Jason Checksfield is a Series 66-licensed financial advisor with UBS Financial Services in Philadelphia, PA, where he has worked since 1999. He has 22 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and operates as a broker-dealer, investment adviser, and futures commission merchant.

Douglas Bobrow is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. Outside of his advisory role, he serves on the Investment Committee of the Phi Beta Kappa Society and is a partial owner of On-Point Nutrition LLC, a retail business specializing in weight loss and nutrition products. 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. The firm operates within the broader J.P. Morgan organization and delivers services on a non-discretionary basis.

Vivian Hoang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and possessing nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank since 2014. Outside of her advisory role, she owns a commercial property leased to an Italian restaurant in Philadelphia. 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 advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Patrick Welde is a financial advisor with Merrill in Bala Cynwyd, PA, holding a Series 66 credential and 14 years of industry experience. He has worked at both Bank of America and Merrill since 2012. Outside of his advisory role, he owns a sole proprietorship focused on publishing children’s books and serves on a committee at Project HOME, a nonprofit dedicated to addressing homelessness in Philadelphia. Merrill provides managed account services through its Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm utilizes model-based and discretionary investment strategies developed by its Chief Investment Office and affiliated managers.

Craig Yates is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he is listed as president of a health club business and is associated with a television pilot project involving his spouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Brendan Lefanto is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop personalized holistic plans aimed at helping them and their families achieve their financial goals. He has been with Fidelity Investments since 2021, serving in various roles including Planning Consultant and Financial Representative before his current position in 2024. Prior to joining Fidelity Investments, Brendan worked as a Quality Control Analyst at SEI Investments from 2019 to 2021. His professional experience reflects a progression within the financial services industry, focusing on investment consulting and financial planning. Outside of his professional role, Brendan has personal interests that include baseball, beach activities, social events with friends, golf, hiking, and snowboarding.

Grayson Wingert Jr. is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he held roles at De Lazy Lizard and 85 N'Sunny, and studied at West Chester University. He serves as a trustee for a family trust, a role unrelated to investment activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that leverages multiple third-party platforms and offers both advisory and brokerage services.

Joseph Filipone is a financial advisor with OSAIC, holding the ChFC® and Series 63 designations and bringing 19 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 13 years. He is also the sole owner of Freedom Financial Group LLC, a business offering fixed annuities, fixed indexed annuities, long-term care insurance, and traditional life insurance. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios on either a discretionary or non-discretionary basis.

Christine Beschen is a financial advisor with OSAIC, holding a Series 63 designation and bringing 38 years of industry experience. She has worked at firms including American Portfolios Advisors, Inc. and BCG Securities, Inc. In addition to her advisory work, she has experience in insurance sales through ownership of Haddon Planning Group. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to institutional entities, offering integrated brokerage and advisory services supported by a broad network of affiliated advisers and multiple platforms. The firm employs various portfolio construction tools and provides access to a wide range of investment options and third-party managed account solutions.

Louis Manon III is a CFP® professional affiliated with Equitable Advisors in Bala Cynwyd, PA, with 18 years of industry experience. He previously worked at Lincoln Investment for 16 years and operated his own practice, Louis Manon, for over two decades. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm provides financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model.

Eric Allen is a CFP® professional with 12 years of experience in the financial advisory industry. He is currently affiliated with LPL Financial and has held various roles at several firms, including Generation Capital Group LLC and Regional Investment Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Jeffrey Austinson is a Series 66-credentialed advisor at Merrill with two years of industry experience based in Philadelphia, PA. He has worked at Merrill since 2005 and also spent two years at the University of Arizona Global Campus. Outside of his advisory role, he is a co-owner of a family rental property in Ashburn, Virginia. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Rohi Batra is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. Prior to this, he held roles at various affiliated firms, including Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management services.

Patrick Duffield is a financial advisor with Ameriprise in Mount Laurel, NJ, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of advising, he is involved in a business ownership role through Voorhees Management Group, LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets clients with significant investable assets, providing written recommendations that incorporate tax-efficient strategies and advanced modeling techniques.

Erin Zegar is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2019, following four years at Morgan Stanley. Outside of her advisory role, she provides administrative support for a private company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party providers.

Angelina Barfield is a financial advisor with Wells Fargo Clearing, holding the Series 63 and Series 66 licenses and bringing six years of industry experience. Her prior roles include positions at Santander Securities, Webster Bank, and Key Bank. She is currently based in Warminster, PA. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Nathan Webb is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Charles Schwab Bank, Charles Schwab, and Fidelity in various advisory roles over the past decade. Webb is based in Philadelphia, PA. Charles Schwab 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and a distinctive integrated operational structure.

Bridget Green is a financial advisor at Equitable Advisors in Philadelphia, holding a Series 66 designation with 15 years of industry experience. She has worked at Equitable Advisors since 2010 and previously at Axa Advisors, LLC. Outside of her advisory role, she serves as a trustee on her own children's accounts and is involved in life and long-term care insurance sales through Firstrust Financial Resources. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management via LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Michael Mcknight is a CFA® charterholder with 13 years of experience in the financial services industry. He is currently with Charles Schwab in Philadelphia, serving in roles at both Charles Schwab Bank and Charles Schwab since 2021. His prior experience includes positions at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors. Charles Schwab & Co., Inc. serves a large client base, 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 non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Chewen Yarng is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services since 2014. Outside of his advisory role, he is the proprietor of Taota LLC, an LLC that owns a single residential rental property. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research.