Jared Weiss is a CFP® with 10 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Fsc and Lincoln Investment. Outside of his advisory role, he provides paid tax return services to his clients and serves as treasurer for two Philadelphia-based nonprofit organizations. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm employs a model-based investment approach with various portfolio management options and is notable for its large scale and complex affiliate network.

Daniel Cappello is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at Bessemer Trust and Goldman, Sachs & Co. He is based in Philadelphia, PA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and forward-looking capital market assumptions.

Joseph Checchio is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes over 30 years with Avantax entities. Outside of advising, he is involved in public accounting and tax preparation through his own practice, which he has operated since 1982. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and discretionary and non-discretionary services, supporting over 10,000 advisors and managing assets totaling over $256 billion.

Rodney Boylan is a financial advisor with Mass Mutual Investors Services in Moorestown, NJ, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He previously worked at MetLife Securities Inc. and has been with MassMutual Life Insurance Co since 2016. Outside of financial advising, he serves as a production manager for a non-profit orchestra and occasionally works as a DJ for parties and school events. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and generally recommends investment categories and strategies without discretionary authority.

David Monastra is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA. He holds a Series 63 designation and has 36 years of industry experience. Prior to his current role, he spent 29 years with Metlife Securities Inc. He is also a notary public. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytic tools and offers specialized programs including divorce planning and event-driven services.

Jennifer Cucinotta is a CFP® and ChFC® with seven years of industry experience. She is currently associated with LPL Financial and also works with Saline Stahl Wealth Management Group. Her prior experience includes roles at Next Financial Group, Express, and St. Joseph's University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Shannon Maguire is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, she worked at Essent Guaranty from 2018 to 2021 and has held various positions including roles at Saint Joseph's University and several media and entertainment companies. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Bryahna Stanat is an advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and beginning her career in financial services in 2026. Prior to joining Equitable Advisors, she held various positions including roles at J.B. Hunt Transportation Services, Inc., Pennsylvania State University, and the Lehigh Valley IronPigs. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Natalie Laux is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 license and eight years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and previously attended Duquesne University Law School. Prior to her current role, she worked at Bank of America for one year. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Yvonne Steveson is a financial advisor at Merrill with 21 years of industry experience. She has held her current role since 2015 and holds Series 63 and Series 65 licenses. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ensong Zhang is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, N.A. and Guiker Solution Inc. 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.

Matthew Marker is a financial advisor at J.P. Morgan Securities in Philadelphia, PA. He holds the Series 66 designation and has approximately one year of experience in the industry. His prior roles include positions at Blackstone Inc, KPMG LLP, and various other organizations. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm combines quantitative and qualitative research in its advisory process and offers access to broader derivatives and commodities capabilities.

William Meagher Jr. is a financial advisor with Merrill in Philadelphia, PA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory work, he serves as a director at the Wagner Free Institute of Science, a charitable organization focused on natural sciences education and museum operations. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates investment management with Bank of America’s capital-markets platform and emphasizes managed accounts and manager-selection capabilities.

Robert Marasheski is a financial advisor with MassMutual Investors Services, holding CFP® and ChFC® designations and over 26 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of financial advising, he also practices physical therapy on a part-time basis. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative planning relationships without discretionary authority over client investments.

Norah Sheridan is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Based in Philadelphia, PA, she has been with Morgan Stanley for the majority of her career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to assist clients in their financial decision-making.

Scott Bucher is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Bucher has worked at Merrill since 2012 and has been with Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Michael Hinkle Jr. is a financial advisor with Wells Fargo Clearing in Philadelphia, PA. He holds Series 63 and Series 66 designations and has 37 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jacob Marcus is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 designation and one year of industry experience. His prior work includes positions at NewRez, LLC., Enterprise Holdings, and Victus Sports, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Mianicole Brinkley is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Ponte Vedra Beach, Florida. She specializes in developing and tailoring wealth management strategies that align with each client’s unique circumstances and goals. Her approach focuses on helping clients use their assets efficiently while regularly reviewing progress toward their objectives and adapting plans to support their future financial needs. She holds a Bachelor’s degree from the University of Colorado at Boulder and has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification as well as the Personal Investment Advisor (PIA) designation. Mianicole is actively involved in her community, serving as a board member of WeCareJax, an organization dedicated to advancing and coordinating compassionate specialty care for the uninsured.

Benjamin Diaz is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.