Jasmine Richardson is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Cenlar. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital-markets capabilities.

Howard Sacks is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2015. Sacks serves as treasurer and board member for the Phi Beta Kappa Society of Haverford College, overseeing the investment of the society’s excess funds. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools, focusing on advisory services rather than individual security recommendations.

Evan Bullotta is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he worked briefly at Prudential Financial. His background includes roles outside finance, with experience in fitness and university settings. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG framework. The firm’s services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Wayne Campbell is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Alyssa Kaminski is a financial advisor with Ameriprise in Marlton, NJ, holding a Series 66 designation and three years of experience at the firm. Her prior work includes roles at Bancroft Neurorehab, Thomas Jefferson University Hospital, Brooks Rehabilitation, and Drexel University. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm serves a wide client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Michael Siciliano is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, Siciliano serves on the La Salle University Investment Committee, assisting with the review of the university's investment allocations. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

John Dougherty is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously with Lincoln Financial Advisors and Lincoln Financial Securities Corp. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning relationships that cover topics such as retirement, income tax, estate, and special needs planning. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Diane Roberts is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Satyajeet Shinde is a financial advisor with Wells Fargo Clearing in Marlton, NJ, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior experience includes eight years at J.P. Morgan Securities LLC. Outside of his advisory role, he is involved in operating a daycare and children's educational program business and serves as a meditation trainer with the Heartfulness Institute. 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 employs a research-driven investment approach and offers both brokerage and advisory solutions across a wide range of financial products.

Matthew Gureghian is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation and 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following 12 years at Wells Fargo Clearing and Wells Fargo Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Peter Lydzinski is a financial advisor with Raymond James & Associates in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Merrill for 12 years before joining Raymond James & Associates and Carillon Fund Distributors. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, offering wealth advisory planning and institutional consulting with a notable focus on municipal and public finance.

Mary Muskewitz is a CFP® professional with 37 years of experience in the financial services industry. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services and financial planning solutions, utilizing research and analytics to support diversified investment strategies.

Jamar Carr is a financial advisor with Mass Mutual Investors Services and holds the ChFC® and Series 66 credentials. He has 11 years of industry experience and has worked at firms including Fidelity Investments, Park Avenue Securities, Guardian Life, JPMorgan Chase Bank, and Oppenheimer. In addition to his advisory work, he is the owner of JC Investments & Associates LLC, a real estate investing enterprise. MassMutual 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 financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning to deliver tailored investment strategies.

Michael Dingerdissen is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Goldman Sachs & Co. LLC and Morris James LLP. Dingerdissen serves as a board member for the nonprofit organization Children and Families First Delaware, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Peter Dunn is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Mass Mutual Investors Services since 1999 and is also associated with Massachusetts Mutual Life Insurance Company since 1998. In addition to his advisory role, he works as a life and health insurance agent. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and provide written recommendations.

John Fessler is a financial advisor with LPL Financial, holding a Series 66 credential and 11 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Kyle Di Leo is a financial advisor with Morgan Stanley in Marlton, NJ, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2020, following five years at Bank of America and Merrill. Kyle does not have any publicly noted outside activities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and modeling techniques to support client planning.

James Scott is a Certified Financial Planner® (CFP®) with 15 years of industry experience. He has worked at OSAIC since 2018 and previously spent seven years at Jhfn Sii. In addition to his advisory role, Scott is involved in insurance brokerage activities, including life, health, and group benefits insurance. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers, offering integrated brokerage and advisory services alongside financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Samuel Levin is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 license and six years of industry experience. Prior to joining Morgan Stanley, he worked at Bank of America and Merrill. Outside of his advisory role, Levin is a general partner and managing member of Broker-Tov, LLC, a limited liability company engaged in managing single and multi-family residential properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes and diverse advisory programs supported by firm-approved tools.

Kevin Byrne is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for three years. Byrne served seven years in the United States Navy. He is also an owner of Integrity 5 LLC, an entity established to manage business expenses related to his financial planning practice. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.