Christopher Hopkins is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles outside the financial industry, such as positions at Starlite Productions and The Lighting Practice. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services, combining proprietary and third-party solutions.

Kieran Hickey is a financial advisor at Ameriprise with a Series 66 designation and has been with the firm since 2024. Prior to joining Ameriprise, he was a full-time student and also worked at Bull's Bridge Golf Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Mark Oneill is a financial advisor with Raymond James & Associates in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Raymond James & Associates since 2016. Outside of advising, he is listed as an owner of a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Manoj Muraleedharan is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at JPMorgan Chase and Primerica, as well as a long tenure at Cognizant Technology Solutions. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Gregory Wilson is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and over 24 years of industry experience. He has been with Equitable Advisors and its predecessor firms since 2001. Wilson is also the sole owner of Portfolio Strategies Team, LLC, which provides operational support for Franklin Group Financial Services, and oversees other affiliated business activities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and advisory programs, and providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Lee Zeplowitz is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Equitable Advisors since 1999 and has prior experience with Axa Advisors and Karr Barth Financial Planning. Outside of his advisory role, he serves on the Planned Giving Advisory Committee for the Boy Scouts of America Cradle of Liberty Council and operates a coaching consultation business. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management solutions. The firm utilizes a variety of advisory programs and third-party managers to deliver customized investment strategies.

Jeffrey Wall is a Series 66 licensed financial advisor with Merrill in Cherry Hill, NJ, and has 16 years of industry experience. He has worked with Bank of America and Merrill since 2010. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Joie is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Company. In addition to his advisory work, he has operated a tax preparation business since 1981. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, providing clients with collaborative, goal-based planning supported by firm-approved software and modeling tools.

Edward Doran is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Goldman Sachs & Co. for 10 years before joining J.P. Morgan Securities in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, utilizing forward-looking capital market assumptions to build model asset allocations.

Edinson Cruzado is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has previously worked at Mercantile Bank of Michigan and has been associated with both Bank of America and Merrill since 2017. Outside of his advisory role, Cruzado is involved with El Toro Landscaping & Remodeling LLC in Bridgeton, NJ, where he assists with organizational 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. The firm offers a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jarrod Howard is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals and families grow, preserve, and manage their wealth through a risk-based approach. He focuses on a range of client needs, including college education planning, family wealth management, legacy planning, personal retirement planning, philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. Jarrod holds a Bachelor's Degree from Hampton University and holds the designation of Personal Investment Advisor (PIA). He works with families and institutions to implement customized strategies that align with their unique financial goals, bringing clarity and transparency to the complexities of wealth planning. Jarrod is fluent in English and Spanish and contributes to the community by supporting organizations such as Sponsors for Educational Opportunity. Outside of his professional role, Jarrod enjoys boating, fishing, running, skydiving, and surfing.

Eric Sharpe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to his current role starting in 2017, he worked at MetLife Securities for one year and spent 27 years at The Chester County Hospital. Outside of his financial advisory work, he serves as a paramedic and holds a volunteer position as Vestry Member and Accounting Warden at Washington Memorial Chapel. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships with clients.

Scott Bombeck is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 and Series 65 licenses, with 28 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2010 and previously held positions at VOYA Financial Advisors, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory work, he is involved in digital content creation through a project called Dr Tangent and the Multiverse of Beer and Music and supports a volunteer organization as a webmaster. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and offers a variety of account platforms and proprietary model strategies.

Gabriel Shannon is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. Prior to his current role, he worked in various positions including at Link Beverages and attended Temple University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes personalized advice by assessing client information and risk tolerance, utilizing a range of third-party advisory models and proprietary programs.

Donavan Blanski is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses. He has recently started his advisory career and has prior experience working at MP Butterworth & Associates and The W Group Financial Services (MassMutual). Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client goals and risk tolerance to connect clients with program models or discretionary managers, utilizing a mix of proprietary and third-party investment solutions.

Joseph Digregorio is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2012, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning services that incorporate structured discovery processes and firm-approved tools to model investment outcomes. The firm manages approximately $2.74 trillion in client assets and operates both as an investment adviser and broker-dealer.

Carrera Santiago is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has previously worked at FS Investment Solutions, LLC and Fs2 Capital Partners, LLC. Santiago is based in Philadelphia, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 to client goals and risk tolerances.

Hasib Amani is a CFP® professional with eight years of industry experience, currently advising at Charles Schwab in Philadelphia, PA. His prior experience includes roles at The Vanguard Group, Inc., TD Ameritrade, Inc., and New York Life Insurance Co. He also has experience in non-financial business activities, having been involved with Leatherhead Pub. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab’s model combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational infrastructure.

David Engel is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Morgan Stanley and PNC Wealth Management. Outside of his advisory work, he owns and is winding down JEL Liquors, LLC in Wildwood, NJ. Wells Fargo Advisors serves individual, corporate, and institutional clients by offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research-driven approaches including diversification and modern portfolio theory to evaluate investment options.

Ayesha Selden is a financial advisor with Ameriprise in Philadelphia, PA, holding CFP® and ChFC® designations and over 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Selden serves on the Board of Directors for Holy Redeemer Health System. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.