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 the Series 63 and Series 66 designations and has worked previously at Lincoln Financial Advisors and Lincoln Financial Distributors. Dougherty joined Thrivent in 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers goal-based, holistic analyses and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan,” while keeping planning and portfolio management services separate.

Diane Roberts is a financial advisor at Morgan Stanley with 35 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 that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Matthew Gureghian is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and JPMorgan Chase Bank prior to his current roles. 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.

Peter Lydzinski is a financial advisor with Raymond James & Associates in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked for Merrill from 2014 to 2026 before joining Raymond James & Associates and Carillon Fund Distributors in 2026. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a wide range of portfolio management styles and research resources.

Mary Muskewitz is a Certified Financial Planner® currently with Wells Fargo Clearing, where she has worked since 2016. She holds Series 63 and Series 65 licenses and has 37 years of experience in the financial industry. Based in Marlton, NJ, she provides advisory services through a major national firm. Wells Fargo Advisors serves individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

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 Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and Morris James LLP. He serves as a board member of Children and Families First Delaware, a nonprofit organization supporting children and families. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its investment recommendations.

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 Series 66-licensed financial advisor with 12 years of industry experience. He has worked at LPL Financial since 2020 and was previously with Wells Fargo Clearing from 2016 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Luke Steinke is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC, Lincoln Financial Securities, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Thomas Dennis is a financial advisor at Morgan Stanley in Philadelphia, PA, holding a Series 66 designation. He has one year of industry experience and has held prior roles at firms including RSM and Good2Grow, as well as positions outside the financial sector. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process without offering individual security recommendations as part of standalone financial plans.

Vincent Venturi is an Investment Consultant at Fidelity Investments, where he collaborates with clients to understand their financial needs and assist in developing and executing personalized strategic plans. He has progressed through multiple roles within Fidelity Investments, beginning as a Financial Representative in 2023, advancing to Relationship Manager in 2024, then Planning Consultant in 2025 before assuming his current position in 2026. Throughout his tenure at Fidelity Investments, Vincent has developed expertise in client relationship management and financial planning. His experience encompasses guiding clients through strategic financial planning to help them pursue their financial goals.

John Parker Jr. is a financial advisor at Osaic Wealth, Inc. with 28 years of industry experience. He has held roles at John Hancock Mutual Life Insurance Company and Signator Investors, Inc., and worked five years with Royal Alliance Associates before joining Osaic in 2023. Parker is registered as an investment advisory representative and insurance broker with Bala Financial Group Inc., where he is involved in sales and marketing of securities, insurance products, fixed annuities, and non-variable life and health insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management, with a complex corporate structure that includes multiple mergers and private-equity ownership.

Kevin Barnett is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the industry. He is a proud graduate of the U.S. Naval Academy in Annapolis, Maryland, where he earned a Bachelor of Science degree in Mathematics. Kevin holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC®), Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Throughout his career, Kevin has developed a disciplined investment approach and focuses on assisting affluent families, individuals, and business owners in developing long-term financial strategies. He specializes in executive compensation, family wealth management strategies, personal retirement planning, and serving clients in sports and entertainment. Kevin applies Merrill's Total Merrill platform and a disciplined four-step wealth management process to provide individualized strategies and personal service to his clients. Kevin grew up in Merchantville, New Jersey, where he currently resides with his wife, Natalja, and their two daughters. He is bilingual in English and Russian. Outside of his professional work, Kevin enjoys biking, reading, and spending time with his family.

David Carothers is the Senior Resident Director and Financial Advisor at the Merrill office in Doylestown, PA. Since joining Merrill Lynch Wealth Management in 2006, David has served in various leadership roles, including management positions in Princeton and Philadelphia. He maintains a dual role focused on assisting clients and advisors in creating realistic paths toward meaningful financial objectives, employing a planning-based approach that prepares clients for both expected and unexpected financial events. David earned a Bachelor’s degree in Business Administration with a concentration in Finance and a minor in Information Technology from Monmouth University. He holds the Personal Investment Advisor (PIA) designation. His client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, and socially responsible and values-based investing. David emphasizes understanding each client's goals and pursues them with simplicity and transparency. Outside of his professional responsibilities, David facilitates charitable and fundraising events in the community and supports a local animal orphanage. He enjoys outdoor activities such as fishing—fly fishing, freshwater, and saltwater fishing—boating, hiking, and playing sports. He also enjoys cooking and spending time on new adventures with his wife, Lauren, and their two daughters.