Matthew Boatmon is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and 28 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a substitute organist at St. Mark's Episcopal Church in Philadelphia and First and Central Presbyterian Church in Wilmington. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jennifer Micale is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and Fidelity Brokerage Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

John Abbott is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2016, including a role with Morgan Stanley Private Bank, N.A. beginning in 2024. Prior to his advisory career, he spent ten years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates structured discovery and firm-approved tools to model financial outcomes.

Michael Delgaudio is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to joining Fidelity, he was employed by Northwestern Mutual in various capacities from 2018 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

James Dotzman is a CFP® professional with 39 years of industry experience, currently with Ameriprise Financial Services. His prior roles include positions at RBC Capital Markets, LLC and City National Bank. He is a member of Lemon Hill Capital Group, LLC, an entity involved in leasing office space. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement income planning advice and written recommendation reports focused on dependable income and tax-aware withdrawal strategies.

Jake Murphy is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials and four years of industry experience. His prior firms include NYLife Securities, LLC and Eagle Strategies, LLC. Outside of his advisory role, he is involved as a member of Beatstars, a platform for selling instrumental music online. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

Craig Presant is a financial advisor at Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Lincoln Financial Group, iQ Media, and Yelp. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Sonila Bleta is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Bank, Citizens Bank, Citizens Securities, and BB&T Bank. 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 uses research from Wells Fargo Investment Institute and third parties to evaluate investment options based on diversification principles and modern portfolio theory.

Matthew Sumner is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2022. His prior work includes roles at DoorDash and the University of Pittsburgh. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Larena Parrish is a financial advisor with Wells Fargo Clearing in Philadelphia, PA. She holds Series 66 and Series 63 licenses and has four years of industry experience. Parrish has been with Wells Fargo Private Bank since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Nixon is a financial advisor with Charles Schwab in Philadelphia, PA, holding a Series 66 designation and 20 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and discretionary SMA access, utilizing multi-asset model portfolios and due diligence on alternative investments.

David Sacker is a Series 66 licensed financial advisor with Ameriprise in Philadelphia, PA, bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Outside of his advisory work, he serves on the board of directors for the Pig Iron Theatre Company and is president of the Society of Financial Service Professionals – Greater Philadelphia Chapter. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning, using proprietary research and third-party data to deliver non-discretionary, collaborative recommendations.

Neal Rutman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Rudolph Tilotta Jr. is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with UBS Financial Services since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Robert Reidinger is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from multiple sources.

Enoch Woo is a financial advisor with UBS Financial Services in Philadelphia, holding a Series 66 designation. He joined UBS in 2025 and has previously worked at Nordiqon Venture Studio, VU Venture Partners, Dassault Systemes, and Social Trade. His background also includes roles at Griffin Financial Group and educational positions at Tufts University, Culver Military Academy, and Magellan Charter School. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based strategies to tailor financial plans to clients’ goals and risk tolerances.

Matthew Tompkins is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2001 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. 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 research, capital markets services, and affiliated lending programs.

Patrick O'Connor is a financial advisor with Wells Fargo Clearing in Thorndale, PA, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Morgan Stanley Smith Barney from 2009 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, acting as an ERISA fiduciary and offering discretionary investment management options that include a broader range of financial products than typical for large institutional advisers.

Marne Altbaum is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017 and was previously with Morgan Stanley from 2014 to 2017. J.P. Morgan Securities LLC 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 brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Mansi Kapoor is a financial advisor with J.P. Morgan Securities holding a Series 66 license and five years of industry experience. Prior to joining JPMorgan Chase Bank and JPMorgan Securities in 2020, she worked at Mondrian Investment Partners for three years. She is based in Philadelphia, PA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.