Grace Loveland is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James, she worked for Epic Systems Corporation for six years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services with a focus on tailored, non-discretionary advice supported by a range of portfolio management styles and affiliated research.

Dustin Sullivan is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and previously worked at Brandywine Counseling & Community Services and ESF Summer Camps. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing proprietary asset allocation tools and access to third-party money managers across multiple platforms.

Ann Ade is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney LLC for 14 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

John Myers is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and Citizens Securities, Inc. Outside of his advisory roles, he is involved with Curley's Pub. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Ronald Zeitz is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is involved in several real estate partnerships and is a passive partner in an automobile investment venture. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and institutional trading capabilities to tailor solutions to clients' goals and risk tolerances.

Robert Van Leer is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2015. Van Leer is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity that manages his practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Kyle Tierney is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Goldman Sachs, The Vanguard Group, and JPMorgan Chase Bank in prior roles. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide recommendations.

Marc Portnoy is a financial advisor with UBS Financial Services in Ewing, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with UBS since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Charles Robbins II is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and 24 years of industry experience. He previously worked at Morgan Stanley Smith Barney from 2009 to 2017 before joining Wells Fargo Clearing in 2017. Outside of his advisory role, he serves as a committeeman for the Democratic Party of Philadelphia’s 30th Ward and is a finance committee member for the Jewish Family and Children's Service. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions across a large platform.

Endri Rama is a financial advisor with Merrill based in Philadelphia, PA. He holds a Series 66 designation and has three years of industry experience. His career includes roles at Bank of America and JPMorgan Chase, as well as prior employment during university studies. 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.

Marc Zarro is a CFP® and ChFC® with 26 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Eric Peterson is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2009 and City National Bank since 2019. Outside of his advisory work, he is the active owner and treasurer of Hope Creek Farm Hunting Club, a hunting club and farm in New Jersey. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles through a mix of in-house and third-party managers.

Michael Leahy is a financial advisor with Merrill in Yardley, PA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His career includes roles at Bank of America, Mass Mutual Investors Services, and Edward Jones. 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 strategies for a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Jake Tosti is a financial advisor at Morgan Stanley in Philadelphia, holding Series 63 and Series 66 credentials with three years of industry experience. He has previously worked at The Vanguard Group and held various roles outside the investment industry, including positions in education and insurance. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering financial planning that utilizes firm-approved tools and models to support clients in managing their assets.

Christy Neill is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of advising, she established a business entity, Riverside Property Group, though it is not currently active. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with clients’ financial advisors.

Craig Turner is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. His work history includes roles at Jetty Life LLC and Keller Williams Preferred Properties, as well as service with Surf City Borough. Cetera Investment Advisers LLC is a large, SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.

Debasish Mukherjee is a financial advisor with LPL Enterprise in Warrington, PA, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Empire Today, and Kemper Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management arrangements, and access to a range of brokerage and insurance products.

Cody Hutkin is a Financial Consultant currently working with Fidelity Investments since 2025. In this role, he focuses on understanding the priorities of clients and developing financial plans aligned with their goals and preferences to provide peace of mind and confidence in their financial future. Prior to his current position, Cody held multiple roles at Fidelity Investments, including Investment Consultant from 2024 to 2025 and Investment Solutions Representative II from 2022 to 2024. In addition to his work at Fidelity, Cody has served as a Captain and Financial Management Officer in the U.S. Army since 2018. He also gained experience as a Financial Advisor with Civic Financial - Northwestern Mutual from 2018 to 2021. Outside of his professional career, Cody has interests in fitness, food, music, outdoor adventures, and surfing.

Drake Bayard is a financial advisor with Raymond James & Associates. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining Raymond James, he held positions in education and technology sectors, including roles at The College of New Jersey and Infor. 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, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Christine Caporale is a financial advisor with Merrill in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 30 years of industry experience. She has been with Merrill since 1998. Outside of her advisory role, she serves as a Power of Attorney for a nonprofit entity. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, combining internal and third-party portfolio management with various asset allocation approaches.