James Hagedorn is a Financial Advisor based in the Bala Cynwyd, PA office, working within Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies and supports them in navigating important financial decisions. His approach focuses on understanding each client's unique goals and priorities, emphasizing a comprehensive view of their financial picture. James specializes in areas including education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from The Catholic University of America. Outside of his professional work, James has personal interests in baseball, cooking, football, and golfing.

Richard Benonis is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003, previously known as Axa Advisors. He is also associated with Karr Barth Associates, an independent business venture. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party program sponsors.

Ann Ade is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney LLC for 14 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Keith Jackson is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2015, progressing through various roles including Planning Consultant, Relationship Manager, Active Trader Representative, and Customer Service Advocate. His experience spans client relationship management, financial planning, and investment consulting. In his current role, Keith focuses on understanding clients' financial situations, reviewing available options, and creating tailored investment strategies to meet their goals. Outside of his professional work, he engages in personal interests such as biking, boating, family activities, social events with friends, outdoor adventures, and running.

Scott Rollick is a financial advisor with Merrill based in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Merrill since 1985 and has been affiliated with Bank of America since 2011. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kyle Tierney is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Goldman Sachs & Co. LLC and The Vanguard Group, Inc. 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 an ESG eligibility framework. The firm offers non-discretionary services through a select group of Wealth Advisors.

Brian McGeehan is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding CFP® and Series 63 designations and bringing 27 years of industry experience. He has worked at MassMutual Life Insurance Co since 2016 and at MetLife Securities Inc. from 2015 to 2017. Outside of advising, he is also an insurance agent specializing in group health and life insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing analytical tools and structured client engagements to deliver tailored recommendations.

Andrew Sheridan is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He has been with Edward Jones in Exton, PA since 2004. Outside of his advisory work, he assists with Suzy's Custom Creations, a gift basket business based in Downingtown, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with an emphasis on a comprehensive advisor and branch network.

Charles Robbins II is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and 24 years of industry experience. He previously worked at Morgan Stanley Smith Barney from 2009 to 2017 before joining Wells Fargo Clearing in 2017. Outside of his advisory role, he serves as a committeeman for the Democratic Party of Philadelphia’s 30th Ward and is a finance committee member for the Jewish Family and Children's Service. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions across a large platform.

Endri Rama is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situation and introduces them to financial solutions available through Merrill and Bank of America. His professional designation is Personal Investment Advisor (PIA). He holds a Bachelor's Degree from Temple University. Endri's approach involves helping clients uncover what matters to them and their families to create strategies aimed at pursuing their financial goals.

Thomas Hopkins is a financial advisor with Wells Fargo Clearing in Paoli, PA, holding the CFP® and ChFC® designations along with a Series 66 license. He has 26 years of industry experience, including roles at Wells Fargo Advisors LLC from 2009 to 2016 and Wells Fargo Clearing since 2016. 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 through a complement of brokerage and advisory solutions.

Kimberly Keemer is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Peterson is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2009 and City National Bank since 2019. Outside of his advisory work, he is the active owner and treasurer of Hope Creek Farm Hunting Club, a hunting club and farm in New Jersey. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles through a mix of in-house and third-party managers.

Jake Tosti is a financial advisor at Morgan Stanley in Philadelphia, holding Series 63 and Series 66 credentials with three years of industry experience. He has previously worked at The Vanguard Group and held various roles outside the investment industry, including positions in education and insurance. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering financial planning that utilizes firm-approved tools and models to support clients in managing their assets.

Kyle Clark is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2021, with prior experience at Citizens Bank and Biondo Investment Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Erik Ermentraut is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Avantax Advisory Services and Van Buren Financial Group, where he serves as an Associate Financial Advisor focusing on financial planning and client relationship management. Prior to his financial career, he was employed by the Federal Aviation Administration and Little Flower Children and Family Services of NY. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers across various program structures.

Shubhra Wells is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. Outside of her advisory role, she is involved in marketing life and health insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

William Sherry Jr. is a financial advisor with Merrill and holds a Series 66 credential. He has 15 years of industry experience and has been with Bank of America and Merrill since 2011. Outside of his advisory role, he serves as chair of the church council at Hockessin United Methodist Church and is a director of the University of Delaware Hockey Alumni Association, both nonprofit organizations. 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 individuals, institutions, and charitable organizations.

Henry Han is a Series 66-registered financial advisor with nine years of industry experience. He has worked at several firms, including Equitable Advisors, Ameriprise Financial Services, Bank of America, Merrill, and Janney Montgomery Scott. In addition to his advisory role, Han serves as Director of Investment Operations at PST Advisors, where he manages advisor relationships and oversees the investment process and analysis. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party advisory models and investment products, providing ERISA fiduciary services through credentialed representatives.

Christopher Montich is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Metlife Securities Co. He serves as co-trustee for a life insurance trust established for his grandchildren and is a board member of the Upper Merion Township Board of Community Assistance, where he evaluates and awards community grants. 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 uses collaborative, annual planning engagements with firm-approved software tools to analyze client goals and offers a range of programs including investment management and educational seminars.