George Eggers III is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 42 years of industry experience. He has worked with Cetera and its affiliated entities since 2011. Eggers is a member of the Voorhees Economic Development Committee and operates Heights Financial Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and ongoing client supervision.

Kristeen Mc Connell is a financial advisor with Equitable Advisors in Cherry Hill, NJ. She holds a Series 66 designation and has six years of industry experience. Prior to joining Equitable Advisors in 2020, she worked at JPMorgan Chase & Co. and Financial Integrity Resources Management LLC. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional clients, providing financial planning, brokerage services, insurance distribution, and access to third-party asset management programs through a range of sponsored and endorsed platforms.

Anthony Concha is a Senior Financial Advisor with Merrill Lynch Wealth Management, a division of Bank of America. He holds Series 7 and 66 FINRA registrations and is insurance licensed. Anthony joined the Bank of America enterprise in 2016 and became part of Merrill Lynch Wealth Management in 2019. He leads a team of investment industry professionals, leveraging their combined expertise and the global resources of Merrill Lynch to offer comprehensive wealth management services. Prior to his career in financial advising, Anthony served as a business agent for UFCW Local 1776, an AFL-CIO affiliated International Union, where he worked for over ten years. He earned a Bachelor's degree in Finance and a Master of Business Administration with a concentration in Finance, both from Penn State University. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional responsibilities, Anthony is an active race car driver in the American Rally Association Series sanctioned by USAC, with participation in rally racing since 2011. He is also a motorsports enthusiast, following NASCAR, IMSA, WRC, World Rallycross, Formula 1, and Formula Drift. Anthony resides in Northeast Philadelphia.

Jeffrey Hohl is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Justina Staneviciute is a financial advisor with Ameriprise in Longport, NJ, holding a Series 66 credential and four years of industry experience. She has been with Ameriprise since 2021 and is also associated with Andreanidis Financial Group, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad array of advisory, brokerage, and insurance solutions through its affiliated entities.

Paul Genoese is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Avantax Advisory Services and Avantax Insurance Agency. Outside of advising, he serves as Vice President of Brandywine Benefits Group, an independent insurance agency. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Rosalie Hunter is a Private Wealth Advisor at Merrill Private Wealth Management, where she has served since 2015. She co-founded the Hunter-McCormack Group and provides guidance to ultra-high-net-worth clients, including C-suite executives, entrepreneurs, and private business owners. Her team focuses on complex financial needs, including portfolio management, legacy planning, liquidity management, and tax minimization. Rosalie emphasizes a strategic approach to preserving and enhancing dynastic wealth. With over 35 years of experience, Rosalie draws on her previous roles as Managing Director at Barclays Wealth Management and J.P. Morgan Private Bank. She holds a bachelor's degree from Ohio Wesleyan University and an MBA with a concentration in finance from LaSalle University. She has earned professional designations such as Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Her work has been recognized consistently by Forbes, including listings among America's Top Women Wealth Advisors and Best-in-State Wealth Advisors. Residing in Chestnut Hill, Pennsylvania, Rosalie and her husband Joe have five adult children. She is involved in her community through the JVS Fund Advisory Committee and the Sunnybrook Golf Club Executive Committee. Outside of work, she enjoys running, golfing, spending time with family, and traveling.

Moses Kinney is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include work with City Planter LLC, Variant Plant LLC, and Method Hospitality Co., along with a period at Temple University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal CIO teams and third-party managers for a range of individual and institutional clients.

Blake Epstein is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at City National Bank and Morgan Stanley Private Bank, National Association, as well as Morgan Stanley Smith Barney. Outside of his advisory work, he is a passive owner of several rental properties managed by third parties. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and offers a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers and provides options for tax management, rebalancing, and responsible investing.

Matthew Cannon is a financial advisor with Wells Fargo Clearing in Fairless Hills, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing Services since 2018 and has worked at Wells Fargo Bank since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is guided by investment policy statements and modern portfolio theory, with a range of investment vehicles that include insurance-related products and bank deposit sweep options.

Laura Marzano is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at LPL Financial since 2014 and previously spent three years with Good Life Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and various model portfolios.

Ryan Guss is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He was previously with Lincoln Financial Advisors Corporation for ten years before joining LPL Financial in 2024. Outside of his advisory role, he is involved with The Resources Group LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives, utilizing various model portfolios and technology-enhanced strategies.

Lyndsey Berry is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Tundidor & Weis Investment Group and Voya Financial Advisors, Inc. She has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing comprehensive written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support client planning, with a focus on assets held in Ameriprise-managed accounts.

Alfred Biggio Jr. is a financial advisor at Cetera with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Cetera and affiliated entities since 2013. In addition to his advisory role, he serves on the board of the Waterford Township Athletic Association, a nonprofit focused on local athletics. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a wide range of investment programs through its extensive national network of advisors.

Alexander Blum is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo-related entities since 2017, including Wells Fargo Bank, NA, and Wells Fargo Clearing Services, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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 sources.

James Flanagan is a financial advisor at Cetera with 26 years of industry experience and holds the CFP® and Series 66 designations. He previously worked at Avantax Advisory Services and 1st Global Advisors and is also the president of James Flanagan & Associates, CPAs. Flanagan serves on the board of directors for Eagles Fly for Leukemia, a charitable organization. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Christine Oliver is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2014, initially in other capacities before becoming an advisor in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Harry Foote is a Certified Financial Planner® with 33 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1998 and has been with Raymond James Financial since 2009. He was also the owner and president of Foote Financial Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wilson Braun Jr. is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2002 and J.P. Morgan Securities since 2001. Outside of his advisory role, he serves as Vice President and board member of the Laffey-McHugh Foundation, which provides grants to various charities in Delaware. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Matthew Cutler is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates model-based scenario analysis without providing individual security recommendations as part of its standalone planning service.