Mitchell Greiner is a Series 66 licensed advisor at Charles Schwab with three years of industry experience. His prior roles include positions at Janney Montgomery Scott and Freedom Mortgage, as well as several years in education. He is based in Philadelphia, PA. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers investment guidance using multi-asset model portfolios and alternative investment due diligence.

Richard Bonnette is a financial advisor at Stifel with 40 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Stifel in 2020, he worked at Bank of America for nine years. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses as a basis for client decisions.

David Maxwell is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior experience includes roles at LPL Financial, Edward D. Jones & Co., and Royal Maccabees Life Insurance Company. He is also involved in educational services through a nonprofit food services organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools to deliver tailored retirement recommendations.

Eric Richman is a CFP® professional with 28 years of experience, currently affiliated with Charles Schwab. His prior experience includes roles at Prudential and Lincoln Financial Distributors. He is based in Philadelphia, PA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment offerings.

Patricia Bonsall is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliates from 2006 to 2020 before joining J.P. Morgan in 2020. In addition to her advisory role, she is also employed by JPMorgan Bank, enabling her to offer certain banking products and services. 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 and qualitative research and includes capabilities in derivatives and commodities.

William Gorsline is a Series 66-credentialed financial advisor with Equitable Advisors, where he has worked since 2012, totaling 14 years with the firm and 13 years of industry experience overall. Prior to Equitable Advisors, he was affiliated with Axa Advisors LLC from 2012 to 2020. Outside of his advisory role, he serves as a council member at St. Isaac Jogues Parish, assisting with community activities such as soup kitchens and prayer groups. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various programs, utilizing third-party asset managers and advisory platforms to deliver tailored investment solutions.

Ryan Flynn is a financial advisor at LPL Financial with 19 years of industry experience. He has held his current position since 2017 and previously worked at Fs2 Capital Partners, LLC from 2011 to 2017. He holds Series 63 and Series 66 licenses. 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.

Normand Savoie is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in New York and operating an office in Philadelphia. He focuses on delivering financial advisory services to high net worth clients, developing personalized financial strategies that align with each client’s risk tolerance and overall objectives. His client work spans individual wealth management and advising small to medium-sized business owners on 401(k) and other retirement plans, with a client base primarily along the Eastern Seaboard, California, and Florida. Mr. Savoie’s expertise encompasses a range of areas including divorce transition planning, education funding, family wealth strategies, socially responsible and ESG investing, LGBT wealth planning, and managing new wealth. Before becoming a financial advisor, he worked in investment banking at Salomon Brothers and Morgan Stanley, held finance roles in the corporate sector, and owned a restaurant business in Miami Beach, Florida. He holds an MBA and an additional master’s degree from the University of Pennsylvania’s Wharton School and Joseph H. Lauder Institute of International Management & Business, where he was a fellow. He also earned a BA in Economics from the University of Pennsylvania. Mr. Savoie is a CFA charterholder, a Certified Financial Planner (CFP®), and holds certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is actively involved in alumni affairs at Penn/Wharton/Lauder, serving on the Lauder Institute Advisory Council and having previously served as president of both the Lauder Institute Alumni Association and Wharton Out4Business. His community involvement includes co-founding Mount Vernon Star Scholars, a nonprofit supporting academically talented students in Mount Vernon public high schools through mentoring programs. Personal interests include hiking, running, and traveling.

Kevin Mc Laughlin is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameriprise Financial Services since 2019, following prior roles at Oppenheimer & Co. Inc. and McAdam LLC. Before entering the financial sector, he was affiliated with the University of Delaware. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Chelsea Wise is a CFP® professional with seven years of industry experience, currently with RBC Capital Markets since 2023. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2019 to 2023, and at State Farm Insurance from 2015 to 2019. RBC Wealth Management, part of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using a combination of in-house and third-party investment managers.

Steven Fleisher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Anthony Degli Obizzi Jr. is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has six years of industry experience and previously worked at Lincoln Financial Distributors, Morgan Stanley, and JPMorgan Chase. He also holds an outside insurance sales position as a property and casualty broker. Mass Mutual Investors Services, LLC is 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 programs using firm-approved analytical tools and offers specialized services such as divorce planning and event-driven estate settlement.

Walter Timby IV is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Mass Mutual Investors Services since 2017. Prior to this, he was with Metlife Securities Inc. and New England Securities. Timby is also an independent insurance agent specializing in individual life, health, group life, and group health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing financial planning, asset management, and educational programs.

Gabriel Garcia La Placa is a financial advisor at Equitable Advisors with Series 66 and Series 63 licenses and two years of industry experience. He has worked at Equitable Advisors since 2024 and previously at Intellect.us and LaPlaca Insurance. Outside of his advisory roles, he has been involved in delivery work with DoorDash since 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a variety of advisory programs delivered through its network of Investment Adviser Representatives and third-party managers, with a focus on aligning client risk tolerance to suitable investment models.

John O'Brien is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Sanford C Bernstein, Macquarie Asset Management, and Eaton Vance Distributors. 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. Their advisory process combines quantitative and qualitative research to develop model asset allocations, with implementation support from affiliated entities.

Matthew Schaefer is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Goldman Sachs from 2012 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Danielle Forsman is a CFP® professional at Ameriprise Financial Services with seven years of industry experience. She previously worked at LPL Financial for eight years and Edward Jones for two years. Outside of her advisory role, she is involved in education services, providing teaching through a food services corporation. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement-income recommendations and ongoing planning advice that incorporates tax-aware strategies and dependable income sources.

Marc Thal is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Elaina Spilove is a financial advisor at UBS Financial Services with 46 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with UBS since 2013. Spilove has served on advisory committees for the Pennsylvania Association of Public Employees Retirement Systems and the Tara Health Foundation, focusing on educational programs and increasing women's representation in the financial industry. She is also president of the board of a condominium association in Philadelphia. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Deirdre Jones is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Merrill, she worked at Voya Financial Advisors, The Boeing Company, Financial Engines, and Transamerica. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.