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.

Robert Mcmaster is a financial advisor with MassMutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked with MassMutual Investors Services since 2017 and previously spent 15 years with MetLife Securities. In addition to his advisory role, he is involved in individual and group life and health insurance sales. MassMutual Investors Services, LLC is a broker‑dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes technology-driven planning tools and provides event-driven planning services such as divorce and estate-settlement planning.

Guy Palmeri Jr. is a financial advisor with RBC Capital Markets in Wilmington, DE, holding Series 63 and Series 65 credentials and with 31 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Palmeri serves as committee chair for the Cecil College Foundation, where he monitors foundation investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Elliott Golinkoff is a financial advisor with RBC Capital Markets in Wilmington, DE, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Golinkoff serves on the board of the Wilmington Economic and Financial Advisory Council, a city government advisory board. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Scott Crosby is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors Inc. since 2017. Outside of advising, he is an agent for Life Brokerage LLC, focusing on 1035 life insurance exchanges. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored, non-discretionary planning and consulting, using analytical tools to model potential outcomes, and supports its clients through a broad network of advisory programs.

Justin Levy is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Triad Advisors, and Auctus Wealth Management. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Jeffrey Weiss is a financial advisor at Merrill in Philadelphia, PA, holding Series 65 and Series 63 licenses with 10 years of industry experience. His prior roles include positions 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 to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Wheeler is a Series 66-licensed financial advisor at Raymond James Financial with 15 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2011 and previously operated Wheeler Financial LLC. Outside of his advisory role, Wheeler is an author and serves as secretary/treasurer on the board of the Wilmington Tax Group, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes non-discretionary planning tailored to client goals and supports a wide network of advisors with advanced analytical tools and specialized municipal and retirement plan advisory programs.

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.

Maria Kokoszka is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and has previously worked at Continental Warranty, Delaware Solid Waste Authority, and Camp Bow Wow. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and planning services, utilizing both in-house and third-party investment managers.

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.

Gregory Scott is a Series 66-licensed financial advisor at Equitable Advisors with 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously held a role at Axa Advisors. Scott serves on the board of the Magee Rehabilitation Hospital Foundation in Philadelphia. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and nonprofit organizations. The firm uses a combination of proprietary and third-party advisory programs delivered by a broad network of advisors.

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.

James Veit is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Veit also works as an insurance agent and owns JRV Financial, LLC, an entity for pass-through compensation. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software tools and structured annual planning engagements.

John Ramirez is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Alliance Bernstein and The Vanguard Group. His background also includes roles outside of finance, such as at Highway Materials and involvement with Loyola University Maryland. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client strategies.

Marybeth Henry is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in financial services in 1977, initially serving institutional clients seeking to enhance returns on pension and endowment portfolios. Prior to her current role, she managed portfolios as an institutional portfolio manager and served as a Director of Manager Research at Salomon Smith Barney Consulting Group, where she participated in selecting and reviewing money management firms. Her practice focuses on asset allocation strategies using traditional and other asset classes where appropriate. Marybeth assists investors in choosing their personal path to financial independence by following an investment discipline within the Merrill context. She has developed extensive knowledge in retirement planning, particularly for executives in transition who need to roll assets from defined contribution or defined benefit plans to IRAs. Her client relationships are built on intensive study and listening to formulate tailored responses for individual clients' benefits. Marybeth earned an MBA in Finance from the NYU Stern School of Business in 2005 and holds a bachelor's degree from Rosemont College. She has professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). She participates in community activities, including volunteering with organizations such as the Philadelphia Orchestra. Her personal interests include cooking, dancing, music, singing, spending time with her family, and tennis.

Scott Ceniccola is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies and a broad array of in-house and third-party portfolio management resources.

Joseph O'Malley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2012. Outside of his advisory role, he serves as a director of The Wharton Club of Philadelphia and is a member of the investment committee for Business Leaders Organized for Catholic Schools (BLOCS), assisting with endowment portfolio oversight. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Brian Catanella is a financial advisor with UBS Financial Services in Philadelphia, PA, holding a Series 66 credential and 20 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves on the board and executive committee of UrbanPromise Ministries and participates in several nonprofit and educational organizations. He is also an author, currently self-publishing a book. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor financial plans.