Michele Girgenti is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at several firms, including UBS, Fidelity Investments, Innovative Investment Fiduciaries, and Wells Fargo Advisors. Outside of her advisory role, Michele processes accounts payable on a part-time basis for Baldwin and Obenauf Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Janee Andrews is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes positions at Bank of America, PNC Bank, and several other employers. She previously owned an activewear and sportswear business, Sculpted Skin LLC, which she will be dissolving. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients, including individuals, high-net-worth clients, and institutional investors.

Jason Rodriguez is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 66 and Series 63 designations and 13 years of industry experience. He has worked at Goldman Sachs & Co. for 12 years. Rodriguez serves as a committee member for Covenant House in Philadelphia. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources with diversification principles and modern portfolio theory in its investment approach.

Teresa Welsh is a financial advisor at Raymond James & Associates with 40 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base that includes individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting primarily on a non-discretionary basis, supported by its extensive affiliate network and unique involvement in municipal and public finance.

Michael Stagliano is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo entities since 2009, including his current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Dante Pinckney is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2018. Prior to this, he worked at Enterprise Rent-A-Car and attended Rowan University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Meghan Petaccio is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Her previous roles include positions at Citizens Bank, Cetera Investment Services, Investors Bank, and The Prudential Insurance Company of America. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, offering services primarily in an advisory capacity without individual security recommendations in standalone plans.

Patrick Goodwin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 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 is involved with Pair of Harts Parking, a business he has been associated with since 2009. 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. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Daniel Heenan is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds a Series 63 designation and has worked at RBC Capital Markets since 2017, following six years at Oppenheimer & Co. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Jeff Khang is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS in 2025, he worked at CIBC from 2023 to 2025. His background also includes roles outside finance, such as employment at Yosuke Sushi in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating under multiple regulatory registrations and providing a broad range of capital markets solutions.

James Sterrett Jr. is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Throughout his career, James focuses on providing financial advice and wealth management services to his clients. He earned a Bachelor's Degree from the University of Mansfield Pennsylvania and completed a Master of Business Administration (MBA) degree from Drexel University. These academic credentials support his expertise in financial planning and investment management.

Matthew Fishbone is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He is also employed by JPMorgan Bank, enabling him to offer certain bank products and services, including deposit and credit products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Marcus Robinson is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at JP Morgan Chase, PNC Investments LLC, and Equitable Financial Advisors, LLC. Before entering the financial industry, he worked for seven years at Watoto After School Care Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Thomas Foy Jr. is a financial advisor at Cambridge Investment Research Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked previously at Lincoln Financial Securities for nine years. In addition to his advisory role, he owns a business focused on insurance, benefits, and human resources services in Marlton, NJ. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment solutions, including proprietary and third-party strategies, and features institutional-level resources such as advisor transition support and compliance oversight.

Lisa Bergman is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds a Series 63 designation and has been with Raymond James since 2012. Outside of her advisory role, she has served part-time with the Burlington County Board of Elections, assisting with voter registration and election logistics. Raymond James & Associates provides financial planning and investment consulting to individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal and institutional clients with specialized consulting and public finance capabilities.

David Ostrum is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. Outside of his advisory role, he serves as chair of the finance committee for the Jewish Federation of Southern New Jersey and is a board member of the Jewish Community Foundation, where he also advises the investment committee on endowment fund performance and asset allocation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining wealth management with institutional trading capabilities and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Michael Iaquinto is a financial advisor with Edward Jones in Moorestown, NJ, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Kelsey Gibson is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2020. Prior to this, she worked in marketing and had periods as a homemaker. Outside of her advisory role, Kelsey manages a seasonal rental property in Atlantic City. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Dennis Omalley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides financial services aimed at addressing the complex and evolving marketplace faced by individuals, families, and businesses. Dennis's expertise encompasses areas such as college education planning, family wealth management strategies, institutional and corporate benefit services, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, small business strategies, socially responsible investing, and women and wealth. He is committed to offering tailored guidance and strategies that consider risk tolerance, time horizon, liquidity needs, and overall investment goals. Dennis holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the University of Delaware. Outside of his professional work, Dennis is involved in professional and community organizations such as American Water Polo, the LGBT Pride Employee Network, and the National Relief Network.

Madeleine Keane is a financial advisor at Merrill Lynch Wealth Management. She focuses on helping clients navigate their financial lives with an emphasis on education planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Her approach centers on teamwork and simplifying complex financial decision-making to help clients achieve lasting financial freedom. Before entering financial advising, Madeleine earned a bachelor's degree from the Pennsylvania State University System and completed her high school education at the Academy of Notre Dame de Namur. Prior to her current role, she worked in technology sales, where she discovered her passion for building relationships and assisting others with important decisions. Madeleine holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She values family and community and enjoys spending time with her family and engaging in sports such as baseball, basketball, football, golfing, and ice hockey, as well as reading.