Connor Brady is a financial advisor at Morgan Stanley with 4 years of industry experience. He holds Series 65 and Series 66 licenses and has worked in various roles at Morgan Stanley, PricewaterhouseCoopers, Grant Thornton, and E*TRADE. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Eric Lorenz is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at firms including Voya Retirement Insurance and Annuity Company, Voya Financial Advisors, GWN Securities, and ABCO Federal Credit Union. Outside of his advisory role, he is an independent agent for fixed insurance products and serves as executor and power of attorney for his mother. Equitable Advisors serves a range of clients from individuals to institutional investors, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers a variety of investment options, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Jay Weinberg is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. 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, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.

Albert Heaton Jr. is a financial advisor with LPL Financial in Trevose, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at LPL Financial since 2012, and previously at Stifel, Ryan Beck & Co., and Morgan Stanley DW Inc. Outside of finance, he has served as an ice hockey referee and participated in market research studies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and a broad network of advisors.

Eric Stevens is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, following a tenure at Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to support its advisory services.

Steven Smith is a financial advisor with Edward Jones in Hainesport, NJ, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ameya Naik serves as a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, Ameya collaborates with clients to understand their priorities and develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Ameya provides guidance on a range of financial matters including investing, retirement planning, and emergency savings, leveraging the resources of Merrill as well as access to Bank of America specialists in banking, credit, home financing, and small business solutions. Ameya holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Maryland. Fluent in English and Kannada, Ameya combines professional expertise with listening skills to help clients clarify what matters most to them and design tailored strategies to work toward their financial objectives. Outside of professional responsibilities, Ameya participates in community initiatives such as the American Heart Association Heart Ball Auction Committee, Greater Pittsburgh Community Food Bank, and North Hills Community Outreach.

Joseph Baylouny is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. He previously worked at Wells Fargo Clearing and Merrill. Outside of his advisory role, he serves as an assistant coach at Camden Catholic High School in Cherry Hill, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Dehn is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he manages a family bank account under a power of attorney. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Secular Return Estimates and Monte Carlo simulations as part of its financial planning process.

Nicholas Annicchiarico is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, with prior experience at Equity Services Inc, National Life Group, Kelloggs, Lowes, and Arcadia University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs, with distinctive features such as its registration as a commodity pool operator and use of AI in research.

Michael Findlay is a financial advisor with Ameriprise in Voorhees, NJ, holding Series 63 and Series 65 licenses and having two years of industry experience. Before joining Ameriprise, he worked at Wells Fargo Center and Cooper University Hospital. Outside of finance, he has experience with the U.S. Soccer Foundation and has held roles at La Salle University and Rancocas Valley High School. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations in partnership with financial advisors.

Christopher Michael is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked with multiple firms including Park Towne Financial LLC and New Heights Holdings LLC. Outside of his advisory role, he is involved in selling fixed insurance products such as life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary portfolio management options and access to third-party money managers.

Heather Brambilla is a financial advisor with Morgan Stanley in Marlton, NJ, holding Series 63 and Series 66 licenses and with 33 years of industry experience. She has been affiliated with Morgan Stanley and its predecessor firms, including Salomon Smith Barney Inc., since 1990. 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 that incorporate firm-approved tools and investment committee insights.

Jasmine Richardson is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Cenlar. 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 tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital-markets capabilities.

Kenneth Hager II is a financial advisor with Ameriprise Financial Services, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His career includes roles at Merrill, TD Ameritrade, Harrisdirect, and Financial Engines Advisors before joining Ameriprise in 2018. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized written recommendations and ongoing retirement-income planning focused on income reliability and tax-aware withdrawal strategies.

Daniel Rosenthal is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously spent 20 years at Cetera and has maintained a CPA practice, Rosenthal & Co, since 1982. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory and brokerage platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

Wayne Campbell is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Janney Montgomery Scott, and Wells Fargo Clearing. Campbell operates under the DBA Gladstone Wealth Partners in Mount Laurel, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rozaliya Grigoryeva is a financial advisor at LPL Financial with five years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Lincoln Financial Advisors Corporation, State Farm, and Geico. 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 wide range of financial planning and investment management services, leveraging a large network of advisors and diverse platforms, with an emphasis on both advisory and non-advisory financial solutions.

William Rappo is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at AXA Advisors, Ditech Financial, LLC, and the University of Maryland. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of investment models and third-party managers to tailor advice and solutions for clients.

Alyssa Kaminski is a financial advisor with Ameriprise in Marlton, NJ, holding a Series 66 designation and three years of experience at the firm. Her prior work includes roles at Bancroft Neurorehab, Thomas Jefferson University Hospital, Brooks Rehabilitation, and Drexel University. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm serves a wide client base through advisory, brokerage, and insurance solutions typical of large institutional firms.