Blair Thompson is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, and Merrill. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

John Riva is a CFP® with five years of industry experience, currently affiliated with Wells Fargo Clearing. Prior to joining Wells Fargo Advisors in 2021, he held various roles at Johnson & Johnson from 2016 to 2021. 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 other sources.

Ryan Markle is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services in Philadelphia. He has worked at Ameriprise since 2018 and has prior experience at Bentley Systems and a brief role with the Philadelphia Eagles. Outside of advisory work, he holds a remote position as an Account Executive in inside sales at Bringg. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Castillo is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining RBC in 2019. Outside of his advisory role, he teaches cooking classes and is involved in retail sales through Williams-Sonoma. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a combination of in-house and third-party investment managers.

Michael Hacker is a Senior Financial Advisor with Merrill Lynch Wealth Management in the Philadelphia office. He focuses on goals-based wealth management, taking a comprehensive view of clients' financial situations that includes investment and liability management, education funding, insurance, and estate planning. Michael develops strategies and recommendations tailored for high-net-worth individuals, their families, and businesses, aiming to help them pursue both short- and long-term financial goals. His approach to wealth management is consultative and objective, emphasizing personalized service and client relationships built on trust and professional advice. Michael and his team follow a disciplined wealth management process based on time-tested investment principles, while maintaining flexibility to adapt to changing economic conditions. They utilize sophisticated wealth forecasting tools to simulate asset growth and assess the likelihood of achieving clients' retirement and other objectives. Michael holds a Bachelor's Degree from the University of Vermont and the Personal Investment Advisor (PIA) designation. He is committed to community involvement, participating in local organizations through volunteer work. His personal interests include golfing, skiing, and soccer.

David Ebner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. His approach emphasizes a comprehensive understanding of each client’s full financial picture, supported by investment insights from Merrill and banking and lending solutions from Bank of America. David holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from East Stroudsburg University. He is also engaged in community service, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community involvement.

Richard Devlin is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2009. Outside of his advisory role, he is a co-owner of an LLC that manages his spouse’s singing engagements. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gavin Mclaughlin is a CFA® charterholder affiliated with Wells Fargo Clearing in Philadelphia, PA. He has been with Wells Fargo Bank since 2001 and joined Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, combining research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory.

Jeffrey Ragatz is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Citizens Securities, Inc., Trinity Wealth Securities L.L.C., and Tristate Financial Advisors. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations tailored to clients’ goals.

Jerome Kellner is the sole advisor at Kellner Capital Management, Inc. in Philadelphia, PA, holding a Series 65 credential with 32 years of industry experience. He has been president of Kellner & Associates, P.C., an accounting and tax services firm he founded in 1981, dedicating a significant portion of his time to that business. Kellner Capital Management provides discretionary portfolio management and financial planning services to individual and business clients, managing approximately $56 million across about 75 accounts. The firm integrates investment advisory services with its affiliated accounting practice, serving both personal wealth management and corporate clients.

Xinyan Yi is a financial advisor at New Green Capital, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked as a full-time controller for ASPIRA Inc. of Pennsylvania since 2016. She also has prior experience with CrestalGene LLC from 2015 to 2021. New Green Capital provides fee-for-service asset management and financial planning to private individuals, high-net-worth clients, companies, and non-profit organizations. The firm manages discretionary accounts, primarily using stocks, ETFs, and mutual funds, and emphasizes asset-class analysis and international securities, serving a limited and partly non-U.S. client base.