Colin Wetherill is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at JPMorgan SECURITIES LLC since 2005 and at Jpmorgan Chase Bank NA since 2016. Outside of his advisory role, he serves as an unpaid member of the investment committee at Friends Select School, contributing to the oversight of their investment advisor. J.P. Morgan Securities LLC 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 making investment recommendations.

Paul Porter is a financial advisor with Wells Fargo Clearing in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Alec Weiss is a financial advisor with Cetera, holding a Series 66 credential and 12 years of industry experience. He has worked at several firms, including VOYA Financial Advisors and W Financial Advisors, and currently serves as head coach for the Lower Merion Soccer Club. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Charlie Winchock is a financial advisor at OSAIC with six years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for five years and has held roles at firms including Al Funk Tax Accountant and Gunnip & Company. Outside of advisory work, he is involved in a fixed insurance business. OSAIC serves a diverse clientele ranging from individual investors to institutional clients, offering integrated brokerage and advisory services supported by a wide range of financial tools and third-party platforms.

Stephanie Tocco is a Series 66-credentialed financial advisor with Ameriprise in Voorhees, NJ, bringing 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Matthew Mayberry is a Financial Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans tailored to their unique goals and priorities. His work includes areas such as retirement planning, preparing for major purchases, fixed income strategies, tax-efficient investing, and education savings. He maintains ongoing relationships with clients to review their progress and adjust plans as goals and circumstances evolve. He has experience as an Investment Consultant at Fidelity Investments from 2024 to 2026. Prior to that, he served as a Platinum Relationship Manager and Financial Consultant at E*trade from Morgan Stanley between 2022 and 2024. He began his financial advisory career as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2022. Outside of his professional role, Matthew enjoys spending time at the beach, watching football and movies, running, and traveling.

Philip Stern is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2024. Prior to joining LPL, he worked for over 25 years at Lincoln Financial Advisors. He is co-owner of Resource Group LLC, a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Jennifer Lingad is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. She has been with LPL Financial since 2017 and previously worked at Verizon Wireless for nine years. 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 offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Joseph Pancerella is a financial advisor with UBS Financial Services in Philadelphia, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining UBS, he worked at Mondrian Investment Partners from 2022 to 2025 and spent seven years in full-time education. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor solutions. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and custody services.

Ronald Woods Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has held positions at Citizens Securities, LPL Enterprise, and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in a shareholder corporation, WoodsBuilt, where he participates in company decisions and operations. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to support diversification-based investment strategies and provides both brokerage and advisory solutions.

Megan Maloney is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Her background includes roles at J.P. Morgan Private Bank and Equilibrium Wealth Advisors, as well as a degree from Villanova University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with a focus on ESG criteria in its investment recommendations.

Jennifer Horan is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Michelle Snyder is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Janney Montgomery Scott for 16 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing about $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

William Cooney is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 35 years of industry experience. He previously worked at Bestvest Investments for 22 years and was involved in Cooney Storage for five years. 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 offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Kenneth Carpel is a financial advisor at Cetera with over 58 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Voya Financial Advisors. He is also an insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including 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 various third-party money managers.

Ronald Goldberg is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked with Pinnacle Wealth Advisors, LLC and Guardian Life Insurance Company, in addition to his long tenure at Cetera. He is a part owner of Pinnacle Wealth Advisors, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and multiple program structures.

Michael Miller is a CFP®-designated financial advisor at OSAIC with 15 years of industry experience. He previously worked for Lincoln Financial Advisors for 10 years before joining OSAIC in 2025. Outside of his advisory role, he is employed at Integrity 5 LLC, supporting registered representatives by managing operations and administrative tasks. OSAIC serves a diverse client base ranging from individual investors to institutional and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs a range of asset-allocation and portfolio management tools and supports both discretionary and non-discretionary account management.

Analeigha Ortega is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2018. Prior to that, she was employed by JP Morgan Chase Bank and JP Morgan Securities LLC from 2014 to 2018. Outside of advising, she assists with minor photography editing and administrative tasks for a family business and works occasionally at a plant shop involving retail and horticulture duties. 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, offering model-based and discretionary strategies for a range of individual and institutional investors.

Aurelio Decaro Jr. is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment resources.

Brandon Rosen is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the CFP® and Series 66 designations. His prior work history includes roles at Charles Schwab and Charles Schwab Bank from 2016 to 2018 before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2019. 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. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.