David Maxwell is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior experience includes roles at LPL Financial, Edward D. Jones & Co., and Royal Maccabees Life Insurance Company. He is also involved in educational services through a nonprofit food services organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools to deliver tailored retirement recommendations.

Michael Defoney Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 31 years of industry experience, including roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he has operated a lawn service business and owns a tax preparation practice. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships and offering various specialized planning services.

Eric Richman is a CFP®-certified financial advisor with 27 years of industry experience, currently with Charles Schwab in Philadelphia, PA. His prior roles include positions at Prudential Insurance Company of America and various Prudential-related entities. He has been with Charles Schwab and Charles Schwab Bank since 2019. 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, offering both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach.

Corey Mulholland is a Wealth Management Advisor and Senior Vice President with Beckett George Bernstein Mulholland Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® and Certified Plan Fiduciary Advisor® designations, enabling him to deliver comprehensive financial planning and qualified retirement plan advice. Corey's approach focuses on understanding clients' short and long-term goals, addressing financial strategies, wealth transfer planning, estate and insurance reviews, investment management, and fiduciary issues. Before joining the financial services industry, Corey served eight years in the United States Marine Corps Special Operations Command, including deployment during Operation Iraqi Freedom in 2005. He earned a bachelor's degree in Management from Rutgers University, concentrating on Entrepreneurship, Strategy, and International Business. Corey resides in the Mullica Hill area with his family and enjoys activities such as beach visits, European travel, and competitive marksmanship. He is also involved with veteran-related causes and has served on the board of the Quinton Sportsmen's Club.

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-licensed financial advisor with Equitable Advisors in Marlton, NJ, where he has worked since 2012. He has 13 years of industry experience, including eight years with Axa Advisors LLC. Outside of his advisory role, he serves as a council member at St. Isaac Jogues Parish, coordinating community activities such as soup kitchens and prayer groups. 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 third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Holly Berry is a financial advisor at UBS Financial Services with nine years of industry experience. She has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

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.

David Pratt is a CFP®-designated financial advisor with Morgan Stanley in Mount Laurel, NJ, bringing 30 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Kevin Mc Laughlin is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc. and McAdam LLC, as well as a four-year tenure at the University of Delaware. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jennifer Colon is a financial advisor with Wells Fargo Clearing in Marlton, NJ, holding a Series 66 license and 18 years of industry experience. She has worked extensively within Wells Fargo and its affiliated entities since 2009, including Wells Fargo Advisors and Wachovia Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.

Santino Rao is a financial advisor at MassMutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining MassMutual, he held positions at TD Bank, Rowan University, and Ocean Casino & Resort. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, along with educational seminars.

Gabriel Garcia La Placa is a financial advisor at Equitable Advisors with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes positions at Intellect.us and LaPlaca Insurance, as well as delivery work with DoorDash. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and endorsed third-party managers, providing both discretionary and non-discretionary advisory services.

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.

Melody Harris is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Evan Kahn is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves on the advisory board of the Stillman School of Business at Seton Hall University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets.

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.