Rhonda Marks is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC for five years before joining Merrill in 2019. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm employs a mix of model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, and institutional investors.

Kevin Dolan is a financial advisor with LPL Financial in Philadelphia, PA, holding Series 63 and Series 66 licenses and 29 years of industry experience. His career includes roles at Bryn Mawr Trust Advisors, WSFS Wealth Investments, Commonwealth Financial Network, and American Equity Life. Dolan is also a co-owner of Tridole, LLC, a private investment entity. 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 various retirement and institutional services.

Donald J. Mahoney is a financial advisor at UBS Financial Services in Philadelphia, PA, holding a Series 66 designation with 16 years of industry experience. He has worked at UBS since 2012. Outside of his advisory role, he serves on the Board of Directors for the How I Decide Foundation and is an Ambassador Council member for the Alliance for Decision Education, both focusing on educational initiatives. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, utilizing research from its Chief Investment Office and UBS Global Research to tailor investment strategies to clients’ goals and risk tolerances.

John Stefanelli Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Dalzell Trading, and Schneider Capital Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to guide manager evaluations and portfolio construction.

John Dougherty is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously with Lincoln Financial Advisors and Lincoln Financial Securities Corp. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning relationships that cover topics such as retirement, income tax, estate, and special needs planning. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Kenneth Segal is a financial advisor with LPL Financial in Philadelphia, PA, holding a Series 66 credential and 25 years of industry experience. He has been with LPL Financial since 2010 and also provides continuing education workshops for CPAs on securities-related topics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Jason Bender is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He previously worked at Janney Montgomery Scott LLC for 15 years and Wells Fargo for 7 years before joining J.P. Morgan in Philadelphia. He holds a Series 66 designation. 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 to its recommendations.

Diane Roberts is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Matthew Gureghian is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation and 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following 12 years at Wells Fargo Clearing and Wells Fargo Advisors. 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 recommendations.

Chad Michaelis is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and seven years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2019 following his time at Clemson University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, and institutional investors.

Peter Lydzinski is a financial advisor with Raymond James & Associates in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked for Merrill from 2014 to 2026 before joining Raymond James & Associates and Carillon Fund Distributors in 2026. Raymond James & Associates 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 including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a wide range of portfolio management styles and research resources.

Stephen Ryan is a Private Wealth Advisor and leader of the Ryan Group within Merrill Private Wealth Management. He has over 30 years of industry experience as a senior executive managing private wealth teams. His expertise spans brokerage, portfolio management, private sale and divestiture, risk mitigation, legacy planning, and investment advisory services. Stephen developed a series of proprietary enhanced index portfolios tailored to economic conditions, as well as a quantitative risk mitigation technique that serves as a foundation for his practice. Stephen earned a Bachelor of Science degree in Market Research and Information Systems from Clarkson University in 1987. He has completed certification programs in Risk and Investment Management at Yale University’s School of Management, and in Board Governance at McGill University’s Desautels School of Management. Stephen holds the Personal Investment Advisor (PIA) designation. Beyond his professional career, he has been actively involved in philanthropy related to education and healthcare, including leadership roles with Clarkson University and the American Association for Cancer Research Foundation.

Jamar Carr is a financial advisor with Mass Mutual Investors Services and holds the ChFC® and Series 66 credentials. He has 11 years of industry experience and has worked at firms including Fidelity Investments, Park Avenue Securities, Guardian Life, JPMorgan Chase Bank, and Oppenheimer. In addition to his advisory work, he is the owner of JC Investments & Associates LLC, a real estate investing enterprise. 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 provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning to deliver tailored investment strategies.

Michael Dingerdissen is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Goldman Sachs & Co. LLC and Morris James LLP. Dingerdissen serves as a board member for the nonprofit organization Children and Families First Delaware, Inc. J.P. Morgan Securities 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 in its investment approach.

Evan Savoth is a Financial Advisor with Merrill Lynch Wealth Management. He began his career in 2019 at a leading global asset manager, developing expertise in financial planning and investment strategy before joining Merrill in 2024. As a CERTIFIED FINANCIAL PLANNER™ professional and Personal Investment Advisor, Evan supports individuals and families in creating strategic, long-term financial plans. Evan works closely with clients to understand their goals and priorities to provide personalized guidance across various financial areas including family wealth management, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategies, and tax minimization. He emphasizes education and ongoing advice to help clients make informed decisions and navigate changing needs and market environments. He holds a Bachelor's Degree from Washington College. Outside of work, Evan enjoys biking, music, soccer, spending time with his family, and traveling.

Kevin Heck is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America and Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

James Scott is a Certified Financial Planner® (CFP®) with 15 years of industry experience. He has worked at OSAIC since 2018 and previously spent seven years at Jhfn Sii. In addition to his advisory role, Scott is involved in insurance brokerage activities, including life, health, and group benefits insurance. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers, offering integrated brokerage and advisory services alongside financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Samuel Levin is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 license and six years of industry experience. Prior to joining Morgan Stanley, he worked at Bank of America and Merrill. Outside of his advisory role, Levin is a general partner and managing member of Broker-Tov, LLC, a limited liability company engaged in managing single and multi-family residential properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes and diverse advisory programs supported by firm-approved tools.

Kevin Byrne is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for three years. Byrne served seven years in the United States Navy. He is also an owner of Integrity 5 LLC, an entity established to manage business expenses related to his financial planning practice. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Luke Steinke is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC, Lincoln Financial Securities, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.