Connor Zuch is a Planning Consultant at Fidelity Investments. In this role, he partners with clients to understand their goals and build tailored financial strategies. He provides proactive guidance, holistic planning, and disciplined execution to help clients navigate financial complexities with confidence. Connor has experience across multiple roles at Fidelity Investments, including Relationship Manager and Financial Representative. Prior to joining Fidelity, he worked as a Junior Financial Consultant at Tri-State Financial Advisors. His approach focuses on delivering clarity, accountability, and long-term value throughout clients' financial journeys.

James Burns Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 31 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also the owner of J Burns Advisor Group, LLC, an entity created for future insurance ventures. 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, and charitable organizations. The firm employs collaborative, goal-oriented planning supported by firm-approved software and offers a range of investment and planning programs.

Thomas Penrose is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2022, he worked at US Tech and was involved with Loriann, LLC. He also has five years of experience at Pennsylvania State University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach 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.

Jonathan Traester is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank NA, Harvard University, Harvard Business School, Mitre Corporation, and Tufts University. Outside his advisory role, he is the owner and partner of Flightline Capital Management LLC, an entity through which he invests his own capital in entrepreneurial ventures and real estate opportunities related to his business school network. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research to build model asset allocations, incorporating ESG frameworks and leveraging affiliates for implementation and portfolio services.

Carla Christina is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and manages Shorty Nelson Distillery LLC, a distillery and blending business based in Philadelphia. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating at a large scale with a broad range of brokerage and advisory solutions.

Daniel Fisher Jr. is a Series 66-credentialed advisor at J.P. Morgan Securities with five years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and the University of Florida. He is based in Philadelphia, PA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a centralized advisory process.

Matt Rifkin is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked for Global Atlantic Financial Group and Global Atlantic Distributors, LLC. Rifkin is based in Newtown Square, PA. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and committee-reviewed investment return estimates.

Kathleen Moore is a Series 63-registered financial advisor with 28 years of industry experience. She is currently with LPL Financial and previously worked at Next Financial Group, Inc. and Capital Planning Institute. Outside of advising, she is a commissioned notary and holds non-variable insurance licenses. 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 portfolios, third-party asset management, and institutional platforms.

Nate Torres is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked previously at Fiduciary Trust International, Franklin Templeton, and Hilton Worldwide. 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. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Jingyi Mao is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities, Mao held positions at JPMorgan Chase Bank and KPMG LLP, and has academic experience at Cornell University and Pennsylvania State University. 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. The firm’s advisory process integrates quantitative and qualitative research and uses forward-looking capital market assumptions to develop model asset allocations.

Christopher Browne is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 65 and Series 63 designations and bringing 12 years of industry experience. His prior roles include positions at United Capital Financial Advisors, Bank of America, Merrill, and Citizens Securities. Outside of his advisory work, he serves as a part-time worship leader at New Life Church of Philadelphia. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools to develop customized financial plans.

Owen Thygeson is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, including prior roles at Delfi Labs and Promatech, Inc. Outside the financial sector, he has been involved with Superior Moving and Storage since 2021. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Jeremy Gussick is a CFP®-certified financial advisor with 25 years of industry experience, currently practicing at LPL Financial since 2009. He holds Series 63 and Series 65 licenses and is based in Voorhees, NJ. Outside of his primary advisory role, he is involved with Toby's Sensitive Ears, a home-based book business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors utilizing both proprietary and third-party strategies.

John Mazzola is a financial advisor with Mass Mutual Investors Services holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including previous roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Mazzola serves as a board member on the audit committee for United Savings Bank and is a partner in Innovative Planners, LLC, a business management firm. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning relationships using firm-approved analytical tools and offers event-driven planning programs such as divorce and estate settlement services.

Ashishkumar Sanghavi is a financial advisor at Merrill with seven years of experience at the firm and four years in the industry overall. He holds a Series 66 designation and previously worked at TD Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Amy Blevins is a Series 66-licensed financial advisor with LPL Financial in Mullica Hill, NJ, where she has worked since 2006. She has 26 years of industry experience, including four years at Morgan Stanley DW Inc. Outside of her financial advisory work, she operates Bead and Glass LLC, an e-commerce business selling jewelry design supplies and handmade jewelry. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of more than 22,800 advisors.

Kornelia Forvour is a financial advisor at Osaic with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Osaic in 2025, she worked at Lincoln Financial Advisors for 13 years and Guardian Life for one year. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform and a model-based investment process.

Alex McGeoch is a Financial Consultant at Fidelity Investments. In this role, Alex collaborates with clients to develop financial plans tailored to their individual situations and future goals. He serves as a client advocate, aiming to help clients maximize the benefits of their relationship with Fidelity. Alex has been with Fidelity Investments since 2022, progressing through roles as a Financial Representative, Investment Consultant, and now Financial Consultant. This experience has provided him with a foundation in financial consulting and investment services.

Philip Heness is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Vanguard, Breezeline, NextGen (Comcast Business), Electrolux, and Quickie Manufacturing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm reported approximately $1.01 trillion in assets under management and has a large network of financial advisors and branch offices across the country.

Matthew Mc Kenzie is a financial advisor at Morgan Stanley with 10 years of industry experience. He has held roles at Morgan Stanley Private Bank since 2018 and previously worked at PNC Bank NA from 2001 to 2018. Mc Kenzie holds Series 63 and Series 66 designations. 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, managing approximately $2.74 trillion in client assets.