Bridget Green is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. She has worked with Equitable Advisors since 2010, including its prior iteration as Axa Advisors, LLC. Outside of her advisory role, she serves as a trustee on her own children's accounts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a large network of Investment Adviser Representatives and utilizes a variety of advisory models and third-party asset managers.

Michael Mcknight is a CFA® charterholder with 13 years of experience in the financial services industry. He is currently with Charles Schwab in Philadelphia, serving in roles at both Charles Schwab Bank and Charles Schwab since 2021. His prior experience includes positions at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors. Charles Schwab & Co., Inc. serves a large client base, 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 a multi-asset investment approach supported by centralized custody and operational infrastructure.

Chewen Yarng is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services since 2014. Outside of his advisory role, he is the proprietor of Taota LLC, an LLC that owns a single residential rental property. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research.

Jacobo Guzman is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Guzman serves as a trustee for Har Zion Temple and is a member of the advisory board for the Philadelphia Union Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both retail and institutional services.

Tara Pinckney is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is involved in various activities including driving for Lyft, art consulting, and customer service work. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s process is investment policy statement-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Judith Daniel is a financial advisor with Morgan Stanley in Philadelphia, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services through financial advisors and estate planning specialists.

Robert Mcmaster is a financial advisor with MassMutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked with MassMutual Investors Services since 2017 and previously spent 15 years with MetLife Securities. In addition to his advisory role, he is involved in individual and group life and health insurance sales. MassMutual Investors Services, LLC is a broker‑dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes technology-driven planning tools and provides event-driven planning services such as divorce and estate-settlement planning.

Guy Palmeri Jr. is a financial advisor with RBC Capital Markets in Wilmington, DE, holding Series 63 and Series 65 credentials and with 31 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Palmeri serves as committee chair for the Cecil College Foundation, where he monitors foundation investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Martin Dempsey Jr. is a financial advisor with LPL Financial in Paoli, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including 29 years with LPL Financial. Outside of his advisory role, he is involved with Dempsey & Associates, where he is engaged in non-variable insurance sales. 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 financial planning and investment management solutions through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Elliott Golinkoff is a financial advisor with RBC Capital Markets in Wilmington, DE, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Golinkoff serves on the board of the Wilmington Economic and Financial Advisory Council, a city government advisory board. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Scott Crosby is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors Inc. since 2017. Outside of advising, he is an agent for Life Brokerage LLC, focusing on 1035 life insurance exchanges. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, using analytical tools to model potential outcomes, and supports its clients through a broad network of advisory programs.

Justin Levy is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Triad Advisors, and Auctus Wealth Management. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Jeffrey Weiss is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Integrated Financial Services, and Axa Advisors. Based in Philadelphia, PA, his career spans roles at several financial services companies since 2015. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Marotta is a Series 66-licensed financial advisor with Merrill in Wayne, Pennsylvania, and has 14 years of industry experience. He has worked at Bank of America and Merrill since 2017 and was previously with UBS Financial Services from 2013 to 2017. He also serves as co-trustee for a family trust. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

John Wheeler is a Series 66-licensed financial advisor at Raymond James Financial with 15 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2011 and previously operated Wheeler Financial LLC. Outside of his advisory role, Wheeler is an author and serves as secretary/treasurer on the board of the Wilmington Tax Group, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes non-discretionary planning tailored to client goals and supports a wide network of advisors with advanced analytical tools and specialized municipal and retirement plan advisory programs.

John Hafner Jr. is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Blackstone Strategic Partners LP and Wells Fargo Advisors, among others. Outside of advisory work, he is an owner and partner in several ventures including a home building company, and he serves on the investment committee of the Barnes Foundation and as Chair of the Investment Committee for the Rowan University Foundation Board. 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 to support client decision-making.

Stephen Muzekari is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Robert Defalco is a financial advisor at Merrill with 29 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch since 1986. 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 investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maria Kokoszka is a Series 66-registered financial advisor with RBC Wealth Management, a division of RBC Capital Markets, where she has worked since 2024. She has two years of industry experience, including prior roles at Continental Warranty and the Delaware Solid Waste Authority. Outside of financial services, she has spent seven years working with Camp Bow Wow. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions and offers various advisory programs tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Amanda Wasson is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 designation with nine years of industry experience. She previously worked at Wells Fargo Advisors for two years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its advisory process.