Gregory Klipstein is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. He previously worked at CCG Wealth Management LLC, JFS Wealth Advisors, LLC, and TD Private Client Wealth LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Bruce Cooke is a CFP®-certified financial advisor with 34 years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at Cco Investment Services Corp and Wells Fargo Clearing. Cooke also operates a wealth management business under his own name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Nick Vaillancourt is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads branch operations and focuses on fostering a collaborative approach to financial planning in client interactions. He has held leadership positions at Fidelity Investments since 2021, serving as Assistant Branch Leader before his current role. Prior to joining Fidelity, Nick was a Regional Sales Manager at Citizens Securities Inc from 2015 to 2021. Nick emphasizes contributing to a culture that empowers associates to reach their full potential through teamwork and effective financial planning.

Brett Mower is a financial advisor with LPL Financial in Haddonfield, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at UBS Financial Services, Merrill, Banc Of America Investment Services, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management services through a large network of advisors.

William Murley is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at The Vanguard Group and various nonprofit and educational organizations. Outside of advising, he is active as a Christian public speaker and releases music through online platforms. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party program sponsors.

Daniel Pelosi is a financial advisor at LPL Financial with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Steele Financial Solutions and Wipfli Financial Advisors. Prior to his financial career, he was employed at Abercrombie and Fitch and Merrill Lynch. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services network.

Denise Wine is a Series 66-licensed financial advisor with Morgan Stanley, based in Newtown Square, PA, with 16 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2020, and previously was with Wells Fargo Clearing from 2016 to 2020. Outside of her advisory role, she serves as power of attorney for her father. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Yasir Gardner Sizer is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation. He began his advisory career in 2026 after experience at various firms including Hartford Funds, Under Armour, and Barnes & Noble Education. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Grugan is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked with Equitable Advisors since 2004 and was previously associated with Axa Advisors. In addition to his advisory role, he is involved with Karr Barth Associates, a private client group that supports client services and account access. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm relies on a network of investment advisers and third-party managers to deliver customized advisory solutions without sponsoring its own wrap fee program.

John Grandizio is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining UBS in 2020, he worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2015 to 2020. He also has an interest in real estate, owning a rental property previously used as his personal residence. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad range of services such as market making, underwriting, and proprietary research.

Charles Glackin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products alongside investment services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates a range of eligible strategies, including those with ESG considerations.

Taylor Grant is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Delaware Investments, Macquarie Investment Management Business Trust, and Tribini Brands Inc. Grant is also involved in Maverick Equity Partners LLC and Wallys Egg LLC, which are real estate investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client decision-making.

Timothy Valente is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at RBC Capital Markets since 2008 and also holds a role on the Board of Directors at Malvern Preparatory School, where he serves on several sub-committees including the finance committee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Zachary Lambert is a Series 66 licensed financial advisor with Equitable Advisors, based in Bala Cynwyd, PA. He has one year of industry experience and previously held roles outside finance including at Grain Craft Bar and Kitchen, Newark Country Club, and BJ's Restaurant & Brewhouse. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs that utilize both proprietary and third-party investment models and discretionary managers.

Barrett Spragg is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities, he worked at Ellery Partners and completed four years at the University of Virginia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Katrina Mc Nairy is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc, Equitable Advisors, AXA Advisors LLC, Axa, American Heritage, and Randolph-Brooks Federal Credit Union. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Norwood is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, with one year of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he owns and operates EXN Enterprises, an event services business specializing in event planning and audio/video production. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Its advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Jon Meyer is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation and one year of industry experience. His work history includes roles at JPMorgan Chase Bank, WSFS Bank, Nolan Consulting Group, and involvement with the Karakung Swim Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and leveraging affiliates for portfolio implementation and services.

Melanie Dahl is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 22 years of industry experience and has worked at Mass Mutual Investors Services since 2017, with prior roles at MetLife Securities Inc. and Metropolitan Life Insurance Co. Additionally, she is an independent insurance agent and serves as a head junior volleyball coach. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, offering a range of programs including educational seminars and event-driven planning services.

Peter Ponzio is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Penn Investment Advisors, Penn Community Bank, and LPL Financial. He serves as a board member of VCS. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations, utilizing a range of proprietary and third-party programs and investment solutions.