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, holding a Series 63 designation and 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is involved in various activities including driving for Lyft, art consulting, and customer service work. 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 process is investment policy statement-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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 with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. He previously worked at Merrill from 2017 to 2023 and United Brokerage Services, Inc. from 2015 to 2017. Outside of his advisory role, he serves as a registered client service associate at Roskos Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through risk profiling and firm research.

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 several firms including Royal Alliance Associates, Lincoln Financial Distributors, and The Vanguard Group. Outside of her advisory role, she is involved with Bala Financial Group, focusing on the sales and marketing of fixed annuities and insurance products. Osaic Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to pension plans and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Rodney Riso is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He serves on the finance committee of the Wanamaker Institute of Industries in Haddonfield, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Jeffrey Weiss is a financial advisor with Merrill in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Bank of America, Integrated Financial Services, Firstrust Financial Resources, Axa Advisors, Portfolio Strategies Team, RubinGoldman & Associates, and Equitable Advisors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide set of products and services.

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.

John Hafner Jr. is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Blackstone Strategic Partners LP and Wells Fargo Advisors, among others. Outside of advisory work, he is an owner and partner in several ventures including a home building company, and he serves on the investment committee of the Barnes Foundation and as Chair of the Investment Committee for the Rowan University Foundation Board. 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 support client decision-making.

Stephen Muzekari is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Mark Barron is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. His prior firms include Merrill and Bank of America, where he worked for a decade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm advises multiple registered investment companies and employs systematic methodologies and AI-driven research in its model portfolio development.

Charles Seibold is a financial advisor at LPL Financial with 49 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial in 2024, he was with Royal Alliance Associates for 18 years. 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 retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Amanda Wasson is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 designation with nine years of industry experience. She previously worked at Wells Fargo Advisors for two years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its advisory process.

Nathaniel Johnson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2020, and previously spent six years with Fcg Advisors, LLC. Outside of his advisory role, he owns Ned Johnson Financial, a separate investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a variety of financial planning and investment management services through a network of independent financial professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Thomas Meyer is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping successful professionals, business owners, and young families make informed financial decisions and create opportunities for future generations. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Thomas holds a Bachelor's Degree from Boston College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He provides personalized investment strategies aimed at aligning with clients' financial goals and priorities. Outside of his professional work, Thomas enjoys baseball, billiards, football, golfing, music, running, soccer, and spending time with his family.

John Mccormick is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding the ChFC® designation and Series 66 license. He has 25 years of industry experience, including over two decades with Equitable Advisors and its predecessor, Axa Advisors. Outside of his advisory role, he serves as a board member of the Georgetown University Gridiron Club, where he participates in mentoring student athletes. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage channels.