Robert Dolce is a Financial Advisor with Merrill Lynch Wealth Management based in Philadelphia. He focuses on retirement planning, wealth structuring, and assisting high-earning professionals and small business owners in building lasting financial strategies. He provides investing advice, along with access to banking and lending services through Bank of America. His expertise includes college education planning, executive compensation, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Robert's approach is educational and relationship-driven, emphasizing long-term collaboration to help clients pursue their financial goals with confidence. Robert holds a Bachelor's Degree from the University of Pittsburgh and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his personal time, he enjoys baseball, football, golfing, skiing, spending time with his family, traveling, and watching movies.

Christina Deaver is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 65 and Series 63 licenses. Outside of her advisory role, she owns Preserve The Day Bouquet LLC, a business that creates sentimental keepsakes using flowers cast in resin. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Kelly Boylan is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc., Plan One Financial Group, Harrahs, and Andres. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, utilizing tools such as asset-allocation models and automated rebalancing to manage diversified portfolios.

Felicia Jones is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and its affiliates since 2011, as well as at Bank of America and Merrill. Outside of her advisory role, she serves as a Finance Council member for St. Eugene's Parish of the Archdiocese of Philadelphia, assisting with parish bookkeeping and internal controls. 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 advisory process is IPS-driven and includes a broad investment menu that incorporates insurance-related vehicles and bank deposit sweep options.

Kelly Mc Carthy is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. Prior to joining LPL Financial, Mc Carthy held roles at BestVest Investments, Ltd. and Reliance Standard. 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 provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

David Rodgers is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with LPL Financial and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advisory activities, he is involved in non-variable insurance consulting and operates Concord Wealth Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions, through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

John Corrado is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in property management as a sole proprietor of a real estate business in Philadelphia. 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 firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Alexa Swetz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill Lynch and a year at Bottle King. She also has experience from her time at Temple University and Hillsborough High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Connor Zuch is a Planning Consultant at Fidelity Investments. In this role, he partners with clients to understand their goals and build tailored financial strategies. He provides proactive guidance, holistic planning, and disciplined execution to help clients navigate financial complexities with confidence. Connor has experience across multiple roles at Fidelity Investments, including Relationship Manager and Financial Representative. Prior to joining Fidelity, he worked as a Junior Financial Consultant at Tri-State Financial Advisors. His approach focuses on delivering clarity, accountability, and long-term value throughout clients' financial journeys.

Thomas Penrose is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2022, he worked at US Tech and was involved with Loriann, LLC. He also has five years of experience at Pennsylvania State University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Carla Christina is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she owns and operates Shorty Nelson Distillery LLC, a distillery and blending business based in Philadelphia. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a range of financial products that include insurance-related vehicles and bank deposit sweep options.

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.

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.

Christopher Browne is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 65 and Series 63 licenses and bringing 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 worship leader at New Life Church of Philadelphia on a part-time basis. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process includes firm-approved tools and modeling techniques, with a broad range of retail and institutional investment offerings.

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 seven years of experience at the firm and four years in the industry overall. He holds a Series 66 designation and previously worked at TD Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

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.