Faith Ilgner is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. Prior to her current role, she has worked in various sectors including hospitality and retail. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

George Pittaoulis is a financial advisor with Ameriprise, holding a Series 66 designation and over 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Outside his advisory role, he is involved in several business ventures that support staffing and operational infrastructure for financial planning practices. 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 annual retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Rachael Alexander is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has prior experience at James Madison University and other organizations. 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 to support its recommendations.

Gabriele Mastrobuono is a CFP® certificant and Series 66 licensee with 19 years of industry experience. He has been with Edward Jones since 2006 and is based in Mantua, NJ. Outside of his advisory role, he serves as secretary for a local homeowners association and manages rental properties involving family members. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Robyn Lee is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses to support client objectives.

Nickolas Gazzola is a financial professional at Cetera with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including Crosby Private Wealth Advisors, United Planners Financial Services, and Harding Loevner LP. Outside of his advisory role, he has been involved with Performance Golf Management and Consulting LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

James Koehler is a financial advisor with Morgan Stanley in Marlton, NJ, holding a Series 66 designation and 27 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.

Randy Watkins is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. His career includes roles at MassMutual Life Insurance Company, Equitable Advisors, and AXA Advisors, as well as teaching positions at Rutgers University and Camden County College. Outside of his advisory work, he is also engaged as an insurance broker focusing on individual life, disability, long-term care, fixed annuities, and health insurance products. 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 offers financial planning, asset management, and educational seminars using firm-approved analytics, with planning engagements structured as collaborative, annual relationships.

Justin Stankewicz is a financial advisor with UBS Financial Services in Philadelphia, PA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is a PGA professional who teaches golf, serves as a director of the Greater Mt. Airy Chamber of Commerce, and consults for golf-related businesses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary market research and model-based asset allocations to tailor investment strategies to clients' goals and risk tolerances.

Cheryl Blair is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Bank of America and Merrill since 2014. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robin Bolden is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 licenses and has 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. beginning in 2006. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

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 with LPL Financial based in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Specific Solutions, Fulton Financial Advisors, and Raymond James Financial Services. He also operates ERL 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and extensive operational tools.

Dean Howe is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Howe serves as president of DC Howe & Company, CPA, LLC, providing tax preparation, bookkeeping, and accounting services, and owns Howe Financial Group Inc., which advises small business owners on management and growth strategies. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals across a range of wealth levels, employer-sponsored 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 a variety of third-party money managers.

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 four years of industry experience. Prior to joining Merrill in 2022, he held various positions including multiple roles at Sage Life Senior Living and employment at Bentley University. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

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.