Steven Moyer is a financial advisor with LPL Financial in Philadelphia, PA, holding a Series 66 designation and one year of industry experience. He has prior experience at M&T Bank, where he has worked for ten years, and Bob Witmer's State Farm Insurance, where he worked for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by research and technology tools.

Allison Di Pilla is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2016. 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, retirement plans, corporations, and charitable organizations.

James Mammarella Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining OSAIC in 2023, he worked for 16 years at Fsc Securities Corporation. Mammarella also owns Wealth Efficiency Strategies, an entity that evaluates insurance needs. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Richard Bonnette is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. for nine years before joining Stifel Nicolaus & Co. Inc. He serves on the Board of Trustees for the Haddonfield Educational Trust, which supports educational excellence in local public schools. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Christopher Zardus is a financial advisor at Ameriprise with six years of industry experience. Prior to joining Ameriprise in 2020, he held roles at Twentieth Century Fox and Fox US Productions 27, Inc. Outside of his advisory work, he maintains ownership of Summit View Enterprises, LLC, a business involved in managing financial and legal files. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines algorithmic tools, investment research, and third-party data to provide tailored, non-discretionary recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Zachary La Salvia is a financial advisor with J.P. Morgan Securities based in Philadelphia, PA. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including previous roles at JPMorgan Chase Bank and The Vanguard Group. He serves as a board member and investment committee member for the Jewish Community Foundation, Inc., a nonprofit focused on philanthropic giving within the Southern New Jersey Jewish community. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Russell Johnson III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2004. 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 a large network of investment adviser representatives.

Cody McBride is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and has worked at Osaic since 2025. Prior to this, he was associated with Strategic Financial and has experience assisting with client meetings, client service, and research. He also sells fixed annuities and life insurance products. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using firm-provided tools and multiple advisory platforms.

David Park is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Mass Mutual Life Insurance Company since 2020. Prior to his current role, he was employed at Northwestern Mutual Investment Services LLC and has experience outside finance, including work at Scribe America and Pharmula Laboratories. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, emphasizing collaborative, annual planning relationships without discretionary investment management.

Chayse Primeau is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining LPL Financial in 2023, he worked in various roles including positions at the University of Notre Dame and Rebox Packaging. 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 financial planning and asset management services through a large network of advisors, with options that include strategic, tactical, and alternative investment strategies.

Jordan Teichman is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. Before joining UBS in 2016, he worked at Morgan Stanley from 2014 to 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering services such as futures commission merchant activities, principal trading, and affiliated banking programs.

Matthew Powers is a financial advisor at J.P. Morgan Securities in Philadelphia, holding a Series 66 designation. He has been with J.P. Morgan Securities and affiliated entities since 2025. 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 an ESG eligibility framework.

Whitney Parry is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. Prior to joining Cetera, Whitney worked at Avantax Investment Services Inc. and Avantax Advisory Services. Whitney is also involved with Hartstone Business and Financial Services, where they assist in financial services, life insurance, business consulting, tax preparation, and accounting. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors who work with individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Anthony Favoroso is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Richard Schulz is a financial advisor at Edward Jones in Philadelphia, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved with the Earth Quaker Action Team and served at the Lutheran Social Mission Society. Edward Jones is a full-service wealth management firm serving a diverse client base of individual and institutional investors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

James Kelly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on portfolio management services, sports and entertainment, tax minimization, and retirement income. James provides personalized wealth management strategies designed to help clients pursue their long-term financial goals. With 45 years of experience as a conservative advisor, James holds the Professional Investment Advisor (PIA) designation. He earned a Bachelor's Degree from LaSalle University and a Master's Degree from Webster University. Committed to the communities he serves, James volunteers with local organizations. His personal interests include antiquing, gardening, music, and reading.

Quinn Liddy is a financial advisor at UBS Financial Services with a Series 66 designation and five years of industry experience. Prior to joining UBS, Quinn held positions at Dollar General Corporation and engaged in roles in campus recreation and education. 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 utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jennifer Cardinale is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. She has worked at Merrill since 2017 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Dennis is a financial advisor with LPL Financial, holding a Series 66 credential and 17 years of industry experience. He previously worked for Lincoln Financial Advisors for 15 years before joining LPL Financial in 2024. Outside of his advisory role, he manages a sports card hobby business operated online from home. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies and advisor-support tools.

Zach Inglis is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop customized financial plans aimed at achieving both short-term and long-term financial goals. He maintains ongoing meetings with clients to ensure their plans remain aligned with their objectives throughout different life stages. Zach has been with Fidelity Investments since 2016, serving in various roles including Analyst, Planning Consultant, Investment Consultant, and currently as a Financial Consultant. Prior to joining Fidelity, he worked as a Financial Professional at Equitable Advisors from 2019 to 2021.