Natalie Danielson is a financial advisor at Edward Jones in Philadelphia, PA, holding the Series 66 designation with four years of industry experience. Her prior work includes roles at Agway East Mountain Transplants Inc., Dunkin Donuts, Cosmos Family Farm, the University of Maine, Amerihealth Caritas, and Central High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Pranav Patel is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to develop financial plans aimed at achieving their financial goals by building trusting relationships and understanding their priorities. Prior to his current role, Pranav worked as a Financial Advisor at Lincoln Investment from 2019 to 2021 and at McAdam Financial from 2017 to 2019. His professional experience spans several years in financial advisory and planning. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Heather Sherrill is a financial advisor with Cetera in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include eight years at Lincoln Financial Advisors Corporation and positions with Avantax entities. She has also worked as a tutor with the New Jersey Tutoring Corps and at Pitman High School. Cetera Investment Advisers LLC provides a nationwide platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures and affiliated managers.

Lawrence Brown is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Stifel Nicolaus, Merrill, and Bank of America. In addition to his advisory role, he is the owner and partner of Hero Makers, LLC, a management consulting business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting.

Jason Miller is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. He previously worked at Voya Financial Advisors and has been involved with Cetera and affiliated entities since 2021. Outside of his advisory work, Miller serves in leadership roles with the Garden State Council Boy Scouts of America, including Executive Vice President and Board President. Cetera Investment Advisers LLC provides financial advisory services to a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment managers.

Julia Hagan is a Series 66–licensed financial advisor at J.P. Morgan Securities in Philadelphia, PA, with five years of industry experience. She has held roles at JPMorgan Chase Bank, Bank of America, and Merrill. Outside of finance, she has experience working in the hospitality industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and investment manager selection.

Caroline Wall is a Series 66-credentialed advisor at J.P. Morgan Securities with four years of industry experience. Her background includes roles at Macquarie Group and JPMorgan Chase Bank, N.A., among others. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes specialized regulatory registrations reflecting broader derivatives and commodities capabilities.

Michael Byrne is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and previously spent 27 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is also licensed to offer traditional life insurance and annuities. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools across multiple platforms.

Joshua Spitzer is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of Grande Capital RE LLC, a real estate property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers planning services that use structured discovery processes and firm‑approved tools to model financial outcomes.

Thomas Cunningham is a financial advisor with Wells Fargo Clearing in Philadelphia, PA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior roles include positions at PNC Wealth Management, J.J.B. Hilliard, W.L. Lyons, LLC, and RBC Capital Markets. Outside of his advisory role, he has experience as a landlord managing a residential rental property. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Dana Harris is a CFP® with 50 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Inc. and Securities America, Inc. He also operates a tax preparation business, Eastern Tax Service, which he has managed since 1988. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a variety of investment programs.

Catherine Klase is a financial advisor with Morgan Stanley in Sewell, NJ, holding Series 63 and Series 66 licenses and with 21 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2018 and previously held positions at UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Ryan Fitzpatrick is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. He has been with J.P. Morgan in various capacities since 2007, including roles at J.P. Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.

Christopher Steinhauer is a CFP® professional with 23 years of industry experience, currently affiliated with RBC Capital Markets in Philadelphia, PA. His career includes roles at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs featuring tailored investment strategies implemented through a combination of in-house and third-party managers, with options for tax management and responsible-investing screens.

Elijah Eagle is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Valley Forge Insurance Brokerage, Capital One, Chase, FedEx Office, and Citi Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, integrating both in-house and third-party investment managers.

James Stahl Jr. is a financial advisor at LPL Financial with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials and has worked at LPL Financial since 2025, with prior experience at NEXT Financial Group, Inc. from 2012 to 2025 and earlier at LPL Financial from 2007 to 2012. 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 advisory and brokerage services, including financial planning and model portfolio programs, with advice and account management provided by investment adviser representatives using various investment strategies.

Christina Gwynn is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing in Philadelphia, PA. She has been affiliated with Wells Fargo entities since 2011, including Wells Fargo Bank, NA and Wells Fargo Clearing Services. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Eric Gorman is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked at J.P. Morgan Chase Bank, NA since 2017 and has been with J.P. Morgan Securities and JPMorgan Services Inc. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers capabilities in derivatives and commodities through its broader regulatory registrations.

Lindsay Newell is a financial advisor at Merrill with 12 years of experience at the firm and seven years in the industry. She holds a Series 66 designation and is based in Haddon Township, NJ. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Sisler is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2010, including roles at JPMorgan Chase Bank, N.A. and JPMorgan Services Inc. prior to and during his tenure at the firm. He also has experience in real estate through a prior position at RE/MAX Sunvest Realty Corp. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG frameworks and broader derivatives and commodities capabilities.