Bartholomew Mikulski is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held roles at Wells Fargo Home Mortgage and Lakeview Loan Servicing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Matthew Boynton is a Certified Financial Planner® with 30 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor client plans and provides a broad range of capital markets services.

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.

Nicholas Iocco is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as president of the Southpointe Harbour Club in Somers Point, NJ, where he participates in meetings regarding property maintenance and expenditures. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Nicholas Fresolone is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial for 12 years before joining OSAIC in 2023. He also serves as Vice President and Chief Compliance Officer at Plan One Financial Group and is active as an insurance agent. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing various portfolio construction and management tools.

Ryan Galloway is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. Galloway is also an individual life and group health insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Matthew Delphais is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. His prior work includes roles at Creative Financial Group and Testo Instruments, as well as positions at Downingtown Country Club where he currently works in the pro shop handling tee time bookings and retail sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships that focus on recommending investment categories and strategies without discretionary authority.

John Mccullough is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and a collaborative annual planning process.

Roy Hansen III is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors, McKinsey and Company, and Ameriprise Financial. He also worked at Rollins College for four years. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

James Ferrari is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2017. He has also been affiliated with Franklin Mint Federal Credit Union since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and a variety of portfolio strategies.

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.

Scott Lissansky is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at MetLife Securities Inc. for 11 years before joining MassMutual and has also served as an independent insurance agent focusing on dental and group disability income, life, accident, health, and property and casualty insurance. MassMutual 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 emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools and offers specialized event-driven planning programs.

Maryanne Morrissey is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2025. Prior to this, she worked for 16 years at Janney Montgomery Scott. She is also president of the Morrissey Family Foundation, a nonprofit organization involved in managing foundation assets and coordinating donations. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and institutional consulting, with a notable focus on municipal and public-finance services.

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.

Michael Francisco is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member and secretary for Patriot Fund, a nonprofit organization he founded. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Cameron Jacoby is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Schwab, he spent time at Equitable Advisors LLC and has experience in education and local government. Jacoby serves as Treasurer for the Phi Mu Delta Fraternity Alumni Association. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary financial planning and discretionary separately managed accounts supported by multi-asset model portfolios and alternative investment due diligence.

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.

Matthew Michaleski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.