Matthew Michaleski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Connor Iarussi is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at METLIFE Securities Inc from 2015 to 2017. His credentials include Series 63 and Series 65 licenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Mark Giordano is a financial advisor at UBS Financial Services in Philadelphia, PA, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining UBS, he worked at UBS Securities LLC and was previously employed at the Washington Township Health Department. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning, portfolio management, and capital markets solutions.

Joshua Stecker is a financial advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to develop personalized wealth management strategies aimed at achieving their financial goals. His areas of expertise include retirement income planning, education planning, family wealth management strategies, liquidity management, and small business strategies, among others. Joshua holds a Bachelor's Degree from Rowan University and is a Personal Investment Advisor (PIA). He focuses on creating transparent, tailored financial plans that reflect each client’s unique priorities. Outside of work, Joshua enjoys basketball, football, golfing, rock climbing, and spending time with his family.

Jillian Greene is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a tenure at UBS Financial Services from 2017 to 2021. Prior to her financial services career, she was employed in education from 2014 to 2018. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Rachael Di Lunardi is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked in various roles within Morgan Stanley since 2018, including time at Morgan Stanley Private Bank N.A. Outside of her advisory work, she has experience with organizations such as the U.S. Green Building Council and Volo Sports. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Heather Yearly is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop and maintain comprehensive financial plans tailored to individual and family needs. She has been in this role since 2019. Prior to her current position, Heather gained experience as a Wealth Advisor at Truist Bank from 2017 to 2019. Earlier in her career, she held roles at Vanguard, serving as a Flagship Select Services Senior Relationship Consultant from 2011 to 2016, and as a Flagship Services Relationship Consultant from 2006 to 2010.

John Napolitano is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2022. Outside of advising, he has experience in sales roles at Realty Benefit Services and Dergalis Associates, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, utilizing a range of investment vehicles and third-party program sponsors.

Amer Dababneh is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 65 and Series 63 certifications and has been with Wells Fargo entities since 2014. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Gualtieri is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill Lynch since 1981. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cecily Venkatesh is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to that, she has been affiliated with Franklin Mint Federal Credit Union since 2003. 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.

Matthew Effner is a Series 66-licensed financial advisor with 18 years of industry experience, currently with UBS Financial Services Inc. since 2021. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning a total of 12 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to tailor investment strategies.

Christopher Guallpa is a financial advisor with MassMutual Investors Services holding a Series 66 designation. He began his advisory career in 2025 and has prior work experience in various roles including package handling at FedEx and customer service at Walmart. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning relationships.

Douglas Jones is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses his professional efforts on retirement planning, estate and legacy planning strategies, investment advice, tax-efficient strategies, and overall guidance in managing clients' finances. Since joining Merrill in 2015, Doug has built experience in retirement planning by developing tailored strategies that address the unique needs and goals of individual clients and families. Doug holds a Bachelor of Science degree from Ursinus College. He has earned the professional designations of Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background and credentials support his expertise in complex financial situations, retirement accounts, investment options, and income distribution strategies. A South Jersey native residing in Tabernacle, NJ, Doug enjoys baseball, basketball, cooking, football, hunting, music, swimming, traveling, and watching movies. He values trust and communication in relationships, paralleling his professional approach to client partnerships with the importance he places on family and community.

James Cannon III is a CFP® professional with 18 years of experience, currently affiliated with RBC Capital Markets in Philadelphia, PA. He has worked at RBC Capital Markets since 2014 and also holds a position at City National Bank starting in 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs providing portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Edward Ellis is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following seven years at Bank of America, N.A. Outside of his advisory role, Ellis serves on the board of directors for The Tender Inc., an adult day center providing caregiver support services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Joseph Demarco is a financial advisor with Ameriprise in Marlton, NJ, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Elisabeth Till is a financial advisor with Morgan Stanley in Philadelphia, holding Series 63 and Series 65 licenses and having seven years of industry experience. She previously worked at The Vanguard Group and has a background that includes various roles connected to Franklin & Marshall College. 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 methodologies.

Scott Wight is a CFP® professional with 36 years of industry experience, currently with Cetera since 2013. His prior experience includes roles at Masland & Barrick Advisory, Walnut Street Securities, and Nathan & Lewis Securities. Outside of advisory work, he serves as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care coverage. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers through a multi-manager platform with discretionary and non-discretionary options.

Eugene Cho is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2019, following a year at Merrill and five years at Rutgers University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party databases.