Lindsey Robbins is a financial advisor at J.P. Morgan Securities with a Series 66 credential and less than one year of industry experience. Her prior work experience includes roles at JPMorgan Chase Bank, AstraZeneca, and Whole Foods. J.P. Morgan Securities LLC 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 while clients retain final decision authority.

Christopher Cortina is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019. Prior to that, he was employed at Bank of America and Merrill from 2016 to 2019 and spent time at the University of North Carolina at Chapel Hill. 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 applying an ESG eligibility framework in its recommendations.

Jennifer Hoey is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience to her role. She works with a diverse clientele that includes corporate executives, teachers, farmers, doctors, attorneys, and caregivers, among others. Jennifer helps her clients outline their financial goals—both short-term and long-term—and creates customized plans to achieve those goals, emphasizing risk awareness, cash flow needs, and regular portfolio reviews. She takes a holistic approach to wealth management, addressing college and retirement savings, mortgage strategies, insurance and long-term care planning, job transitions, and charitable giving. Jennifer earned her bachelor's degree from Rosemont College, where she studied English Literature and Philosophy with a concentration in French. She holds the CERTIFIED FINANCIAL PLANNER® certification as well as the Certified Private Wealth Advisor® certification, and is recognized among Forbes' Top Women Wealth Advisors Best-in-State list. Over her career at Merrill Lynch, Jennifer has cultivated a broad network to support complex client needs. She is also a member of the United States Equestrian Federation. Outside of her professional work, Jennifer is an avid equestrian and gardener. She actively competes in equestrian events across the mid-Atlantic region and is involved in restoring native plants and trees on her property. She maintains a commitment to client relationships and mentorship, often visiting clients who have relocated and providing guidance to students at local colleges and universities.

Gabriel Garner is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior positions include roles at Cetera Investment Services, Citadel Credit Union, and Equitable Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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 analytics.

Adam Lambert is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and previously worked at Goldman, Sachs & Co. for 11 years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as market-making, proprietary research, and securities-backed lending.

Charles Stalter is a financial advisor at Cetera with 22 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Diamond State Financial Group and Securian Financial Services. Outside of his advisory role, he serves as the leadership chair for the Leukemia & Lymphoma Society of Delaware and is a board member of the nonprofit DSFG Cares. Cetera Investment Advisers LLC is a large nationwide registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management and financial planning services.

Vito Mastromonaco is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior roles include positions at Prudential, Wealth Enhancement Group, and several other financial firms. He is based in Philadelphia, PA. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and operational infrastructure.

Frank Myers is a financial advisor at Edward Jones in Mantua, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Morgan Lewis & Bockius LLP and held various roles in the hospitality industry, including positions at Chicks Restaurant and Windrift Hotel and Restaurant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Timothy Friedrich is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 11 years of industry experience. His career includes positions at Ameriprise Financial Services, Inc. and Commonwealth Financial Network. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Samir Ahmad is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at HSBC Securities and J.P. Morgan Securities. He is based in Wilmington, Delaware. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market scenario models as part of its financial planning process.

Branden Doherty is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at MassMutual Life Insurance Co, Thrivent Investment Management, and has held roles outside finance including at LifeTime Fitness and Northampton Country Club. He also has experience working in education and retail sectors. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models and third-party asset managers, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Nicholas Hernjak is a CFP® and Series 66-registered financial advisor with Edward Jones in Wilmington, DE, bringing three years of industry experience. Prior to joining Edward Jones, he spent six years at the University of Delaware and ten years at DuPont. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard and notable for its extensive advisor network and affiliated financial services.

Sharon Hobaugh is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. She previously worked for M&T Securities, Inc. for 10 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of representatives.

Stephanie Cohan is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client strategies.

Michael Billiris is a financial advisor at RBC Capital Markets with 11 years of industry experience. His prior roles include positions at SEI Investments Management Corp., JOHCM Funds Distributors, and Wells Fargo Private Bank. He holds Series 63, 65, and 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm tailors investment strategies to clients’ risk profiles using a mix of in-house and third-party managers and provides access to alternative investments and integrated lending solutions.

Emily Woodson is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with LPL Financial, where she has worked since 2022, and previously spent 12 years at Lincoln Financial Securities. Outside of her advisory work, she is involved in managing Financial House Advisors, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by model portfolios and research from multiple sources.

Nicolo Sollena is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Raymond James Financial since 2009 and previously at RMN Properties and Fulton Financial Advisors. Outside of his advisory role, he is involved in investment sales and service with Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance activities, alongside specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Cappello is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63, 65, and 66 designations and 13 years of industry experience. His prior roles include positions at Bessemer Trust and Goldman, Sachs & Co. 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.

David Monastra is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA. He holds a Series 63 designation and has 36 years of industry experience. Prior to his current role, he spent 29 years with Metlife Securities Inc. He is also a notary public. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytic tools and offers specialized programs including divorce planning and event-driven services.

Joseph Petry is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise and Stifel. Petry is based in Wilmington, Delaware. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources, along with advanced portfolio management technologies.