Drew Smiley is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of experience. His prior roles include positions at Legend Biotech and Commonwealth M&A, as well as experience in education at The Hun School and Lafayette College. J.P. Morgan Securities 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 affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Gregory Frankel is a financial advisor with J.P. Morgan Securities in Philadelphia, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Glenmede Private Wealth Management and the Bank of New York. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Charles Price III is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked for the Delaware River Port Authority for over two decades. 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 a range of financial planning and asset management solutions, including access to third-party managers and institutional platforms.

Randley Gonzalez is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He is dedicated to building long-term relationships with his clients by providing financial guidance that is honest, transparent, and tailored to their individual needs. His approach focuses on simplifying the financial planning process to help clients gain clarity and confidence. Gonzalez has a wealth of experience in the financial sector, having previously worked as an Investment Consultant at Fidelity Investments from 2019 to 2020, and as a Relationship Manager at the same firm from 2013 to 2019. Prior to his tenure at Fidelity, he was a Senior Analyst at Lehman Brothers from 2005 to 2010. Outside of his professional work, Gonzalez has interests that include fitness, food, military service, tennis, and traveling.

Sean Stoneback is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Outside of his advisory work, he serves as co-executor of his grandparents' estate and operates an outside insurance brokerage business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Michael Kramley is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 uses structured planning processes supported by firm-approved tools and models.

Christopher Lex is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. His prior work includes roles at Agia and Valic Financial Advisors. Outside of his advisory work, he is involved with several business entities related to investment and tax purposes, including WealthFusion Inc and The Fifteen Group. 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 services and platforms, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by machine-learning tools and various financial products.

Jennifer Myers is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following four years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and methodologies such as Monte Carlo simulations as part of its advisory process.

Adam Weisensee is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at TD Bank, Jaro Transportation, and Rowan University. 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.

John Roeckel Sr. is a financial professional with 34 years of experience, currently associated with Cetera. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities, Inc. and Fuhrman Management Associates, Inc. Since 2023, he has been involved with Pinnacle Wealth Advisors, LLC and acts as a youth baseball umpire. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Michael Skowronski is a financial advisor with Wells Fargo Clearing in Marlton, NJ, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with Wachovia Bank, N.A. since 2006 and joined Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets with over 14,000 financial advisors.

Albert Fox is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of his advisory role, Fox serves as the president of the board of directors at Laurel Creek Country Club and holds board positions with the Greater Philadelphia YMCA and the Office of Attorney Ethics in Burlington County. Morgan Stanley Wealth Management is a large institutional firm offering a wide range of advisory and financial planning services to individuals and institutions. The firm employs structured planning tools and investment modeling techniques as part of its advisory process and manages approximately $2.74 trillion in client assets.

Annmarie Cook is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at LPL Financial since 2021, previously spending five years with Wells Fargo Clearing and a year at Prudential Equity Group, LLC. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Timothy Newman is a CFP® with 16 years of industry experience, currently affiliated with Wells Fargo Clearing Services LLC since 2018. He previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2016 to 2018. 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Natalie Danielson is a financial advisor at Edward Jones in Philadelphia, PA, holding the Series 66 designation with four years of industry experience. Her prior work includes roles at Agway East Mountain Transplants Inc., Dunkin Donuts, Cosmos Family Farm, the University of Maine, Amerihealth Caritas, and Central High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Kevin McVeigh is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013, following a brief tenure at Signator Investors, Inc. Additionally, he operates a sole proprietorship focused on the sales and service of various non-securities insurance products, including life, health, long-term care, and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors, combining extensive non-advisory financial services with a comprehensive advisory platform.

Pranav Patel is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to develop financial plans aimed at achieving their financial goals by building trusting relationships and understanding their priorities. Prior to his current role, Pranav worked as a Financial Advisor at Lincoln Investment from 2019 to 2021 and at McAdam Financial from 2017 to 2019. His professional experience spans several years in financial advisory and planning. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Heather Sherrill is a financial advisor with Cetera in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include eight years at Lincoln Financial Advisors Corporation and positions with Avantax entities. She has also worked as a tutor with the New Jersey Tutoring Corps and at Pitman High School. Cetera Investment Advisers LLC provides a nationwide platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures and affiliated managers.

Lawrence Brown is a financial advisor with J.P. Morgan Securities in Woodbury, NJ, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he worked at Stifel Nicolaus and Merrill. He is also the owner and partner of Hero Makers, LLC, a management consulting business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory functions with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jason Miller is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. He previously worked at Voya Financial Advisors and has been involved with Cetera and affiliated entities since 2021. Outside of his advisory work, Miller serves in leadership roles with the Garden State Council Boy Scouts of America, including Executive Vice President and Board President. Cetera Investment Advisers LLC provides financial advisory services to a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment managers.