Eric Gazdalski is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to this, he was employed at Bank of America and Merrill. He is also involved with GECKO Properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory mandates.

Rebecca Bertrando is a financial advisor at UBS Financial Services with 8 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017, with prior experience including education at Lehigh University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor investment plans.

Suzanne M. Sloan is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds a Series 66 designation and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Ronald Chakler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at American Portfolios Financial Services and OSAIC before joining LPL Financial. Chakler is also the owner of RMC Financial Group LLC, a life insurance business for which he is licensed but does not actively solicit sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from both internal and third-party sources.

Ryan Mace is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Equitable Advisors and Emerald Asset Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Philip Fredericks is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, Inc. for 14 years. Fredericks also has outside employment with the Office of New Jersey Assemblyman Robert J. Auth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management supported by research and model portfolios.

Todd Gunerman is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1995 and with Hamilton Financial Advisors since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Philip Stern is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2024. Prior to joining LPL, he worked for over 25 years at Lincoln Financial Advisors. He is co-owner of Resource Group LLC, a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Aaron Dilliplane is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. His work history includes roles at Thrivent Financial and Thrivent Investment Management Inc, as well as involvement with the Japan America Society of Greater Philadelphia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and written recommendations across various planning topics without managing client assets directly.

Johnson Sabir is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses. His work history includes roles at JPMorgan Chase Bank, N.A. and Citizens Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Julie Conway is a financial advisor at Osaic with 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at FSC Securities Corporation for 22 years. In addition to her advisory role, she is a licensed insurance agent providing long-term care, life, health, and fixed annuity insurance coverage. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Steven Cohen is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering 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 that incorporates firm-approved tools and modeling techniques.

Ronald Donato Jr. is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Cetera since 2025. He has held prior roles at Avantax Investment Services and 1st Global Advisors among others. He is also a director of financial services at Alloy Silverstein Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a broad range of portfolio management and retirement services across various program structures and custodial relationships.

Tara Czepiga is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Fidelity Investments and Bank of America, N.A. In addition to her advisory work, she operates an online business selling items on eBay. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Simon Pak is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked at First National Bank & Trust Company and DoorDash. Outside of his advisory role, he sells items on eBay. Fidelity Strategic Advisers provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary management, fund advisory, and model portfolios, with a focus on systematic methodologies and long-term asset allocation.

Karl Foote is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2006, including a role at Foote Financial, Inc. where he serves as an associate and co-branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Eric Lorenz is a financial advisor with Equitable Advisors in Moorestown, NJ, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior work includes roles at Voya Retirement Insurance and Annuity Company, Voya Financial Advisors, GWN Securities, and ABCO Federal Credit Union. Outside of advisory work, he is an independent agent involved in the sales and service of fixed insurance products and serves as executor and power of attorney for a family member. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and asset management access through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that integrates advisory and brokerage/insurance channels to deliver tailored client solutions.

Jay Weinberg is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Albert Heaton Jr. is a financial advisor with LPL Financial in Trevose, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, Heaton serves as an ice hockey referee and has participated in market research studies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and third-party research.

Steven Smith is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. 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 and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.