Daniel Jones is a financial advisor with Raymond James & Associates in Philadelphia, PA, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Raymond James & Associates since 2001 and owns RLB Holdings LLC, a business involved in real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser that serves individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Crys Marigliano is a Financial Consultant currently working at Fidelity Investments since 2024. With over a decade of experience in the financial services industry, she has held positions including Wealth Planner at UBS from 2021 to 2023, Financial Advisor at TIAA from 2018 to 2020, and Client Advisor at PNC from 2016 to 2018. Throughout her career, Crys has collaborated closely with clients and their families to develop financial plans aimed at growing and protecting wealth. She emphasizes understanding clients' goals and preferences to build strong partnerships based on trust. Her approach involves co-creating and maintaining financial strategies that help clients navigate life transitions and achieve peace of mind. Crys holds a California Insurance License. Outside of her professional work, she enjoys activities such as spending time at the beach, family gatherings, social events with friends, skiing, traveling, and practicing yoga.

Michael Sessa is a financial advisor at Morgan Stanley with six years of industry experience. He has previously worked at UBS Financial Services and law firms including Arangio & George LLP and Spector Gadon & Rosen. Sessa also served as a trustee and personal representative for trusts in Ocean City, New Jersey. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis.

Josephine Stagliano is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining LPL Financial in 2017. She is also involved with Main Street Investment Group, LLC, which operates as a DBA for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Scott Budriss is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Budriss serves as a committee member involved in fundraising for the Human Rights Campaign. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions, offering both proprietary and third-party products.

Kristen O'Neill is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include six years each at BlackRock Investments and The Vanguard Group before joining Charles Schwab in 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services supported by a large-scale, integrated operational platform.

Nick Italiano is a Financial Consultant currently working with Fidelity Investments since 2023. He collaborates with clients to create, update, and maintain financial plans tailored to their individual situations, assisting them in preparing for retirement, building a family, or establishing a legacy. Before joining Fidelity Investments, Nick worked as a Financial Advisor at Merrill Lynch from 2017 to 2022. During his tenure there, he gained experience in advising clients on various financial matters and developing strategies to meet their financial goals.

Lawrence Shaw is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Mercer Global Advisors, Andrew Garrett, Inc., and Cordasco Financial Network, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to third-party managers through a multi-manager platform.

Dimosthenis Tsakiris is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2017 to 2022 and Marble & Tile Outlet LLC from 2015 to 2017. Tsakiris is based in Mt. Laurel, NJ. 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 and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Benjamin Venturo is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has over 20 years of experience in financial planning and investment consulting, having previously worked as a Wealth Management Advisor and Investment Consultant at TIAA CREF from 2007 to 2015, and as a Financial Planner at H & R Block Financial Advisors from 2000 to 2007. Benjamin holds a California Insurance License. Outside of his professional work, he has personal interests that include beach activities, cooking and baking, fitness, golf, soccer, and theater.

John Beckett is a financial advisor at Cetera with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera and affiliated firms since 2019. He also operates Beckett Wealth Management Group, an insurance sales business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with model portfolios, third-party managers, and custom strategies across various program structures and custodians.

Ann Baron is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory and offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

G Sebastien Lundby Thomas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on managing clients' wealth by developing personalized strategies that align with their individual priorities, goals, and aspirations. He offers access to investment insights from Merrill and banking and lending solutions through Bank of America. Thomas holds a Bachelor's degree from American University and holds professional designations including Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). His approach emphasizes understanding clients' full financial picture to navigate changing market conditions. In addition to his professional responsibilities, Thomas participates in community activities through volunteering with local organizations, reflecting the Merrill tradition of community involvement.

Kyle Kranzley is a financial advisor with LPL Financial in Mount Laurel, NJ, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2011 and previously spent six years at Ameriprise. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both proprietary research and third-party strategies across a range of investment approaches.

Lisa Cargill is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical among large institutional advisers.

Francesco Esposto is a financial advisor at Morgan Stanley in Philadelphia, PA, holding a Series 66 designation with three years of industry experience. His work history includes roles at Morgan Stanley Private Bank and B2 Partners. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Deborah Roundtree is a financial advisor with Cetera, holding a Series 63 designation and bringing 25 years of industry experience. She has been associated with various Cetera entities since 2004 and owns Macktree, LLC, a tax and accounting firm where she serves as CPA. Additionally, she is involved in fixed insurance sales through Macktree Financial. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering diversified portfolio management and financial planning services through multiple program structures and manager options.

David Carradorini is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, including previous tenure at NY LIFE Securities. Outside of his advisory role, he serves on community committees involved in organizing and improving men’s retreats and conferences in the Philadelphia area. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and works with third-party asset managers and TAMPs to implement client solutions.

Makoyo Makoyo Jr. is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Equitable Advisors since 2005, including during its prior incarnation as AXA Advisors. Outside of his advisory role, Makoyo is a cycle instructor and serves as a volunteer trustee for the Ziki Makoyo Foundation for Global Health Tanzania, overseeing donations of medical equipment to NGOs in Tanzania. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Christopher Canal is a CFP® with four years of industry experience, currently serving as a financial advisor at RBC Capital Markets. His prior experience includes roles at The Vanguard Group, UBS, and Morgan Stanley. He also has experience working in the hospitality industry at Giumarellos Restaurant and Bar. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.