Jordan Teichman is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. Before joining UBS in 2016, he worked at Morgan Stanley from 2014 to 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering services such as futures commission merchant activities, principal trading, and affiliated banking programs.

Eliza Mc Devitt is a Series 66 licensed financial advisor with Raymond James & Associates, where she has worked since 2020. She has five years of industry experience and previously held roles at THRUUE, Inc. and SynaVoice LLC. Outside of her advisory work, Mc Devitt coaches the University of Pennsylvania Women's Club Water Polo team. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Matthew Powers is a financial advisor at J.P. Morgan Securities in Philadelphia, holding a Series 66 designation. He has been with J.P. Morgan Securities and affiliated entities since 2025. 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.

Anthony Villari is a financial advisor with Equitable Advisors, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 36 years of industry experience, including ten years at Karr Barth Financial Planning and over two decades with Equitable Advisors and AXA Advisors. Outside his advisory work, he serves as an administrator or executor of estates and trusts for family and non-family members. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through investment adviser representatives, utilizing a combination of third-party asset managers and proprietary offerings.

Whitney Parry is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. Prior to joining Cetera, Whitney worked at Avantax Investment Services Inc. and Avantax Advisory Services. Whitney is also involved with Hartstone Business and Financial Services, where they assist in financial services, life insurance, business consulting, tax preparation, and accounting. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors who work with individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Anthony Favoroso is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Richard Schulz is a financial advisor at Edward Jones in Philadelphia, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved with the Earth Quaker Action Team and served at the Lutheran Social Mission Society. Edward Jones is a full-service wealth management firm serving a diverse client base of individual and institutional investors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

James Kelly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on portfolio management services, sports and entertainment, tax minimization, and retirement income. James provides personalized wealth management strategies designed to help clients pursue their long-term financial goals. With 45 years of experience as a conservative advisor, James holds the Professional Investment Advisor (PIA) designation. He earned a Bachelor's Degree from LaSalle University and a Master's Degree from Webster University. Committed to the communities he serves, James volunteers with local organizations. His personal interests include antiquing, gardening, music, and reading.

Quinn Liddy is a financial advisor at UBS Financial Services with a Series 66 designation and five years of industry experience. Prior to joining UBS, Quinn held positions at Dollar General Corporation and engaged in roles in campus recreation and education. 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 utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jennifer Cardinale is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. She has worked at Merrill since 2017 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model‑based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Dennis is a financial advisor with LPL Financial, holding a Series 66 credential and 17 years of industry experience. He previously worked for Lincoln Financial Advisors for 15 years before joining LPL Financial in 2024. Outside of his advisory role, he manages a sports card hobby business operated online from home. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies and advisor-support tools.

Zach Inglis is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop customized financial plans aimed at achieving both short-term and long-term financial goals. He maintains ongoing meetings with clients to ensure their plans remain aligned with their objectives throughout different life stages. Zach has been with Fidelity Investments since 2016, serving in various roles including Analyst, Planning Consultant, Investment Consultant, and currently as a Financial Consultant. Prior to joining Fidelity, he worked as a Financial Professional at Equitable Advisors from 2019 to 2021.

Mitchell Greiner is a Series 66 licensed advisor at Charles Schwab with three years of industry experience. His prior roles include positions at Janney Montgomery Scott and Freedom Mortgage, as well as several years in education. He is based in Philadelphia, PA. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers investment guidance using multi-asset model portfolios and alternative investment due diligence.

James Snyder is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has worked at TD Ameritrade, Inc. for 14 years before joining Charles Schwab and Co., Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, 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 a combination of non-discretionary buy/sell recommendations and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Richard Bonnette is a financial advisor at Stifel with 40 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Stifel in 2020, he worked at Bank of America for nine years. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses as a basis for client decisions.

David Maxwell is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior experience includes roles at LPL Financial, Edward D. Jones & Co., and Royal Maccabees Life Insurance Company. He is also involved in educational services through a nonprofit food services organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools to deliver tailored retirement recommendations.

Michael Defoney Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 31 years of industry experience, including roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he has operated a lawn service business and owns a tax preparation practice. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships and offering various specialized planning services.

Eric Richman is a CFP® professional with 28 years of experience, currently affiliated with Charles Schwab. His prior experience includes roles at Prudential and Lincoln Financial Distributors. He is based in Philadelphia, PA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment offerings.

Corey Mulholland is a Wealth Management Advisor and Vice President with Beckett George Wealth Management, operating within Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA) designations, indicating his expertise in comprehensive financial planning and qualified retirement plan advisory. Corey focuses on developing financial strategies tailored to clients' short and long-term goals, including financial strategy, investment management, estate planning, and wealth transfer planning. Before joining the financial services sector, Corey served eight years in the United States Marine Corps Special Operations Command, including deployment during Operation Iraqi Freedom in 2005. He is a graduate of Rutgers University with a Bachelor's degree in Management, concentrating on Entrepreneurship, Strategy, and International Business. Corey's professional credentials also include Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) designations, and he completed an Accredited Certificate Program at the United States Marine Corps University. Corey resides in Sicklerville with his wife, Courtney. He is involved with veteran-focused non-profit organizations, notably Operation Homefront, and participates in local sportsmen's clubs, reflecting his ongoing community engagement and support for veterans.

Patricia Bonsall is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities prior to joining J.P. Morgan in 2020. She is also an employee of JPMorgan Bank, where she offers certain bank products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, offering advisory services alongside brokerage, distribution, and investment management capabilities.