Danielle Hooven is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 credential and seven years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Principal Securities Inc. and held various roles in financial services since 2012. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling to support its advisory services.

Christopher Ochlan is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and previously worked for Securities America Advisors and Securities America Inc for 15 years. Outside of his advisory role, he serves as CFO for two software and air traffic control companies. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using firm-provided tools and automated processes to construct diversified portfolios.

Matthew D'amico is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds a Certified Investment Management Analyst (CIMA) certification and a Personal Investment Advisor (PIA) designation. Matthew earned his bachelor's degree from Jacksonville University. With over a decade of experience, Matthew specializes in comprehensive wealth management, including investments, risk management, philanthropic planning, and trust and estate planning services. He assists busy professionals and families in aligning their financial goals with their life priorities. His client focus areas include executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income. Matthew participates in community activities such as Brazilian Jiu-Jitsu and the Crescent Boat Club at Boathouse Row Philadelphia. He also conducts educational seminars for individuals, families, and businesses and speaks at various industry forums and events.

Christopher Meloro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Biggs is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He is based in Philadelphia, PA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Robert Riso is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 24 years of experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. 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, using research and analytics from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Emil Rotaeche is a financial advisor with Edward Jones in Haddon Township, NJ, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Outside of advising, he is involved in managing a rental property in Merchantville, NJ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient overlay services. The firm supports a large national network of advisors and branches, managing over $1 trillion in assets.

Bella Rios is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., Link Logistics, ARCH Capital Services, LLC, and the University of Michigan. 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 applying an ESG eligibility framework in its recommendations.

Michael Tash is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he owns an interest in a racehorse through MyRaceHorse. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Amy Esposito is a financial advisor at Morgan Stanley with 26 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2016. Outside of finance, she operates a retail and online store called Uncle Tony's Books and Magazines in Allentown, Pennsylvania. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved planning tools and various investment strategies.

Lawrence Tundidor is a CFP® professional with 17 years of industry experience, currently affiliated with Cetera. His prior experience includes over a decade at VOYA Financial Advisors and roles at Cetera Wealth Services and Tundidor Wealth & Investment Group, of which he is the owner. He is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Joseph Webb is a financial advisor at Edelman Financial Engines in Philadelphia, PA, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Liberty Mutual, The Vanguard Group, Edward Jones, and Cornucopia Logistics. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Clark Mangan is a financial advisor with RBC Capital Markets in Mount Laurel, NJ. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. Prior to joining RBC in 2020, he worked at Janney Montgomery Scott for 11 years. Outside of his advisory role, Mangan serves on the boards of a youth soccer club and an athletic board at a local school. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management strategies that utilize both in-house and third-party investment managers.

Elizabeth Reznyk is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Merrill from 2021 to 2024. Her background includes diverse roles outside finance, such as positions in the food service industry and education. 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 services and manages approximately $2.74 trillion in client assets.

Gianna Bannach is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their individual goals and provide personalized financial strategies. Her approach involves ongoing advice and guidance tailored to clients' evolving needs. Bannach's expertise includes general investing, retirement planning, and saving for unexpected expenses. She holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Rutgers Business School.

Gail Knight is a financial advisor with Wells Fargo Clearing in Philadelphia, holding a Series 63 designation and 21 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services tailored to plan objectives and risk tolerances. The firm’s approach is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jessica DeBear is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding a Series 66 license and 24 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she owns a start-up floral design business called DeBear Necessities. 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 plans aligned with clients’ goals and risk tolerances.

Thomas Coughlan is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities and JPMorgan Chase since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Joseph Johnson is a financial advisor with LPL Financial in Pitman, NJ, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with an insurance agency, Gentry Partners, which offers various types of insurance including universal and term life policies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Steven Gundersen is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked within Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.