William Hill is a Series 66-licensed financial advisor with Equitable Advisors, based in Bala Cynwyd, PA. He has one year of experience in the financial services industry, including prior roles at WSFS Bank and Bryn Mawr Trust Company. His background also includes diverse work experiences outside finance, such as positions at ImageFirst, Scantek Corporation, and teaching roles at Immaculata University and Roman Catholic High School. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and a variety of asset management programs. The firm utilizes both proprietary and third-party advisory models, focusing on tailored investment solutions without sponsoring its own wrap fee program.

John Oakes Jr. is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Nicholas Fresolone is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial from 2011 to 2023. Outside of his advisory role, he serves as Vice President and Chief Compliance Officer at Plan One Financial Group and is also an insurance agent. OSAIC Wealth serves a broad range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization with options for discretionary management and third-party strategies.

Ryan Galloway is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. Galloway is also an individual life and group health insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Matthew Delphais is a financial advisor with MassMutual Investors Services holding a Series 66 credential and four years of industry experience. His work history includes roles at MassMutual Life Insurance Company and Downingtown Country Club, where he currently works in the pro shop handling member services and retail sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing collaborative, goal-based advice without discretionary investment authority.

John Mccullough is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and a collaborative annual planning process.

James Ferrari is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2017 and Franklin Mint Federal Credit Union since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Abraheim Ali is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He previously worked at PNC Wealth Management from 2012 to 2015. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Schoff is a financial advisor with Raymond James & Associates in Wilmington, DE, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Scott Lissansky is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at MetLife Securities Inc. for 11 years before joining MassMutual and has also served as an independent insurance agent focusing on dental and group disability income, life, accident, health, and property and casualty insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools and offers specialized event-driven planning programs.

Maryanne Morrissey is a CFP® with 32 years of industry experience, currently with Raymond James & Associates since 2025. She previously worked for 16 years at Janney Montgomery Scott. Morrissey serves as president of the Morrissey Family Foundation, a nonprofit organization involved in asset management and donation distribution. Raymond James & Associates, Inc. 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 charitable organizations, offering financial planning and investment consulting through various programs and affiliated research resources.

Scott Atkins is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2012, initially with UBS Global Asset Management before transitioning to UBS Global Wealth Management. Atkins serves on the board of directors for Miami Nation Enterprises, participating in regular meetings to oversee administrative matters related to the organization's investments. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm delivers advisory work through a network of financial advisors using proprietary research and model-based asset allocations, combining institutional trading capabilities with wealth management services.

Richard Samaroo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 20 years of industry experience. His career includes roles at Wells Fargo Bank and JPMorgan Chase Bank, with his current tenure at Wells Fargo Clearing beginning in 2024. 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 driven by investment policy statements and modern portfolio theory, and it includes a broader set of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Avram Greenberg is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Cetera and its affiliated entities since 2019. Outside of his advisory work, he is involved with Catherine Greenberg Photography. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm utilizes a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies.

Glenn Moyer is a financial advisor with Equitable Advisors holding a Series 66 designation. He began his advisory career in 2026 and has previously worked in various roles including graduate assistantship at Thomas Jefferson University and positions in the food and beverage industry. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and utilizes third-party asset managers and advisory programs to implement client portfolios.

Mark Giordano is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining UBS, he has professional experience at the Washington Township Health Department and academic background from Boston College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including market-making, underwriting, and securities-backed lending programs.

John Napolitano is a Series 66-licensed financial advisor with Equitable Advisors in Cherry Hill, NJ, with four years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Seven Star Diner and Boscov's. Outside of financial advising, he is engaged in sales activities related to tax account programs and ancillary insurance products. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party and proprietary advisory programs and emphasizes matching clients with appropriate investment models and discretionary managers.

Amer Dababneh is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank, N.A. since 2014, with prior experience at PRUCO Securities, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets across more than 14,000 financial advisors.

W. Morris is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with firms including Avantax and Kestra, and operates The Morris Financial Group as a sole proprietor focused on portfolio construction, retirement planning, and investment services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts, offering diversified portfolio management and financial planning through a multi-manager platform.

Edward Mcdevitt III is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His career includes four years at Morgan Stanley before joining UBS in 2016. He serves on the finance committees of Bridge House, a nonprofit providing transitional support to Boulder’s homeless and working poor, and Springside Chestnut Hill Academy, a K-12 educational institution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management services.