Christopher Reber is a financial advisor with Merrill in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he is the owner of Reber Capital Group LLC, a for-profit business engaged in passive real estate investing. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Kevin Sporer is a financial advisor with Ameriprise in Marlton, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Sporer serves on the board of the Peggy Spiegler Melanoma Research Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides retirement income planning through written reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Jason Checksfield is a Series 66-licensed financial advisor with UBS Financial Services in Philadelphia, PA, where he has worked since 1999. He has 22 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and operates as a broker-dealer, investment adviser, and futures commission merchant.

Douglas Bobrow is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with 11 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. Outside of his advisory role, he serves on the Investment Committee of the Phi Beta Kappa Society and is a partial owner of On-Point Nutrition LLC, a retail business focused on weight loss and nutrition counseling. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research, with a focus on eligible strategies that may include ESG criteria.

Vivian Hoang is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank, N.A. since 2014. Outside of her advisory work, she owns a commercial property that houses an Italian restaurant. 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 sources.

Patrick Welde is a financial advisor with Merrill and holds a Series 66 designation. He has 14 years of industry experience, working with Bank of America and Merrill since 2012. Outside of his advisory role, he owns a sole proprietorship focused on publishing children's books and serves on a committee for Project HOME, a nonprofit working to improve conditions for the homeless population in Philadelphia. 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 plans, corporations, and charitable organizations.

Paul Chavenson is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley & Co., Inc., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm‑approved tools to develop financial plans.

Craig Yates is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he is listed as president of a health club business and is associated with a television pilot project involving his spouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Brendan Lefanto is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop personalized holistic plans aimed at helping them and their families achieve their financial goals. He has been with Fidelity Investments since 2021, serving in various roles including Planning Consultant and Financial Representative before his current position in 2024. Prior to joining Fidelity Investments, Brendan worked as a Quality Control Analyst at SEI Investments from 2019 to 2021. His professional experience reflects a progression within the financial services industry, focusing on investment consulting and financial planning. Outside of his professional role, Brendan has personal interests that include baseball, beach activities, social events with friends, golf, hiking, and snowboarding.

Grayson Wingert Jr. is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at L2 Brands and various entrepreneurial ventures. He serves as trustee of the Grayson P Wingert Revocable Trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models implemented through third-party asset managers and LPL-sponsored programs, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Joseph Filipone is a ChFC® credentialed financial advisor with 19 years of industry experience, currently with OSAIC since 2025. Prior to joining OSAIC, he worked for Lincoln Financial Advisors Corporation for 13 years. He is the sole owner of Freedom Financial Group LLC, which offers fixed annuities, fixed indexed annuities, long-term care insurance, and traditional life insurance. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party managers across its complex affiliate network.

Christine Beschen is a financial advisor with OSAIC, holding a Series 63 designation and 38 years of industry experience. Her prior work includes roles at American Portfolios Advisors, Inc., BCG Securities, Inc., and Osaic FS, Inc. Outside of her advisory role, she has been involved in insurance sales through her ownership of Haddon Planning Group. OSAIC serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, and it is notable for its large scale, complex affiliate network, and private-equity ownership.

Louis Manon III is a CFP® professional at Equitable Advisors with 18 years of industry experience. He previously worked at Lincoln Investment for 16 years and operated his own advisory business for over two decades. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary programs and third-party managed account platforms, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Anthony Pastor is a financial advisor with LPL Financial in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at National Planning Corporation, OneAmerica Securities, Cetera Wealth Services, and Principal Financial Services. Pastor has been with LPL Financial since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, employing various investment strategies and tools, and supports a large network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Jeffrey Austinson is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. He previously worked at the University of Arizona Global Campus from 2021 to 2023. Outside of his advisory role, he is a co-owner of a family rental property in Ashburn, Virginia. 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 strategies tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rohi Batra is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. Prior to this, he held roles at various affiliated firms, including Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management services.

Patrick Duffield is a financial advisor with Ameriprise in Mount Laurel, NJ, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of advising, he is involved in a business ownership role through Voorhees Management Group, LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets clients with significant investable assets, providing written recommendations that incorporate tax-efficient strategies and advanced modeling techniques.

Erin Zegar is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2019, following four years at Morgan Stanley. Outside of her advisory role, she provides administrative support for a private company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, 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 providers.

Angelina Barfield is a financial advisor with Wells Fargo Clearing, holding the Series 63 and Series 66 licenses and bringing six years of industry experience. Her prior roles include positions at Santander Securities, Webster Bank, and Key Bank. She is currently based in Warminster, PA. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Nathan Webb is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank, Charles Schwab, and Fidelity Personal and Workplace Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options within a large, integrated operational structure.