currently works at LPL Enterprise and has held prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in selling workers' compensation and commercial lines insurance. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a broad range of brokerage and insurance products via an integrated platform.

Elizabeth Leska is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank, NA, and Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, using research and analytics to support portfolio construction and investment selection.

Jacob Foster is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 66 designation and previously worked at Blackrock Investments, LLC for nine years. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios employing quantitative and qualitative research, tax-aware processes, and risk management tactics.

Jennifer Ellman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She has been with Wells Fargo Clearing since 2016. 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 services. The firm’s advisory process is based on investment policy statements and modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Christian Boynton is a financial advisor at UBS Financial Services in Philadelphia, PA. He holds the Series 66 designation and has been with UBS since 2026. His prior experience includes roles at Project Prosper Inc., Trident Transport, and international service with the Peace Corps. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Christian Robinson is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 credential and previously worked at Roman Financial Group. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual collaborative relationships, utilizing proprietary software to analyze client goals and deliver written recommendations.

Ryan Maguire is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior experience at MassMutual Life Insurance Co and MML Investors Services, LLC. Ryan’s background includes four years of education at Saint Joseph’s University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning relationships using firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored planning.

Donald Delmonte Sr. is a financial advisor at Ameriprise with 40 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at LPL Financial and Ameriprise Financial Services. Outside of advising, he is involved in several business ventures related to real estate ownership and management. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored advice, primarily for clients with substantial investable assets.

William Mc Allister is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006 and holds Series 63 and Series 66 credentials. In addition to his advisory role, he is a partial owner of a local retail cigar lounge and serves as president of a transportation company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions.

Peter Blauert is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 39 years of industry experience, including roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Blauert is also licensed as an insurance agent for individual and group life, health, and supplemental Medicare plans. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software tools and offers a range of planning programs, including recently added divorce planning services.