David Park is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Mass Mutual Investors Services since 2021 and previously at Northwestern Mutual Investment Services LLC. Prior to his advisory roles, he was employed by Scribe America and Pharmula Laboratories. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to deliver written financial recommendations within collaborative, annual planning engagements.

Chayse Primeau is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2023, he held positions at the University of Notre Dame, Rebox Packaging, University of Nebraska at Omaha, and the United States Hockey League. 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 variety of advisory programs and financial services, including retirement plan consulting and brokerage services, with access to model portfolios and research from both internal and third-party sources.

Jordan Teichman is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and various capital markets services.

Matthew Powers is a financial advisor at J.P. Morgan Securities in Philadelphia, holding a Series 66 designation. He has been with J.P. Morgan Securities and affiliated entities since 2025. 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.

Whitney Parry is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. Prior to joining Cetera, Whitney worked at Avantax Investment Services Inc. and Avantax Advisory Services. Whitney is also involved with Hartstone Business and Financial Services, where they assist in financial services, life insurance, business consulting, tax preparation, and accounting. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors who work with individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Anthony Favoroso is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

James Kelly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on portfolio management services, sports and entertainment, tax minimization, and retirement income. James provides personalized wealth management strategies designed to help clients pursue their long-term financial goals. With 45 years of experience as a conservative advisor, James holds the Professional Investment Advisor (PIA) designation. He earned a Bachelor's Degree from LaSalle University and a Master's Degree from Webster University. Committed to the communities he serves, James volunteers with local organizations. His personal interests include antiquing, gardening, music, and reading.

Quinn Liddy is a financial advisor at UBS Financial Services with a Series 66 designation and five years of industry experience. Prior to joining UBS, Quinn held positions at Dollar General Corporation and engaged in roles in campus recreation and education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jennifer Cardinale is a financial advisor with Merrill in Philadelphia, PA, holding Series 66 and Series 63 licenses and bringing five years of industry experience. She has been with Merrill since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 to individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s broader platform, providing access to various products and services beyond typical investment management.

John Dennis is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors for 15 years. Outside of his advisory work, he maintains a hobby involving sports card collecting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Zach Inglis is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop customized financial plans aimed at achieving both short-term and long-term financial goals. He maintains ongoing meetings with clients to ensure their plans remain aligned with their objectives throughout different life stages. Zach has been with Fidelity Investments since 2016, serving in various roles including Analyst, Planning Consultant, Investment Consultant, and currently as a Financial Consultant. Prior to joining Fidelity, he worked as a Financial Professional at Equitable Advisors from 2019 to 2021.

Mitchell Greiner is a Series 66 licensed advisor at Charles Schwab with three years of industry experience. His prior roles include positions at Janney Montgomery Scott and Freedom Mortgage, as well as several years in education. He is based in Philadelphia, PA. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers investment guidance using multi-asset model portfolios and alternative investment due diligence.

James Snyder is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has worked at TD Ameritrade, Inc. for 14 years before joining Charles Schwab and Co., Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary buy/sell recommendations and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Richard Bonnette is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2020, following a nine-year tenure at Bank of America. Stifel serves a diverse client base including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

David Maxwell is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior experience includes roles at LPL Financial, Edward D. Jones & Co., and Royal Maccabees Life Insurance Company. He is also involved in educational services through a nonprofit food services organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools to deliver tailored retirement recommendations.

Michael Defoney Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 31 years of industry experience, including roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he has operated a lawn service business and owns a tax preparation practice. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships and offering various specialized planning services.

Eric Richman is a CFP®-certified financial advisor with 27 years of industry experience, currently with Charles Schwab in Philadelphia, PA. His prior roles include positions at Prudential Insurance Company of America and various Prudential-related entities. He has been with Charles Schwab and Charles Schwab Bank since 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach.

Corey Mulholland is a Wealth Management Advisor and Senior Vice President with Beckett George Bernstein Mulholland Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® and Certified Plan Fiduciary Advisor® designations, enabling him to deliver comprehensive financial planning and qualified retirement plan advice. Corey's approach focuses on understanding clients' short and long-term goals, addressing financial strategies, wealth transfer planning, estate and insurance reviews, investment management, and fiduciary issues. Before joining the financial services industry, Corey served eight years in the United States Marine Corps Special Operations Command, including deployment during Operation Iraqi Freedom in 2005. He earned a bachelor's degree in Management from Rutgers University, concentrating on Entrepreneurship, Strategy, and International Business. Corey resides in the Mullica Hill area with his family and enjoys activities such as beach visits, European travel, and competitive marksmanship. He is also involved with veteran-related causes and has served on the board of the Quinton Sportsmen's Club.

Patricia Bonsall is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities prior to joining J.P. Morgan in 2020. She is also an employee of JPMorgan Bank, where she offers certain bank products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, offering advisory services alongside brokerage, distribution, and investment management capabilities.

Holly Berry is a financial advisor at UBS Financial Services with nine years of industry experience. She has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.