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 with Charles Schwab in Philadelphia, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC before joining Charles Schwab in 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

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.

Chewen Yarng is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services since 2014. Outside of his advisory role, he is the proprietor of Taota LLC, an LLC that owns a single residential rental property. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research.

Jacobo Guzman is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Guzman serves as a trustee for Har Zion Temple and is a member of the advisory board for the Philadelphia Union Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both retail and institutional services.

Tara Pinckney is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 63 designation and 29 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of advising, she works as an art consultant for Ethnic Expressions and drives for Lyft. 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 employs a research-driven investment approach and offers a broad range of brokerage and advisory solutions.

Judith Daniel is a financial advisor with Morgan Stanley in Philadelphia, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services through financial advisors and estate planning specialists.

John Costello is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with MetLife Securities from 2006 to 2017. Outside of his advisory role, Costello serves as president of the Moorestown Breakfast Rotary, where he oversees community giving projects and leads weekly reports. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management to individuals, business owners, trusts, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual collaborative engagements.

Dominic Galati is a CFP® with 15 years of industry experience, currently affiliated with Charles Schwab. His prior work includes roles at TD Ameritrade from 2013 to 2022 before joining Charles Schwab and Charles Schwab Bank. Outside of his advisory work, he is the host and curator of a streaming platform called The Smashing Grounds. 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, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment onboarding process.

Daniel Huse is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and United Brokerage Services, Inc. Outside of his advisory role, he serves as a registered client service associate with Roskos Wealth Management in Moorestown, NJ. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable programs for municipal advisory and SIMPLE IRA plan consulting.

Randy Sinnott is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their personal perspectives and priorities, helping them develop strategies to pursue their financial goals. He specializes in areas including divorce transition planning, education planning, equity compensation services, investment consulting for defined contribution plans, legacy planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Randy holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Rutgers. Beyond his professional endeavors, Randy has personal interests that include baseball, boating, fishing, football, golfing, hunting, running, and tennis.

Molly Stengel is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Royal Alliance Associates, Lincoln Financial Distributors, The Vanguard Group, and Delta Development Group. Outside of her advisory role, she is involved in sales and marketing of fixed annuities and insurance products through Bala Financial Group. Osaic Wealth serves a diverse client base, including retail and institutional investors, and offers integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk-tolerance assessments, and third-party platforms to manage portfolios that include a broad range of investment options.

Rodney Riso is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at J. B. Hanauer & Co. for one year. He serves on the finance committee of the Wanamaker Institute of Industries in Haddonfield, NJ. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics supported by Wells Fargo Investment Institute and third-party data.

Jeffrey Weiss is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America, Integrated Financial Services, Firstrust Financial Resources, Axa Advisors, Portfolio Strategies Team, RubinGoldman & Associates, and Equitable Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jamison Licausi is a financial advisor with UBS Financial Services, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.