Jason Checksfield is a Series 66-licensed financial advisor with UBS Financial Services in Philadelphia, PA, where he has worked since 1999. He has 22 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and operates as a broker-dealer, investment adviser, and futures commission merchant.

Anthony Scarpino is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. Prior to joining MassMutual and its subsidiary MML Investors Services, LLC in 2025, he worked at American Settlement Funding for eight years and DRB Capital for one year. MML Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and offers a range of programs including recent additions like Divorce Planning and event-driven estate-settlement services.

Americo Santella is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, he owns and operates a dog grooming business, POSH PETS LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Douglas Bobrow is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with 11 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. Outside of his advisory role, he serves on the Investment Committee of the Phi Beta Kappa Society and is a partial owner of On-Point Nutrition LLC, a retail business focused on weight loss and nutrition counseling. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research, with a focus on eligible strategies that may include ESG criteria.

Vivian Hoang is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank, N.A. since 2014. Outside of her advisory work, she owns a commercial property that houses an Italian restaurant. 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.

Patrick Welde is a financial advisor with Merrill and holds a Series 66 designation. He has 14 years of industry experience, working with Bank of America and Merrill since 2012. Outside of his advisory role, he owns a sole proprietorship focused on publishing children's books and serves on a committee for Project HOME, a nonprofit working to improve conditions for the homeless population in Philadelphia. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Grayson Wingert Jr. is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at L2 Brands and various entrepreneurial ventures. He serves as trustee of the Grayson P Wingert Revocable Trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models implemented through third-party asset managers and LPL-sponsored programs, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christine Beschen is a financial advisor with OSAIC, holding a Series 63 designation and 38 years of industry experience. Her prior work includes roles at American Portfolios Advisors, Inc., BCG Securities, Inc., and Osaic FS, Inc. Outside of her advisory role, she has been involved in insurance sales through her ownership of Haddon Planning Group. OSAIC serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, and it is notable for its large scale, complex affiliate network, and private-equity ownership.

William Gruehn is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA. He holds Series 63 and Series 65 licenses and has nine years of industry experience, all with Mass Mutual and its subsidiary. Outside of his advisory role, he is also licensed as an insurance agent specializing in individual and group life insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes collaborative, software-assisted planning tools to deliver written recommendations across various investment categories and offers specialized planning services such as divorce and estate settlement.

Louis Manon III is a CFP® professional at Equitable Advisors with 18 years of industry experience. He previously worked at Lincoln Investment for 16 years and operated his own advisory business for over two decades. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary programs and third-party managed account platforms, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Michael Morley II is a financial advisor at LPL Financial with the PFS™ designation and two years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc., and has been involved with Morley and Company LLC and Morley Consulting, LLC for over a decade. His other business activities include providing tax preparation and accounting services through his consulting firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by both proprietary research and third-party subadvisors.

Eric Allen is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Generation Capital Group LLC, Regional Investment Advisors, and Minnesota Life Insurance Company. 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 financial planning and portfolio management services through a large network of advisors, supported by proprietary research and technology tools.

Jeffrey Austinson is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. He previously worked at the University of Arizona Global Campus from 2021 to 2023. Outside of his advisory role, he is a co-owner of a family rental property in Ashburn, Virginia. 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, offering model-based and discretionary strategies tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rohi Batra is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. Prior to this, he held roles at various affiliated firms, including Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management services.

Patrick Duffield is a financial advisor with Ameriprise in Mount Laurel, NJ, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of advising, he is involved in a business ownership role through Voorhees Management Group, LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets clients with significant investable assets, providing written recommendations that incorporate tax-efficient strategies and advanced modeling techniques.

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.

Bridget Green is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. She has worked with Equitable Advisors since 2010, including its prior iteration as Axa Advisors, LLC. Outside of her advisory role, she serves as a trustee on her own children's accounts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a large network of Investment Adviser Representatives and utilizes a variety of advisory models and third-party asset managers.

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.