John Novak is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding a Series 63 designation and 39 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1986. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a range of investment programs and educational seminars.

Michael Gibson is a CFP® and holds a Series 66 license, with 19 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he manages a rental property in Atlantic City, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anthony Basciano is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2022. Prior to his current role, he was involved with All Star Sports Academy and ABJ Construction. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Paul Milnes is a financial advisor with Raymond James & Associates in Devon, PA, holding Series 65 and Series 63 credentials and 14 years of industry experience. His previous roles include positions at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory work, he is a partner and investor in JAMMSY I LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Brian Sanders is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab, Fidelity Investments, and Swan Global Investments. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary accounts.

Arthur Weiss is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Strategic Wealth Advisors Group and FSC Securities Corporation. In addition to his advisory work, he operates a sole proprietorship providing tax preparation and insurance review services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. Its advisors employ firm-supported tools for portfolio construction and management, incorporating a wide range of investment options and third-party solutions.

Jane Berryman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise since 2015. Outside of advising, she serves on the Board of Directors for the Philadelphia Chapter of the Daughters of the American Revolution and acts as a chapter librarian. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Emanuel Bassill Chuckran is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Florida Financial Advisors DBA Tristate Financial Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a varied client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Michael Fiori is a financial advisor with Equitable Advisors in Cinnaminson, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2006. Outside of his advisory role, he is associated with Karr Barth Associates, a branded private client group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Timothy Trexler is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 a range of advisory programs, managing approximately $2.74 trillion in client assets.

Christopher Strivieri is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Equitable Advisors serves a wide range of clients, including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers, operating a hybrid referral and implementation model that emphasizes individualized client service.

Allison Turner is a financial advisor with Morgan Stanley, holding a Series 66 designation and possessing 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and currently works at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she owns an event planning business focused on various private events. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs that utilize structured discovery processes and firm-approved planning tools.

Colleen Weaver is a CFP® professional with 30 years of industry experience. She is currently with Wells Fargo Advisors and has been with affiliated Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

John Williams is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following a one-year tenure at WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves as a committeeman for the Montgomery County Republican Committee in Whitemarsh Township East-1 District. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patrick Walsh is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1979, shortly after earning his Bachelor's Degree in Finance from Drexel University. Patrick holds the designation of Personal Investment Advisor (PIA). Throughout his career, he has focused on areas including education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. He is recognized in the Philadelphia area as an industry spokesman and educator, having lectured at Drexel University's Graduate School of Business and providing daily bond market commentary on KYW News Radio for over two decades. Patrick resides in Radnor, Pennsylvania with his wife, Gretchen. He is involved in community activities as a director of the Bala Cynwyd-Narberth Rotary and serves on St. Dorothy's Finance Committee. Patrick has a daughter attending school and a son, Justin, who is a colleague in his Merrill Lynch Wealth Management group.

Sotheavy Vann is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. Vann holds Series 63 and Series 65 designations and has worked at firms including Citizens Securities, Citizens Bank, and NYLIFE Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sammi Zheng is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Her prior roles include positions at Greystar, the University of Pittsburgh, and Americorps. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nadia Ekezue is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work includes roles at Brian Sharkey, Bank of America, Merrill, and Cetera Wealth Services. Outside of finance, her background includes several positions in the food and beverage industry and experience at the University of North Carolina at Chapel Hill and Greensboro. Equitable Advisors serves a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through LPL-sponsored platforms and third-party managers to deliver its solutions.

Lisa Primack is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 1996 after six years with the investment firm Donaldson, Lufkin & Jenrette in New York City. Lisa also served as the Senior Resident Director of the Wilmington, Delaware office from 2009 to 2020. She focuses on managing new wealth, personal retirement planning, and retirement income. Lisa holds FINRA Series 7, 9, 10, 31, 63, and 66 registrations and has earned the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning Institutes Corp. She graduated from Vassar College in 1990 with a BA in Psychology. Lisa is a member of the Estate Planning Council of Delaware and the Wilmington Tax Group. She resides in Wilmington, Delaware, and Lewes, Delaware. Her personal interests include biking, spending time with family, and traveling.

Christopher Mulligan is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Mulligan also operates an investment-related business and a separate entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research.