Jacob Foster is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 66 designation and previously worked at Blackrock Investments, LLC for nine years. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios employing quantitative and qualitative research, tax-aware processes, and risk management tactics.

Donald Delmonte Sr. is a financial advisor at Ameriprise with 40 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at LPL Financial and Ameriprise Financial Services. Outside of advising, he is involved in several business ventures related to real estate ownership and management. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored advice, primarily for clients with substantial investable assets.

William Mc Allister is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006 and holds Series 63 and Series 66 credentials. In addition to his advisory role, he is a partial owner of a local retail cigar lounge and serves as president of a transportation company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions.

Cristina Carew is a financial advisor at Morgan Stanley in Marlton, NJ, holding a Series 66 designation with eight years of industry experience. Her previous roles include positions at Wells Fargo Clearing, Wells Fargo Bank, NA, and UBS Financial Services. She also worked outside finance at Daniels Broiler for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and proprietary models to support client goals.

Albert Finkelstein is a financial advisor at Edward Jones with 21 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Vincent Ebbecke Sr. is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 50 years of industry experience. He has been with Raymond James in various capacities since 2000 and was affiliated with Connor Financial Group from 2016 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals.

Matthew Siegel is a Series 66-credentialed financial advisor with 26 years of industry experience. He currently works with Cambridge Investment Research Advisors and has prior experience at Millstone River Wealth Management, Commonwealth Financial Network, and Axa Advisors. Siegel serves as a board trustee for Corporate Resource Alliance and CentraState Healthcare Foundation and volunteers as a crisis counselor and wish bus driver for nonprofit organizations. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers various portfolio management solutions and maintains proprietary model strategies alongside access to external strategists, with both discretionary and non-discretionary investment options.

Lisa Corrado is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and modeling techniques and manages approximately $2.74 trillion in client assets.

Shane Cameron is a financial advisor at Equitable Advisors in Philadelphia, PA, holding a Series 66 designation with eight years of industry experience. He previously worked at Bryn Mawr Trust and AXA Advisor, LLC before joining Equitable Advisors. Cameron also operates the business Firstrust Financial Resources outside of his advisory role. Equitable Advisors serves individual and institutional clients, including non‑high-net-worth and high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs primarily through third-party managers and advisory platforms.

Carolyn Bradley is a Series 66 credentialed financial advisor with nine years of industry experience. She is currently with Morgan Stanley, having worked there since 2016 following a prior role at UBS. Outside of her advisory work, she serves on the finance committee of Womens Way, a Philadelphia-based nonprofit organization. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.

Linda Dimichele is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1992. 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.

Barry Yerger is a financial advisor with J.P. Morgan Securities LLC, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at IRC Securities LLC, Coastal Equities, Inc., and Barley Mill Asset Management. Outside of his financial career, he is the managing member and owner of Upland Farms, LLC, an agricultural farmland business, and also manages the Upland Farm Hunt Club, a hunting club associated with the farm. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s offerings focus on non-discretionary advice delivered by selected Wealth Advisors, serving clients who retain final decision-making authority.

Jamie Cohen is a financial advisor at UBS Financial Services with 10 years of industry experience. He has been with UBS since 2015 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning, portfolio management, and the distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a range of services such as principal trading, underwriting, and proprietary research.

Pietro Berghella is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has been with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to his current role, his background includes positions outside the financial industry, including work with Gran Caffe L'aquila and other varied roles. 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 operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

Ulyana Leskiv is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior experience includes five years at Janney Montgomery Scott, LLC. She is based in Marlton, NJ. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income and tax-aware withdrawal strategies. The firm’s approach combines investment research, third-party data, and algorithmic tools, operating within a defined investment universe influenced by affiliated product offerings.

Kaitlin Maguire is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She previously worked for Goldman, Sachs & Co for 15 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. She holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending strategies.

Patrick D’agostino is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and 28 years of industry experience. His previous roles include positions at Capitol Securities Management, Inc. and Boenning & Scattergood. Outside of his advisory work, he is co-owner of North Point Holdings LLC, where he is involved in property maintenance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using a combination of investment research, third-party data, and algorithmic tools to provide tailored recommendations.

Antoine Stewart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2011. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Kyle Lahart is a financial advisor with Morgan Stanley, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Morgan Stanley in 2024. Outside of finance, he is involved as an employee at Paddy’s Old City Pub, a restaurant and bar in Philadelphia. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets using structured planning tools and offers both direct and employer-related financial plans.

Kara Hopkins is a financial advisor at Fidelity with registrations including Series 63 and Series 66 and two years of industry experience. Prior to joining Fidelity, she worked at Vanguard and has experience across various roles including at Temple University and Outlier Ai. Fidelity’s Strategic Advisers LLC, where she is affiliated, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles with registered investment companies and its use of AI and systematic methodologies.