Danielle Forsman is a CFP® professional at Ameriprise Financial Services with seven years of industry experience. She previously worked at LPL Financial for eight years and Edward Jones for two years. Outside of her advisory role, she is involved in education services, providing teaching through a food services corporation. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement-income recommendations and ongoing planning advice that incorporates tax-aware strategies and dependable income sources.

James Manuola is a Senior Financial Advisor with over 20 years of experience in the financial services industry. He is affiliated with Merrill Lynch Wealth Management and specializes in providing personalized wealth management strategies tailored to clients’ individual goals. James focuses on areas including college education planning, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, as well as individual and corporate investment strategies. Since beginning his career in 1999, James has worked to simplify the financial lives of high-net-worth clients by offering customized solutions such as estate planning, wealth transfer, retirement income planning, and asset allocation aligned with specific financial objectives. He collaborates closely with clients and, when appropriate, a Wealth Management Lending Officer from Bank of America to integrate home financing solutions into comprehensive financial plans. James holds a Bachelor's Degree in Business from Rutgers University and maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He resides in New Jersey with his wife, Kris, and has personal interests in baseball, basketball, boating, fishing, football, and golfing.

Elaina Spilove is a financial advisor at UBS Financial Services with 46 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with UBS since 2013. Spilove has served on advisory committees for the Pennsylvania Association of Public Employees Retirement Systems and the Tara Health Foundation, focusing on educational programs and increasing women's representation in the financial industry. She is also president of the board of a condominium association in Philadelphia. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Deirdre Jones is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Merrill, she worked at Voya Financial Advisors, The Boeing Company, Financial Engines, and Transamerica. 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.

Colleen Capone is a financial advisor at Morgan Stanley in Philadelphia, PA, with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved with Bravenly Global LLC, a company focused on healthy living through clean supplements with a Christian foundation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a broad range of investment programs.

Jessica Friend is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. She has worked at Merrill since 2017 and previously held positions at Rowan University and Republic Bank. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Smith is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 licenses. He has six years of industry experience and has worked at Wells Fargo Bank since 2017. Prior to that, he was employed at M Holdings Securities, Inc. and Perspective Financial Group, and spent four years at Hillview Capital Advisors, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and other third-party sources.

Mary Moretz is a financial advisor at Morgan Stanley with 38 years of industry experience. She has held roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1989 to 2009. Moretz holds Series 63 and Series 65 licenses and serves as a board member for the Catholic Daughters of The Americas Court St. Francis de Sales in Hatboro, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.

Steven Kalodner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He previously worked at UBS Financial Services for 13 years. Outside of his advisory role, he serves as a consultant for NEIEN MARKETING LLC, providing support via conference calls on a limited basis. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a large network of financial advisors, delivering solutions that include both brokerage and advisory services.

Richard Di Palma is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has served in the New Jersey Army National Guard for 16 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jason Hewitt is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services and Wells Fargo for a total of 11 years. He is based in Philadelphia, PA. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and applies oversight controls to address potential conflicts of interest.

Peter Gealt is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, currently working at Morgan Stanley Private Bank, National Association since 2015. 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 and access to various investment products, managing approximately $2.74 trillion in client assets.

Brian Lynn is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial since 2020. His prior work history includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Legg Mason Wood Walker, Incorporated. Outside of his advisory role, he serves as Assistant Treasurer for a family business, The Nance Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Heaney is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMORGAN Chase Bank, N.A. since 2016 and J.P. Morgan Securities LLC since 2013. 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.

Eric Imhof is a CFP®-certified financial advisor with Charles Schwab, based in Marlton, NJ, and has eight years of industry experience. He has worked with various Charles Schwab entities since 2017 and has prior experience at Merrill and Bank of America. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Christopher Kolmer is a Wealth Management Advisor with extensive experience in both institutional and individual investing. After spending a decade at Deutsche Bank as Vice President in Global Market Sales for Fixed Income, he joined Merrill Lynch Wealth Management in 2015 to focus on assisting individuals and families directly. He serves ambitious and well-educated clients who often have the financial knowledge but not the time to manage their wealth, offering guidance that simplifies complex matters and fosters confidence. Chris holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and a Bachelor's degree in Finance from Villanova University. He emphasizes a proactive and professional approach, aiming to be a reliable resource during major life transitions and ongoing financial planning. He works collaboratively with his brother, Kevin Jr., leveraging their complementary strengths to provide a dynamic team experience for families. Outside of his professional life, Chris is a father of three sons and enjoys spending time with his family, including coaching his oldest son's baseball team. He also pursues interests such as cooking, golfing, and supporting Wildcats basketball.

Chelsea Sieczkowski is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Merrill since 2017. Prior to joining Merrill, she worked at Push the Envelope PR for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Kelleher III is a CFP® professional with 23 years of industry experience and has been with Edward Jones since 2013. He serves as a board member for Woodbury Heights Elementary School, where he provides guidance on school administration, curriculum upgrades, and staff hiring. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Harrison Brown is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He has been with RBC Capital Markets, LLC since 2018. Prior to his current role, he held positions at Horizon Stevedoring, 1847Financial, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, and also spent four years at Loyola University Maryland. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs customized investment strategies through a combination of in-house and third-party managers and provides various account structures and specialized features tailored to clients’ risk profiles and preferences.

Tauheed Baukman is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan since 2023. Outside of his advisory role, he is an owner and partner of Eagle Realty Management LLC, a real estate investment business. 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.