Andrew Segal is a financial advisor with Wells Fargo Clearing in Philadelphia, PA. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, all with Wells Fargo entities since 2013. 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 utilizes research from its investment institute and third-party sources, applying diversification and modern portfolio theory in its investment approach.

Susan Boehm is a financial advisor with Equitable Advisors in Philadelphia, PA, holding a Series 66 designation and 20 years of industry experience. She has worked with Equitable Advisors since 2005 and prior to that was associated with Axa Advisors, LLC. Outside of her advisory role, she operates an insurance brokerage business under the name Firstrust Financial Resources. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes client risk assessment and matching to program models or discretionary managers, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Robert Bukowski Jr. is a financial advisor at J.P. Morgan Securities with 12 years of industry experience and holds the Series 66 designation. He has been with J.P. Morgan Securities since 2014 and is also employed by JPMorgan Chase Bank, where he offers a range of bank products and services. In addition to his advisory role, he has an ongoing association with the University of Delaware since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process and a broad range of investment capabilities.

Steven Nieves is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He previously worked at INVEST Financial Corp for 11 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies on discretionary and non-discretionary bases.

John Burkhardt is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Ryan Beck & Co., and had an earlier tenure at Stifel. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Jacob Weichert is a CFP® professional affiliated with Wells Fargo Clearing in Philadelphia, PA, with eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously held roles at Brother Bear BBQ and the University of Delaware. 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 inform its investment approach and offers a broad range of brokerage and advisory solutions.

Margaret Petrillo is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining JPMorgan Chase Bank and J.P. Morgan Securities in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized investment solutions supported by centralized due diligence and a manager solutions team.

Laura Borba Sampaio is a financial advisor at Merrill with a Series 66 designation. She has been with Merrill since 2024 and has additional experience at Bank of America, N.A. beginning in 2026. Outside of finance, she has worked in various industries including hospitality and transportation. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Baratz is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® designation and securities licenses Series 66 and Series 63. Prior to joining Edward Jones in 2022, he worked at Zenith Financial Group LLC and Sowell Management Services, among other firms. Outside of advising, he assists friends and family with travel arrangements through a travel agency he co-owns. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions and separately managed accounts. The firm is notable for its extensive retail advisor and branch network and its affiliated capabilities beyond advisory services.

Tracy Ignatieff is a Series 66-registered financial advisor with Edward Jones in Wilmington, DE, and has two years of industry experience. She has been with Edward Jones since 2010. Outside of advising, she occasionally provides offsite catering services for Cafe Riviera. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm supports a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Jason Rodriguez is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Goldman Sachs & Co. for 12 years. Outside of his advisory role, he serves as a committee member for Covenant House in Philadelphia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating with over 14,000 advisors and managing approximately $671 billion in assets.

Teresa Welsh is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates 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, institutional investors, and charitable organizations, offering financial planning and advisory services supported by extensive research and a variety of portfolio management styles.

Daniel Heenan is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds a Series 63 designation and has worked at RBC Capital Markets since 2017, following six years at Oppenheimer & Co. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Matthew Fishbone is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Credit Suisse Securities, UBS Financial Services, Commonwealth Financial Network, and Cetera Wealth Services. He is employed by both JPMorgan Securities and JPMorgan Bank, allowing him to offer a range of banking products and services in addition to securities advice. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes access to derivatives and commodities trading capabilities.

Marcus Robinson is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at JP Morgan Chase, PNC Investments LLC, and Equitable Financial Advisors, LLC. Before entering the financial industry, he worked for seven years at Watoto After School Care Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Kelsey Gibson is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2020. Prior to this, she worked in marketing and had periods as a homemaker. Outside of her advisory role, Kelsey manages a seasonal rental property in Atlantic City. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Dennis Omalley is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and 11 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Madeleine Keane is a financial advisor at Merrill Lynch Wealth Management. She focuses on helping clients navigate their financial lives with an emphasis on education planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Her approach centers on teamwork and simplifying complex financial decision-making to help clients achieve lasting financial freedom. Before entering financial advising, Madeleine earned a bachelor's degree from the Pennsylvania State University System and completed her high school education at the Academy of Notre Dame de Namur. Prior to her current role, she worked in technology sales, where she discovered her passion for building relationships and assisting others with important decisions. Madeleine holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She values family and community and enjoys spending time with her family and engaging in sports such as baseball, basketball, football, golfing, and ice hockey, as well as reading.

Adam Wisniowski is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2016 and was previously affiliated with Drexel University. Outside of his advisory role, he is an Associate Financial Advisor at Lemon Hill Capital, an entity established to manage his practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service delivered in partnership with its financial advisors.

Nick Fasano is an Investment Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients to understand their personal and financial goals and develop tailored strategies that support these objectives, providing clarity and ongoing support throughout the process. Prior to his current position, Nick worked as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2024 to 2025. He began his career in the financial services industry as a Client Service Associate at Stifel Nicolaus from 2022 to 2024. Nick's professional experience encompasses client relationship management and investment consulting, with a focus on creating personalized financial plans aligned with client priorities. Outside of his professional pursuits, Nick has interests in beach activities, football, golf, surfing, and traveling.