John Mc Quarrie is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, following prior roles at Wells Fargo Clearing and a brief period of unemployment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and investment models.

Lisa Cargill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following prior roles at Quick & Reilly, Inc. and Morgan Stanley Dw Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors. The firm offers a range of brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute alongside third-party data to inform investment evaluations.

Francesco Esposto is a financial advisor at Morgan Stanley in Philadelphia, PA, holding a Series 66 designation with three years of industry experience. His work history includes roles at Morgan Stanley Private Bank and B2 Partners. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Deborah Roundtree is a financial advisor with Cetera, holding a Series 63 designation and bringing 25 years of industry experience. She has been associated with various Cetera entities since 2004 and owns Macktree, LLC, a tax and accounting firm where she serves as CPA. Additionally, she is involved in fixed insurance sales through Macktree Financial. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering diversified portfolio management and financial planning services through multiple program structures and manager options.

David Carradorini is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, including previous tenure at NY LIFE Securities. Outside of his advisory role, he serves on community committees involved in organizing and improving men’s retreats and conferences in the Philadelphia area. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and works with third-party asset managers and TAMPs to implement client solutions.

Makoyo Makoyo Jr. is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Equitable Advisors since 2005, including during its prior incarnation as AXA Advisors. Outside of his advisory role, Makoyo is a cycle instructor and serves as a volunteer trustee for the Ziki Makoyo Foundation for Global Health Tanzania, overseeing donations of medical equipment to NGOs in Tanzania. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

John Morawski is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and bringing 12 years of industry experience. He has worked with Wells Fargo Bank since 2014 and Wells Fargo Clearing since 2016. Outside of his advisory role, he operates an entertainment company providing disc jockey services for events. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Timothy Quigley is a financial advisor with LPL Financial, holding a Series 63 designation and 40 years of industry experience. His prior roles include positions at Cuna Mutual Group, Cuna Brokerage Services, and Kestra Investment Services. 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.

Daniel Levin is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and operated Handsome Dan's LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles and affiliated research, with planning relationships that are generally non-discretionary.

Thomas Quay Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Metlife Securities Inc. and MassMutual Life Insurance Co. Outside of finance, he has pursued acting, auditioning for various roles since 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and structured planning engagements.

Michael Greenly is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Charles Leonard Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and bringing 35 years of industry experience. His prior roles include positions at Northeast Planning Associates, LPL Financial, Commonwealth Financial Network, and 1717 Capital Management Company. Outside of his advisory work, he is involved with A & B Ventures, where he cares for farm animals and maintains their facilities. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients. The firm offers a Premier Retirement Income service providing personalized, written retirement income planning and annual advice focused on income reliability and tax-aware withdrawal strategies.

Andrew Segal is a financial advisor with Wells Fargo Clearing in Philadelphia, PA. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, all with Wells Fargo entities since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from its investment institute and third-party sources, applying diversification and modern portfolio theory in its investment approach.

Susan Boehm is a financial advisor with Equitable Advisors in Philadelphia, PA, holding a Series 66 designation and 20 years of industry experience. She has worked with Equitable Advisors since 2005 and prior to that was associated with Axa Advisors, LLC. Outside of her advisory role, she operates an insurance brokerage business under the name Firstrust Financial Resources. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes client risk assessment and matching to program models or discretionary managers, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Brian Kennedy is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he serves as executor of his mother’s estate and trustee of a trust for his sister’s children. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors to deliver customized investment solutions across various asset classes.

Robert Bukowski Jr. is a financial advisor at J.P. Morgan Securities with 12 years of industry experience and holds the Series 66 designation. He has been with J.P. Morgan Securities since 2014 and is also employed by JPMorgan Chase Bank, where he offers a range of bank products and services. In addition to his advisory role, he has an ongoing association with the University of Delaware since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process and a broad range of investment capabilities.

Lauren Hickey is a financial advisor with Merrill in Bala Cynwyd, PA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been with Merrill since 2015. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Nieves is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He previously worked at INVEST Financial Corp for 11 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies on discretionary and non-discretionary bases.

John Burkhardt is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Ryan Beck & Co., and had an earlier tenure at Stifel. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Jacob Weichert is a CFP® professional affiliated with Wells Fargo Clearing in Philadelphia, PA, with eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously held roles at Brother Bear BBQ and the University of Delaware. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to inform its investment approach and offers a broad range of brokerage and advisory solutions.