James Montgomery is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at both Bank of America and Merrill since 2017. In addition to his financial services career, Montgomery serves as a commissioned officer and platoon leader in the Army National Guard. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Salvitti is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc. and City National Securities. He serves as a board member for Girls on the Run Philadelphia, a nonprofit organization focused on building confidence and life skills in young girls. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory, financial planning, custody, and brokerage services to individual, institutional, and nonprofit clients. The firm employs tailored investment strategies through a combination of in-house and third-party managers, offering a range of program structures and integrated capital markets capabilities.

Robert Steinman is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 20 years before joining Stifel in 2020. Outside of his advisory work, he serves as President of the Colonial Village Community Association, overseeing social, legislative, and communication functions within the community. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Christopher Wessner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He has been with Wells Fargo Clearing since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services that include investment policy statement preparation, investment searches, performance reporting, and participant education. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Douglas Fisher is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Equitable Advisors since 2016, including a prior role with AXA Advisors, LLC from 2016 to 2020. His activities include managing an independent wealth advisory website. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and various asset management programs. The firm uses a network of Investment Adviser Representatives and third-party asset managers, offering services that include mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Sydney Swarbrick is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining RBC, Sydney worked at NYLIFE Securities LLC and New York Life Insurance Company. Sydney also has experience in academic support and hospitality roles at the College of Charleston and the Grand Bohemian Hotel. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management solutions implemented through a combination of in-house and third-party investment managers.

William M. Banks is a CFP® credentialed financial advisor with 47 years of industry experience. He is currently with RBC Capital Markets, LLC, where he has worked since 2026, following a 14-year tenure at UBS Financial Services. Outside of finance, he was formerly involved in retail and hospitality as an owner and officer of a sports bar business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to clients’ risk profiles. The firm combines in-house and third-party investment managers and provides access to alternative investments and integrated lending solutions.

Ana Barnett is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Citigroup Global Markets and Legg Mason Wood Walker. Barnett is a principal of Gussick & Barnett LLC, an investment-related business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Paul Kalani is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at various Ameriprise entities since 2003 and briefly at Choreo, LLC prior to that. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides personalized reports and ongoing advice focused on retirement income planning, utilizing proprietary research and third-party data within a defined investment framework.

Daniel Jones is a financial advisor with Raymond James & Associates in Philadelphia, PA, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Raymond James & Associates since 2001 and owns RLB Holdings LLC, a business involved in real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser that serves individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Aimee Turner is a financial advisor with Merrill, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. She has previously worked at PNC Private Bank, M&T Securities, Wilmington Trust, and BB&T/Truist. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients utilizing model-based and discretionary strategies from internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Crys Marigliano is a Financial Consultant currently working at Fidelity Investments since 2024. With over a decade of experience in the financial services industry, she has held positions including Wealth Planner at UBS from 2021 to 2023, Financial Advisor at TIAA from 2018 to 2020, and Client Advisor at PNC from 2016 to 2018. Throughout her career, Crys has collaborated closely with clients and their families to develop financial plans aimed at growing and protecting wealth. She emphasizes understanding clients' goals and preferences to build strong partnerships based on trust. Her approach involves co-creating and maintaining financial strategies that help clients navigate life transitions and achieve peace of mind. Crys holds a California Insurance License. Outside of her professional work, she enjoys activities such as spending time at the beach, family gatherings, social events with friends, skiing, traveling, and practicing yoga.

Michael Sessa is a financial advisor at Morgan Stanley with six years of industry experience. He has previously worked at UBS Financial Services and law firms including Arangio & George LLP and Spector Gadon & Rosen. Sessa also served as a trustee and personal representative for trusts in Ocean City, New Jersey. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis.

Josephine Stagliano is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 27 years of industry experience. She has worked at LPL Financial since 2017 and was previously with Wells Fargo Clearing for one year. She is involved in an affiliated business entity, Main Street Investment Group, LLC, which operates for LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Scott Budriss is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked with Equitable Advisors since 2014, previously associated with Axa Advisors until 2020. Outside of his advisory role, Budriss serves as a committee member involved in fundraising for the Human Rights Campaign. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment strategies based on client risk tolerance and personal information.

Kristen O'Neill is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include six years each at BlackRock Investments and The Vanguard Group before joining Charles Schwab in 2025. 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 brokerage services supported by a large-scale, integrated operational platform.

Nick Italiano is a Financial Consultant currently working with Fidelity Investments since 2023. He collaborates with clients to create, update, and maintain financial plans tailored to their individual situations, assisting them in preparing for retirement, building a family, or establishing a legacy. Before joining Fidelity Investments, Nick worked as a Financial Advisor at Merrill Lynch from 2017 to 2022. During his tenure there, he gained experience in advising clients on various financial matters and developing strategies to meet their financial goals.

Lawrence Shaw is a financial advisor at Cetera with 40 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Mercer Global Advisors Inc., Andrew Garrett, Inc., and Cordasco Financial Network, Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, charities, and institutions. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to third-party money managers.

Dimosthenis Tsakiris is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2017 to 2022 and Marble & Tile Outlet LLC from 2015 to 2017. Tsakiris is based in Mt. Laurel, NJ. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Benjamin Venturo is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has over 20 years of experience in financial planning and investment consulting, having previously worked as a Wealth Management Advisor and Investment Consultant at TIAA CREF from 2007 to 2015, and as a Financial Planner at H & R Block Financial Advisors from 2000 to 2007. Benjamin holds a California Insurance License. Outside of his professional work, he has personal interests that include beach activities, cooking and baking, fitness, golf, soccer, and theater.