Erin Zegar is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2019, following four years at Morgan Stanley. Outside of her advisory role, she provides administrative support for a private company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, 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 providers.

Angelina Barfield is a financial advisor with Wells Fargo Clearing, holding the Series 63 and Series 66 licenses and bringing six years of industry experience. Her prior roles include positions at Santander Securities, Webster Bank, and Key Bank. She is currently based in Warminster, PA. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Nathan Webb is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank, Charles Schwab, and Fidelity Personal and Workplace 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, offering both non-discretionary and discretionary investment options within a large, integrated operational structure.

Joseph Frank is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 52 years of industry experience. He has been with Cambridge since 2015 and previously worked at Questar Asset Management, U.S. Allianz Securities, and Investacorp Advisory Services. Outside of his advisory role, he is involved in insurance product sales through an ownership interest in Frank Leonards & Frank LLC and manages Frank Family Capital Group LLC. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to proprietary and third-party strategies through multiple platforms.

Michael Mcknight is a CFA® charterholder with 14 years of industry experience, currently serving at Charles Schwab in Philadelphia, PA. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. He holds Series 63 and Series 65 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts, supported by centralized custody and a formal alternative investment process.

Chewen Yarng is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services since 2014. Outside of his advisory role, he is the proprietor of Taota LLC, an LLC that owns a single residential rental property. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research.

Jacobo Guzman is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Guzman serves as a trustee for Har Zion Temple and is a member of the advisory board for the Philadelphia Union Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both retail and institutional services.

Tara Pinckney is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 63 designation and 29 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of advising, she works as an art consultant for Ethnic Expressions and drives for Lyft. 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 employs a research-driven investment approach and offers a broad range of brokerage and advisory solutions.

Judith Daniel is a financial advisor with Morgan Stanley in Philadelphia, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services through financial advisors and estate planning specialists.

Rodney Riso is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at J. B. Hanauer & Co. for one year. He serves on the finance committee of the Wanamaker Institute of Industries in Haddonfield, NJ. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics supported by Wells Fargo Investment Institute and third-party data.

Jeffrey Weiss is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Equitable Advisors, Firstrust Financial Resources, and Integrated Financial Services. He is based in Philadelphia, PA. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Hafner Jr. is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Blackstone Strategic Partners LP, Credit Suisse Securities, Wells Fargo Clearing, and Lehman Brothers Inc. Outside of his advisory work, he is involved as an owner and partner in a homebuilding business through Stamm Development Group and holds passive limited partner stakes in several private equity funds and a restaurant group serving the LATAM community. He also serves on the investment committee of the Barnes Foundation and chairs the investment committee of the Rowan University Foundation Board. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research through a centralized manager solutions team and offers a broad range of portfolio support and implementation services via affiliated entities.

Stephen Muzekari is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with 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, managing approximately $671 billion in assets and supporting over 14,000 financial advisors.

Amanda Wasson is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 designation with nine years of industry experience. She previously worked at Wells Fargo Advisors for two years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its advisory process.

Thomas Meyer is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping successful professionals, business owners, and young families make informed financial decisions and create opportunities for future generations. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Thomas holds a Bachelor's Degree from Boston College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He provides personalized investment strategies aimed at aligning with clients' financial goals and priorities. Outside of his professional work, Thomas enjoys baseball, billiards, football, golfing, music, running, soccer, and spending time with his family.

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.

John Ramirez is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Alliance Bernstein and The Vanguard Group. His background also includes roles outside of finance, such as at Highway Materials and involvement with Loyola University Maryland. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client strategies.

Scott Ceniccola is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies and a broad array of in-house and third-party portfolio management resources.

Joseph O'Malley is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2012 and previously worked at Horizon Wealth Advisors. O'Malley serves as a director on the board of The Wharton Club of Philadelphia and is a member of the investment committee for BLOCS, an organization supporting Catholic schools in the Philadelphia region. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with final decision-making authority retained by clients.

Brian Catanella is a financial advisor with UBS Financial Services in Philadelphia, PA, holding a Series 66 credential and 20 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves on the board and executive committee of UrbanPromise Ministries and participates in several nonprofit and educational organizations. He is also an author, currently self-publishing a book. 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, leveraging proprietary research and model-based asset allocations to tailor financial plans.