Jake Murphy is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials and four years of industry experience. His prior firms include NYLife Securities, LLC and Eagle Strategies, LLC. Outside of his advisory role, he is involved as a member of Beatstars, a platform for selling instrumental music online. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

Craig Presant is a financial advisor at Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Lincoln Financial Group, iQ Media, and Yelp. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Sonila Bleta is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Bank, Citizens Bank, Citizens Securities, and BB&T Bank. 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 approximately $671 billion in assets and uses research from Wells Fargo Investment Institute and third parties to evaluate investment options based on diversification principles and modern portfolio theory.

Matthew Sumner is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 credential and four years of industry experience. His work history includes roles at JPMorgan Chase Bank, DoorDash, and the University of Pittsburgh. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Larena Parrish is a financial advisor with Wells Fargo Clearing in Philadelphia, PA. She holds Series 66 and Series 63 licenses and has four years of industry experience, having worked with Wells Fargo Private Bank since 2016. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification and modern portfolio theory.

Christopher Nixon is a financial advisor with Charles Schwab who holds a Series 66 designation and has 21 years of industry experience. His prior roles include positions at USAA Financial Planning Services and Merrill. He has been with Charles Schwab and its affiliated bank since 2015. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 and discretionary investment options supported by multi-asset model portfolios and centralized operational and supervisory structures.

David Sacker is a Series 66 licensed financial advisor with Ameriprise in Philadelphia, PA, bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Outside of his advisory work, he serves on the board of directors for the Pig Iron Theatre Company and is president of the Society of Financial Service Professionals – Greater Philadelphia Chapter. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning, using proprietary research and third-party data to deliver non-discretionary, collaborative recommendations.

Neal Rutman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. 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 advisory process is IPS-driven and based on modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Rudolph Tilotta Jr. is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with UBS Financial Services since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Robert Reidinger is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing, M&T Securities, Raymond James Financial, and PNC Wealth Management. 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, supported by a large network of investment adviser representatives.

Enoch Woo is a financial advisor with UBS Financial Services in Philadelphia, holding a Series 66 designation. He joined UBS in 2025 and has previously worked at Nordiqon Venture Studio, VU Venture Partners, Dassault Systemes, and Social Trade. His background also includes roles at Griffin Financial Group and educational positions at Tufts University, Culver Military Academy, and Magellan Charter School. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based strategies to tailor financial plans to clients’ goals and risk tolerances.

Matthew Tompkins is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2001 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. 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 provides research, capital markets services, and affiliated lending programs.

Patrick O'Connor is a financial advisor with Wells Fargo Clearing in Thorndale, PA, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Morgan Stanley Smith Barney from 2009 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, acting as an ERISA fiduciary and offering discretionary investment management options that include a broader range of financial products than typical for large institutional advisers.

Marne Altbaum is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2017, Marne worked at Morgan Stanley, Barclays Capital Inc., and Lehman Brothers Inc. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer certain bank products and services in addition to securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Its advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model allocations, supported by broader derivatives and commodities capabilities.

Mansi Kapoor is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. She previously worked at Mondrian Investment Partners and has been with JPMorgan Chase bank and J.P. Morgan Securities since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its recommendations and offers broader derivatives and commodities capabilities through its regulatory registrations.

Therry Venescar is a financial advisor at Merrill with a Series 66 designation. He has less than one year of industry experience, joining Merrill in 2025. Prior to this, his work history includes roles at Bank of America, Santander Bank, and Rider University Controllers Office. Merrill, together 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Byron Coleman is a Series 66-credentialed advisor with 11 years of industry experience, currently with Merrill in Philadelphia, where he has worked since 2005. Outside of his advisory role, he serves as president of Just4People, Inc., a nonprofit organization that supports distressed families by facilitating and organizing events. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lee Hoffman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 30 years of experience providing wealth management and investment management services to individuals, corporations, and employee benefit plans across both for-profit and non-profit sectors. Before joining Merrill Lynch in 1997, Lee spent 10 years in trust banking, administering employee benefit plans for corporate clients. His deep understanding of ERISA regulations and related legislation is highly valued by the plan sponsors he serves. Lee holds a Bachelor's degree from the University of Virginia McIntire School of Commerce. He has earned multiple professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Lee previously taught the CFP retirement curriculum at The George Washington University and is a member of both the CFA Institute and the CFA Society of Washington, DC. His client focus areas include Corporate Executive Services, Divorce Transition Planning, Institutional Consulting, Services for Endowments, Foundations, and Non-profits, and Socially Responsible, Values-Based, and ESG Investing. Lee also has personal interests in baseball, basketball, cooking, football, music, reading, and traveling.

Brendan Rotondi is a Financial Advisor with Merrill Lynch Wealth Management in the Philadelphia office. He focuses on client areas including college education planning, divorce transition planning, education planning, family wealth management strategies, and personal retirement planning. Brendan works to understand each client's unique goals and creates personalized strategies to help achieve long-term success. Prior to becoming a financial advisor, Brendan gained experience as an Account Services and Middle Office Trade Support professional at Janney Montgomery Scott, where he supported advisory trading and account operations. Before that, he worked as a Retail Banker with M&T Bank. This background provided a foundation for his transition into financial advising and his focus on building long-term client relationships. Brendan holds a Bachelor of Science degree in Finance from The University of Alabama and has earned the Personal Investment Advisor (PIA) designation. Outside of work, his personal interests include camping, chess, cooking, fishing, football, music, and racquetball.

Sean Mcfadden is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding a Series 63 designation and bringing 24 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A., where he worked for a combined 14 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.