Jeffrey Weiss is a financial advisor at Merrill in Philadelphia, PA, holding Series 65 and Series 63 licenses with 10 years of industry experience. His prior roles include positions at Bank of America, Integrated Financial Services, Firstrust Financial Resources, Axa Advisors, Portfolio Strategies Team, RubinGoldman & Associates, and Equitable Advisors. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jamison Licausi is a financial advisor with UBS Financial Services, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

John Hafner Jr. is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Blackstone Strategic Partners LP and Wells Fargo Advisors, among others. Outside of advisory work, he is an owner and partner in several ventures including a home building company, and he serves on the investment committee of the Barnes Foundation and as Chair of the Investment Committee for the Rowan University Foundation Board. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Stephen Muzekari is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Amanda Wasson is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 designation with nine years of industry experience. She previously worked at Wells Fargo Advisors for two years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its advisory process.

Thomas Meyer is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping successful professionals, business owners, and young families make informed financial decisions and create opportunities for future generations. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Thomas holds a Bachelor's Degree from Boston College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He provides personalized investment strategies aimed at aligning with clients' financial goals and priorities. Outside of his professional work, Thomas enjoys baseball, billiards, football, golfing, music, running, soccer, and spending time with his family.

John Mccormick is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding the ChFC® designation and Series 66 license. He has 25 years of industry experience, including over two decades with Equitable Advisors and its predecessor, Axa Advisors. Outside of his advisory role, he serves as a board member of the Georgetown University Gridiron Club, where he participates in mentoring student athletes. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage channels.

Albert Kim is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2009 as an intern and, after graduating from the University of Pittsburgh, gained additional experience at Edward Jones and JPMorgan Chase before returning to Merrill in 2014. Since 2015, Albert has worked with the Barnett-Roskos Wealth Management Group. Albert's expertise includes college education planning, divorce transition planning, employee benefits planning, institutional and corporate benefit services, legacy planning, liquidity management, individual and corporate investment strategy, tax minimization, and retirement income. He holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Albert grew up in Villanova, Pennsylvania and resides in New Jersey with his wife and their dog. He is passionate about martial arts, holding black belts in Tae Kwon Do and Kumdo, and continues training in kickboxing. Albert is also active in his community, serving as a board member for several nonprofits.

Tanner Guynes is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Saxbys, Amazon, and DoorDash. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning through structured processes and firm-approved tools.

David Farina is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as Lead Pastor at Calvary Full Gospel Church, where he preaches, teaches, and oversees church operations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with asset allocation and planning analyses to support their investment decisions.

Robert Tomasulo is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 49 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Tomasulo is involved with a business called Power for Mother, based in Yardley, PA. 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. The firm’s advisory process is IPS-driven and includes a range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

John Ramirez is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Alliance Bernstein and The Vanguard Group. His background also includes roles outside of finance, such as at Highway Materials and involvement with Loyola University Maryland. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client strategies.

Yancy Whitaker is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held positions at BAE Systems and USLI Insurance and was a college student for several years. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes investment management and insurance products.

Scott Ceniccola is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies and a broad array of in-house and third-party portfolio management resources.

Joseph O'Malley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2012. Outside of his advisory role, he serves as a director of The Wharton Club of Philadelphia and is a member of the investment committee for Business Leaders Organized for Catholic Schools (BLOCS), assisting with endowment portfolio oversight. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Brian Catanella is a financial advisor with UBS Financial Services in Philadelphia, PA, holding a Series 66 credential and 20 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves on the board and executive committee of UrbanPromise Ministries and participates in several nonprofit and educational organizations. He is also an author, currently self-publishing a book. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor financial plans.

Scott Levy is a CFP® certificant and holds a Series 66 license with 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked at Securian Financial Services, Minnesota Life Insurance Company, and Allied Wealth Partners. Outside of his advisory role, he serves as Membership Chairperson for Buxmont LETIP and is active as a sports card collector. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a broad client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a variety of portfolio management options and proprietary and third-party model strategies tailored to client objectives.

Patrick Heenan is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets, LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies utilizing both in-house and third-party managers, alongside discretionary and non-discretionary portfolio management and financial planning services.

Leon Hart is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2002 and was employed by FedEx Home Delivery from 2006 to 2025. Outside of his advisory role, he is involved in home health care services as a home health aide on a part-time basis. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs third-party asset managers and offers a tiered wrap-fee structure, focusing on curated portfolio models rather than institutional or pension plan management.

Patricia Trapp is a Series 66-licensed financial advisor with 25 years of industry experience. She has worked at UBS Financial Services since 2001 and joined OSAIC in 2024. Outside of her advisory role, she is involved in selling annuities and life insurance through various vendors. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes firm-provided asset allocation tools and supports both discretionary and non-discretionary portfolio management.