Kendrick Patterson is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked at several firms including Securian Financial Services and Delaware Valley Advisors. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Dean Chalela is a financial advisor with LPL Financial in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes over two decades with various insurance carriers and Waddell & Reed, Inc., before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to multiple investment strategies and platforms, supported by extensive operational and research tools.

Norman Kaznica is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has been with Cetera and its affiliates since 2017. In addition to his advisory role, Kaznica provides tax preparation and planning services through Malin & Masly Financial Services PC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Steven Ramsden is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked previously at Hartford Funds Distributors, Prudential Insurance Company of America, and BlackRock. Outside of his advisory work, he creates and streams video game content on Twitch and YouTube. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a large national network of advisors and branches.

Maureen Mc Devitt is a financial advisor at Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 66 designations with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017 and previously worked at Alessa Restaurant from 2016 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Nina Ingulli is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ingulli serves on the advisory council of the McNulty Institute. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Mark Chinn is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and is also affiliated with Calle Financial Network, LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Christine Mcginley is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Felipe Zegarra is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at The Vanguard Group, Morgan Stanley, and Northwestern Mutual. His background also includes a role at Joinsolar. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products.

Christina Leung is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Bank, Merrill, Bank of America, and Jpmorgan Chase Bank (Ky). 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 searches, and customized performance reporting, supported by centralized due diligence and a systematic investment approach.

Bryan Roberts is a financial advisor at LPL Financial with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2022. Prior to that, he was with Cuna Mutual Group and CUNA Brokerage Services, Inc. for over 20 years and spent three years at Ameriprise. 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, third-party asset management, and institutional platforms.

Bernard Rooney Jr. is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services, Inc. for 12 years. He also owns Rooney & Hodgens LLC, an accounting and tax practice. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, financial planning, and portfolio management programs. The firm uses a model-based investment approach emphasizing asset allocation, risk tolerance, and portfolio optimization.

Frank Winters is a financial advisor at Morgan Stanley with 28 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 at Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is the owner of WINTERVENTION LLC, a patent design business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations in its financial planning process.

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.

Peter Mittnacht is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He also serves as a trustee or co-trustee in a trust-related investment role. 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, including tailored financial planning supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Suzanne M. Sloan is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2012, previously spending eight years with Morgan Stanley in various capacities. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Brian Seigfried is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise in Doylestown, PA. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory work, he has real estate ownership interests unrelated to his investment practice. Ameriprise is an institutional firm offering a retirement-income planning service tailored for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized retirement income recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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 for 23 years and OSAIC for 2 years before joining LPL Financial in 2026. Chakler is also the owner of RMC Financial Group LLC, a licensed but inactive life insurance agency. 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 services, utilizing model portfolios and customized strategies supported by advanced technology and a broad platform of advisory and non-advisory financial activities.

Philip Fredericks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and was involved with various insurance carriers from 2007 to 2021. Outside of his advisory role, he has been employed by the Office of New Jersey Assemblyman Robert J. Auth since 2014. 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 asset management services, leveraging both proprietary and third-party strategies.