Nehanda Spencer is a Series 66-licensed financial advisor with Merrill in West Chester, PA, having one year of industry experience. Her prior roles include positions at Bank of America, N.A., BNY Mellon, Vanguard, and TD Bank. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Holly Revelas is a CFP®-certified financial advisor with Edward Jones, based in West Deptford, NJ, and has seven years of industry experience. Prior to joining Edward Jones in 2019, she served on the Gloucester Township Board of Education for seven years and worked at Verna and Associates for thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs, investment solutions, and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Robert Billings is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 10 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. He serves as a local board member for the Selective Service Administration. 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 and investment management capabilities, delivering advisory services on a non-discretionary basis.

Thomas Missett Jr. is a CFA® charterholder with 26 years of industry experience, currently serving as a financial professional at Cambridge Investment Research Advisors since 2013. He also acts as president of Strategem Wealth Management, a DBA under which he provides financial services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various investment solutions across multiple platforms, combining proprietary and third-party strategies tailored to client objectives.

Alyssa Follo is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 66 credentials and five years of industry experience. Her previous roles include a position at The Vanguard Group and work at West Chester University. Outside of her financial career, she was involved in homemaking activities from 2015 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning through its Financial Advisors and Estate Planning Strategies Group.

Timothy Fox is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera in 2026, he worked at PayPal for two years and spent over a decade with the Delaware Claims Processing Facility. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party investment options.

Randall Cole is a CFP® and ChFC® with 48 years of industry experience, currently affiliated with OSAIC since 2024. Prior to joining OSAIC, he spent 13 years with American Portfolios Financial Services, Inc. He is also involved in several business activities, including ownership and management roles in Coactive Wealth Strategists LLC and RSC Wealthstream Partners, LLC, as well as serving as a trustee for family-related trusts. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers comprehensive investment and financial planning services supported by firm-provided asset-allocation tools, third-party money managers, and unified managed accounts.

Jonathan Reardon is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including American Portfolios Financial Services and BCG Securities. Outside of his advisory work, Reardon is actively involved in nonprofit rowing organizations, serving as president and vice president of multiple rowing associations focused on fundraising and boathouse operations. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services. The firm utilizes a variety of asset-allocation tools, third-party money managers, and automated rebalancing in constructing portfolios across multiple investment types.

Christopher Grandieri is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is a partner in C2J Investments, LLC, a company involved in the hospital and healthcare sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and analysis methods.

Dia Khan is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities, Dia held positions at several firms including Bank of America, Merrill, Morgan Stanley, and Equitable Advisors. 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 integrates large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through Wealth Advisors while clients retain final decision authority.

Sean Harding is a financial advisor with LPL Financial, holding a Series 63 designation and over 27 years of industry experience. His work history includes multiple roles at LPL Financial and Avantax, as well as operating his own Harding Capital Management for 16 years. Outside of financial services, he is the owner of GLK Sports Training LLC. 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 both discretionary and non-discretionary management supported by extensive research and technology tools.

William Gradisek is a financial advisor at J.P. Morgan Securities with the CFA® designation and Series 66 license. He has three years of industry experience, including roles at PGIM Fixed Income and JPMorgan Chase Bank. He is also employed by JPMorgan Bank, enabling him to offer certain banking products and services. 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 applying an ESG eligibility framework in its recommendations.

Arash Ahmadpour is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and was previously employed at the University of Delaware from 2014 to 2018. Outside of his advisory role, he holds power of attorney for his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles, and it acts as an ERISA fiduciary when providing investment advice.

Nicole Brown is a Series 66-licensed financial advisor at Ameriprise in Wilmington, Delaware, with seven years of industry experience. She previously worked at the State of Delaware Department of Justice before joining Ameriprise in 2018. Outside of her advisory role, she volunteers with the Fund for Women, a Delaware-based organization focused on supporting women and girls. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized retirement-income consulting team.

Noah Wiegand is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. Noah provides ongoing financial advice and adjusts strategies as clients' situations evolve. With 13 years of experience working with employer-sponsored retirement benefit plans, including 401k, nonqualified deferred compensation, employee stock purchase plans, and equity compensation, Noah integrates this expertise into comprehensive financial planning. His client focus includes college education planning, divorce transition planning, employee benefits planning, executive compensation, equity compensation services, personal retirement planning, portfolio management services, tax minimization, and retirement income. Noah holds a Bachelor's Degree from Pennsylvania State University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of work, his interests include basketball, football, music, spending time with his family, and traveling.

Ofir Maman is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 16 years before joining LPL Financial in 2019. 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 financial planning and advisory programs along with retirement plan consulting and brokerage services.

Kenneth Catanella is a financial advisor at UBS Financial Services with 51 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory work, he serves as a trustee and member of the marketing committee at the Pennsylvania Academy of Fine Arts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to client goals.

Ariel Meredith is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Meredith worked in dental hygiene and consulting roles, including as a registered dental hygienist and in various positions within the dental field. Outside of finance, Meredith is employed as a waitress at a Philadelphia restaurant. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and leverages third-party asset managers and advisory programs for client portfolios.

Jason Coleman is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors who has seven years of industry experience. Prior to joining Cambridge, he worked for Talen Susquehanna Nuclear LLC for 15 years. Outside of his advisory role, he is also involved as an independent insurance agent through Frank Leonards and Frank, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of investment strategies and platform options tailored to client objectives.

Matthew Mc Menamy is a financial advisor with Ameriprise in Garnet Valley, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver annual, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.