Daniel Heenan is a Certified Financial Planner (CFP®) with 30 years of experience in the financial industry. He has worked at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Kaitlyn Lefanto serves as a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she focuses on building deep relationships with clients and delivering services tailored to meet intergenerational wealth management needs. She and her team work to understand each family's unique preferences and adapt their approach as clients progress through different stages of their financial life. Kaitlyn has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Planning Consultant before assuming her current senior management position in 2026. Her experience spans various aspects of wealth management, client service, and financial planning. She is committed to advocating for clients and customizing relationships to ensure they feel understood. No additional information about her education, credentials, or personal interests was provided.

Kevin Gulyas is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016. J.P. Morgan Securities 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 applying an ESG eligibility framework in its investment recommendations.

Charles Lynch is a financial advisor at UBS Financial Services with 19 years of industry experience. He previously spent 16 years at Sanford C Bernstein before joining UBS in 2023. Lynch holds the Series 66 designation. Outside of his advisory work, he serves on the boards of the Coral Restoration Foundation and the National Italian American Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor portfolios to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of products and capital markets services.

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. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consultations, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 at LPL Financial with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2004, with a seven-year period at Commonwealth Financial Network. Outside of his advisory role, Levin is a notary and manages a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutional clients. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from various sources, along with technologies such as machine learning.

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 33 years of industry experience. He has previously worked at Lincoln Financial Advisors Corp for 15 years and Widerman & Company/Smith Brothers Insurance for 13 years. He holds Series 63 and Series 65 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technology to support diversified investment strategies.

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 based in the Mount Laurel office. She specializes in working with individuals, families, and small business owners, focusing on college education planning, legacy planning, personal retirement planning, tax minimization, and retirement income. Amanda brings her background as a second-generation financial advisor to her role, having grown up immersed in wealth management. Her approach emphasizes long-term relationships and holistic planning, blending personalized investment strategies with an understanding of broader financial topics such as retirement planning, tax strategies, and wealth protection. She holds 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). She earned a Bachelor's degree from the University of Delaware. Outside of her professional work, Amanda has personal interests in pickleball, running, and yoga.

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 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of her advisory role, she is involved in teaching Bible application at Fervent Church in Voorhees, NJ, and serves as a trustee for family trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 Marlton, NJ, holding CFP® and ChFC® designations and over 32 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 of the US Navy Reserve’s US Fleet Forces Command and is involved in real estate management and office administration through his business ventures. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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 at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2016. Prior to his financial services career, he spent nine years at Friendlys Restaurants. 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. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.