Cody Edminster is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Globe Life Family Heritage Division, Keyence Corporation of America, and The Home Depot. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Eric Listick is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Specific Solutions, Fulton Financial Advisors, Raymond James Financial Services Advisors Inc., and Fulton Bank. He is also associated with ERL Financial Group, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Dean Howe is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Avantax Advisory Services and Avanatx Insurance Agency. Outside of advising, Howe is president of DC Howe & Company, CPA, LLC, where he provides tax preparation, bookkeeping, and accounting services, and he also advises small business owners through Howe Financial Group Inc. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Joseph Midili is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he operates Evergreen Lake Agency LLC, a property and casualty insurance business he acquired from a retired agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Christine Mcginley is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

John Schofield is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 35 years of industry experience. He has been with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2016. Outside of his advisory role, he is also an insurance broker involved in health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning and offering specialized services such as divorce and estate-settlement planning.

Paul Prendergast Sr. is a financial advisor with Thrivent Investment Management, holding the Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and its affiliated investment management firm since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning that covers a range of topics including retirement, income tax, estate, and special needs planning. The firm offers these services through a network of advisors and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Jared Hannah is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held various positions at Sage Life Senior Living and worked in carpentry. Merrill 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 to individuals, high-net-worth clients, pension plans, charities, and corporate fiduciaries.

Felipe Zegarra is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at The Vanguard Group, Morgan Stanley, and Northwestern Mutual. His background also includes a role at Joinsolar. 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 provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products.

Christopher Bastos is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has seven years of industry experience. His work history includes roles at Ameriprise since 2018 and earlier experience at Saint Joseph's University. He is also involved in independent insurance brokering through Emerson Rogers. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Christopher Baldwin is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and previously worked in the restaurant industry, including roles at Piccolo Trattoria and Bricco Coal Fired Pizza. Baldwin continues his involvement with Bricco Coal Fired Pizza alongside his advisory work. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured tools and a wide range of investment and financial products.

Patrick Kinch is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2019. His prior experience includes a five-year tenure at JPMorgan Chase and a brief role at Kevin Smith Transportation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a planning process that includes structured discovery conversations and firm-approved tools.

Kristi Lucero is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. She has worked at Morgan Stanley since 2015 and has been with Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client engagements and corporate financial planning arrangements.

Richard Massaux is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors. Outside of finance, he is the owner of a restaurant bar in Philadelphia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its process.

Suzanne M. Sloan is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds a Series 66 designation and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Hayden Dupont is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, MML Investors Services, Mass Mutual Life Insurance Company, The Vanguard Group, Inc., LiftForward Inc., and Building Blocks Lacrosse Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and market simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Eric Frantz is a financial advisor with Mass Mutual Investors Services, holding over 43 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has a longstanding career that includes positions at MetLife Securities Inc. and Metropolitan Life Insurance Company dating back to 1975. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships and offers programs including educational seminars, wrap accounts, and specialized planning such as divorce and estate-settlement services.

Nina Covrljan is a Series 66-licensed financial advisor with Merrill, based in Marlton, NJ, and has nine years of industry experience. She has worked at Merrill and Bank of America, N.A. since 2016, with a brief employment gap in 2017-2018. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide array of products and services.

Jason Grosso is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services and Morgan Stanley, including Morgan Stanley Private Bank. Outside of Ameriprise, he is employed at GenFocus Wealth Advisors, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Douglas Di Sesa is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with JP Morgan since 2016, working within both J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.