Christopher Puscian is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for 17 years before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional and pension plans, and charitable organizations—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alex Shirley is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2026, Shirley worked at AGIA, Valic Financial Advisors, and MarketKeep. Outside of financial advising, Shirley has served as an agent selling non-securities insurance products. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies and dependable income sources.

Joseph Durso is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Durso serves as a board member and finance committee member for the Ronald McDonald House of Southern New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and investment research.

Kyle Katz is a financial advisor at UBS Financial Services with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Pacer Financial, Inc., The Vanguard Group, Inc., and Coastal Ridge Real Estate. 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 supports its advisors with proprietary research and model-based asset allocations.

Benjamin Adey is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. His prior roles include multiple years of employment at Bates College and work at Dynasty Financial Partners, Portland Country Club, Freedom Boat Club, and Waynflete School. RBC Wealth Management, part of RBC Capital Markets, LLC, serves individual investors, institutional clients, corporations, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers, supporting a variety of investment structures and options.

Nicholas Sigismondi is a financial advisor with Mass Mutual Investors Services holding a Series 66 license and two years of industry experience. Prior to his current role, he worked at Kroll and held various positions including at Firepoint Grill and Temple University. He is also active as an insurance broker, providing sales and services for individual life, property and casualty, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and provides a range of event-driven planning programs.

Christopher M. Criswell is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Criswell is a partner at CDJ Partners LLC, a general partnership involved in creating and patenting a new delivery system for non-alcoholic and alcoholic beverages. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings. The firm utilizes proprietary capital market assumptions and research to tailor investment strategies and provides a broad range of services including wealth management, institutional trading, and capital markets solutions.

Gary Daniels is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 49 years of industry experience and has previously worked with MetLife Securities Inc. and MassMutual Life Insurance Company. Daniels serves as treasurer on the board of a 501(c)(6) organization, where he oversees financial management. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning supported by firm-approved analytical tools, with implementation options that require separate arrangements.

Marko Vasic is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 66 designations and having two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A. and has experience with firms including Dick's Sporting Goods and Cetera Advisor Networks. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Robert Rogers Jr. is a CFP®-designated financial advisor with 17 years of industry experience, currently with LPL Financial since 2023. He previously worked at Cetera and Cetera Advisor Networks LLC from 2013 to 2023. Outside of his advisory work, he is involved with Trilogy Financial Solutions, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Max Eisenberg is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with RBC Capital Markets in Philadelphia, PA, and has previously worked at Morgan Stanley Private Bank and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, incorporating both in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.

Debra O'Malley is a financial advisor with Merrill in Philadelphia, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Merrill since 1992. Outside of her advisory role, she serves as a Majority Inspector for the 33rd Ward in Philadelphia, assisting with voter registration on election days. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Bryan Henrick is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2012. 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.

Emily Bonnette is a financial advisor at Stifel with nine years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following previous roles at Bank of America and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning analyses, providing clients with guidance that supports their individual investment decisions.

John Aromando is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. He previously worked at Commonwealth Financial Network and has been involved with Retirement Refined, LLC since 2017. Aromando is also associated with Levin Aromando Financial Group, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Katherine Cuomo is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and 11 years of industry experience. She has been affiliated with Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. / U.S. Trust since 2010. Outside of her advisory role, she serves on the fundraising committee of the Morris Animal Refuge's 1874 Society, an advisory board supporting the shelter. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Colacci is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services for ten years. Outside of his advisory role, he is a partner in MDR Real Estate LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques.

Colleen Gibbons is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

William Scanlon Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Pinnacle Wealth Advisors, Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, he is a certified NRA firearms instructor and chief range safety officer who trains law enforcement officers and civilians. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers portfolio management, financial planning, and access to third-party managers across multiple program structures and custodial relationships.

Ezra Crosby is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. He worked previously at Equitable Advisors, LLC, and has entrepreneurial experience as the sole proprietor of an online retail jewelry business. Crosby also volunteers in a church youth ministry and works as a delivery driver. 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 tailored retirement planning advice through a centralized team collaborating with advisors, focusing on income reliability and tax-aware withdrawal strategies.