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.

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.

David Fattizzo is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His career includes extensive tenure at Foresters Financial from 1990 to 2019, followed by roles at Foresters Advisory Services and BNI before joining Cetera in 2019. He is a chapter member of Business Network International, where he participates in weekly meetings focused on business support and developing referral partnerships. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to third-party money managers.

Robert Minor Jr. is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2012, previously associated with Axa Advisors LLC. Outside of his advisory role, he serves as a board member for the nonprofit organization For Pete's Sake and is president of the Moorestown Business Networkers. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Tyler Richards is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Bank, The Assurance Group, Fulton Bank, and TD Bank. Outside of his advisory role, he works as a driver for Uber and Lyft. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Quinn Dolan is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2018. Outside of his advisory role, Dolan is a one-third owner of a private investment company, Tridole, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jevan Madeira is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in serving affluent clients, retirees, entrepreneurs, and business owners by assisting them in managing their wealth through comprehensive financial strategies. Drawing on more than 25 years of experience in financial services, Jevan and his team take a holistic approach to wealth management. They collaborate with a wide network of professionals to evaluate all aspects of a client’s financial life, including tax planning, retirement, estate considerations, and asset allocation. Jevan emphasizes understanding clients’ priorities and goals to create customized, disciplined strategies aimed at meeting their financial objectives and legacy planning needs. Jevan earned a Bachelor’s degree in Business Economics from Marquette University, where he was an Evans Scholars scholarship recipient, and spent a semester studying economics at St. Claire University in Oxford, England. He holds the CERTIFIED FINANCIAL PLANNER® designation from the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning Counselor™ designation. He serves on the Board of Governors for the Evans Scholars Foundation and is active in various community and alumni organizations. Jevan resides in Madeira with his wife, Kasey, and their three children. In his personal time, he enjoys golfing, reading, skiing, and watching movies.

Jennifer Drahos is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has been with Wells Fargo Bank since 2002 and has worked at Wells Fargo Clearing Services since 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Grace Feudo is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at TIAA-CREF and RBC Capital Markets, LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight and sub-adviser relationships.

Traci Hoelzel is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 63 designation and 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with a broad range of retail and institutional investment offerings.

Paola Gonzalez Sierra is a Financial Advisor with Merrill Lynch Wealth Management, based in the Center City Philadelphia office. She is committed to helping individuals, families, and business owners build confidence in their financial futures through personalized guidance, education, and comprehensive wealth planning. Fluent in English and Spanish, Paola aims to make financial advice accessible and empower clients to make informed decisions aligned with their goals and values. Paola joined Merrill Lynch in January 2024 as a Financial Services Representative and advanced to the role of Financial Solutions Advisor, serving clients throughout the Philadelphia market. She has earned her FINRA Series 7 and Series 66 registrations after passing the Securities Industry Essentials (SIE) Exam. Prior to joining Merrill Lynch, Paola spent over a decade at Fulton Bank, where she progressed from a bilingual teller to a Relationship Banker, developing a client-centered approach focused on trust and personalized financial guidance for diverse communities. Originally from the Dominican Republic and raised in Lancaster, Pennsylvania, Paola holds an Associate's Degree from Harrisburg Area Community College and a High School Diploma from Hempfield High School. Outside of her financial advisory practice, she is the Owner and Director of Controla Dance Academy in South Philadelphia, leading a team of instructors and fostering community through dance education and cultural events. Paola's goal is to serve as a trusted partner to her clients, supporting them in navigating financial decisions and achieving their long-term financial objectives.

Vincent Farry is a financial advisor at Merrill with 33 years of industry experience. He has been with Merrill since 1980 and holds Series 63 and Series 66 registrations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

John Pojawis Jr. is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of advising, he serves as an officer for the Knights of Columbus and is a board trustee for The Friends of the Ocean City Pops, a nonprofit organization. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services across various platforms and strategies.

Kristy Connor is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2018 and offers a holistic approach to wealth management, providing services such as retirement planning, personalized investment strategies, and additional financial solutions including banking and lending through the support of Bank of America. Her practice focuses on helping clients achieve their financial goals by equipping them with knowledge, power, and confidence. Kristy specializes in areas including college education planning, family wealth management strategies, liquidity management, retirement income, tax minimization, and portfolio management services. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kristy earned her Bachelor's Degree from the University of Delaware, graduating with honors in three years and was a member of the National Society of Collegiate Scholars. A South Jersey native currently residing in Medford, NJ, Kristy serves as an Ambassador to the National Association of Women Business Owners. Outside of work, she enjoys basketball, football, golfing, pickleball, reading, traveling, yoga, watching movies, and spending time with her family and friends.

Michi Chin is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2021, with prior roles at Citizens Securities and Citizens Bank. Outside of her advisory work, she is an owner and partner of Higharchi LLC. 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 non-discretionary advisory program.

Amanda Harver is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Dawn Stil is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds the Series 66 and Series 63 licenses and previously worked at Morgan Stanley Smith Barney for nine years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes proprietary research through a network of financial advisors who tailor plans based on capital market assumptions and client goals.

Tamara Morton is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2013, including her current role at Wells Fargo Clearing since 2016. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.