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 at Morgan Stanley with 19 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Morgan Stanley and its affiliated entities in various roles since 2003. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm‑approved tools, with a focus on advisory services rather than individual security recommendations.

Richard Massaux is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo Clearing, among others. Outside of advisory work, he is the owner of a restaurant bar in Philadelphia. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs and financial planning services. The firm employs structured planning tools and offers extensive investment and financial solutions through its national platform.

Suzanne M. Sloan is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2012, previously spending eight years with Morgan Stanley in various capacities. UBS Financial Services serves individual, corporate, and institutional clients with 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.

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.

Fonda Markley is a CFP® with 16 years of experience in the financial services industry, currently affiliated with Cetera. Her prior work includes roles at Wells Fargo Advisors and Morgan Stanley. Markley is involved in nonprofit activities, serving as communications director for a charity fundraiser and as a board member coordinating events for the Polar Bear Foundation. Cetera is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Nina Covrljan is a financial advisor with Merrill in Marlton, NJ, holding a Series 66 designation and 10 years of industry experience. She has worked at both Bank of America, N.A. and Merrill since 2016, with a brief employment gap in 2017–2018. 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.

Jason Grosso is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Wells Fargo Clearing Services. Outside of his advisory role, he is also employed at GenFocus Wealth Advisors, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and annual reviews focused on dependable income and tax-aware withdrawal strategies. The firm’s approach relies on investment research and algorithmic analysis within a structured product ecosystem and applies restrictive enrollment criteria based on investable assets.

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.

Joseph Hughes is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds Series 63 and Series 65 designations. His prior work history includes positions at The Prudential Insurance Company of America and Energy People Federal Credit Union. Outside of his advisory role, he is involved in property and casualty insurance sales as an agent with Creative Risk Management and works as a broker for fixed annuities at Madison Brokerage. 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 programs, focusing on collaborative, annual planning engagements that utilize firm-approved analytical tools.

John Dinisio Jr. is a financial advisor with Charles Schwab, holding a Series 66 designation and 12 years of industry experience. He has been affiliated with multiple Charles Schwab entities since 2009, including Charles Schwab Bank and Charles Schwab Premier Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset investment approach supported by research and centralized operational resources.

Thomas Jones is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Harbour Master Diversified Financial Services, Investment Advisors Asset Management, LLC, and OSAIC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

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.

Michael Maresca is a Financial Consultant currently working at Fidelity Investments since 2023. He focuses on helping clients achieve their financial goals through collaborative financial planning and strong communication. He has professional experience spanning over a decade, including roles as a National Financial Solutions Advisor at Merrill Lynch from 2017 to 2023 and as a Financial Consultant at AXA Equitable from 2013 to 2017. Outside of his professional career, Michael has interests in baseball, fitness, food, football, golf, and parenthood.