Benjamin Mobley is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020. Prior to that, he was employed at PNC Bank and PNC Investments from 2014 to 2019. 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 its team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Emily Quigley is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior roles include positions at the University of Pennsylvania and Drexel University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Albert Brocious Jr. is a CFP®-certified financial advisor with Ameriprise, bringing 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns and operates Grove Street Operations, LLC, which provides financial planning services. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on clients with significant assets in Ameriprise-managed accounts.

Callahan Rafferty is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. Prior to his current role, he held positions at Fidelity Investments as an Investment Consultant from 2023 to 2024 and as a Planning Consultant from 2021 to 2023. Before joining Fidelity, Rafferty worked as an Assistant Vice President Financial Solutions Advisor at Merrill Lynch from 2017 to 2021 and as a Client Contact Specialist at First Command Financial Services from 2016 to 2017. Throughout his career, Rafferty has focused on developing financial plans aligned with clients' goals, emphasizing the importance of cultivating meaningful, lasting client relationships. His professional experience spans various aspects of financial consulting and investment planning. Rafferty's approach begins with comprehensive planning to ensure that clients' finances are aligned with their individual objectives.

Robert Manning is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 63 designation and 44 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

Connor Mc Dermott is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for three years and Marketwise for four years. He holds a degree from Towson University. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various asset-allocation tools and portfolio management options.

Benjamin Gravina is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by proprietary tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Alexander Plum is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2023. His prior experience includes roles at First Republic Securities Company, Merrill, and SumZero, as well as a position at The Wharton School, University of Pennsylvania. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved tools to develop financial plans.

Julia Marino is a financial advisor at OSAIC with two years of industry experience and holds a Series 66 credential. Prior to joining OSAIC, she worked at Equitable Advisors, LLC. Marino is also involved as a client service associate with Howard Mattson LLC and Plan One Financial Group, and holds a licensed insurance agent role. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services across multiple platforms, employing asset-allocation tools and automated rebalancing to manage portfolios with a broad range of investment options.

Daniel Lamb is a financial advisor with Ameriprise who holds the Series 66 designation and has seven years of industry experience. His prior roles include positions at MassMutual of Greater Philadelphia, AXA Advisors, and Temple Resev LLC. He is also co-owner of Phileo Management LLC, a business involved in managing his Ameriprise practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Bell is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at PNC Investments, PNC Bank, and Abel Noser. He has 100% ownership of Bell Global Consulting, LLC, which is currently inactive. 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, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary and offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Thomas Gale is a financial advisor with Cetera, holding a Series 63 designation and bringing 37 years of industry experience. He has worked at Cetera and its affiliates since 2015 and also operates his own business providing insurance solutions. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and consulting services, employing a multi-manager platform with discretionary and non-discretionary program options.

Mark Pliner is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including Citizens Securities, Mass Mutual Investors Services, and Bank of America. Outside of his advisory role, he is the sole owner of an eBay sports card sales business. 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 IPS-driven, based on modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jeffrey Marsico is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. He has worked with Wexco Financial Group since 2008 and has been affiliated with Cetera since 2023. Outside of his advisory work, he is a senior partner and equity owner of Diamond State Financial Group and has ownership interests in several family business and real estate ventures. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Beatrice Dufort is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of over 14,000 advisors and offers both brokerage and advisory solutions.

Taylor Venanzi is a financial advisor at Cetera with eight years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Cetera, Venanzi worked at Schwartz Financial Associates and the Office of the Comptroller of Currency. He is also the owner of Activate Wealth, LLC, a financial planning and investment management business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and both affiliated and third-party investment managers.

David Frank is a financial advisor at Cetera with 28 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Cetera and its affiliated entities in 2026, he worked at Alps Fund Services, Inc. for 17 years. Cetera Investment Advisers LLC serves a broad client base including 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 various investment strategies and program structures.

John Dempsey is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at OSAIC and American Portfolios Financial Services, Inc. He is also involved with Dempsey-Weiss and Associates, a property and casualty business in Elmer, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by in-house and third-party research.

Sandra Strudwick is a financial advisor at Edward Jones with 14 years of experience, holding a Series 66 designation. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Ryan Flynn is a CFP® professional with 22 years of industry experience and has been with LPL Financial since 2010. He holds the Series 66 designation and operates out of Haddonfield, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutional clients, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by various model portfolios and research resources.