Alexander Boory is a financial advisor at Morgan Stanley in Marlton, NJ, holding a Series 66 designation. He has one year of experience in the industry, joining Morgan Stanley in 2025. Prior to his current role, he worked in various positions including at Tiqets and with several sports organizations from 2014 to 2024. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and uses firm‑approved tools to model outcomes, serving clients through a broad range of retail and institutional services.

Andrew Cohen is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. Cohen is involved in nonprofit work as president of the Marjorie B Cohen Foundation, which focuses on fundraising and raising awareness for cancer genetics, and serves on the board of the Abramson Cancer Center. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of advisors. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, and alternative investments.

Sean Gold is a financial advisor at Ameriprise with 12 years of industry experience and holds the Series 66 designation. Prior to joining Ameriprise in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2017 to 2020, and at Wells Fargo Advisors from 2014 to 2017. He is also involved with Lemon Hill in Philadelphia, where he serves as a primary financial advisor on significant acquisitions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware strategies, and Social Security claiming options. The firm’s recommendations incorporate proprietary research and third-party data and include a selective enrollment process based on investable assets.

Kevin Pierce is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Key Investment Services LLC and KeyBank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics with diversification principles and modern portfolio theory to support its investment approach.

Mark White is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as Branch Leader at Fidelity Investments from 2022 to 2025. His professional experience includes roles such as Regional Sales Manager at Citizens Bank from 2018 to 2022, and Director, Division Sales Manager at Bank of America Merrill Lynch from 2002 to 2018. He began his career as an Order Desk Representative at Datek Online from 2001 to 2002. Mark specializes in working closely with clients to evaluate their individual situations and develop financial plans that align with their goals and objectives. His expertise spans sales management and leadership within the financial services industry, emphasizing client-centered planning and collaboration.

Steven Goldman is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Cynthia Astorga is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 18 years of experience at the firm. She has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Michael Benedykciuk is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments and Fidelity Brokerage Services, and previously at The Vanguard Group. Prior to his finance career, he held various roles including positions at Boston University and healthcare and technology companies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios constructed from mutual funds, ETFs, and ETPs, and offers unique services such as registered commodity pool operator activities and advisory roles to multiple fund-of-funds.

Karen Scotti is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 16 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024. 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 and investment management capabilities.

David Kron is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Kron serves as treasurer for the Global Philadelphia Association in a nominal role overseeing financial reports. 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 broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lori Jarema is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of advisory and discretionary options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Benjamin Stover is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2023, he worked for Susquehanna International Group, LLP for 22 years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team and uses algorithmic automation to generate tailored recommendations.

Ray Diao is a financial advisor with Merrill based in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Bank of America, Wells Fargo, J.P. Morgan Securities, Prudential Insurance, TD Bank, and Amazon Logistics. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

David Alshay is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include extended tenures at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. He is also involved in selling various insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by in-house and third-party research.

John Stoffere Jr. is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliates since 2008. Outside of his advisory role, he owns a business involved in restaurant and horse racing partnerships. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with substantial investable assets. The firm utilizes a centralized consulting team and a combination of research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations.

Tuan Wreh Jr. is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset thresholds. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, emphasizing managed accounts and incorporating algorithmic tools alongside advisor input.

Jordan Guynn is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Wells Fargo, Vanguard, and Sageworth. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Nicholas Fish is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he consults and mentors junior advisors through Eunoia Management Group LLC, focusing on training, marketing, and event planning. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Slattery is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Bartholomew Mikulski is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held roles at Wells Fargo Home Mortgage and Lakeview Loan Servicing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.