Vincent Ferrigno is a CFP® with 20 years of industry experience, currently serving at LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in writing workers' compensation and commercial lines insurance and co-owns a real estate development and leasing business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Elizabeth Leska is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 designations and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously employed at Merrill from 2009 to 2012. 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 to support its investment approach.

Jacob Foster is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 66 designation and previously worked at Blackrock Investments, LLC for nine years. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios employing quantitative and qualitative research, tax-aware processes, and risk management tactics.

Jennifer Ellman is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. beginning in 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a combination of discretionary and non-discretionary retirement plan services supported by research from the Wells Fargo Investment Institute.

Christian Boynton is a financial advisor at UBS Financial Services in Philadelphia, PA. He holds the Series 66 designation and has been with UBS since 2026. His prior experience includes roles at Project Prosper Inc., Trident Transport, and international service with the Peace Corps. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

William Mc Allister is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006 and holds Series 63 and Series 66 credentials. In addition to his advisory role, he is a partial owner of a local retail cigar lounge and serves as president of a transportation company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions.

Vincent Ebbecke Sr. is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 licenses and bringing 50 years of industry experience. He has worked at Raymond James in various capacities since 2000 and was associated with Connor Financial Group from 2016 to 2020. Outside of his advisory role, he has also served as an associate employee at Connor Financial Group. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Shane Cameron is a financial advisor at Equitable Advisors in Philadelphia, PA, holding a Series 66 designation with eight years of industry experience. He previously worked at Bryn Mawr Trust and AXA Advisor, LLC before joining Equitable Advisors. Cameron also operates the business Firstrust Financial Resources outside of his advisory role. Equitable Advisors serves individual and institutional clients, including non‑high-net-worth and high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs primarily through third-party managers and advisory platforms.

Carolyn Bradley is a Series 66 credentialed financial advisor with nine years of industry experience. She is currently with Morgan Stanley, having worked there since 2016 following a prior role at UBS. Outside of her advisory work, she serves on the finance committee of Womens Way, a Philadelphia-based nonprofit organization. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.

Linda Dimichele is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1992. 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 including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Barry Yerger is a financial advisor with J.P. Morgan Securities holding Series 66, Series 63, and Series 65 credentials and has 34 years of industry experience. He has worked at multiple firms including Barley Mill Asset Management and Fcg Advisors LLC. Yerger is the managing member of Upland Farm Hunt Club, a hunting club associated with agricultural farmland he owns. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research and includes ESG considerations within a broad range of eligible investment strategies.

Pietro Berghella is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. 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 and fund searches, and customized performance reporting. Their advisory process integrates centralized due diligence with both quantitative and qualitative research, supporting recommendations that incorporate ESG eligibility and a range of eligible strategies.

Gerard Viars is a financial advisor at Osaic with 43 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 39 years. In addition to his advisory role, Viars is actively involved as an agent offering various insurance products through Collender Griffith Chang and Associates and Heritage Financial Consultants. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services across multiple programs, utilizing model-based asset allocation and portfolio optimization with options for discretionary and advisor-managed strategies.

Maninder Gill is a financial advisor with J.P. Morgan Securities in Philadelphia, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Wells Fargo, Morgan Stanley, Citigroup Global Markets, BNY Mellon Advisors, and Pershing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a focus on Eligible Strategies and incorporates ESG criteria, supported by affiliates handling implementation and portfolio services.

Kaitlin Maguire is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Her career includes 15 years at Goldman, Sachs & Co before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. 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 and fund searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research with forward-looking market assumptions and includes capabilities in derivatives and commodities through affiliated entities.

Patrick D’agostino is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and 28 years of industry experience. His previous roles include positions at Capitol Securities Management, Inc. and Boenning & Scattergood. Outside of his advisory work, he is co-owner of North Point Holdings LLC, where he is involved in property maintenance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using a combination of investment research, third-party data, and algorithmic tools to provide tailored recommendations.

Robert Hayden is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Wells Fargo Clearing 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Antoine Stewart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2011. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Owen Rahman is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for 14 years. Outside of his advisory role, he owns Brainiac Universe LLC, which provides tutoring and educational resources. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm provides both non-discretionary and discretionary services, including investment recommendations, performance reporting, and participant education, with an advisory process tailored to plan objectives and risk tolerances.

Kara Hopkins is a financial advisor at Fidelity with registrations including Series 63 and Series 66 and two years of industry experience. Prior to joining Fidelity, she worked at Vanguard and has experience across various roles including at Temple University and Outlier Ai. Fidelity’s Strategic Advisers LLC, where she is affiliated, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles with registered investment companies and its use of AI and systematic methodologies.