Michael Benedykciuk is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments and Fidelity Brokerage Services, and previously at The Vanguard Group. Prior to his finance career, he held various roles including positions at Boston University and healthcare and technology companies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios constructed from mutual funds, ETFs, and ETPs, and offers unique services such as registered commodity pool operator activities and advisory roles to multiple fund-of-funds.

Karen Scotti is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation and 17 years of industry experience. She previously worked at Merrill from 2007 to 2023 before joining J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. in 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process combining quantitative screens and qualitative research, and its recommendations may incorporate ESG eligibility criteria.

David Kron is a financial advisor with Wells Fargo Clearing in Philadelphia, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Wells Fargo since 2016 and previously at Prudential Equity Group from 1999 to 2003. Kron serves as treasurer of the Global Philadelphia Association, a role he holds in name only. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Benjamin Stover is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2023, he worked for Susquehanna International Group, LLP for 22 years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team and uses algorithmic automation to generate tailored recommendations.

David Alshay is a financial advisor with LPL Financial and holds the CFP® designation along with a Series 63 license. He has 34 years of industry experience, having previously worked at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved in selling non-variable insurance products in New Jersey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

John Stoffere Jr. is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliates since 2008. Outside of his advisory role, he owns a business involved in restaurant and horse racing partnerships. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with substantial investable assets. The firm utilizes a centralized consulting team and a combination of research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations.

Jordan Guynn is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at Sageworth, Vanguard, Wells Fargo, Eagle Strategies, and Merrill. Guynn is based in Philadelphia, PA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to offer non-discretionary, customized asset allocation advice and investment manager searches.

Bartholomew Mikulski is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held roles at Wells Fargo Home Mortgage and Lakeview Loan Servicing. 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 advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

John Oakes Jr. is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Nicholas Fresolone is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial from 2011 to 2023. Outside of his advisory role, he serves as Vice President and Chief Compliance Officer at Plan One Financial Group and is also an insurance agent. OSAIC Wealth serves a broad range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization with options for discretionary management and third-party strategies.

James Ferrari is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2017 and Franklin Mint Federal Credit Union since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Abraheim Ali is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He previously worked at PNC Wealth Management from 2012 to 2015. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Schoff is a financial advisor with Raymond James & Associates in Wilmington, DE, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Maryanne Morrissey is a CFP® with 32 years of industry experience, currently with Raymond James & Associates since 2025. She previously worked for 16 years at Janney Montgomery Scott. Morrissey serves as president of the Morrissey Family Foundation, a nonprofit organization involved in asset management and donation distribution. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and investment consulting through various programs and affiliated research resources.

Scott Atkins is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2012, initially with UBS Global Asset Management before transitioning to UBS Global Wealth Management. Atkins serves on the board of directors for Miami Nation Enterprises, participating in regular meetings to oversee administrative matters related to the organization's investments. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm delivers advisory work through a network of financial advisors using proprietary research and model-based asset allocations, combining institutional trading capabilities with wealth management services.

Richard Samaroo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 20 years of industry experience. His career includes roles at Wells Fargo Bank and JPMorgan Chase Bank, with his current tenure at Wells Fargo Clearing beginning in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, and it includes a broader set of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Mark Giordano is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining UBS, he has professional experience at the Washington Township Health Department and academic background from Boston College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including market-making, underwriting, and securities-backed lending programs.

John Napolitano is a Series 66-licensed financial advisor with Equitable Advisors in Cherry Hill, NJ, with four years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Seven Star Diner and Boscov's. Outside of financial advising, he is engaged in sales activities related to tax account programs and ancillary insurance products. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party and proprietary advisory programs and emphasizes matching clients with appropriate investment models and discretionary managers.

Amer Dababneh is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank, N.A. since 2014, with prior experience at PRUCO Securities, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Edward Mcdevitt III is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His career includes four years at Morgan Stanley before joining UBS in 2016. He serves on the finance committees of Bridge House, a nonprofit providing transitional support to Boulder’s homeless and working poor, and Springside Chestnut Hill Academy, a K-12 educational institution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management services.