Thomas Sacharanski is a financial advisor with Wells Fargo Clearing in Bordentown, NJ, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 product offerings, such as insurance-related vehicles and bank deposit sweep options.

Dia Khan is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities, Dia held positions at several firms including Bank of America, Merrill, Morgan Stanley, and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through Wealth Advisors while clients retain final decision authority.

William Gradisek is a financial advisor at J.P. Morgan Securities with the CFA® designation and Series 66 license. He has three years of industry experience, including roles at PGIM Fixed Income and JPMorgan Chase Bank. He is also employed by JPMorgan Bank, enabling him to offer certain banking products and services. 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.

Carly Schiavone is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and nine years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley since 2018. Outside of her advisory role, she works as a delivery driver for Maplebear Inc. 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 methods, managing approximately $2.74 trillion in client assets.

Matthew Godfroy is a financial advisor with Ameriprise, holding CFP®, ChFC®, and Series 66 credentials and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advisory work, he is involved in real estate ownership unrelated to his investment activities. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, integrating advisory, brokerage, and insurance solutions.

Noah Wiegand is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. Noah provides ongoing financial advice and adjusts strategies as clients' situations evolve. With 13 years of experience working with employer-sponsored retirement benefit plans, including 401k, nonqualified deferred compensation, employee stock purchase plans, and equity compensation, Noah integrates this expertise into comprehensive financial planning. His client focus includes college education planning, divorce transition planning, employee benefits planning, executive compensation, equity compensation services, personal retirement planning, portfolio management services, tax minimization, and retirement income. Noah holds a Bachelor's Degree from Pennsylvania State University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of work, his interests include basketball, football, music, spending time with his family, and traveling.

Neil Ahearn is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with American Portfolios for 23 years. He also sells term life insurance through an insurance broker. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a range of investment types.

Carol Lupo is a financial advisor with Wells Fargo Advisors in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Wells Fargo Advisors and related affiliates since 2009. Outside of her advisory role, she owns CAL Investment Consultants, LLC and serves as a trustee for its 401(k) plan; she is also involved with Princeton Harriman Insurance Solutions in an insurance advisory capacity. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, with tailored recommendations supported by Wells Fargo’s research and tools, and offers clients flexible implementation options through its brokerage and advisory programs.

Jessica Jensen is a Series 66-licensed advisor with Merrill in Yardley, PA, and has 10 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016. 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.

Kenneth Catanella is a financial advisor at UBS Financial Services with 51 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory work, he serves as a trustee and member of the marketing committee at the Pennsylvania Academy of Fine Arts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to client goals.

Lindsey Robbins is a financial advisor at J.P. Morgan Securities with a Series 66 credential and less than one year of industry experience. Her prior work experience includes roles at JPMorgan Chase Bank, AstraZeneca, and Whole Foods. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Christopher Cortina is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019. Prior to that, he was employed at Bank of America and Merrill from 2016 to 2019 and spent time at the University of North Carolina at Chapel Hill. 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.

Gabriel Garner is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at Cetera Investment Services LLC and Citadel Credit Union. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Adam Lambert is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and previously worked at Goldman, Sachs & Co. for 11 years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as market-making, proprietary research, and securities-backed lending.

Najd Hanna is a financial advisor at Edward Jones in Philadelphia, PA, holding a Series 66 designation with 18 years of industry experience. Hanna has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hugo Rocha is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He has held roles at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory work, Rocha serves as president of the 743 N 20th Street Homeowners Association in Philadelphia. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Vito Mastromonaco is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior roles include positions at Prudential, Wealth Enhancement Group, and several other financial firms. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and operational infrastructure.

Angela Moore is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Pfister is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked for Ameriprise Financial Services, Inc. for 34 years. His career also includes brief periods at Pruco Securities LLC and Follett Ice. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, and third-party asset management solutions.

Stephanie Cohan is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client strategies.