Kenneth Blackmon is a financial advisor with Ameriprise in Voorhees, NJ, holding CFP® and ChFC® designations and over 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Vice Commander for the US Navy Reserve’s US Fleet Forces Command and manages office administration and real estate management businesses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice based on proprietary research and third-party data.

Joseph Connelly is a financial advisor with Wells Fargo Clearing in Newtown Square, PA, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent one year at Pacer Financial, Inc. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Keith Price is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill and its affiliated Bank of America, N.A. since 2016. Merrill, together with Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Sgro Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2017, following a year at Wells Fargo Clearing. 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.

James Notarianni is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Ameriprise in Philadelphia, PA. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns and manages Noto Financial Services LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Elizabeth Hilgen is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at Old York Cellars and Madison Square Garden, as well as time studying at Pennsylvania State University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate program models or discretionary managers, often utilizing third-party advisory platforms.

Ihor Zbyshko is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 registrations and bringing eight years of industry experience. He has worked at several firms including Citizens Securities, Inc., Wells Fargo NA, Citizens Bank, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

William Rogers III is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America since 2018, and previously spent seven years at Enterprise. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Marcos Franco is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and having 18 years of industry experience. His career includes prior roles at Northwestern Mutual Investment Services and Truist Investment Services. He is based in Philadelphia, PA. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

James Morris is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at Elwyn Inc. and Primerica Financial Services. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and selectively managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and uses a tiered percentage-based fee model for its services.

Joseph Warwick is a Financial Advisor with Merrill Lynch Wealth Management. He holds the Personal Investment Advisor (PIA) designation and works closely with clients to define financial goals and craft portfolio strategies tailored to their needs. He provides ongoing advice and adapts strategies as clients' circumstances evolve. Joseph earned a Bachelor's degree from Temple University. Coming from a family of educators, he has a strong foundation in research and learning. His interests include adventure sports, cooking, football, hiking, reading, running, spending time with his family, and traveling. He is also a member of the University Barge Club and participates in community initiatives such as Sneaks and Cleats for Ghana.

Benjamin Adey is a financial advisor with RBC Capital Markets in Philadelphia, holding a Series 66 license and one year of industry experience. His prior roles include multiple positions at Bates College and work with Dynasty Financial Partners. Outside of finance, he has been involved with the Freedom Boat Club and the Portland Country Club. RBC Wealth Management serves a diverse clientele, including individual investors, institutions, and charitable organizations, offering tailored investment programs and portfolio management through a combination of in-house and third-party managers.

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.

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 at J.P. Morgan Securities with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and other financial firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and offers a range of derivatives and commodities capabilities not commonly found in similar programs.

Edward Ha is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Cetera Investment Services since 2019, following three years at Foresters Financial. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, with programs ranging from automated allocations to direct indexing and unified managed accounts.

Maximilian Chisick is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, USAA, and various educational institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Max Eisenberg is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party investment managers.

Debra O'Malley is a financial advisor with Merrill in Philadelphia, PA, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has been with Merrill since 1992. Outside of her advisory role, she serves as Majority Inspector for the 33rd Ward in Philadelphia, assisting with voter registration during elections. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Bryan Henrick is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with JPMORGAN CHASE Bank NA and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research, using forward-looking capital market assumptions and an ESG eligibility framework.