Shawn Hood is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for nearly nine years. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing investment policy development, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Robert Dolce is a Financial Advisor with Merrill Lynch Wealth Management based in Philadelphia. He focuses on retirement planning, wealth structuring, and assisting high-earning professionals and small business owners in building lasting financial strategies. He provides investing advice, along with access to banking and lending services through Bank of America. His expertise includes college education planning, executive compensation, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Robert's approach is educational and relationship-driven, emphasizing long-term collaboration to help clients pursue their financial goals with confidence. Robert holds a Bachelor's Degree from the University of Pittsburgh and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his personal time, he enjoys baseball, football, golfing, skiing, spending time with his family, traveling, and watching movies.

Christina Deaver is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 65 and Series 63 licenses. Outside of her advisory role, she owns Preserve The Day Bouquet LLC, a business that creates sentimental keepsakes using flowers cast in resin. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Kelly Boylan is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc., Plan One Financial Group, Harrahs, and Andres. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, utilizing tools such as asset-allocation models and automated rebalancing to manage diversified portfolios.

Kody Ross is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, he held positions at Donald F. Browne CPA and Penn State University among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Richard L. Hogan is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding a Series 66 designation and possessing 25 years of industry experience. He has been with UBS Financial Services since 2012. Outside of his advisory role, he is involved in property management through his participation in a condominium association committee and manages a sole proprietorship in real estate. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Felicia Jones is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and its affiliates since 2011, as well as at Bank of America and Merrill. Outside of her advisory role, she serves as a Finance Council member for St. Eugene's Parish of the Archdiocese of Philadelphia, assisting with parish bookkeeping and internal controls. 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 advisory process is IPS-driven and includes a broad investment menu that incorporates insurance-related vehicles and bank deposit sweep options.

Martin Genello is a CFP® professional with 11 years of industry experience. He is currently with Charles Schwab in Marlton, NJ, and has prior experience at Janney Montgomery Scott and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and multi-asset model portfolio approach.

John Corrado is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in property management as a sole proprietor of a real estate business in Philadelphia. 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 supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Miloslava Moravec is a financial advisor with Primerica Advisors in Lansdale, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Primerica Advisors since 1990 and Primerica Financial Services since 1996. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and implements portfolios via BNY Mellon Advisors, operating primarily with a percentage-based wrap fee structure.

Mark Evans is a financial advisor with RBC Capital Markets in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizable portfolio management strategies utilizing both in-house and third-party managers.

Achu Akum is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at UBS Financial Services and TIAA-Cred Individual & Institutional Services. He is also the principal owner of RenGen Consulting LLC, where he provides strategic consulting services to businesses and organizations. Mass Mutual Investors Services operates as 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 provides collaborative, annual financial planning engagements supported by proprietary software and educational seminars.

Lulu Zappy is a financial advisor at UBS Financial Services with 15 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she owns and manages a rental townhome. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and access to institutional trading capabilities alongside wealth management.

Christopher Schell is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 26 years of experience in wealth management and financial advising. He specializes in a range of client focus areas including college education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, socially responsible and ESG investing, retirement income, and small business strategies. Chris applies a comprehensive approach to managing client portfolios that integrates tax and estate planning strategies to align with clients’ evolving financial needs. Chris holds a Bachelor of Science degree in Economics from the Pennsylvania State University System. Additionally, he has completed non-accredited certificate programs at the University of Pennsylvania and Harvard University. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Chris resides in Dresher, Pennsylvania with his wife and their twin teenage boys. His personal interests include football, music, running, skiing, traveling, and yoga. He is actively involved in philanthropic activities, serving as a trustee and board member at Williamson College of the Trades, as well as holding trustee and leadership roles at the Abramson Center for Jewish Life in Horsham.

William Sabia is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 32 years of industry experience. He has held positions at Merrill and Bank of America, N.A. before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Zachary Todd is a Financial Consultant currently working at Fidelity Investments since 2026. He has experience as an Investment Consultant at Fidelity Investments from 2024 to 2026 and previously served as a National Financial Solutions Advisor at Bank of America Merrill Edge from 2022 to 2024. In his role, Zachary combines market knowledge with a commitment to transparency and trust to help clients build confidence in their financial futures by simplifying complex financial concepts and providing actionable guidance. Outside of his professional career, Zachary has personal interests that include board games, football, social events with friends, golf, and soccer.

Jeremy Young is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a noted role in model portfolio delivery, commodity pool operations, and formal advisory services to multiple registered investment companies.

Jen Parsons is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill and Bank of America since 2007 and 2009, respectively. Outside of her advisory role, she participated in a one-time survey for an entity called CHOP in Philadelphia. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Alexa Swetz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill Lynch and a year at Bottle King. She also has experience from her time at Temple University and Hillsborough High School. 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 a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Connor Zuch is a Planning Consultant at Fidelity Investments. In this role, he partners with clients to understand their goals and build tailored financial strategies. He provides proactive guidance, holistic planning, and disciplined execution to help clients navigate financial complexities with confidence. Connor has experience across multiple roles at Fidelity Investments, including Relationship Manager and Financial Representative. Prior to joining Fidelity, he worked as a Junior Financial Consultant at Tri-State Financial Advisors. His approach focuses on delivering clarity, accountability, and long-term value throughout clients' financial journeys.