Harry Foote is a Certified Financial Planner® with 33 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1998 and has been with Raymond James Financial since 2009. He was also the owner and president of Foote Financial Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wilson Braun Jr. is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2002 and J.P. Morgan Securities since 2001. Outside of his advisory role, Braun serves as Vice President and Board Member of the Laffey-McHugh Foundation, which provides grants to various charities in Delaware. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility, with implementation and portfolio services provided by affiliated entities.

Matthew Cutler is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates model-based scenario analysis without providing individual security recommendations as part of its standalone planning service.

William Mclaughlin Jr. Jr. is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves as Board Chairman of the U.S. Court Tennis Preservation Foundation and is a member of the Board of Directors for the Andalusia Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including principal trading, underwriting, and securities-backed lending programs.

Benjamin Lubker is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at The Vanguard Group Inc. and Bridgeway Wealth Partners, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, registered investment companies, and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Johnathan Thimodo is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 credential. He has one year of industry experience, previously working at Equitable Advisors and with roles outside finance including positions at Chipotle Mexican Grille and Walmart. Morgan Stanley Wealth Management serves both individuals and institutional clients with a range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include but do not provide individual security recommendations as part of standalone planning.

Adam Dorosky is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has four years of industry experience, including prior roles at Raymond James Financial Services and Bassett, Dawson & Foy. Outside of his advisory work, he is employed as a Client Service Associate with Dawson Wealth Management. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions, including discretionary and non-discretionary retirement plan services.

Matthew Doherty is a financial advisor with Ameriprise in Lawrenceville, NJ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliates since 2008. Outside of his advisory role, he manages an advisory business through Lemon Hill Capital Group, LLC. Ameriprise is an institutional firm serving clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-driven recommendations that integrate tax-efficient strategies and income planning within a broad range of advisory, brokerage, and insurance solutions.

Johanna Jackson is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley Smith Barney for 16 years. Outside of her advisory role, she is an ordained minister and operates a coaching business focused on corporate coaching, life coaching, meditation, event planning, and blogging. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Cass is a financial advisor with Wells Fargo Clearing in Philadelphia, PA. He holds the Series 66 designation and has 19 years of industry experience, including prior work at Ameriprise. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Leonard Lewis Jr. is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He is a partner at Rafter, Lewis & Paolino Financial Advisors and also operates Rafter, Lewis & Associates, an accounting and tax services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Gerald Laudicina Jr. is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His previous roles include positions at Morgan Stanley Smith Barney, Citigroup Global Markets, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Zachary Dunn is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Katelyn Eckroth is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 designations and seven years of industry experience. Her career includes roles at Morgan Stanley, The Vanguard Group, and Guardian Asset Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mathew Kraut is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing five years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2020 and spent twelve years at PNC prior to that. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and incorporates ESG considerations, with implementation supported by affiliated investment management entities.

Christopher Crowe is a CFP®-designated financial advisor with 44 years of industry experience. He has been with UBS Financial Services since 2008, working out of Philadelphia, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services supported by proprietary research and model-based asset allocations.

Walter Mcghee is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities LLC. Before entering finance, he worked in various positions including at Il Pizzaiolo and Villanova University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage various investment funds.

Ericka Andino is a Series 66 licensed financial advisor at Fidelity with 10 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Morgan Stanley. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles with multiple registered investment companies.

Matthew Gaiser is a CFP® with nine years of industry experience, currently affiliated with Cetera. His prior work includes roles at Merrill, Macquarie Investment Management, and The Vanguard Group. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

David Fenster is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on understanding clients' financial situations and goals to help co-create plans that align with their objectives. His areas of discussion typically include investment planning, retirement planning, and other savings goals. Prior to his current role, David worked as an Investment Solutions Representative at Fidelity Investments from 2023 to 2025. Before joining Fidelity, he served as a Relationship Manager at Stanley-Laman Group from 2020 to 2023. Outside of his professional career, David has interests in fitness, football, golf, movies, and music.