Matthew Santillo is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related firms since 2005. Outside of advising, he is involved in a business providing monthly accounting and annual tax preparation services through Integrity Management Partners LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning using proprietary research and third-party data, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Kimberly Daniels is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with LPL Financial since 2015 and previously worked at Wireless Zone from 2011 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Martin Sinclair is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been associated with Cetera and its affiliate entities since 2013 and operates a CPA practice, Sinclair Associates LLC. Sinclair is involved in nonprofit work as a board member of My Father's House Inc. and serves as treasurer for the Prader-Willi Syndrome Association Chapter of New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers multiple program options, including model portfolios and custom strategies, managing over $256 billion in assets.

Seth Kuhn is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., and various academic positions at Villanova University, Pennsylvania State University, and Duke University. He also has experience with Adelphia Seafood and was involved with For Soccer Ventures. 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 through a team of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Charles Strano is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 36 years of industry experience. Prior to joining OSAIC in 2023, he spent 29 years with FSC Securities Corporation. Outside of his advisory role, he is involved in the sales and service of life insurance through a sole proprietorship. OSAIC serves a wide range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services supported by advanced asset-allocation tools and multiple advisory platforms.

Marguerita Chapman is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and AI techniques in portfolio management.

James Pacheco is a financial advisor at LPL Financial in Marlton, NJ, holding a Series 66 designation and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing, TD Wealth Management Services Inc., and Equitable Advisors. Outside of his advisory work, he serves as a volunteer firefighter with the Indian Mills Volunteer Fire Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sean Downey is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked for the Wall Street Journal / Barron's Group for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Dante Cambria is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2014 and has been with Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is involved with Showcase Select LLC, a wholesale and distribution business based in Philadelphia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Gregory Lofgren is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes significant tenures at Morgan Stanley and Bank of America, including roles at Merrill and various Morgan Stanley affiliates since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves approximately $2.74 trillion in client assets.

Michael Schorr is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models to support client decision-making.

Stephan Tucker is a financial advisor with Merrill in Philadelphia, PA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill and Bank of America, he worked at Northwestern Mutual Private Client Group and Vanguard, among other firms. He is also involved with the Achieving Reunification Center, a social work nonprofit that provides education and resources to parents aiming to reunify with their children. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Louis Mosca is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Based in Philadelphia, PA, Mosca's career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies as part of its financial planning process.

David Maurer is a financial advisor with Mass Mutual Investors Services and holds the CFP® and ChFC® designations. He has 25 years of industry experience, including roles at Metlife Securities Inc. and New England Securities. Outside of his advisory work, he is involved as a broker in an insurance business and manages a real estate rehabilitation venture. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and proprietary software to deliver written recommendations as part of ongoing financial planning engagements.

Sharon Goss is a financial advisor at LPL Financial with 23 years of industry experience. She holds a Series 66 designation and has previously worked at The Vanguard Group, Public Partnerships, Wells Fargo Clearing, and A. G. Edwards & Sons. In addition to her advisory work, she has been involved in sales with Mary Kay Cosmetics since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning solutions, model portfolios, and institutional platforms, supporting a broad range of investment strategies and utilizing advanced operational tools.

Michael Magee is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with a diverse client base including business owners, executives, pre-retirees, young professionals building wealth, and individuals with inherited assets. His approach centers on understanding clients’ goals, cash flow needs, and concerns to develop personalized wealth management strategies. He offers tailored advice on investments, real estate, business transitions, and collaborates with CPAs and attorneys on tax and estate planning. Michael provides access to the investment resources of Merrill and the lending solutions of Bank of America. Drawing on his background from a blue-collar, small-business family and inspired by his grandfather who was an investment banker, Michael emphasizes building strong client relationships and encourages ongoing, transparent communication with clients and their families. He leads a proactive team delivering customized strategies using Merrill’s proprietary tools, aiming to make a meaningful impact on clients’ financial lives. Michael holds a Bachelor's Degree from Towson University and maintains the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). He is also affiliated with the Knights of Columbus, reflecting his community involvement.

Alexandria Cail is a CFP® professional with 17 years of industry experience, currently affiliated with Wells Fargo Clearing. She has worked at Wells Fargo Clearing since 2016. Outside of her advisory role, she is a co-owner and instructor at Tuck Barre & Yoga, a group fitness studio in Philadelphia. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Bryan Basara is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he owns and operates DJ Bryan B LLC, providing DJ services at events. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Thesing Jr. is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that provide tailored planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Barbara Alton is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with UBS since 2008. Outside of her advisory work, she serves as Treasurer and Officer for the Boston Intercollegiate Alumnae Association of Kappa Kappa Gamma, focusing on membership and philanthropy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.