Peter Rosengard is a financial advisor at LPL Financial with 47 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Massachusetts Mutual Life Insurance Company and MSI Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions supported by advanced research and operational tools.

Carmen Lex Jr. is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Agia for three years and Valic Financial Advisors for 17 years. Outside of his advisory role, he is involved with WealthFusion, Inc., a business entity for tax and investment purposes. 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 portfolios, and institutional platforms, supported by extensive operational and research tools.

Steven Springer is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022. Prior to that, he spent ten years with Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Tammara Loomis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary options tailored to plan objectives and demographics.

Michael Gillen is a financial advisor at J.P. Morgan Securities with six years of industry experience. His prior roles include positions at Goldman Sachs, Bank of America/Merrill Lynch, and Mondrian Investment Partners. He is also a partner in MG2 Brands LLC, a family-owned business unrelated to his advisory work. J.P. Morgan Securities 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.

Richard Hughes Jr. is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Merrill. Hughes has returned to UBS in 2021 after an earlier tenure from 2006 to 2012. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services. The firm leverages proprietary research and model-based asset allocations to tailor client plans and combines institutional trading capabilities with wealth management offerings.

Kathleen Pruess is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she operates a travel agency as a Bucket List Tour Guide. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services, utilizing firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Michael Weinberg is a CFP® professional with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC for seven years. He acts as a trustee for a family irrevocable life insurance trust and holds powers of attorney for his parents in investment-related matters. Wells Fargo Advisors is a national securities firm providing 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 sources.

Salvatore Fusaro is a financial advisor at Osaic Wealth, Inc. in Philadelphia, PA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Lincoln Financial and Simplicity Investments, as well as a decade at Rothman Orthopaedics. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and portfolio construction using a range of investment vehicles across discretionary and non-discretionary accounts.

Ryan Brenner is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co. In addition to his advisory role, he sells fixed insurance products and operates under the DBA Heights Financial Group as a financial planner. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kevin Huntington is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley since 2017 and previously held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Morgan Stanley Wealth Management delivers a range of advisory programs to individual and institutional clients, combining financial planning with access to various investment strategies and specialized services through a large, integrated platform.

Eric Salmansohn is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and market modeling techniques.

Rick Schmid is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with clients to build and maintain financial plans tailored to their specific needs and goals, aiming to simplify financial management and instill confidence in their financial future. Rick has professional experience spanning over a decade in the financial industry. Prior to his current role, he served as an Assistant Vice President - Financial Solutions Advisor at Merrill from 2014 to 2023, and before that, he worked as a Platinum Mortgage Banker at PHH Mortgage between 2010 and 2014.

Douglas Jadis is a financial advisor with J.P. Morgan Securities in Philadelphia, holding Series 65 and Series 66 licenses and 11 years of industry experience. He previously worked at Goldman Sachs for five years before joining J.P. Morgan in 2020. Jadis is a minority shareholder in Sentiment AI, a technology firm involved in a business restructuring. J.P. Morgan Securities 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 investment recommendations.

Cassidy Hirsch is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. Hirsch previously worked at CommonwealthMatrix LP and Karr Barth Associates/Equitable Advisors. Outside of finance, Hirsch has worked as a waitress at Commonwealth National Golf Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Richard Eckell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Fulton Financial Advisors, Raymond James Financial Services, and PNC Wealth Management. He is also involved with Gladstone Wealth Partners, a business related to his LPL advisory activities. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Peter Blagojevic is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Prestige Subaru and Citizens Securities, Inc. Outside of advising, he has earned residual commissions from Aflac and occasionally works with delivery services. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment advisory programs and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Joshua Isernia is a Financial Advisor at Merrill Lynch Wealth Management. He provides personalized financial strategies aimed at helping clients and their families achieve their financial goals. His areas of expertise include institutional investment consulting, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based ESG investing, tax minimization, and retirement income planning. Joshua holds a Bachelor's Degree from Monmouth University and holds the designation of Personal Investment Advisor (PIA).

Trevor Bielawski is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior experience includes roles at Equitable Advisors and Axa Advisors, as well as a position at IN4M.IO. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse clientele, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis, utilizing algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Luke Wallace is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 registrations. He has 10 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he assists clients in selecting Medicare supplement plans as a licensed health insurance sales agent. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.