Joseph Rosen is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Bradford Bernstein is a CFP®-designated financial advisor with 27 years of industry experience, currently serving at UBS Financial Services since 2005. He has also served on the board of directors for Gencrest, a pharmaceutical and biotech manufacturing company, from 2017 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor financial plans and portfolio management.

Joshua Kim is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes positions at Rutgers University, tutoring services, and roles with Pilgrim Mission Church and Surreal Creamery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe, serving various clients including registered investment companies and charitable funds.

Eric Medina is a financial advisor at J.P. Morgan Securities based in Voorhees, NJ. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he held roles at firms including Adelphia, LPL Financial, UBS, and Adidas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines centralized due diligence with quantitative and qualitative research to offer asset allocation advice, investment manager searches, and customized performance reporting.

Dakota Greene is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Equitable Advisors, and McAdam Financial among other firms. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through tailored advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides a range of options including tax management and responsible-investing screens.

Patrick Ferraro Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1999 and also worked with AXA Advisors, LLC, overlapping during that period. Outside of his advisory role, he operates an insurance brokerage business. Equitable Advisors serves individual and institutional clients, including pension plans and charitable organizations, providing financial planning, retirement consulting, and asset-management services. The firm relies on a network of Investment Adviser Representatives to deliver advice and implements a variety of advisory models, emphasizing third-party program sponsors and fiduciary services.

Robert Dolce is a Financial Advisor with Merrill Lynch Wealth Management based in Philadelphia. He focuses on retirement planning, wealth structuring, and assisting high-earning professionals and small business owners in building lasting financial strategies. He provides investing advice, along with access to banking and lending services through Bank of America. His expertise includes college education planning, executive compensation, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Robert's approach is educational and relationship-driven, emphasizing long-term collaboration to help clients pursue their financial goals with confidence. Robert holds a Bachelor's Degree from the University of Pittsburgh and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his personal time, he enjoys baseball, football, golfing, skiing, spending time with his family, traveling, and watching movies.

Christina Deaver is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of her financial advisory role, she owns Preserve The Day Bouquet LLC, a business focused on creating sentimental keepsakes using flowers and resin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and incorporates ESG frameworks in its recommendations.

Kelly Boylan is a Series 66-registered financial advisor with four years of industry experience. He currently works at OSAIC and has held prior roles at Sagepoint Financial, INC., Plan One Financial Group, Harrahs, and Andres. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and provides access to discretionary strategies and third-party managers.

Felicia Jones is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has previously worked at Bank of America N.A. and Merrill and currently serves on the Finance Council at St. Eugene's Parish of the Archdiocese of Philadelphia, assisting with parish administration and bookkeeping. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, supported by extensive research and a large network of advisors.

Stephen Weigner is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has four years of industry experience, including roles at MassMutual Life Insurance and Presidio, Inc. Outside of his advisory work, he is the owner of Mythic Audio, LLC, an audio and electronics business. 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, asset management, and educational programs with a focus on collaborative, goal-based planning.

Kelly Mc Carthy is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL, Mc Carthy held roles at BestVest Investments, Ltd. and Reliance Standard, and has experience in educational settings including Yale University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of investment programs and utilizes advanced operational tools to support its broad platform.

David Rodgers is a CFP® professional with 18 years of industry experience, currently serving as an advisor at LPL Financial since 2023. He previously worked at Wells Fargo Clearing for seven years and Morgan Stanley & Co. LLC for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supported by various strategic, tactical, and customized investment options.

Trevor Paolone is a Financial Advisor with the Paolone Group at Merrill Lynch Wealth Management in Suburban Philadelphia. He focuses on financial planning, portfolio management, and client service within the team that emphasizes a holistic and comprehensive approach to wealth management. The group aims to create and maintain client relationships that span decades and aid in generational wealth transfer. Trevor holds a Bachelor's Degree from the Pennsylvania State University System and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His educational background and certifications support his ability to develop long-term financial plans and guide clients through the evolving economic environment. He is involved with the Boys and Girls Club of America and is proficient in English and Spanish.

John Corrado is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in property management as a sole proprietor of a real estate business in Philadelphia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

James Ranieri II is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 32 years of industry experience. His career includes roles at Metlife Securities Inc., NewSquare Capital, LLC, and New England Securities. In addition to his advisory work, he is an insurance agent specializing in individual and group life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-based planning without discretionary investment authority.

Wayne Bartolacci is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and MassMutual since 2016, following a prior role at MetLife Securities. Additionally, he is an agent licensed to sell individual life and long-term care insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using analytic tools to develop investment strategies.

Kenneth Podell is a financial advisor with MassMutual Investors Services, holding the ChFC® designation and Series 63 license, with 37 years of industry experience. He has been with MassMutual Investors Services since 1987 and MassMutual Life Insurance Company since 1986. In addition to his advisory role, he is involved in individual and group life and health insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive planning that includes the use of advanced analytical tools and offers specialized event-driven planning programs.

Andrew Mostak is a financial advisor with Equitable Advisors holding a Series 66 designation. He has no prior industry experience. Outside of finance, his background includes employment at several establishments such as Side Bar Restaurant and Giovanni's Deli. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models.

Alexa Swetz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill Lynch and a year at Bottle King. She also has experience from her time at Temple University and Hillsborough High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.