Colleen Capone is a financial advisor at Morgan Stanley in Philadelphia, PA, with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved with Bravenly Global LLC, a company focused on healthy living through clean supplements with a Christian foundation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a broad range of investment programs.

David Smith is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Bank since 2017. His prior experience includes roles at M Holdings Securities, Perspective Financial Group, and Hillview Capital Advisors. 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 employs over 14,000 advisors.

Mary Moretz is a financial advisor at Morgan Stanley with 38 years of industry experience. She has held roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1989 to 2009. Moretz holds Series 63 and Series 65 licenses and serves as a board member for the Catholic Daughters of The Americas Court St. Francis de Sales in Hatboro, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.

Richard Di Palma is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has served in the New Jersey Army National Guard for 16 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jason Hewitt is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and having nine years of industry experience. Prior to joining Fidelity in 2026, he worked at Wells Fargo Clearing Services LLC for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it holds registrations and advisory roles that distinguish it within the institutional investment community.

James Heaney is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has worked with J.P. Morgan Securities since 2013 and has been with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence, quantitative and qualitative research, and an ESG eligibility framework.

Christopher Kolmer is a Wealth Management Advisor with extensive experience in both institutional and individual investing. After spending a decade at Deutsche Bank as Vice President in Global Market Sales for Fixed Income, he joined Merrill Lynch Wealth Management in 2015 to focus on assisting individuals and families directly. He serves ambitious and well-educated clients who often have the financial knowledge but not the time to manage their wealth, offering guidance that simplifies complex matters and fosters confidence. Chris holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and a Bachelor's degree in Finance from Villanova University. He emphasizes a proactive and professional approach, aiming to be a reliable resource during major life transitions and ongoing financial planning. He works collaboratively with his brother, Kevin Jr., leveraging their complementary strengths to provide a dynamic team experience for families. Outside of his professional life, Chris is a father of three sons and enjoys spending time with his family, including coaching his oldest son's baseball team. He also pursues interests such as cooking, golfing, and supporting Wildcats basketball.

James Kelleher III is a CFP® professional with 23 years of industry experience and has been with Edward Jones since 2013. He serves as a board member for Woodbury Heights Elementary School, where he provides guidance on school administration, curriculum upgrades, and staff hiring. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Harrison Brown is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He has been with RBC Capital Markets, LLC since 2018. Prior to his current role, he held positions at Horizon Stevedoring, 1847Financial, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, and also spent four years at Loyola University Maryland. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs customized investment strategies through a combination of in-house and third-party managers and provides various account structures and specialized features tailored to clients’ risk profiles and preferences.

Tauheed Baukman is a Series 66-licensed advisor with J.P. Morgan Securities in Philadelphia, PA, with three years of industry experience. Prior to joining J.P. Morgan, he worked at Stursberg & Fine and has entrepreneurial experience as an owner and partner of Eagle Realty Management LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with quantitative and qualitative analysis, supporting recommendations that may include ESG considerations.

James Montgomery is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at both Bank of America and Merrill since 2017. In addition to his financial services career, Montgomery serves as a commissioned officer and platoon leader in the Army National Guard. 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. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Fisher is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Equitable Advisors since 2016, including a prior role with AXA Advisors, LLC from 2016 to 2020. His activities include managing an independent wealth advisory website. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and various asset management programs. The firm uses a network of Investment Adviser Representatives and third-party asset managers, offering services that include mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Ana Barnett is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Citigroup Global Markets and Legg Mason Wood Walker. Barnett is a principal of Gussick & Barnett LLC, an investment-related business entity established 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 institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Calvin Thomas is a Financial Advisor at Merrill Lynch Wealth Management, where he dedicates his work to helping clients achieve their financial goals through personalized financial strategies. He collaborates closely with clients to understand their full financial picture and develop flexible wealth management plans that adapt to changing market conditions. His approach includes providing access to investment insights from Merrill and banking and lending solutions through Bank of America. Calvin's expertise encompasses family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He assists clients in defining their goals and choosing portfolio strategies designed to reach them, offering ongoing advice and adjustment as their situations evolve. He holds the Professional Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Delaware. Outside of his professional work, Calvin has interests in adventure sports, football, hiking, hunting, running, skiing, soccer, spending time with his family, traveling, and watching movies.

Daniel Jones is a financial advisor with Raymond James & Associates in Philadelphia, PA, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Raymond James & Associates since 2001 and owns RLB Holdings LLC, a business involved in real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser that serves individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Crys Marigliano is a Financial Consultant currently working at Fidelity Investments since 2024. With over a decade of experience in the financial services industry, she has held positions including Wealth Planner at UBS from 2021 to 2023, Financial Advisor at TIAA from 2018 to 2020, and Client Advisor at PNC from 2016 to 2018. Throughout her career, Crys has collaborated closely with clients and their families to develop financial plans aimed at growing and protecting wealth. She emphasizes understanding clients' goals and preferences to build strong partnerships based on trust. Her approach involves co-creating and maintaining financial strategies that help clients navigate life transitions and achieve peace of mind. Crys holds a California Insurance License. Outside of her professional work, she enjoys activities such as spending time at the beach, family gatherings, social events with friends, skiing, traveling, and practicing yoga.

Michael Sessa is a financial advisor at Morgan Stanley with six years of industry experience. He has previously worked at UBS Financial Services and law firms including Arangio & George LLP and Spector Gadon & Rosen. Sessa also served as a trustee and personal representative for trusts in Ocean City, New Jersey. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis.

Josephine Stagliano is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 27 years of industry experience. She has worked at LPL Financial since 2017 and was previously with Wells Fargo Clearing for one year. She is involved in an affiliated business entity, Main Street Investment Group, LLC, which operates for LPL business activities. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Scott Budriss is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked with Equitable Advisors since 2014, previously associated with Axa Advisors until 2020. Outside of his advisory role, Budriss serves as a committee member involved in fundraising for the Human Rights Campaign. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment strategies based on client risk tolerance and personal information.

Lawrence Shaw is a financial advisor at Cetera with 40 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Mercer Global Advisors Inc., Andrew Garrett, Inc., and Cordasco Financial Network, Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, charities, and institutions. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to third-party money managers.