Ryan Flynn is a CFP® professional with 22 years of industry experience and has been with LPL Financial since 2010. He holds the Series 66 designation and operates out of Haddonfield, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutional clients, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by various model portfolios and research resources.

Matthew Vance is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Rutgers University-Camden and Top Golf. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of advisory programs and services, including discretionary and non-discretionary management supported by in-house and third-party research.

Wolfgang Hein is a financial advisor with LPL Financial based in Philadelphia, PA, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior roles include positions at Santander Securities LLC and Sovereign Bank. Hein is also associated with TruMark Financial Investor Services and TruMark Financial Wealth Advisors, entities related to his work with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

Stephen Kain is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding clients' priorities to help develop strategies for pursuing their short-, mid-, and long-term financial goals. His areas of expertise include personal retirement planning, small business strategies, and tax minimization. Stephen holds a Bachelor's Degree from Rutgers University and holds the Personal Investment Advisor (PIA) designation. He provides comprehensive financial guidance, covering general investing, retirement planning, and preparing for unexpected financial needs. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional role, Stephen enjoys baseball, football, golfing, music, pickleball, soccer, swimming, and spending time with his family.

Robert Mason Sr. is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Turnersville, NJ. He has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Philip Frascarelli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC. Additionally, he has been associated with Wells Fargo Bank NA since 2011. Outside of his financial advisory role, he is a co-owner of a rental property in Philadelphia. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jane Morgan is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with UBS since 1986. UBS Financial Services 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 delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Matthew Johnston is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds the Series 66 designation and has 12 years of industry experience, including prior work with Axa Advisors, LLC. He serves as a board member and officer for Breakthrough Greater Philadelphia, participating in discussions and guidance for the organization’s initiatives. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver both advisory and brokerage solutions.

Susan Wolff is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS Financial Services since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jack Sanderson is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Karr Barth Associates and has held roles in education at Bucknell University and Springfield Township School District. He is also involved with the Philadelphia Cricket Club. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and works extensively with program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Stephen Leightman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at RBC Capital Markets since 2008 and is currently also associated with City National Bank. Leightman serves as secretary of the Marlton Lions Club and holds leadership roles on the finance committee and executive board of the Prader-Willi Syndrome Association USA. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on client risk profiles and utilizing both in-house and third-party managers.

Debra Costanzo Cline is a financial advisor with Wells Fargo Clearing who holds a Series 63 designation and has 22 years of industry experience. She has previously worked at Stifel, Morgan Stanley, and UBS Financial Services. Outside of her advisory work, she is an independent consultant for a skin care and beauty product company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Matthew Smith is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he worked at Freda Real Estate and The Vanguard Group, Inc. from 2018 to 2022. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside proprietary investment models.

Noah Breidinger is a financial advisor at Equitable Advisors with a Series 66 credential and three years of industry experience. His prior work includes roles at Biaggio's Pizzeria, Bear Creek Mountain Resort, Alex's Landscape, and Moravian University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that incorporates LPL-sponsored programs and a range of endorsed TAMPs.

Nicholas Bacco is a financial advisor with Ameriprise in Philadelphia, PA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at MML Investors Services LLC and Mass Mutual Life Insurance Company, and was with Ameriprise Financial Services, Inc. for ten years before his current role. Outside of Ameriprise, he is an Associate Financial Advisor and financial planning analyst at Lemon Hill Capital Group, LLC. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets and providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Luke Deutschman is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior experience at Vanderbilt Owen School of Management, the Federal Reserve Bank, and several other organizations. 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 uses proprietary research and model-based asset allocations to tailor portfolios according to clients’ goals and risk tolerances.

Gerald Hewitt is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Freedom Mortgage and Wawa. Charles Schwab & Co., Inc. serves 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 both non-discretionary and discretionary investment guidance supported by a large, integrated operational platform.

Justin Walsh is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 2009, where he focuses on implementing the firm's Equity, Fixed Income, and Quantitative Strategies for selected client portfolios. Justin works closely with clients on investment and retirement planning and facilitates access to the firm's Lending and Trust Specialists. Justin holds the Chartered Retirement Planning Counselor (CRPC) designation. He earned a Bachelor of Science degree from Cabrini College, where he also received All-Conference Honors in Tennis and Cross-Country. He is a multiple-time Tennis Club Champion at Llanerch Country Club, winning the Singles Title every year from 2006 through 2017 and again from 2019 through 2025. Justin currently resides in Conshohocken, Pennsylvania.

Andrew Mineo is a financial advisor with Edward Jones based in Voorhees, NJ. He holds Series 63 and Series 66 designations and has 30 years of industry experience, including longstanding roles at Edward Jones since 1999 and prior service at United Jersey Bank and Lincoln Benefit Life Co. His career also includes extensive involvement with B.G. Balmer & Co., The Concord Equity Group, and Eastern Agency. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors. 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, operating under a fiduciary standard.

Steven Moyer is a financial advisor with LPL Financial in Philadelphia, PA. He holds a Series 66 designation and has experience working at M&T Bank since 2016 and Bob Witmer's State Farm Insurance from 2009 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.