Daniel Meehan is a Series 66-licensed financial advisor with UBS Financial Services, based in Mt. Laurel, NJ, and has 19 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is a partner at CDJ Partners LLC, where he is involved in creating and patenting a new delivery system for non-alcoholic and alcoholic beverages. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including principal trading, market-making, and affiliated banking and lending programs.

Phineas Meade is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. He has been associated with Morgan Stanley Smith Barney and its related entities since 2009 and currently works at Morgan Stanley Private Bank, N.A. Meade is involved in real estate activities outside of his advisory role. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and serves clients through a variety of investment programs and strategies.

Jonathan Traester is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 credential and has prior work experience at institutions including MITRE Corporation and Harvard Business School. He is also the owner of Flightline Capital Management LLC, through which he invests personal capital in entrepreneurial ventures and real estate opportunities connected to his business school classmates. J.P. Morgan Securities 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 its recommendations.

Scott Jones is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Securities America and Investacorp Advisory Services. Jones is the founder of Genesis Wealth Advisor Group, LLC, through which he markets fixed insurance products and manages client investment accounts. He is also president of Jones Wealth Management Inc., a financial corporation handling payroll and revenue processing related to his advisory and insurance businesses. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm uses a variety of asset-allocation tools and manages diverse portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Karsten Holbein is Vice President and Financial Consultant at Fidelity, a position he has held since 2020. He has extensive experience in the financial services industry, having worked in various roles including Investment Management Associate at BlackRock from 2014 to 2020, Regional Manager at Lord Abbett between 2012 and 2014, Internal Wholesaler at Lord Abbett from 2010 to 2012, and Forex Specialist at Gain Capital from 2006 to 2010. His professional focus involves helping families identify their unique financial goals while educating them on common financial mistakes. Throughout his career, Karsten has developed expertise in investment management and financial consulting. Outside of his professional work, he engages in activities such as family events, fitness, social gatherings with friends, gardening, running, and traveling.

Kyle Michalski is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been with MassMutual and its affiliated entities since 2024 and has prior experience in fitness and wellness-related roles, as well as positions in the food service industry and education. Outside of his advisory work, he has been involved with Funatics Fitness. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and collaborative planning processes to provide written recommendations, with optional implementation services through brokerage or insurance arrangements.

Daniel Fisher Jr. is a Series 66 licensed advisor with J.P. Morgan Securities in Philadelphia, PA, and has five years of industry experience. He has held positions at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2018 and previously worked at the University of Florida and West Chester University. 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 in its process.

Michael Halliday is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2014 and 2015 respectively. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide array of financial products and services.

Kathleen Moore is a financial advisor at LPL Financial with 28 years of industry experience. She holds a Series 63 designation and previously worked for Next Financial Group, Inc. for 18 years. She is also a licensed notary and holds a non-variable insurance license. 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, with access to model portfolios and research from various sources.

Nate Torres is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Fiduciary Trust International, Franklin Templeton, 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jingyi Mao is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, Mao worked at JPMorgan Chase Bank, N.A. and KPMG LLP. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Janine Tanker is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Lincoln Financial Advisors Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Christopher Browne is a financial advisor at Morgan Stanley in Philadelphia, PA, holding Series 65 and Series 63 licenses with 11 years of industry experience. His prior roles include positions at United Capital Financial Advisors, Bank of America, Merrill, and Citizens Bank. Outside of his advisory work, he serves as a part-time worship leader at New Life Church of Philadelphia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Jeremy Gussick is a CFP®-certified financial advisor with 25 years of industry experience, currently practicing at LPL Financial since 2009. He holds Series 63 and Series 65 licenses and is based in Voorhees, NJ. Outside of his advisory role, he is involved with Toby's Sensitive Ears, a book project unrelated to investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and strategies from LPL Research and third-party sources.

Ashishkumar Sanghavi is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2019 and previously spent four years at TD Bank. 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 into Bank of America’s broader platform, providing access to a wide array of financial products and services.

Thomas Dimona is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Verizon, AT&T, and Amazon, and he has an academic background that includes time at Bentley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often delegating management to sub-advisers while maintaining oversight and addressing conflicts of interest.

Amy Blevins is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. She has been with LPL Financial since 2006. Outside of her advisory role, she owns an online e-commerce business selling jewelry design supplies and handmade jewelry. 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, providing discretionary and non-discretionary management with access to model portfolios, research, and various institutional services.

Lloyd Zitomer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kornelia Forvour is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She previously worked for Lincoln Financial Advisors for 13 years before joining OSAIC. Outside of her advisory role, she is employed by Integrity 5 LLC, where she supports two Registered Representatives and handles operational and administrative duties. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing in portfolio construction.

James Hoff is a Wealth Management Advisor and Merrill Resident Director who works with founders, family-led businesses, and entrepreneurs, typically those with $20 million or more in revenue, to navigate their business exit strategies. Leveraging resources from Merrill, Bank of America, and external networks, he provides coordinated planning services including minimizing tax liabilities on sale proceeds, investment banking, deal structuring, buyer sourcing, and advanced estate and trust planning. With experience growing up in a family business, James understands the challenges business owners face when planning their exits. He focuses on helping clients avoid leaving money on the table and preventing unexpected tax bills by advising on personal planning for an actively wealthy life post-exit. His expertise extends to areas such as divorce transition planning, family wealth management, philanthropic planning, portfolio management, small business strategies, and tax minimization. James holds a Bachelor's Degree from the University of Tampa and maintains professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He engages with his community through volunteer work and enjoys personal interests such as baseball, basketball, chess, football, golfing, pickleball, reading, spending time with family, surfing, and traveling.