Caprese Harmon is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Merrill in 2019, Harmon worked at Northwestern Mutual Investment Services LLC, Stephen T Guinan, and Gap Inc. Outside of finance, Harmon is employed in a non-investment role providing home care for a family member. 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, and institutions.

Garren Nowicki is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career as an actuary with PricewaterhouseCoopers and Ernst & Young before transitioning to wealth management in 2000. Garren holds a bachelor's degree from Pennsylvania State University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His practice focuses on education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. Garren is engaged with professional and community organizations such as the Pennsylvania State University Alumni Association, Nittany Lion Club, THON, Upper Makefield Youth Baseball and Softball, and the Yardley Makefield Soccer Club. Outside of work, Garren spends time with his wife and four children, often participating in or watching soccer. He also enjoys baseball, football, interior decorating, skiing, softball, traveling, volleyball, and watching movies.

Matthew Boynton is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2005. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Boynton manages an investment property business. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, combining proprietary research and model-based asset allocation with comprehensive capital markets capabilities.

Shawn Senior is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Morgan Stanley in various roles between 2012 and 2021. Outside of his advisory career, he is involved with the Philadelphia Phillies, assisting by throwing batting practice. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, utilizing model-based asset allocations, proprietary research, and discretionary portfolio management to align with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and banking products.

John Oakes Jr. is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Hardy Hodges III is a Series 66-registered financial advisor with Fidelity in Trenton, NJ, bringing 18 years of industry experience. His career includes 15 years at Merrill, along with roles at Bank of America and Fidelity Investments. Outside of finance, he operates small businesses selling flavored green teas and engages in affiliate marketing. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Jeffrey Strasburg is a financial advisor with LPL Financial based in Hamilton, NJ. He holds the Series 66 designation and has eight years of industry experience. He has been with LPL Financial since 2016 and is also involved with Sheehy & Molinelli, a related investment business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering a range of advisory programs and financial planning services supported by extensive research and technology.

Abraheim Ali is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at WELLS FARGO Advisors, LLC for one year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Megan Getz is a Series 66 designated advisor at Raymond James Financial with two years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2024 and has additional roles with Raymond James Financial Services, Inc. and Gute Financial Services, Inc. Prior to joining Raymond James, she spent five years at Freedom Credit Union. Megan also serves as a branch office professional at Gute Financial Services Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and has unique affiliations including municipal advisory services and specialized SIMPLE IRA employer consulting programs.

Daniel Callahan is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including The Prudential Insurance Company of America, Mellberg, Citadel Federal Credit Union, and Citizens Securities, Inc. Outside of advising, he owns a private ATM business and serves as a trustee for the Callahan Insurance Trust. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to third-party asset managers within an integrated platform that also supports active sales of insurance and other financial products.

Joseph Haas III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for six years and Signator Investors, Inc. for 21 years. Outside of his advisory role, he is involved in e-commerce and life coaching activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Maryanne Morrissey is a CFP® professional with 31 years of industry experience, currently serving at Raymond James & Associates since 2025. She previously worked at Janney Montgomery Scott for 16 years. Outside of her advisory role, she is president of the Morrissey Family Foundation, a nonprofit organization managing foundation assets and coordinating donations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a variety of portfolio management styles and affiliated research.

Robert Gorman Jr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Gorman serves as treasurer on a nonprofit board and also holds a board chair position at another organization outside the investment industry. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement income planning through non-discretionary recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Lance Goldstein is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1999 and has built his career focusing on addressing the wealth management needs of individuals and families through personalized planning and advice. Lance is a founding member of The Brantz Goldstein Group and works with clients on managing new wealth, personal retirement planning, portfolio management, socially responsible investing, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor™ designation, and the Personal Investment Advisor (PIA) designation. Lance earned his bachelor's degree from Washington University in St. Louis. His approach emphasizes evolving tailored wealth management strategies to achieve his clients' specific wealth and income goals, with a concentration on retirement planning services including income guidance and longevity planning. Outside of his professional role, Lance volunteers as a basketball coach with the Philadelphia Dragons Sports Association. He resides in the Queen Village neighborhood of Philadelphia with his wife and three children. They also spend time at their vacation home in the North Fork region of Long Island, New York.

Scott Atkins is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2012, initially with UBS Global Asset Management before transitioning to UBS Global Wealth Management. Atkins serves on the board of directors for Miami Nation Enterprises, participating in regular meetings to oversee administrative matters related to the organization's investments. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm delivers advisory work through a network of financial advisors using proprietary research and model-based asset allocations, combining institutional trading capabilities with wealth management services.

Harry Buzzerd III is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2008. He holds Series 63 and Series 65 licenses. UBS Financial Services 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 proprietary research, investment models, and a broad range of capital markets solutions.

Michael Dichristofaro is a ChFC® with 20 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2015. He also holds CPA/PFS credentials and owns businesses providing tax services and insurance/benefits consulting. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform solutions.

Mark Giordano is a financial advisor at UBS Financial Services in Philadelphia, PA, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining UBS, he worked at UBS Securities LLC and was previously employed at the Washington Township Health Department. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning, portfolio management, and capital markets solutions.

Joshua Stecker is a financial advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to develop personalized wealth management strategies aimed at achieving their financial goals. His areas of expertise include retirement income planning, education planning, family wealth management strategies, liquidity management, and small business strategies, among others. Joshua holds a Bachelor's Degree from Rowan University and is a Personal Investment Advisor (PIA). He focuses on creating transparent, tailored financial plans that reflect each client’s unique priorities. Outside of work, Joshua enjoys basketball, football, golfing, rock climbing, and spending time with his family.

Jillian Greene is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a tenure at UBS Financial Services from 2017 to 2021. Prior to her financial services career, she was employed in education from 2014 to 2018. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.