Eric Tropea is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023, following previous roles at Lincoln Financial Advisors, Bank of America, and Merrill Lynch. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based, holistic financial planning without discretionary portfolio management. Their services include ongoing or one-time planning engagements covering a wide range of financial topics, with an option to combine planning with managed account programs under a consolidated billing system.

Thomas Paluszynski is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves on the finance committee of Green Building United and is a member of the Management Division Advisory Council at Penn State Great Valley School of Graduate Professional Studies. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved tools and economic modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Alexandria Mc Kenna is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has prior work experience at MML Investors Services, MassMutual Life Insurance, Conrad O’Brien, and Temple University. Alexandria has also been involved with Iron Hill Brewery and Turning Point during her career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm emphasizes non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Domin is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2026 before joining J.P. Morgan in 2026. Outside of his advisory role, he serves as the president of the Landings Condominium Association board in Wildwood, New Jersey. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework.

Craig Schwartz is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as president of the Apple Tree Mews HOA, managing meetings and budgeting for the community. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Heshan Wanigasekera is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan since 2014. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including Project HOME, the Conservation Center for Art & Historic Artifacts, and Fairmount Park Conservancy, with involvement in their finance and investment committees. He is also a director of Orchid Collections (Pvt) Ltd, a textile manufacturing company based in Sri Lanka. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Andrew Eisel is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation and two years of industry experience. His work history includes roles at JPMorgan Chase Bank, JPMorgan Securities, Goldman Sachs, Liberty Mutual Insurance, and Platinum Wealth Strategies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Michael Cirard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked as an independent insurance agent and spent over a decade with Bestvest Investments Ltd. Outside of his advisory work, Cirard serves as the head ice hockey coach at Widener University. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Tracy Caruso is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Morgan Stanley Smith Barney for nine years and Deutsche Bank Securities for three years. Caruso is based in Philadelphia, PA, and is an employee of both JPMorgan Securities and JPMorgan Bank, enabling her to offer certain banking products alongside investment 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Jacob Heyser is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He joined Fidelity in 2020 as an Investment Consultant before advancing to his current position. Prior to Fidelity, Jacob worked as a Private Wealth Advisor at Lincoln Financial from 2017 to 2020. In his role, Jacob partners with clients to understand their immediate and long-term financial goals and helps build tailored financial plans. He focuses on identifying strategies that improve clients' overall financial situations through trust, reliability, and dedication. Outside of his professional responsibilities, Jacob has interests in baseball, beach activities, football, soccer, and yoga.

Kyle Garstkiewicz is a financial advisor with Fidelity in Philadelphia, holding a Series 66 designation and one year of industry experience. His previous roles include positions at Affinity Wealth Management, Equitable Advisors, and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

James Wilson is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. He has worked at firms including Avantax Advisory Services and 1ST Global Advisors. Outside of advising, he is a partner in MacAlpine Carll & Co LLC, a CPA firm that oversees tax, auditing, and accounting functions. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Todd Panto is a financial advisor with LPL Financial, holding a Series 66 license and 15 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2022. Outside of his advisory role, he is involved with Medicare Coach LLC, a business related to non-variable insurance. 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 wide range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with research tools and multiple investment strategies.

Nick Meyers is a CFP® with 42 years of industry experience. He has been with LPL Financial since 2024 and previously spent 26 years at Lincoln Financial Advisors Corporation. 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 solutions, including advisory and brokerage services supported by LPL Research model portfolios, third-party subadvisors, and technology tools for operational and research support.

Christy Bravo is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney, Citigroup Global Markets, and Gunnallen Financial, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs that incorporate firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Gregory Gambale is a financial advisor at Charles Schwab with 20 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes 18 years with The Vanguard Group, Inc. and related entities. Charles Schwab & Co., Inc. serves 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 a large client base with an integrated structure offering both non-discretionary and discretionary investment solutions, supported by centralized custody and operational capabilities.

David Kay is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and 19 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he serves as a power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with an advisory process tailored to plan objectives, demographics, and risk tolerances.

Thomas O'Brien is a financial advisor with Cetera in Lansdowne, PA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has operated O'Brien Financial Advisors, LLC since 2012 and has been associated with Cetera and Cetera Financial Specialists LLC since 2005. In addition to his advisory work, he is also a tax preparer for TAX TIME, a business he has been involved with since 1993. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and custodial relationships.

Aidan Fegley is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at UBS Financial Services, Inc. and Fidelity Investments. 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 provides a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Jane Robinson is a financial advisor at UBS Financial Services with 42 years of industry experience. She has held her current position at UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.