Sherie Higgins is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. She holds a Series 66 designation and has worked with Mass Mutual and its subsidiaries since 2014. Additionally, she serves as an adjunct professor at Eastern University, teaching part-time in an accelerated adult learning environment. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses technology-driven tools for goal analysis and offers event-driven planning programs alongside ongoing educational seminars.

Damien Ramondo is a financial advisor at RBC Capital Markets with 27 years of industry experience. He has worked at Questar Capital Corporation and Allianz Life prior to his current role. Outside of his financial career, he co-owns a vacation rental property with his wife. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Todd Shagin is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Oppenheimer and Morgan Stanley, including Morgan Stanley Private Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Jordan Bastien is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at City National Bank and Worth Financial Management LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and portfolio management services, utilizing both in-house and third-party investment managers tailored to clients’ risk profiles.

Paul Levin is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and Series 63 registration. He has 41 years of industry experience, with previous roles at Commonwealth Financial Network, LPL Financial, and WS Griffith Securities. His other activities include serving as a notary and operating a financial group for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Cade Sands is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has prior work experience at Villanova University and EisnerAmper. 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 variety of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

William Mclaughlin IV is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Advisors Corp and Widerman & Company/Smith Brothers Insurance. 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 other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Stephanie Ott is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, the University of Pittsburgh, and a brief tenure with Mero Oakland Inc / Stack'd Burgers. 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.

Zachary O Connor is a financial advisor with J.P. Morgan Securities in Philadelphia, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with Oak Visuals, LLC since 2019. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Amanda Manuola is a financial advisor at Merrill Lynch Wealth Management in the Mount Laurel office. She works with families, business owners, and individuals to develop financial plans focused on investment growth, tax optimization, retirement security, and wealth protection. Her client focus areas include college education planning, legacy planning, personal retirement planning, tax minimization, and retirement income. Amanda holds a Bachelor's Degree from the University of Delaware and has earned multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of her professional work, Amanda engages in personal interests such as pickleball, running, and yoga. She aims to provide clients with the guidance necessary to navigate their financial journeys with confidence through personalized advice and customized strategies tailored to their specific needs.

Sean Carter is a CFP® professional with 17 years of industry experience. He is currently with RBC Capital Markets, LLC, having joined in 2026 after 14 years at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management and related financial services.

Jacob Snover is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Raymond James, he worked at JPMorgan Chase Bank and JPMorgan Securities. His work history includes roles outside the financial industry, including at Amazon and various short-term positions. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base across individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management options.

Susan Bruce is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at Wells Fargo since 2016 and previously at Wachovia Bank, N.A. since 2002. Outside of her advisory role, she is involved in teaching Bible application to life at Fervent Church in Voorhees, NJ, and serves as a trustee for family trusts. 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 offers a broad range of brokerage and advisory solutions supported by research and analytics, serving more than 14,000 financial advisors and managing approximately $671 billion in assets.

Lauren Caracciolo is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kenneth Blackmon is a financial advisor with Ameriprise in Voorhees, NJ, holding CFP® and ChFC® designations and over 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Vice Commander for the US Navy Reserve’s US Fleet Forces Command and manages office administration and real estate management businesses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice based on proprietary research and third-party data.

Tina Solorzano is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch and UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Keith Price is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill and its affiliated Bank of America, N.A. since 2016. Merrill, together with Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Sgro Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2017, following a year at Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Florence Torson Hart is a Wealth Management Advisor at Merrill Lynch Wealth Management. She serves a diverse clientele including physicians, attorneys, executives, independent women, business owners, non-profits, and families with special needs children. Florence focuses on delivering a wealth management experience that aligns financial goals with clients' values and personal circumstances, utilizing Merrill Lynch's research and Bank of America's resources to construct tailored financial strategies. She coordinates with clients' other advisors to address tax minimization, estate planning, retirement income, philanthropy, and lending needs. Prior to joining Merrill Lynch Wealth Management in 2010, Florence was the CEO and founder of a multi-media company in Ghana and has experience in advertising, public relations, marketing, publishing, and content programming. She holds a Master's degree from Drexel University and a Bachelor's degree from the University of Science and Technology. Florence holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Florence is actively involved in her community, holding the position of President of the US-Ghana Chamber of Commerce. She also serves as Curator of the Global Women's Professional & Business Exchange Conference and supports organizations focused on female empowerment, financial literacy, and global business. She resides in Philadelphia with her family and has interests that include cooking, dancing, sewing, soccer, table tennis, traveling, and yoga.

James Notarianni is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Ameriprise in Philadelphia, PA. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns and manages Noto Financial Services LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.