Alexander Peng is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and spent nine years at China Pingan Group. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Gold is a financial advisor at Ameriprise with 12 years of industry experience and holds the Series 66 designation. Prior to joining Ameriprise in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2017 to 2020, and at Wells Fargo Advisors from 2014 to 2017. He is also involved with Lemon Hill in Philadelphia, where he serves as a primary financial advisor on significant acquisitions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware strategies, and Social Security claiming options. The firm’s recommendations incorporate proprietary research and third-party data and include a selective enrollment process based on investable assets.

Kevin Pierce is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services LLC and KeyBank prior to his current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Mark White is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as Branch Leader at Fidelity Investments from 2022 to 2025. His professional experience includes roles such as Regional Sales Manager at Citizens Bank from 2018 to 2022, and Director, Division Sales Manager at Bank of America Merrill Lynch from 2002 to 2018. He began his career as an Order Desk Representative at Datek Online from 2001 to 2002. Mark specializes in working closely with clients to evaluate their individual situations and develop financial plans that align with their goals and objectives. His expertise spans sales management and leadership within the financial services industry, emphasizing client-centered planning and collaboration.

Steven Goldman is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Cynthia Astorga is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 18 years of experience at the firm. She has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Michael Benedykciuk is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments and Fidelity Brokerage Services, and previously at The Vanguard Group. Prior to his finance career, he held various roles including positions at Boston University and healthcare and technology companies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios constructed from mutual funds, ETFs, and ETPs, and offers unique services such as registered commodity pool operator activities and advisory roles to multiple fund-of-funds.

Karen Scotti is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 16 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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 brokerage and investment management capabilities.

David Kron is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. He serves as treasurer for the Global Philadelphia Association, a role that involves oversight of financial reports. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from its own investment institute with third-party data to support portfolio diversification and investment selection.

Lori Jarema is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of advisory and discretionary options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Benjamin Stover is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2023, he worked for Susquehanna International Group, LLP for 22 years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team and uses algorithmic automation to generate tailored recommendations.

Angelo Picone is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to his current role since 2020, he worked at Stellar Technology Solutions and has been involved as a cook with II Brothers Pizza since 2019. He attended East Stroudsburg University of Pennsylvania from 2016 to 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models through third-party managers and provides ERISA fiduciary services to qualified plans.

Ray Diao is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His work focuses on empowering clients with the knowledge and tools to manage their financial lives effectively. Ray holds a Bachelor's Degree from The College of New Jersey. He has earned several professional designations, including Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). These credentials reflect his commitment to providing informed financial guidance. His approach involves helping clients uncover what matters to them and their families to develop strategies aimed at pursuing their financial goals.

David Alshay is a financial advisor with LPL Financial and holds the CFP® designation along with a Series 63 license. He has 34 years of industry experience, having previously worked at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved in selling non-variable insurance products in New Jersey. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Jason Pierce is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 credential and has been affiliated with Merrill since 2014 and Bank of America, N.A. since 2015. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates its investment management capabilities with Bank of America's broader banking and capital markets platform, emphasizing managed accounts and tax-efficient strategies.

John Stoffere Jr. is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliates since 2008. Outside of his advisory role, he owns a business involved in restaurant and horse racing partnerships. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with substantial investable assets. The firm utilizes a centralized consulting team and a combination of research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations.

Tuan Wreh Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on income sources and tax-aware withdrawal strategies.

Paul Scattolini is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with AXA Advisors, LLC from 2005 to 2020. Outside of advisory work, he is involved with an insurance brokerage business under the name Karr Barth Associates. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Jordan Guynn is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Sageworth, Vanguard, Wells Fargo, Eagle Strategies, and Merrill. 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 applying an ESG eligibility framework in its recommendations.

Nicholas Fish is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he consults and mentors junior advisors through Eunoia Management Group LLC, focusing on training, marketing, and event planning. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.