Justin Branam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked with Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and delivers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Meghan Mcgowan is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Ben Heiselmoyer is a Financial Consultant at Fidelity Investments, where he has been working since 2010. Currently serving as a Financial Consultant since 2020, he focuses on partnering with clients to provide unbiased consultative strategies aimed at managing risk, minimizing fees, and simplifying their finances. Ben's professional experience at Fidelity Investments includes roles as a Financial Consultant from 2019 to 2020, Senior Relationship Manager from 2015 to 2019, and Relationship Manager from 2010 to 2015. Throughout his career, he has developed expertise in client relationship management and financial consultation. No information about Ben's education, credentials, personal interests, or community involvement was provided.

Christopher Michael is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked with multiple firms including Park Towne Financial LLC and New Heights Holdings LLC. Outside of his advisory role, he is involved in selling fixed insurance products such as life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary portfolio management options and access to third-party money managers.

Clayton Sturgeon is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior work includes roles at Citigroup/Citibank and Prudential Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence team.

Howard Sacks is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2015. Sacks serves as treasurer and board member for the Phi Beta Kappa Society of Haverford College, overseeing the investment of the society’s excess funds. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools, focusing on advisory services rather than individual security recommendations.

Delores Brockington is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns D-VISION ENTERPRISES LLC, which provides administrative services to small businesses, and works as a data entry analyst for a local nonprofit program. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines proprietary research and third-party analytics to support its investment solutions and provides a broad range of financial products through its bank and insurance affiliates.

Evan Bullotta is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 credential and previously worked at Prudential Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, with clients retaining final decision-making authority.

Leo Mcmanus III is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at City National Bank, Wells Fargo Clearing, and TD Wealth Management Services. He serves as an Admission Committee Member for the Philadelphia Cricket Club and is involved with Springside Chestnut Hill Academy’s investment portfolio review committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Rhonda Marks is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC for five years before joining Merrill in 2019. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm employs a mix of model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, and institutional investors.

Kevin Dolan is a financial advisor with LPL Financial in Philadelphia, PA, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior roles include positions at Bryn Mawr Trust Advisors, WSFS Wealth Investments, and Commonwealth Financial Network. Outside of advisory work, he is a co-owner of a private investment entity, Tridole, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment services through a large network of advisors, utilizing both proprietary and third-party investment strategies.

Donald J. Mahoney is a financial advisor at UBS Financial Services in Philadelphia, PA, holding a Series 66 designation with 16 years of industry experience. He has worked at UBS since 2012. Outside of his advisory role, he serves on the Board of Directors for the How I Decide Foundation and is an Ambassador Council member for the Alliance for Decision Education, both focusing on educational initiatives. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, utilizing research from its Chief Investment Office and UBS Global Research to tailor investment strategies to clients’ goals and risk tolerances.

John Stefanelli Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Dalzell Trading, and Schneider Capital Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to guide manager evaluations and portfolio construction.

John Dougherty is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at Lincoln Financial Advisors and Lincoln Financial Securities Corp before joining Thrivent in 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that addresses various financial topics, with options to combine planning with managed accounts under a consolidated billing arrangement.

Kenneth Segal is a financial advisor with LPL Financial, holding a Series 66 credential and 26 years of industry experience. He has worked at LPL Financial since 2010 and previously spent seven years at Ameriprise. Outside of his advisory role, Segal conducts continuing education workshops for CPAs on securities-related topics through Werner-Rocca Seminars, Ltd. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by investment adviser representatives using various discretionary and non-discretionary strategies.

Jason Bender is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Janney Montgomery Scott LLC. He is based in Philadelphia, PA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process includes centralized due diligence with both quantitative and qualitative analysis, and its recommendations may incorporate an ESG eligibility framework.

Diane Roberts is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Matthew Gureghian is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following 12 years at Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG considerations.

Chad Michaelis is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and seven years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2019 following his time at Clemson University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, and institutional investors.

Peter Lydzinski is a financial advisor with Raymond James & Associates in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked for Merrill from 2014 to 2026 before joining Raymond James & Associates and Carillon Fund Distributors in 2026. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a wide range of portfolio management styles and research resources.