William Burrough is a Wealth Management Advisor with Merrill Lynch Wealth Management in the Philadelphia office. He has over 40 years of experience in the financial services industry, including more than 35 years as a financial advisor with Merrill Lynch. William holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), as well as the title of Portfolio Manager. He earned a bachelor's degree in Business Management from The College of New Jersey and a master's degree in Finance from Rider University. William’s expertise includes family wealth management strategies, personal retirement planning, portfolio management services, socially responsible and values-based investing, and retirement income planning. His approach to wealth management emphasizes a fully integrated and holistic process tailored to each client’s specific goals, objectives, and risk tolerance. William has been an active member of his community for over 50 years. He serves on the board of the Haddon Heights Senior Housing Corporation and is involved with Interfaith Caregivers and the First Presbyterian Church of Haddon Heights, where he also serves on the board of deacons. Beyond his professional and community commitments, he enjoys cooking, golfing, hiking, ice hockey, traveling, and spending time with his family.

Nicholas Familetti is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has six years of industry experience, including roles at Blue Golf Software and the Pennsylvania Golf Association prior to his current position. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive planning using firm-approved software tools and offers specialized services such as divorce planning and employer-sponsored programs.

George Marateo is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including 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 modeling techniques as part of its financial planning process.

Thomas Penrose is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Outside of his advisory role, he occasionally assists with expediting food service at a family-owned business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Michael Dayton is a financial advisor with MassMutual Investors Services in Newtown Square, PA. He holds the CFP® and ChFC® designations and has 16 years of industry experience. Prior to joining MassMutual Investors Services in 2017, he worked at MetLife Securities Inc. and has been involved in full-time education since 1999. Outside of his advisory role, he acts as an insurance agent and is involved in managing fix-and-flip real estate partnerships. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, employing collaborative planning processes supported by firm-approved analytical tools.

Brandon Valentin is a financial advisor with UBS Financial Services holding a Series 66 designation and has been in the industry since 2022. Prior to joining UBS in 2024, he worked at Merrill Lynch and has experience in the financial sector as well as a brief tenure with the Philadelphia Eagles. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Daniel Heenan is a Certified Financial Planner (CFP®) with 30 years of experience in the financial industry. He has worked at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

William Root is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MassMutual Life Insurance Company and MetLife Securities. Root is also an individual life insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services as well as educational seminars.

Kevin Gulyas is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016. 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 investment recommendations.

Kevin Oneill Jr. is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. His prior work history includes roles at SEI Investments Company and Solomon Edwards. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using firm-approved analytical tools, offering a range of investment and event-driven planning programs.

Charles Lynch is a financial advisor at UBS Financial Services with 19 years of industry experience. He previously spent 16 years at Sanford C Bernstein before joining UBS in 2023. Lynch holds the Series 66 designation. Outside of his advisory work, he serves on the boards of the Coral Restoration Foundation and the National Italian American Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor portfolios to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of products and capital markets services.

Myles Koven is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles within J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Koven has also been involved in political campaign work, including positions with the PA Senate Democratic Campaign Committee and Allan Domb for City Council. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Paul Evans is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is also an insurance agent specializing in individual and group life, health, and long-term care insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning as ongoing, collaborative relationships.

Damien Ramondo is a financial advisor at RBC Capital Markets with 27 years of industry experience. He has worked at Questar Capital Corporation and Allianz Life prior to his current role. Outside of his financial career, he co-owns a vacation rental property with his wife. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Todd Shagin is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Oppenheimer and Morgan Stanley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consultations, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jordan Bastien is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at City National Bank and Worth Financial Management LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and portfolio management services, utilizing both in-house and third-party investment managers tailored to clients’ risk profiles.

Paul Levin is a financial advisor at LPL Financial with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2004, with a seven-year period at Commonwealth Financial Network. Outside of his advisory role, Levin is a notary and manages a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutional clients. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from various sources, along with technologies such as machine learning.

Hunter Herschell is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has three years of industry experience and has been with MassMutual and its subsidiary, MML Investors Services LLC, since 2022. Outside of his advisory role, he is also a licensed insurance agent. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, employing firm-approved analytical tools to support goal-oriented planning.

Cade Sands is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has prior work experience at Villanova University and EisnerAmper. 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 variety of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

William Mclaughlin IV is a financial advisor at LPL Financial with 33 years of industry experience. He has previously worked at Lincoln Financial Advisors Corp for 15 years and Widerman & Company/Smith Brothers Insurance for 13 years. He holds Series 63 and Series 65 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technology to support diversified investment strategies.