Anthony Herbstsomer is a financial advisor with Fidelity in Philadelphia, PA, holding Series 63 and Series 65 licenses. He has eight years of industry experience, including roles at Fidelity Investments and The Prudential Insurance Company of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of AI and systematic methodologies, as well as its advisory roles to multiple registered investment companies.

Alyssa Follo is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley Smith Barney LLC in 2021, she worked at The Vanguard Group, Inc. and spent four years affiliated with West Chester University. From 2015 to 2020, she was involved in homemaking with Anne Marie Pisano. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its advisory process.

Dia Khan is a financial advisor at J.P. Morgan Securities based in Philadelphia, PA, holding Series 63 and Series 66 licenses with five years of industry experience. Their prior experience includes roles at Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and qualitative research.

Sean Harding is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. His career includes prior roles at Avantax Advisory Services, Great Valley Advisor Group, Independent Financial Partners, and management of Harding Capital Management, LLC. Outside of finance, he is the owner of GLK Sports Training LLC. 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 portfolios, and institutional platforms, supported by advanced research tools and a large network of over 22,800 advisors.

William Gradisek is a CFA® charterholder with three years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Philadelphia, PA. His work history includes roles at JPMorgan Chase Bank, PGIM Fixed Income, and Carnegie Mellon University. He holds registrations with both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services alongside securities advisory. 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 non-discretionary advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Noah Wiegand is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. Noah provides ongoing financial advice and adjusts strategies as clients' situations evolve. With 13 years of experience working with employer-sponsored retirement benefit plans, including 401k, nonqualified deferred compensation, employee stock purchase plans, and equity compensation, Noah integrates this expertise into comprehensive financial planning. His client focus includes college education planning, divorce transition planning, employee benefits planning, executive compensation, equity compensation services, personal retirement planning, portfolio management services, tax minimization, and retirement income. Noah holds a Bachelor's Degree from Pennsylvania State University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of work, his interests include basketball, football, music, spending time with his family, and traveling.

Kenneth Catanella is a financial advisor at UBS Financial Services with 51 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory work, he serves as a trustee and member of the marketing committee at the Pennsylvania Academy of Fine Arts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to client goals.

Walter Fletcher is a CFP® professional with 40 years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked at Summit Financial Group and related entities. Outside of his advisory work, he serves as a successor trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various program structures and manager options.

Jason Coleman is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior work experience spanning 15 years at Talen Susquehanna Nuclear LLC. In addition to his advisory role, he is involved as an independent insurance agent through Frank Leonards and Frank, LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Lindsey Robbins is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and is based in Philadelphia, PA. Her career history includes roles at JPMorgan Chase Bank, N.A. and AstraZeneca. 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 searches, and customized performance reporting, supported by centralized due diligence that combines quantitative and qualitative research.

Christopher Cortina is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2019. Prior to that, he was employed at Bank of America and Merrill from 2016 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence and emphasizes client decision-making within a framework that may include ESG considerations.

Gabriel Garner is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Cetera Investment Services, Citadel Credit Union, and Equitable Advisors. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a wide network of financial advisors.

Adam Lambert is a financial advisor at UBS Financial Services in Philadelphia, PA, holding a Series 66 designation with 16 years of industry experience. He previously worked at Goldman, Sachs & Co. for 11 years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans based on proprietary research and model-based asset allocations.

Najd Hanna is a financial advisor at Edward Jones in Philadelphia, PA, holding a Series 66 designation with 18 years of industry experience. Hanna has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Rafter is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has been a partner at Rafter, Lewis & Paolino Financial Advisors since 2022 and operates Rafter Lewis Financial Advisors LLC. Outside of his advisory work, he co-owns an accounting and CPA practice that assists with tax and accounting matters and serves on the board of First National Bank of Elmer. Cetera Investment Advisers LLC is an SEC-registered adviser that provides a broad range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers multiple program structures and investment options, including model portfolios, third-party managers, and bespoke strategies, managing assets across discretionary and non-discretionary accounts.

Steven Haines is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He worked at PNC Investments for 18 years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Nicholas Johnson is a financial advisor with LPL Financial holding a Series 66 designation and less than one year of industry experience. His prior work includes roles outside the financial sector, such as positions at the Deauville Inn and Italian Affair Restaurant. 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 a network of over 22,800 investment adviser representatives.

Vito Mastromonaco is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior roles include positions at Prudential, Wealth Enhancement Group, and several other financial firms. He is based in Philadelphia, PA. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and operational infrastructure.

Frank Myers is a financial advisor at Edward Jones in Mantua, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Morgan Lewis & Bockius LLP and held various roles in the hospitality industry, including positions at Chicks Restaurant and Windrift Hotel and Restaurant. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Nicholas Hernjak is a CFP® and Series 66-registered financial advisor with Edward Jones in Wilmington, DE, bringing three years of industry experience. Prior to joining Edward Jones, he spent six years at the University of Delaware and ten years at DuPont. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard and notable for its extensive advisor network and affiliated financial services.