Daniel Huse is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and United Brokerage Services, Inc. Outside of his advisory role, he serves as a registered client service associate with Roskos Wealth Management in Moorestown, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable programs for municipal advisory and SIMPLE IRA plan consulting.

Randy Sinnott is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their personal perspectives and priorities, helping them develop strategies to pursue their financial goals. He specializes in areas including divorce transition planning, education planning, equity compensation services, investment consulting for defined contribution plans, legacy planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Randy holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Rutgers. Beyond his professional endeavors, Randy has personal interests that include baseball, boating, fishing, football, golfing, hunting, running, and tennis.

Molly Stengel is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Royal Alliance Associates, Lincoln Financial Distributors, and The Vanguard Group. Outside of her advisory role, she is involved with Bala Financial Group, focusing on the sales and marketing of fixed annuities and insurance products. Osaic Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to pension plans and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Rodney Riso is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He serves on the finance committee of the Wanamaker Institute of Industries in Haddonfield, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Justin Levy is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Triad Advisors, and Auctus Wealth Management. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Jeffrey Weiss is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Integrated Financial Services, and Axa Advisors. Based in Philadelphia, PA, his career spans roles at several financial services companies since 2015. Merrill, along 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.

Jamison Licausi is a financial advisor with UBS Financial Services, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

John Hafner Jr. is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Blackstone Strategic Partners LP and Wells Fargo Advisors, among others. Outside of advisory work, he is an owner and partner in several ventures including a home building company, and he serves on the investment committee of the Barnes Foundation and as Chair of the Investment Committee for the Rowan University Foundation Board. 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 to support client decision-making.

Stephen Muzekari is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Mark Barron is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity in 2025, he worked at Merrill and Bank of America, N.A., each for 10 years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Amanda Wasson is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 designation with nine years of industry experience. She previously worked at Wells Fargo Advisors for two years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its advisory process.

Philip Brown is a Financial Consultant at Fidelity Investments, having joined the firm in 2023. He collaborates with families, individuals, and business owners to develop custom financial plans by understanding their goals and aspirations. Philip aims to ensure that each plan is comprehensible and tailored to the unique financial situation of his clients, delivering an exceptional client experience with support from his team at Fidelity. Philip's professional experience includes roles as a Planning Consultant and Relationship Manager at Fidelity Investments from 2022 to 2024. Prior to joining Fidelity, he worked as a Financial Advisor at Farley Financial Group from 2021 to 2022 and at McAdam Financial from 2020 to 2021.

Gregory Scott is a Series 66-licensed financial advisor at Equitable Advisors with 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously held a role at Axa Advisors. Scott serves on the board of the Magee Rehabilitation Hospital Foundation in Philadelphia. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and nonprofit organizations. The firm uses a combination of proprietary and third-party advisory programs delivered by a broad network of advisors.

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 ChFC® credentialed financial advisor with 26 years of industry experience, currently with Equitable Advisors since 2000. He previously worked at Axa Advisors, LLC from 2000 to 2020. Outside of his advisory work, Mccormick serves as a board member of the Georgetown University Gridiron Club, where he participates in events and mentors student athletes. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching clients with program models or discretionary managers, often utilizing third-party asset managers and LPL-sponsored advisory programs.

Albert Kim is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch as an intern in 2009 and, after graduating from the University of Pittsburgh, gained investment, banking, and credit experience at Edward Jones and JPMorgan Chase. Albert returned to Merrill Lynch in 2014 and has been a member of the Barnett-Roskos Wealth Management Group since 2015. Albert's professional expertise encompasses a range of areas including college education planning, divorce transition planning, employee benefits planning, institutional and corporate benefit services, legacy planning, liquidity management, individual and corporate investment strategy, tax minimization, and retirement income. He holds several professional designations such as Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Albert earned his bachelor's degree from the University of Pittsburgh. He is fluent in Korean and English. Residing in New Jersey with his wife and their dog, Albert dedicates time to his personal interests including boxing, golfing, hiking, tennis, watching movies, and yoga.

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.