Joseph Daverso is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the Advisory Board and Finance Committee of St. John Neumann Church, where he advises on budgeting, investment policy, and capital improvements. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in assets and combines its planning services with extensive retail and institutional offerings.

Emily Coyle is a financial advisor with J.P. Morgan Securities in Philadelphia, holding a Series 66 designation and five years of industry experience. She previously worked at UBS Financial Services and has experience in diverse roles outside finance, including at SoulCycle and various positions linked to Boston College intramural programs. 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 an ESG eligibility framework in its investment approach.

Andrew Cardile is a financial advisor with MassMutual Investors Services in Marlton, NJ, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with MML Investors Services Inc. and MassMutual since 2010. Outside of his advisory role, he is involved in life and health insurance sales. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved analytical tools and structured annual planning engagements.

Keith Joffe is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. He is based in Philadelphia, PA. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Matthew Adams is a financial advisor with Wells Fargo Advisors in Philadelphia, PA, holding a Series 66 license and eight years of industry experience. Prior to joining Wells Fargo Advisors in 2017, he worked at GQR Global Markets for three years. Outside of his advisory role, he is a 50% owner of Fishtown Connect LLC, a networking group based in Philadelphia. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

Thomas Brown is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at several firms including American Heritage FCU, TD Bank N.A., TD Private Client Wealth LLC, PNC Investments, and Equitable Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Mc Keon is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at The Vanguard Group from 2016 to 2022 before joining Equitable Advisors in 2022. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Danny Chan is a financial advisor with Ameriprise in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has been with Ameriprise and its affiliates since 2015. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to generate personalized retirement income plans and provides a broad range of advisory, brokerage, and insurance solutions.

Daniel Silverberg is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of investment products and planning services supported by proprietary research and a broad platform of capital markets services.

Ira Fox is a financial advisor with Cetera, holding a Series 63 designation and 26 years of industry experience. He has worked at Cetera since 2004 and is also the owner of Fox & Company PC, a CPA firm providing accounting and tax services since 1983. Outside of advising, he is involved with Creative Financial Services, Inc., which supports his investment practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment strategies through a large nationwide network of independent advisors.

Mark Cook is a financial advisor with LPL Financial in Woodbury, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing and The Vanguard Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Joseph Rosen is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Bradford Bernstein is a CFP® with 26 years of industry experience, currently serving at UBS Financial Services in Philadelphia since 2005. He held a board position at Gencrest, a healthcare and pharmaceuticals company, from 2017 to 2018. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and a range of capital markets services. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to client goals and risk tolerances.

James Legg is a financial advisor with Charles Schwab, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, Merrill, and Bank of America. He is currently based in Marlton, NJ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services with a multi-asset model portfolio approach.

Joshua Kim is a Series 66-registered financial advisor with Fidelity in Philadelphia, PA. He has recently started his career in the industry, joining Fidelity Investments in 2024. Outside of advising, his background includes various roles in education and community activities, including tutoring and involvement with Pilgrim Mission Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including fund advisory and model portfolios, and maintains a notable role in regulatory compliance and the delivery of algorithm-driven investment solutions.

Eric Medina is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Adelphia, LPL Financial, UBS, and Adidas. J.P. Morgan Securities LLC 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.

Dakota Greene is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Equitable Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering tailored advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm employs a variety of investment managers and strategies, including responsible-investing screens, to implement client-focused portfolios.

Valarie Hughes is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has worked at Morgan Stanley since 2018 and previously held positions at JPMorgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm employs a structured financial planning process using proprietary tools and provides services that include tailored planning without individual security recommendations as part of standalone plans.

Cynthia Jones is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Daniel Palombo is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at MassMutual Greater Philadelphia and Drexel University. He has been with Wells Fargo Clearing since 2019. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm serves a broad client base and employs diversification principles and modern portfolio theory in their investment evaluations.