Kien Truong is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations. He began his career in 2025 with experience at several firms, including Tristate Financial Advisors, BleuVesti, and LPL Financial/Capri Wealth Management. Truong also worked at JPMorgan Chase Bank, N.A. and Rutgers University Camden. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a team of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by quantitative and qualitative research to develop model asset allocations.

Robert Mason Sr. is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Turnersville, NJ. He has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Philip Frascarelli is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has a longer tenure with Wells Fargo Bank NA. Outside of his advisory role, he is associated with the Philadelphia Eagles. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment approach and offers a range of brokerage and advisory solutions.

Jane Morgan is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with UBS since 1986. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Matthew Johnston is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2014, including its predecessor, Axa Advisors. Johnston serves as a board member and officer for Breakthrough Greater Philadelphia. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporate and institutional clients, and charitable organizations. The firm offers a range of advisory programs through a network of Investment Adviser Representatives and relies on third-party asset managers and programs for portfolio implementation.

Kevin Kolmer Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2004 and becoming part of his current team in 2007, he has developed a practice serving clients at various stages of wealth accumulation and retirement planning. His client base includes individuals beginning their careers who require disciplined, risk-managed strategies, as well as those approaching retirement or contemplating business sales and unique visions for their future. Kevin holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification from the Certified Financial Planner Board of Standards, among other professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree in Business Management from Gettysburg College. Throughout his advisory process, Kevin emphasizes understanding clients' motivations and concerns, addressing risks related to retirement cash flow, liability management, and tax consequences, and incorporating planning-based strategies to mitigate risks beyond portfolios. In addition to his professional work, Kevin is engaged in community activities including coaching for the Berwyn Paoli Area Little League and serving on the finance committee at The Benchmark School. He resides in Berwyn, Pennsylvania with his wife, son, daughter, and dog. His personal interests include golf, paddle tennis, running, following Philadelphia sports teams, and spending family time in Ocean City, New Jersey.

Susan Wolff is a financial advisor with UBS Financial Services in Philadelphia, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Jack Sanderson is a financial advisor with Equitable Advisors and holds the Series 66 designation. He has recently started his advisory career, joining Equitable Advisors in 2026 after a brief tenure at Karr Barth Associates in 2025. Outside of his advisory role, he has been involved with the Philadelphia Cricket Club since 2018. Equitable Advisors serves a varied client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Sharon Williams is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining LPL Financial, Williams worked at FS Investments and The Vanguard Group. She has also been involved in various roles at Haverford College and community organizations, including Special Olympics Delaware and the Boys and Girls Club of Delaware. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, and third-party asset management, supported by technology tools and a large network of advisors.

Stephen Leightman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at RBC Capital Markets since 2008 and is currently also associated with City National Bank. Leightman serves as secretary of the Marlton Lions Club and holds leadership roles on the finance committee and executive board of the Prader-Willi Syndrome Association USA. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on client risk profiles and utilizing both in-house and third-party managers.

Debra Costanzo Cline is a financial advisor with Wells Fargo Clearing who holds a Series 63 designation and has 22 years of industry experience. She has previously worked at Stifel, Morgan Stanley, and UBS Financial Services. Outside of her advisory work, she is an independent consultant for a skin care and beauty product company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Matthew Smith is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Freda Real Estate, The Vanguard Group, Randstad, and Kforce Inc. His current role at Morgan Stanley Smith Barney LLC began in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes approved tools and modeling techniques.

Noah Breidinger is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds a Series 66 designation and has three years of industry experience. His prior work experience includes roles at Biaggio's Pizzeria, Bear Creek Mountain Resort, and Moravian University. Equitable Advisors serves individual clients ranging from non–high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Nicholas Bacco is a financial advisor with Ameriprise in Philadelphia, PA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at MML Investors Services LLC and Mass Mutual Life Insurance Company, and was with Ameriprise Financial Services, Inc. for ten years before his current role. Outside of Ameriprise, he is an Associate Financial Advisor and financial planning analyst at Lemon Hill Capital Group, LLC. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets and providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Luke Deutschman is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior experience at Vanderbilt Owen School of Management, the Federal Reserve Bank, and several other organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor portfolios according to clients’ goals and risk tolerances.

Gerald Hewitt is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Freedom Mortgage and Wawa. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance supported by a large, integrated operational platform.

Justin Walsh is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 2009, where he focuses on implementing the firm's Equity, Fixed Income, and Quantitative Strategies for selected client portfolios. Justin works closely with clients on investment and retirement planning and facilitates access to the firm's Lending and Trust Specialists. Justin holds the Chartered Retirement Planning Counselor (CRPC) designation. He earned a Bachelor of Science degree from Cabrini College, where he also received All-Conference Honors in Tennis and Cross-Country. He is a multiple-time Tennis Club Champion at Llanerch Country Club, winning the Singles Title every year from 2006 through 2017 and again from 2019 through 2025. Justin currently resides in Conshohocken, Pennsylvania.

Jonathan Goldman is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, and has prior experience at firms including Wachovia Bank, N.A., Equitable Advisors, and TD Wealth Management Services. Outside of his advisory work, he holds power of attorney responsibilities for his spouse, involving occasional oversight related to trading. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Andrew Mineo is a financial advisor with Edward Jones based in Voorhees, NJ. He holds Series 63 and Series 66 designations and has 30 years of industry experience, including longstanding roles at Edward Jones since 1999 and prior service at United Jersey Bank and Lincoln Benefit Life Co. His career also includes extensive involvement with B.G. Balmer & Co., The Concord Equity Group, and Eastern Agency. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Moyer is a financial advisor with LPL Financial in Philadelphia, PA, holding a Series 66 designation and one year of industry experience. He has prior experience at M&T Bank, where he has worked for ten years, and Bob Witmer's State Farm Insurance, where he worked for seven years. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by research and technology tools.