Mark Pliner is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including Citizens Securities, Mass Mutual Investors Services, and Bank of America. Outside of his advisory role, he is the sole owner of an eBay sports card sales business. 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, based on modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Beatrice Dufort is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 through a network of over 14,000 advisors and offers both brokerage and advisory solutions.

Taylor Venanzi is a CFP® with nine years of experience in financial planning and investment management. He is currently with Cetera and has previously worked at Activate Wealth, LLC, where he was the owner and sole operator. Venanzi also has experience at Schwartz Financial Associates, Inc. and the Office of the Comptroller of Currency. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. The firm serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering diversified portfolio management and financial planning through various program structures and third-party managers.

David Frank is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Alps Fund Services, Inc. and Lincoln Financial Distributors, Inc. prior to joining Cetera. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Donna Dickinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. 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 in its investment offerings.

Harry Thomas is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and over 53 years of industry experience. He has worked at Equitable Advisors since 1999 and previously spent 20 years with Karr Barth Financial Planning, Inc. Thomas is also the chairman and owner of Private Client Group Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models, including third-party TAMPs and LPL-sponsored programs, and offers a range of investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Sean Maguire is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Shannon Maguire - Karr Barth Associates and has experience in other roles including at Sunset Pier. 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 asset-management programs through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party asset managers to implement client strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Brian Greenberg is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at OSAIC since 2025. Prior to that, he spent nine years at Lincoln Financial Advisors Corporation and has operated Brian C. Greenberg & Associates since 1990. Outside of advisory work, he owns a tax preparation business and acts as an insurance agent offering disability insurance, annuities, life settlements, and traditional life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using both proprietary tools and third-party platforms.

Christopher Zappy is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he serves as a volunteer on the District Fee Arbitration Committee in New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, utilizing a structured planning process supported by firm-approved tools and research.

Ryan Flynn is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial since 2010. Before joining LPL, he spent six years at Ameriprise. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technology tools.

Matthew Vance is a financial advisor with LPL Financial, holding a Series 66 credential and having one year of industry experience. Prior to his current role, he worked in education at various institutions, including Rutgers University-Camden and Paul VI High School. Outside of advising, he is affiliated with Capri Wealth Management, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Wolfgang Hein is a financial advisor with LPL Financial in Philadelphia, PA, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. His prior roles include positions at Santander Securities LLC, Sovereign Bank, and First Horizon Advisors, Inc. Hein is currently associated with TruMark Financial Credit Union, where he is involved in investment-related business activities. 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 portfolio programs, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

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.

Kristin Jones is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Kien Truong is a Series 65 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at Tristate Financial Advisors and LPL Financial/Capri Wealth Management, as well as a teaching position at Rutgers University Camden. He has also been involved in a business named Nails 2001. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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 who holds Series 63 and Series 66 designations and has 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he is a co-owner of a rental property in Philadelphia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics along with a broad range of brokerage and advisory solutions.

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, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2014, including its predecessor, Axa Advisors. Johnston serves as a board member and officer for Breakthrough Greater Philadelphia. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporate and institutional clients, and charitable organizations. The firm offers a range of advisory programs through a network of Investment Adviser Representatives and relies on third-party asset managers and programs for portfolio implementation.

Susan Wolff is a financial advisor with UBS Financial Services in Philadelphia, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with UBS since 2010. 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 supported by proprietary research and model-based asset allocations.