Michael Balkey is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Emanuel Bassill Chuckran 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 Florida Financial Advisors DBA Tristate Financial Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a varied client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Sotheavy Vann is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. Vann holds Series 63 and Series 65 designations and has worked at firms including Citizens Securities, Citizens Bank, and NYLIFE Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sammi Zheng is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Her prior roles include positions at Greystar, the University of Pittsburgh, and Americorps. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Molly Babcock is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Qurate Retail Group for six years. 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 using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Kevin Newmuis is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Philadelphia, PA, holding Series 63 and Series 66 licenses with 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citizens Securities, Inc. He is also employed with Fulton Financial Advisors, where he focuses on investment sales and service. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering financial planning and non-discretionary investment consulting supported by extensive research and an affiliate network.

Nicole Cosenza is a Planning Consultant at Fidelity Investments, based in the Philadelphia Investor Center. In her role, she collaborates with clients and their families to develop financial plans tailored to their individual situations. She has been with Fidelity Investments since 2016, progressing through roles as a Financial Representative, Relationship Manager, and now Planning Consultant. This experience has provided her with a comprehensive understanding of financial planning and client relationship management.

Lucien Philippe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. 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 and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andrew Davoli is a financial advisor at UBS Financial Services with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining UBS, he held positions at Brown Brothers Harriman and The Vanguard Group. Outside of his advisory work, he serves as Vice President of Inter Club Philadelphia and is a member of the Finance Council at St. Anthony of Padua. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and investment models.

Steven Gallagher is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private 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 applying an ESG eligibility framework in its recommendations.

Edward Lapinski III is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Merrill, TD Private Client Wealth LLC, and Santander Securities. 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. The firm includes a broad range of financial products in its offerings, such as insurance-related vehicles and bank deposit sweep options.

Tiffany Foust is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies based on each client’s risk profile, utilizing a combination of in-house and third-party investment managers and services.

Shubham Wagh is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services and JPMorgan Chase Bank. J.P. Morgan Securities 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 Wealth Advisors. The firm operates both as a broker-dealer and investment adviser, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

John Heigl Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2004. 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 institutional client solutions.

Denise Mclaughlin is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Shawna Aschmies is a financial advisor with Morgan Stanley in Philadelphia, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She previously worked at Merrill from 2016 to 2018 before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Brendan Blight is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Flight Entertainment, Vivamee Shared Services, and Borgata Hotel Casino & Spa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research and analytics from internal and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Adam Mace is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 license and 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously at Wells Fargo Clearing and Wells Fargo Advisors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jonathan Oh is a financial advisor with Fidelity Investments based in Philadelphia, PA, holding a Series 66 license and three years of industry experience. His prior work includes roles at The Vanguard Group, Inc. and various entrepreneurial ventures. Outside of advisory work, he participates in mobile app-based activities such as survey completion and remote inspection. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolios constructed through proprietary research and algorithmic methods. The firm is noted for its use of quantitative analysis, AI-driven research, and oversight of affiliated and unaffiliated sub-advisers.

Stephanie Reiner is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at J.P. Morgan Securities and Jpmorgan Chase Bank NA. 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, supported by proprietary research and affiliated banking programs.