Bryan Pitman is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation with 12 years of industry experience. He has been with Morgan Stanley since 2011. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Marc Pacella is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Merrill, Bank of America, City National Bank, and RBC Capital Markets. Outside of his advisory role, he is a business owner of MJA Brands. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and various investment strategies.

Joseph Godwin Jr. is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, he serves as president of the River Road Condo Association and is a member of the investment committee for Lafayette College’s Board of Trustees Alumni Association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines in-house research with third-party analytics to support diversified investment strategies and offers both brokerage and advisory solutions.

Robert Hagenberg is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at Metlife Securities Inc. from 2015 to 2017. Outside of his advisory role, he owns Creative Premier Agency LLC, which focuses on individual life, long-term care, and disability insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. Their approach includes collaborative annual planning utilizing firm-approved software tools, with implementation of recommendations offered through separate brokerage or insurance arrangements.

Susan Bonerbo is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management services.

Oscar Mestre is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Mestre is also an insurance agent specializing in individual life, health, group life, group health, individual long-term care, and disability insurance. Mass Mutual Investors Services, LLC 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 collaborative, annual financial planning engagements using firm-approved analytical tools, along with programs such as wrap and money-manager options and educational seminars.

Tyler Sherman is a financial advisor with Raymond James & Associates, holding a Series 66 designation. He began his advisory career at Raymond James in 2026. Prior to this, he worked in roles with the New Orleans Saints and Pelicans and in the hospitality industry. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and firm-supported research.

Marc Neumann is a financial advisor at OSAIC with 32 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. Outside of advising, he is a notary public and co-owner of investment-related business ventures including Integrity 5 LLC. OSAIC Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to pension plans and charitable organizations. The firm offers integrated brokerage and advisory services supported by proprietary asset-allocation tools and access to third-party money managers and investment platforms.

Victoria Farrell is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill and J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities LLC 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 large institutional advisory capabilities with affiliated brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Christine Pierce is a financial advisor with Osaic Wealth, Inc. holding a Series 66 designation and five years of industry experience. She has held prior roles at SagePoint Financial, Inc. and SagePoint Financial, LLC, and serves as Director of Operations for Plan One Financial Group and Howard Mattson LLC. Pierce is also President of the Green-Fields Swim Club board, a local summer swimming organization. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and wrap programs.

Richard Udine is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Ricardo Rivera is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments and Wells Fargo in various roles since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Justin Nash is a financial advisor with Fidelity Investments in Philadelphia, PA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill and Amazon, as well as academic and athletic positions at Temple University and Newtown Athletic Club. Fidelity’s Strategic Advisers LLC, where Nash is affiliated, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Darron Carpenter is a CFA® charterholder with 13 years of industry experience, currently advising at Wells Fargo Clearing since 2026. His prior roles include positions at Citizens Securities, Inc. and Citizens Bank, among others. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to support a range of brokerage and advisory solutions across a large client base.

John Ventura is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1995. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Gerard Olinger is a financial advisor with Wells Fargo Clearing in Newtown Square, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. 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 range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Brendan Rogan is a Financial Consultant currently working at Fidelity Investments. He partners with individuals and families to build and implement financial plans tailored to their unique needs, preferences, and goals for the future. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before assuming his current role in 2025. Prior to joining Fidelity, Brendan worked at Merrill Lynch from 2017 to 2023, where he held positions as a Financial Solutions Advisor and Relationship Consultant.

Robert Boland is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank. Outside of his advisory role, he serves on the board of directors for the Easttown Library Foundation and on the board of trustees for the Yacht Club of Stone Harbor. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles using both in-house and third-party investment managers.

Derrick Wilson is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Gusto, Equity Services Inc, National Life Group, and The Vanguard Group. Outside of his advisory role, he is CEO of Selective Financial Solutions LLC, a business involved in insurance and tax preparation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions focused on diversified portfolios and long-term strategies.

Trevor Pinto is a financial advisor with Wells Fargo Clearing in Philadelphia, PA. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior experience includes multiple roles at Citizens Bank and Citizens Securities, where he worked from 2006 to 2021 before joining Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.