James Snyder is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has worked at TD Ameritrade, Inc. for 14 years before joining Charles Schwab and Co., Inc. and Charles Schwab Bank, SSB. 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 offers a combination of non-discretionary buy/sell recommendations and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Richard Bonnette is a financial advisor at Stifel with 40 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Stifel in 2020, he worked at Bank of America for nine years. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses as a basis for client decisions.

David Maxwell is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior experience includes roles at LPL Financial, Edward D. Jones & Co., and Royal Maccabees Life Insurance Company. He is also involved in educational services through a nonprofit food services organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools to deliver tailored retirement recommendations.

Michael Defoney Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 31 years of industry experience, including roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he has operated a lawn service business and owns a tax preparation practice. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships and offering various specialized planning services.

Eric Richman is a CFP® professional with 28 years of experience, currently affiliated with Charles Schwab. His prior experience includes roles at Prudential and Lincoln Financial Distributors. He is based in Philadelphia, PA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment offerings.

Corey Mulholland is a Wealth Management Advisor and Vice President with Beckett George Wealth Management, operating within Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA) designations, indicating his expertise in comprehensive financial planning and qualified retirement plan advisory. Corey focuses on developing financial strategies tailored to clients' short and long-term goals, including financial strategy, investment management, estate planning, and wealth transfer planning. Before joining the financial services sector, Corey served eight years in the United States Marine Corps Special Operations Command, including deployment during Operation Iraqi Freedom in 2005. He is a graduate of Rutgers University with a Bachelor's degree in Management, concentrating on Entrepreneurship, Strategy, and International Business. Corey's professional credentials also include Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) designations, and he completed an Accredited Certificate Program at the United States Marine Corps University. Corey resides in Sicklerville with his wife, Courtney. He is involved with veteran-focused non-profit organizations, notably Operation Homefront, and participates in local sportsmen's clubs, reflecting his ongoing community engagement and support for veterans.

Patricia Bonsall is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities prior to joining J.P. Morgan in 2020. She is also an employee of JPMorgan Bank, where she offers certain bank products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, offering advisory services alongside brokerage, distribution, and investment management capabilities.

William Gorsline is a Series 66-credentialed financial advisor with Equitable Advisors, where he has worked since 2012, totaling 14 years with the firm and 13 years of industry experience overall. Prior to Equitable Advisors, he was affiliated with Axa Advisors LLC from 2012 to 2020. Outside of his advisory role, he serves as a council member at St. Isaac Jogues Parish, assisting with community activities such as soup kitchens and prayer groups. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various programs, utilizing third-party asset managers and advisory platforms to deliver tailored investment solutions.

Ryan Flynn is a financial advisor at LPL Financial with 19 years of industry experience. He has held his current position since 2017 and previously worked at Fs2 Capital Partners, LLC from 2011 to 2017. He holds Series 63 and Series 66 licenses. 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 portfolio programs, third-party asset management, and institutional platforms.

Holly Berry is a financial advisor at UBS Financial Services with nine years of industry experience. She has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Normand Savoie is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in New York and operating an office in Philadelphia. He focuses on delivering financial advisory services to high net worth clients, developing personalized financial strategies that align with each client’s risk tolerance and overall objectives. His client work spans individual wealth management and advising small to medium-sized business owners on 401(k) and other retirement plans, with a client base primarily along the Eastern Seaboard, California, and Florida. Mr. Savoie’s expertise encompasses a range of areas including divorce transition planning, education funding, family wealth strategies, socially responsible and ESG investing, LGBT wealth planning, and managing new wealth. Before becoming a financial advisor, he worked in investment banking at Salomon Brothers and Morgan Stanley, held finance roles in the corporate sector, and owned a restaurant business in Miami Beach, Florida. He holds an MBA and an additional master’s degree from the University of Pennsylvania’s Wharton School and Joseph H. Lauder Institute of International Management & Business, where he was a fellow. He also earned a BA in Economics from the University of Pennsylvania. Mr. Savoie is a CFA charterholder, a Certified Financial Planner (CFP®), and holds certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is actively involved in alumni affairs at Penn/Wharton/Lauder, serving on the Lauder Institute Advisory Council and having previously served as president of both the Lauder Institute Alumni Association and Wharton Out4Business. His community involvement includes co-founding Mount Vernon Star Scholars, a nonprofit supporting academically talented students in Mount Vernon public high schools through mentoring programs. Personal interests include hiking, running, and traveling.

David Pratt is a CFP®-designated financial advisor with Morgan Stanley in Mount Laurel, NJ, bringing 30 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Kevin Mc Laughlin is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2019, following prior roles at Oppenheimer & Co. Inc. and McAdam LLC. Before entering the advisory field, he spent four years at the University of Delaware. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning, utilizing investment research, third-party data, and algorithmic tools.

Jennifer Colon is a financial advisor with Wells Fargo Clearing in Marlton, NJ, holding a Series 66 license and 18 years of industry experience. She has worked extensively within Wells Fargo and its affiliated entities since 2009, including Wells Fargo Advisors and Wachovia Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Chelsea Wise is a CFP® professional with seven years of industry experience, currently with RBC Capital Markets since 2023. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2019 to 2023, and at State Farm Insurance from 2015 to 2019. RBC Wealth Management, part of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using a combination of in-house and third-party investment managers.

Steven Fleisher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves as a trustee for his mother. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gabriel Garcia La Placa is a financial advisor at Equitable Advisors with Series 63 and Series 66 designations and two years of industry experience. He previously worked at Intellect.us and LaPlaca Insurance and was affiliated with The Pennsylvania State University. Outside of his advisory role, he has worked as a DoorDash delivery driver since 2020. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Dante Pierantozzi is a Financial Advisor with The Mergan Group at Merrill Lynch Wealth Management in Philadelphia. He brings over five years of experience in financial services, having previously supported the Market Executive of Merrill in Greater Philadelphia and worked in wealth management at Morgan Stanley. Dante focuses on helping individuals and families navigate complex financial decisions by developing personalized wealth management strategies that align with their unique goals and values. Dante's expertise includes divorce transition planning, family wealth management strategies, personal retirement planning, philanthropic planning, and socially responsible investing. He holds the designations of Certified Plan Fiduciary Advisor (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Dante earned his bachelor's degree in Finance and Economics from Northeastern University, where he also served as president of the men's rugby club. Outside of his professional role, Dante is involved in community organizations including Northeastern University's Young Alumni Advisory Board and the Young Professionals Board for the Make-A-Wish Chapter of Philadelphia, Delaware, and Susquehanna Valley. He enjoys traveling, trying new restaurants, playing basketball, and spending time with his family and his Yorkshire terrier, Gigi.

John O'Brien is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Sanford C Bernstein, Macquarie Asset Management, and Eaton Vance Distributors. J.P. Morgan Securities 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.

Melody Harris is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.