Moira Katchuk is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014, aside from a brief tenure at Merrill in 2017. Outside of her advisory role, she is involved with Mavericks Training Facility, a recreation business in Moorestown, New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

John Hurst III is a financial advisor with Wells Fargo Clearing in Yardley, PA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent 12 years at PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Edward Plachter Jr. is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has been with Morgan Stanley since 2011, serving at both Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory role, he is a limited partner in BPW Sciences, a material science company involved in healthcare and energy industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Leon Elcock II is a financial advisor with Primerica Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at PFS Investments Inc and Primerica Financial Services since 2016, as well as positions at Sandoz, Inc and ALN Vending, LLC. Outside of advisory activities, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Zachary Shuster is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals and families to develop personalized financial plans aimed at achieving their unique goals, such as retirement planning, funding education, and home purchasing. Zachary emphasizes building close, personal relationships to understand his clients' priorities and uses a Personalized Wealth Analysis to tailor strategies that fit their needs. He holds a Bachelor's Degree from the University of Delaware and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Zachary is involved in professional and community organizations such as Sigma Nu fraternity, serving as an assistant lacrosse coach at Springside Chestnut Hill Academy, and participating in the University of Delaware Alumni Organization. Outside of his professional role, Zachary enjoys golfing, hiking, pickleball, traveling, and spending time with his family. He also coaches an 8th grade club lacrosse team on Philadelphia's Main Line and is a dog owner.

Francis Perez is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 66 and Series 63 designations and six years of industry experience. His prior roles include positions at Bank of America and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning services and managing approximately $2.74 trillion in client assets.

Ryan Anger is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with CUNA Brokerage Services, Inc. and Sun East FCU. From 2015 to 2018, he was associated with Child Guidance Resource Centers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes research and technology to support diverse investment strategies.

Stephen Caggiano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and also owns Caggiano Associates, a tax accounting and preparation firm established in 1982. Additionally, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management approaches and platforms tailored to client objectives.

Joseph Daverso is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the Advisory Board and Finance Committee of St. John Neumann Church, where he advises on budgeting, investment policy, and capital improvements. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in assets and combines its planning services with extensive retail and institutional offerings.

Michael Whitlark is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Lincoln Financial Network since 2014 before joining OSAIC in 2025. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by asset-allocation tools, risk-tolerance analysis, and access to third-party money managers across multiple platforms.

Emily Coyle is a financial advisor with J.P. Morgan Securities in Philadelphia, holding a Series 66 designation and five years of industry experience. She previously worked at UBS Financial Services and has experience in diverse roles outside finance, including at SoulCycle and various positions linked to Boston College intramural programs. 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 an ESG eligibility framework in its investment approach.

Keith Joffe 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 Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. He is based in Philadelphia, PA. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Joseph Mc Keon is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at The Vanguard Group from 2016 to 2022 before joining Equitable Advisors in 2022. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Danny Chan is a financial advisor with Ameriprise in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has been with Ameriprise and its affiliates since 2015. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to generate personalized retirement income plans and provides a broad range of advisory, brokerage, and insurance solutions.

Daniel Silverberg is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 provides a range of investment products and planning services supported by proprietary research and a broad platform of capital markets services.

Mark Cook is a financial advisor with LPL Financial in Woodbury, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing and The Vanguard Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Joseph Rosen is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Bradford Bernstein is a CFP®-designated financial advisor with 27 years of industry experience, currently serving at UBS Financial Services since 2005. He has also served on the board of directors for Gencrest, a pharmaceutical and biotech manufacturing company, from 2017 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor financial plans and portfolio management.

Joshua Kim is a Series 66-registered financial advisor with Fidelity in Philadelphia, PA. He has recently started his career in the industry, joining Fidelity Investments in 2024. Outside of advising, his background includes various roles in education and community activities, including tutoring and involvement with Pilgrim Mission Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including fund advisory and model portfolios, and maintains a notable role in regulatory compliance and the delivery of algorithm-driven investment solutions.

Eric Medina is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Adelphia, LPL Financial, UBS, and Adidas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.