James Hagedorn is a Financial Advisor based in the Bala Cynwyd, PA office, working within Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies and supports them in navigating important financial decisions. His approach focuses on understanding each client's unique goals and priorities, emphasizing a comprehensive view of their financial picture. James specializes in areas including education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from The Catholic University of America. Outside of his professional work, James has personal interests in baseball, cooking, football, and golfing.

Richard Benonis is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2003, previously affiliated with Axa Advisors. He also operates a separate business under the name Karr Barth Associates. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates a dual registration as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Ann Ade is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney LLC for 14 years before joining RBC in 2023. 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.

Jeremy Kuptsow is a CFP® with five years of industry experience currently serving as a financial advisor at Osaic Wealth, Inc. He previously worked at The Vanguard Group, Inc. for four years and has held various roles involving financial planning and client services. Kuptsow also acts as an insurance agent offering annuities, health, life, employee benefits, and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities through a large network of affiliated advisors and multiple advisory platforms. The firm employs a combination of asset-allocation tools, risk assessment methods, and automated rebalancing to construct portfolios that may include various securities and alternative investments.

Ronald Zeitz is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is involved in several real estate partnerships and is a passive partner in an automobile investment venture. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and institutional trading capabilities to tailor solutions to clients' goals and risk tolerances.

Francis Rudisill is a CFP® with 36 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to this, he worked for Metlife Securities Inc. for 28 years and has been affiliated with MassMutual Life Insurance Company since 2016. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as an annual, collaborative process using firm-approved analytical tools, focusing on recommending investment categories and strategies without discretionary authority.

Vincent Passarella is a financial advisor with Cetera in Glendora, NJ, holding a Series 66 designation and four years of industry experience. He also operates a full-service certified public accountant practice, Vincent Passarella CPA MBA Inc, where he provides tax preparation, financial statements, and tax consulting services. Prior to joining Cetera, he held roles with Avantax entities from 2021 to 2025. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a wide range of third-party money managers.

Kyle Tierney is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Goldman Sachs, The Vanguard Group, and JPMorgan Chase Bank in prior roles. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide recommendations.

Brian McGeehan is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding CFP® and Series 63 designations and bringing 27 years of industry experience. He has worked at MassMutual Life Insurance Co since 2016 and at MetLife Securities Inc. from 2015 to 2017. Outside of advising, he is also an insurance agent specializing in group health and life insurance. Mass Mutual 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 ongoing financial planning, asset management, and educational seminars, utilizing analytical tools and structured client engagements to deliver tailored recommendations.

Vincent Primavera is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Principal Life Insurance Company, Principal Securities Inc, and Scottrade. Primavera is also active as a non-variable insurance agent. 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 provides a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.

Charles Robbins II is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and 24 years of industry experience. He previously worked at Morgan Stanley Smith Barney from 2009 to 2017 before joining Wells Fargo Clearing in 2017. Outside of his advisory role, he serves as a committeeman for the Democratic Party of Philadelphia’s 30th Ward and is a finance committee member for the Jewish Family and Children's Service. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions across a large platform.

Endri Rama is a financial advisor with Merrill based in Philadelphia, PA. He holds a Series 66 designation and has three years of industry experience. His career includes roles at Bank of America and JPMorgan Chase, as well as prior employment during university studies. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dana Smith is a financial advisor with Osaic Wealth, Inc. based in Haddonfield, NJ, holding a Series 66 designation and 10 years of industry experience. Prior to joining Osaic, Smith worked at Sii from 2011 to 2018 and has been with Royal Alliance Associates, Inc. since 2018. Outside of advising, Smith owns Pension, Inc., a third-party administration service provider. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory services supported by asset-allocation tools, risk-tolerance assessments, and access to third-party managers, delivering portfolios that include stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Bradley Saler is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc for 16 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options that include a broader range of financial products than many large institutional advisers.

Eric Peterson is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2009 and City National Bank since 2019. Outside of his advisory work, he is the active owner and treasurer of Hope Creek Farm Hunting Club, a hunting club and farm in New Jersey. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles through a mix of in-house and third-party managers.

Jake Tosti is a financial advisor at Morgan Stanley in Philadelphia, holding Series 63 and Series 66 credentials with three years of industry experience. He has previously worked at The Vanguard Group and held various roles outside the investment industry, including positions in education and insurance. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering financial planning that utilizes firm-approved tools and models to support clients in managing their assets.

Christy Neill is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of advising, she established a business entity, Riverside Property Group, though it is not currently active. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with clients’ financial advisors.

Craig Turner is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. His work history includes roles at Jetty Life LLC and Keller Williams Preferred Properties, as well as service with Surf City Borough. Cetera Investment Advisers LLC is a large, SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.

Henry Han is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Bank of America, Merrill, and Janney Montgomery Scott. In addition to his advisory role, Han serves as Director of Investment Operations at PST Advisors, where he manages advisor relationships and investment process records. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers.

Christopher Montich is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Metlife Securities Co. He serves as co-trustee for a life insurance trust established for his grandchildren and is a board member of the Upper Merion Township Board of Community Assistance, where he evaluates and awards community grants. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements with firm-approved software tools to analyze client goals and offers a range of programs including investment management and educational seminars.