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 with Ameriprise, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on income sources and tax-aware withdrawal strategies.

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.

Matthew Boynton is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2005. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Boynton manages an investment property business. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, combining proprietary research and model-based asset allocation with comprehensive capital markets capabilities.

Shawn Senior is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Morgan Stanley in various roles between 2012 and 2021. Outside of his advisory career, he is involved with the Philadelphia Phillies, assisting by throwing batting practice. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, utilizing model-based asset allocations, proprietary research, and discretionary portfolio management to align with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and banking products.

Nicholas Iocco is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as president of the Southpointe Harbour Club in Somers Point, NJ, where he participates in meetings regarding property maintenance and expenditures. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Oakes Jr. is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Nicholas Fresolone is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial for 12 years before joining OSAIC in 2023. He also serves as Vice President and Chief Compliance Officer at Plan One Financial Group and is active as an insurance agent. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing various portfolio construction and management tools.

Roy Hansen III is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors, McKinsey and Company, and Ameriprise Financial. He also worked at Rollins College for four years. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

James Ferrari is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2017 and Franklin Mint Federal Credit Union since 2012. 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 through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Abraheim Ali is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at WELLS FARGO Advisors, LLC for one year. 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, grounded in modern portfolio theory, and includes both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Maryanne Morrissey is a CFP® professional with 31 years of industry experience, currently serving at Raymond James & Associates since 2025. She previously worked at Janney Montgomery Scott for 16 years. Outside of her advisory role, she is president of the Morrissey Family Foundation, a nonprofit organization managing foundation assets and coordinating donations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a variety of portfolio management styles and affiliated research.

Lance Goldstein is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1999 and has built his career focusing on addressing the wealth management needs of individuals and families through personalized planning and advice. Lance is a founding member of The Brantz Goldstein Group and works with clients on managing new wealth, personal retirement planning, portfolio management, socially responsible investing, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor™ designation, and the Personal Investment Advisor (PIA) designation. Lance earned his bachelor's degree from Washington University in St. Louis. His approach emphasizes evolving tailored wealth management strategies to achieve his clients' specific wealth and income goals, with a concentration on retirement planning services including income guidance and longevity planning. Outside of his professional role, Lance volunteers as a basketball coach with the Philadelphia Dragons Sports Association. He resides in the Queen Village neighborhood of Philadelphia with his wife and three children. They also spend time at their vacation home in the North Fork region of Long Island, New York.

Scott Atkins is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2012, initially with UBS Global Asset Management before transitioning to UBS Global Wealth Management. Atkins serves on the board of directors for Miami Nation Enterprises, participating in regular meetings to oversee administrative matters related to the organization's investments. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm delivers advisory work through a network of financial advisors using proprietary research and model-based asset allocations, combining institutional trading capabilities with wealth management services.

Michael Francisco is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is a board member and secretary of Patriot Fund, a nonprofit organization he helped found. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Cameron Jacoby is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Schwab, he spent time at Equitable Advisors LLC and has experience in education and local government. Jacoby serves as Treasurer for the Phi Mu Delta Fraternity Alumni Association. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary financial planning and discretionary separately managed accounts supported by multi-asset model portfolios and alternative investment due diligence.

Harry Buzzerd III is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2008. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, investment models, and a broad range of capital markets solutions.