Patricia Bonsall is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities prior to joining J.P. Morgan in 2020. She is also an employee of JPMorgan Bank, where she offers certain bank products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 additional market-facing registrations, offering advisory services alongside brokerage, distribution, and investment management capabilities.

William Gorsline is a Series 66-credentialed financial advisor with Equitable Advisors, where he has worked since 2012, totaling 14 years with the firm and 13 years of industry experience overall. Prior to Equitable Advisors, he was affiliated with Axa Advisors LLC from 2012 to 2020. Outside of his advisory role, he serves as a council member at St. Isaac Jogues Parish, assisting with community activities such as soup kitchens and prayer groups. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various programs, utilizing third-party asset managers and advisory platforms to deliver tailored investment solutions.

Ryan Flynn is a financial advisor with LPL Financial in Newton Square, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Fs2 Capital Partners, LLC from 2011 to 2017 before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing research and model portfolios to provide both discretionary and non-discretionary management.

Normand Savoie is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in New York and operating an office in Philadelphia. He focuses on delivering financial advisory services to high net worth clients, developing personalized financial strategies that align with each client’s risk tolerance and overall objectives. His client work spans individual wealth management and advising small to medium-sized business owners on 401(k) and other retirement plans, with a client base primarily along the Eastern Seaboard, California, and Florida. Mr. Savoie’s expertise encompasses a range of areas including divorce transition planning, education funding, family wealth strategies, socially responsible and ESG investing, LGBT wealth planning, and managing new wealth. Before becoming a financial advisor, he worked in investment banking at Salomon Brothers and Morgan Stanley, held finance roles in the corporate sector, and owned a restaurant business in Miami Beach, Florida. He holds an MBA and an additional master’s degree from the University of Pennsylvania’s Wharton School and Joseph H. Lauder Institute of International Management & Business, where he was a fellow. He also earned a BA in Economics from the University of Pennsylvania. Mr. Savoie is a CFA charterholder, a Certified Financial Planner (CFP®), and holds certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is actively involved in alumni affairs at Penn/Wharton/Lauder, serving on the Lauder Institute Advisory Council and having previously served as president of both the Lauder Institute Alumni Association and Wharton Out4Business. His community involvement includes co-founding Mount Vernon Star Scholars, a nonprofit supporting academically talented students in Mount Vernon public high schools through mentoring programs. Personal interests include hiking, running, and traveling.

James Coll is a financial advisor with 32 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has previously worked at Avantax, Ameriprise Financial Services, and H.D. Vest. In addition to advisory work, he owns and operates James J Coll & Associates LLC, providing accounting services and tax preparation. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform approach with access to affiliated and third-party investment managers.

Paul Karcher is a financial advisor with RBC Capital Markets in Chadds Ford, PA, holding a Series 63 designation and over 43 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he operates a garden business building raised beds and conducts self-defense workshops through a personal safety company; he also serves as a committee member focused on voter outreach in his local precinct. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations, offering customized portfolio management and financial planning services through various advisory programs.

Chelsea Wise is a CFP® professional with seven years of industry experience, currently with RBC Capital Markets since 2023. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2019 to 2023, and at State Farm Insurance from 2015 to 2019. RBC Wealth Management, part of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using a combination of in-house and third-party investment managers.

Steven Fleisher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves as a trustee for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

Anthony Degli Obizzi Jr. is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has six years of industry experience and previously worked at Lincoln Financial Distributors, Morgan Stanley, and JPMorgan Chase. He also holds an outside insurance sales position as a property and casualty broker. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs using firm-approved analytical tools and offers specialized services such as divorce planning and event-driven estate settlement.

Robert Griesemer is a ChFC® designated advisor with 42 years of experience in the financial industry. He is currently with LPL Financial since 2022 and previously worked at Lincoln Financial Securities Corporation for 14 years. In addition to his advisory role, he owns a tax preparation and accounting business, Certified Consultants Inc. 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 broad range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management and model portfolios supported by LPL Research and third-party subadvisors.

Walter Timby IV is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His work history includes roles at Mass Mutual Investors Services since 2017, Metlife Securities Inc. since 2015, and New England Securities since 2002. In addition to his advisory work, he operates as an independent insurance agent specializing in individual life, health, group life, and group health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning and asset management services, utilizing firm-approved software tools and structured planning engagements to develop tailored recommendations.

Gabriel Garcia La Placa is a financial advisor at Equitable Advisors with Series 63 and Series 66 designations and two years of industry experience. He previously worked at Intellect.us and LaPlaca Insurance and was affiliated with The Pennsylvania State University. Outside of his advisory role, he has worked as a DoorDash delivery driver since 2020. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Dante Pierantozzi is a Financial Advisor with The Mergan Group at Merrill Lynch Wealth Management in Philadelphia. He brings over five years of experience in financial services, having previously supported the Market Executive of Merrill in Greater Philadelphia and worked in wealth management at Morgan Stanley. Dante focuses on helping individuals and families navigate complex financial decisions by developing personalized wealth management strategies that align with their unique goals and values. Dante's expertise includes divorce transition planning, family wealth management strategies, personal retirement planning, philanthropic planning, and socially responsible investing. He holds the designations of Certified Plan Fiduciary Advisor (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Dante earned his bachelor's degree in Finance and Economics from Northeastern University, where he also served as president of the men's rugby club. Outside of his professional role, Dante is involved in community organizations including Northeastern University's Young Alumni Advisory Board and the Young Professionals Board for the Make-A-Wish Chapter of Philadelphia, Delaware, and Susquehanna Valley. He enjoys traveling, trying new restaurants, playing basketball, and spending time with his family and his Yorkshire terrier, Gigi.

John O'Brien is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Sanford C Bernstein, Macquarie Asset Management, and Eaton Vance Distributors. J.P. Morgan Securities 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 in its recommendations.

Matthew Schaefer is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021. Prior to that, he was with Goldman Sachs & Co. from 2012 to 2021. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Marc Thal is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Thomas Rush Jr. is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work history includes roles at Celigo, Rubrik, Inc., Boomi, Qlik, and Franciscan University of Steubenville. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory solutions.

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.