Sammi Zheng is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Her prior roles include positions at Greystar, the University of Pittsburgh, and Americorps. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Molly Babcock is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Qurate Retail Group for six years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Nadia Ekezue is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work includes roles at Brian Sharkey, Bank of America, Merrill, and Cetera Wealth Services. Outside of finance, her background includes several positions in the food and beverage industry and experience at the University of North Carolina at Chapel Hill and Greensboro. Equitable Advisors serves a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through LPL-sponsored platforms and third-party managers to deliver its solutions.

Vincent Benvenuto is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 registrations. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Kevin Newmuis is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Philadelphia, PA, holding Series 63 and Series 66 licenses with 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citizens Securities, Inc. He is also employed with Fulton Financial Advisors, where he focuses on investment sales and service. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering financial planning and non-discretionary investment consulting supported by extensive research and an affiliate network.

Nicole Cosenza is a Planning Consultant at Fidelity Investments, based in the Philadelphia Investor Center. In her role, she collaborates with clients and their families to develop financial plans tailored to their individual situations. She has been with Fidelity Investments since 2016, progressing through roles as a Financial Representative, Relationship Manager, and now Planning Consultant. This experience has provided her with a comprehensive understanding of financial planning and client relationship management.

Lucien Philippe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andrew Davoli is a financial advisor at UBS Financial Services with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining UBS, he held positions at Brown Brothers Harriman and The Vanguard Group. Outside of his advisory work, he serves as Vice President of Inter Club Philadelphia and is a member of the Finance Council at St. Anthony of Padua. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and investment models.

Henry Faragalli III 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 previously at Janney Montgomery Scott, LLC, returning to RBC Capital Markets in 2025 after an earlier tenure from 2011 to 2017. Outside of his advisory role, he is involved in horse ownership, including buying, selling, and maintaining horses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with customizable investment strategies implemented through in-house and third-party managers, supported by integrated lending and alternative investment options.

Dennis Long is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, LLC, York College of PA, and other organizations. His outside business activities include serving as an administrator or executor of an estate and trustee of a trust for family members. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Steven Gallagher is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. 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 applying an ESG eligibility framework in its recommendations.

Edward Lapinski III is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Merrill, TD Private Client Wealth LLC, and Santander Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes a broad range of financial products in its offerings, such as insurance-related vehicles and bank deposit sweep options.

Tiffany Foust is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with RBC Capital Markets since 2008. 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 tailored strategies based on each client’s risk profile, utilizing a combination of in-house and third-party investment managers and services.

Paul Maccrory is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Outside of his advisory role, he serves as a trustee for a non-family trust. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Shubham Wagh is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services 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 its Wealth Advisors. The firm operates both as a broker-dealer and investment adviser, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

John Heigl Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2004. 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, including discretionary and non-discretionary management, model portfolios, and institutional client solutions.

Denise Mclaughlin is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Shawna Aschmies is a financial advisor with Morgan Stanley in Philadelphia, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She previously worked at Merrill from 2016 to 2018 before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Brendan Blight is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Flight Entertainment, Vivamee Shared Services, and Borgata Hotel Casino & Spa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research and analytics from internal and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Adam Mace is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 license and 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously at Wells Fargo Clearing and Wells Fargo Advisors. 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.