Benjamin Venturo is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has over 20 years of experience in financial planning and investment consulting, having previously worked as a Wealth Management Advisor and Investment Consultant at TIAA CREF from 2007 to 2015, and as a Financial Planner at H & R Block Financial Advisors from 2000 to 2007. Benjamin holds a California Insurance License. Outside of his professional work, he has personal interests that include beach activities, cooking and baking, fitness, golf, soccer, and theater.

John Beckett is a financial advisor at Cetera with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera and affiliated firms since 2019. He also operates Beckett Wealth Management Group, an insurance sales business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with model portfolios, third-party managers, and custom strategies across various program structures and custodians.

Ann Baron is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory and offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

G Sebastien Lundby Thomas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on managing clients' wealth by developing personalized strategies that align with their individual priorities, goals, and aspirations. He offers access to investment insights from Merrill and banking and lending solutions through Bank of America. Thomas holds a Bachelor's degree from American University and holds professional designations including Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). His approach emphasizes understanding clients' full financial picture to navigate changing market conditions. In addition to his professional responsibilities, Thomas participates in community activities through volunteering with local organizations, reflecting the Merrill tradition of community involvement.

Kyle Kranzley is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has been with LPL Financial for 15 years. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Lisa Cargill is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical among large institutional advisers.

Francesco Esposto is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 designation and two years of industry experience. His work history includes multiple roles at Morgan Stanley and its private bank, as well as positions at B2 Partners and Five Below. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by firm-approved tools and investment committee insights.

Deborah Roundtree is a financial advisor at Cetera with 24 years of industry experience. She holds the Series 63 designation and has been associated with Cetera and its related entities since 2004. In addition to her advisory role, she owns a tax and accounting firm, Macktree, LLC, where she works as a CPA, and maintains involvement in related financial and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, providing access to affiliated and third-party managers with a range of program options under discretionary and non-discretionary authorities.

Christopher Canal is a CFP® with four years of industry experience, currently serving as a financial advisor at RBC Capital Markets. His prior experience includes roles at The Vanguard Group, UBS, and Morgan Stanley. He also has experience working in the hospitality industry at Giumarellos Restaurant and Bar. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

John Morawski is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Bank and its affiliates since 2014. Outside of his advisory role, he is involved in an entertainment business as a disc jockey for private events. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Timothy Quigley is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at LPL Financial since 2022 and concurrently with Cuna Brokerage Services and Cuna Mutual Group since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Ryan Nason is a financial advisor at Osaic with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Pinnacle Investments, and Mutual of Omaha Investor Services. Outside of his advisory role, he is involved as an event coordinator for a nonprofit supporting military dependents and coaches in an AAU baseball program. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers, utilizing a range of portfolio construction tools and third-party managed account solutions.

Michael Greenly is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Nancy Schultz is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and 26 years of industry experience. She worked at UBS Financial Services for 12 years before joining Raymond James in 2025. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Charles Leonard Jr. is a financial advisor with Ameriprise in Pitman, NJ, holding a Series 63 designation and 35 years of industry experience. His career includes roles at Ameriprise Financial Services, Northeast Planning Associates, and LPL Financial. Outside of his advisory work, he manages a small farm where he cares for horses, pigs, goats, and chickens. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, combining internal research and third-party data within a specialized investment framework.

Andrew Segal is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, with an advisory process grounded in modern portfolio theory.

Susan Boehm is a financial advisor with Equitable Advisors in Philadelphia, holding a Series 66 designation and 20 years of industry experience. She has been with Equitable Advisors since 2005 and previously worked at Axa Advisors. Outside of her advisory role, she operates an insurance brokerage business under the name Firstrust Financial Resources. Equitable Advisors serves a broad range of clients including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model.

Madelyn Mc Mahon is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work includes roles outside the financial industry, including ownership of The Impeccable Pig from 2022 to 2024. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Gerald O’Connor is a financial advisor with Ameriprise in Woodbury, NJ, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Ameriprise in 2025, he worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. He serves on several local boards, including the Greater Woodbury Chamber of Commerce, the Girl Scouts of Central and Southern Jersey finance committee, and the United Way of Gloucester County, among others. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Bukowski Jr. is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Philadelphia, PA, and has 11 years of industry experience. He has been with J.P. Morgan Securities since 2014 and is also employed by JPMorgan Chase Bank NA. Bukowski has been affiliated with the University of Delaware since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.