Brian Binkley is a CFA® charterholder based in Philadelphia, PA, with 15 years of industry experience. He is currently with UBS Financial Services and has previously worked at Mercer Investments, The Vanguard Group, and Aon Hewitt Investment Consulting. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through a combination of proprietary research, model-based asset allocations, and a wide range of capital markets services.

Ivy Johnson is a financial advisor with Wells Fargo Clearing in Philadelphia, holding a Series 63 license and 22 years of industry experience. She has worked at Wells Fargo since 2016 and previously at Purshe Kaplan Sterling and USF Securities. Outside of her advisory work, she provides home health care as a caregiver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and emphasizes diversification and modern portfolio theory in its investment approach.

Nicholas Santana is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in media roles at Nexstar Media Inc. and Heartland Media. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Faith Ilgner is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her background includes roles at JPMorgan Chase Bank, Pure Barre, Lenovo Inc., and several other organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Dylan Amoroso is a financial advisor with Ameriprise in Tarpon Springs, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and manages 1309 Group, Inc., an investment-related business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic automation, while offering a broad range of advisory, brokerage, and insurance solutions.

Jake Zosulis is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has a background that includes roles at Kephart Integrative Medicine and various positions in education and community organizations. 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 employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

George Pittaoulis is a financial advisor with Ameriprise, holding a Series 66 designation and over 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Outside his advisory role, he is involved in several business ventures that support staffing and operational infrastructure for financial planning practices. 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 written recommendation reports and annual retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Rachael Alexander is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has a background that includes roles at Revature and teaching positions at James Madison University. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative screens and qualitative research, offering a range of eligible strategies with integrated ESG considerations.

Gabriele Mastrobuono is a CFP® certificant and Series 66 licensee with 19 years of industry experience. He has been with Edward Jones since 2006 and is based in Mantua, NJ. Outside of his advisory role, he serves as secretary for a local homeowners association and manages rental properties involving family members. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Nickolas Gazzola is a financial professional at Cetera with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including Crosby Private Wealth Advisors, United Planners Financial Services, and Harding Loevner LP. Outside of his advisory role, he has been involved with Performance Golf Management and Consulting LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Randy Watkins is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. His career includes roles at MassMutual Life Insurance Company, Equitable Advisors, and AXA Advisors, as well as teaching positions at Rutgers University and Camden County College. Outside of his advisory work, he is also engaged as an insurance broker focusing on individual life, disability, long-term care, fixed annuities, and health insurance products. 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 using firm-approved analytics, with planning engagements structured as collaborative, annual relationships.

Justin Stankewicz is a financial advisor with UBS Financial Services in Philadelphia, PA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is a PGA professional who teaches golf, serves as a director of the Greater Mt. Airy Chamber of Commerce, and consults for golf-related businesses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary market research and model-based asset allocations to tailor investment strategies to clients' goals and risk tolerances.

Robin Bolden is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 licenses and has 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. beginning in 2006. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Norman Kaznica is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has been with Cetera and its affiliates since 2017. In addition to his advisory role, Kaznica provides tax preparation and planning services through Malin & Masly Financial Services PC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Cody Edminster is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Globe Life Family Heritage Division, Keyence Corporation of America, and The Home Depot. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Eric Glassman is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at multiple Fidelity entities since 2015, as well as at Equitable Advisors prior to that. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Mark Capocasale is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he works one-on-one with individuals and families to develop personalized financial plans tailored to their unique needs, risks, and long-term objectives. Mark's approach centers around attentive listening and purposeful planning, aiming to help clients pursue their financial goals through informed investment advice and guidance. He also offers expertise in areas including executive compensation, equity compensation services, family wealth management strategies, retirement planning, philanthropic planning, and portfolio management services. Mark holds a Bachelor's degree in Finance from Pennsylvania State University, where he was active in investment clubs and volunteer organizations. Prior to joining Merrill, he was a small business owner, an experience that enables him to provide valuable insights into managing both sides of a balance sheet. Mark works with a diverse clientele, including business owners, corporate executives, professional sports individuals, retirees, and families, often collaborating with outside advisors such as CPAs and attorneys when applicable. Outside of his professional career, Mark resides in Philadelphia. He enjoys spending time with family and friends, cooking, exploring new restaurants, supporting Philadelphia sports teams, golfing, spending time at the Jersey Shore, and is currently training for his third triathlon.

Periklis Kotsiopoulos is a financial advisor with LPL Financial in Media, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Lincoln Investment for 18 years before joining LPL Financial in 2026. Kotsiopoulos serves on the Board of Trustees for the Middletown Free Library, where he contributes to fundraising, community outreach, and strategic planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Andrew Harmer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and over 42 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a diversified investment approach and offers a broad range of financial products through its bank and insurance affiliates.

Charles Walker is a Series 66-licensed financial advisor with Merrill, based in Philadelphia, PA, with 32 years of industry experience. He has worked at Merrill since 1985 and has also been associated with Bank of America, N.A. since 2011. 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, pension and profit-sharing plans, corporations, and charitable organizations.