Jason Jones is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2009 and also at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering 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 a range of investment services.

Michael Becker is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel Nicolaus & Co since 2009 and holds the Series 66 designation. Outside his advisory role, Becker co-founded the Steering Committee for the Bio Pharma Networking Group on LinkedIn, contributing approximately four hours per month without compensation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Joseph Sensi is a financial advisor at Cetera with 29 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Ameriprise and TFS Securities. In addition to his advisory role, he serves as Vice President of Employee Benefits Sales at Nottingham Agency, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across multiple program structures.

Daniel Derose is a financial advisor at Cetera with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including Securian Financial Services and MargFinancial. Outside of his advisory work, he serves as an officer on the board of the Nottingham Babe Ruth Baseball League. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Craig Yates is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he is listed as president of a health club business and is associated with a television pilot project involving his spouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Clare Shaw is a financial advisor with Cetera, holding a Series 63 designation and bringing 21 years of industry experience. Prior to joining Cetera in 2025, she spent 20 years with Avantax Investment Services and its related entities. In addition to her advisory role, Clare operates her own CPA practice and serves as a director for the Pennsylvania Society of Tax and Accounting Professionals. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform with a comprehensive range of portfolio management and retirement services. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors.

William Dixon is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2017. Outside of his advisory role, he operates a sole proprietorship managing an e-commerce site. 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 delivers model-based and discretionary investment strategies to a diverse client base, including individuals, high-net-worth clients, and institutional investors.

Krista Moffatt is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 designations and over 21 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she has a joint ownership interest in a rental property in Wildwood Crest, NJ. 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 more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Michael Peczinka is a financial advisor with Stifel, holding a Series 66 designation and five years of industry experience. Prior to joining Stifel in 2025, he worked at Merrill from 2020 to 2025 and held various roles at firms including Merrill Lynch, LCI, and ISD Jackson. Outside of his financial advisory career, he owns and operates ECO Hamilton LLC, a retail store specializing in electronic vaping products. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy developed through its Investment Strategy Group.

Brian Odelli is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Brian Arrow is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Cuna Mutual Group, CUNA Brokerage Services, Inc., and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Costello is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with MetLife Securities from 2006 to 2017. Outside of his advisory role, Costello serves as president of the Moorestown Breakfast Rotary, where he oversees community giving projects and leads weekly reports. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management to individuals, business owners, trusts, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual collaborative engagements.

Jose Vasquez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Primerica in various capacities since 2014 and previously worked at Valley Forge Medical Center for 15 years. Outside of his advisory role, Vasquez works as a self-employed caregiver and serves as a cross country referee for Springfield Township High School. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure to manage client portfolios.

Daniel Huse is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and United Brokerage Services, Inc. Outside of his advisory role, he serves as a registered client service associate with Roskos Wealth Management in Moorestown, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable programs for municipal advisory and SIMPLE IRA plan consulting.

Molly Stengel is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Royal Alliance Associates, Lincoln Financial Distributors, The Vanguard Group, and Delta Development Group. Outside of her advisory role, she is involved in sales and marketing of fixed annuities and insurance products through Bala Financial Group. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm uses a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management, supported by multiple program options and a complex affiliate network.

Scott Kamm is a financial advisor with Primerica Advisors in Langhorne, PA, holding Series 63 and Series 65 licenses and with nine years of industry experience. His career includes roles at PFSI Investment Inc., Family First Funding, M&T Bank, and a long tenure at Primerica Financial Services. He also engages in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Bryan Nolan is a CFP®-credentialed financial advisor with eight years of industry experience, currently with Stifel since 2024. He previously worked at The Vanguard Group from 2018 to 2024 and has held roles at Randstad USA and Philadelphia University. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Philip Clippinger is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 25 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Jamison Licausi is a financial advisor with UBS Financial Services, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

John Mccormick is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Equitable Advisors since 2000. He previously worked at Axa Advisors, LLC from 2000 to 2020. Outside of his advisory work, Mccormick serves as a board member of the Georgetown University Gridiron Club, where he participates in events and mentors student athletes. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching clients with program models or discretionary managers, often utilizing third-party asset managers and LPL-sponsored advisory programs.