Yasir Gardner Sizer is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation. He began his advisory career in 2026 after experience at various firms including Hartford Funds, Under Armour, and Barnes & Noble Education. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

John Grandizio is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining UBS in 2020, he worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2015 to 2020. He also has an interest in real estate, owning a rental property previously used as his personal residence. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad range of services such as market making, underwriting, and proprietary research.

Charles Glackin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products alongside investment services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates a range of eligible strategies, including those with ESG considerations.

Taylor Grant is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Delaware Investments, Macquarie Investment Management Business Trust, and Tribini Brands Inc. Grant is also involved in Maverick Equity Partners LLC and Wallys Egg LLC, which are real estate investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client decision-making.

Timothy Valente is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at RBC Capital Markets since 2008 and also holds a role on the Board of Directors at Malvern Preparatory School, where he serves on several sub-committees including the finance committee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Barrett Spragg is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities, he worked at Ellery Partners and completed four years at the University of Virginia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Katrina Mc Nairy is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc, Equitable Advisors, AXA Advisors LLC, Axa, American Heritage, and Randolph-Brooks Federal Credit Union. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Norwood is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, with one year of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he owns and operates EXN Enterprises, an event services business specializing in event planning and audio/video production. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Its advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Jon Meyer is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation and one year of industry experience. His work history includes roles at JPMorgan Chase Bank, WSFS Bank, Nolan Consulting Group, and involvement with the Karakung Swim Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and leveraging affiliates for portfolio implementation and services.

Michael Fee is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Mutual of America Securities LLC for four years and Lincoln Financial Distributors for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and operates with more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Matthew Stranix is a CFP® professional with eight years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has held multiple roles at Widener University from 2014 to 2018. Outside of his advisory work, he is a partner and manager at NOW WHAT Financial Education, LLC, where he co-authors books and performs paid speaking engagements. 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 ongoing financial planning, asset management, and educational seminars, employing firm-approved software to analyze client goals and provide written recommendations.

Michael Brady is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is a business owner of Horsham Holdings Group, a non-investment-related entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, wrap and model portfolio programs, and institutional platforms, with advice and account management provided primarily by investment adviser representatives using a variety of strategies and support tools.

Drew Smiley is a financial advisor with J.P. Morgan Securities in Philadelphia, PA. He holds a Series 66 license and has been with the firm since 2026. Prior to joining J.P. Morgan Securities, his work history includes roles at JPMorgan Chase Bank, Legend Biotech, Commonwealth M&A, and positions at Lafayette College and The Hun School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Gregory Frankel is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Glenmede Private Wealth Management, Glenmede Trust, and the Bank of New York. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program.

Sean Stoneback is a financial advisor with Equitable Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2005 and previously associated with Axa Advisors, LLC. Sean is also a co-executor of his grandparents' estate and operates an outside insurance brokerage business. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of investment adviser representatives and third-party managers to deliver tailored investment solutions across a broad range of products.

Tyler Millan is a financial advisor at UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining UBS in 2025, he worked for five years at The Vanguard Group. He has also held roles at Target Corporation, E-Force Recycling, Rothman Institute, and King's College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and model-based asset allocation strategies.

John Roeckel Sr. is a financial professional with 34 years of experience, currently associated with Cetera. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities, Inc. and Fuhrman Management Associates, Inc. Since 2023, he has been involved with Pinnacle Wealth Advisors, LLC and acts as a youth baseball umpire. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Nicole Ferrara is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and previously worked at Merrill and LPL Financial. Prior to her financial career, she was employed at Pennington Dental Associates for six years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Atiqur Tilok is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes positions at Wells Fargo Bank, N.A., and Key Bank. Outside of his advisory role, he works as a ground transportation associate for Parkway Corporation in Philadelphia. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a broad range of financial products.

Jeremy Baron is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and 15 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank NA since 2013. Prior to that, he spent two years at Securian Financial Services, Inc. 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.