Gregory Scott is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2007. Scott serves as a board member of the Magee Rehabilitation Hospital Foundation in Philadelphia. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and endorsed turnkey asset management platforms to deliver advisory and brokerage solutions.

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 association with Merrill Lynch in 2009 as an intern and joined the Barnett-Roskos Wealth Management Group in 2015. Albert provides personalized financial services aimed at helping clients achieve their financial goals through thoughtful strategy and attentive service. He graduated from the University of Pittsburgh and has accumulated experience in investment, banking, and credit through prior roles at Edward Jones and JPMorgan Chase. Albert holds several professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Albert is fluent in Korean and English. He grew up in Villanova, Pennsylvania, and currently resides in New Jersey with his wife and their dog. Outside of work, he is passionate about martial arts and holds black belts in Tae Kwon Do and Kumdo while also training in kickboxing. He serves as a board member on several nonprofit organizations in his community.

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.

John Somers is a financial advisor with RBC Capital Markets in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

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.

Marybeth Henry is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in financial services in 1977, initially serving institutional clients seeking to enhance returns on pension and endowment portfolios. Prior to her current role, she managed portfolios as an institutional portfolio manager and served as a Director of Manager Research at Salomon Smith Barney Consulting Group, where she participated in selecting and reviewing money management firms. Her practice focuses on asset allocation strategies using traditional and other asset classes where appropriate. Marybeth assists investors in choosing their personal path to financial independence by following an investment discipline within the Merrill context. She has developed extensive knowledge in retirement planning, particularly for executives in transition who need to roll assets from defined contribution or defined benefit plans to IRAs. Her client relationships are built on intensive study and listening to formulate tailored responses for individual clients' benefits. Marybeth earned an MBA in Finance from the NYU Stern School of Business in 2005 and holds a bachelor's degree from Rosemont College. She has professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). She participates in community activities, including volunteering with organizations such as the Philadelphia Orchestra. Her personal interests include cooking, dancing, music, singing, spending time with her family, and tennis.

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.

Erin Cresko is a financial advisor with Raymond James & Associates in Lansdale, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2008. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients, with a focus on tailored financial plans and asset-allocation analyses.

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.