Keith Joffe is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a variety of advisory programs including tailored financial planning, utilizing structured planning tools and modeling techniques.

Thomas Brown is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at PNC Investments, TD Bank N.A., and Equitable Advisors, LLC. He is also involved in offering investment products and services through American Heritage Investment & Retirement Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supporting strategies through both proprietary research and third-party subadvisors.

Joseph Mc Keon is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and seven years of industry experience. Before joining Equitable Advisors in 2022, he worked at The Vanguard Group from 2016 to 2022. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Danny Chan is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes prior roles at HSBC Securities (USA) Inc. and TD Ameritrade, Inc. Outside of his advisory work, he has non-investment-related real estate ownership activities in Philadelphia. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing tax-aware withdrawal planning, supported by investment research and algorithmic analysis.

Daniel Silverberg is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes multiple roles at UBS and Morgan Stanley, with over a decade spent at Morgan Stanley Private Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-driven asset allocation to tailor financial plans aligned with client goals. The firm integrates institutional trading capabilities with wealth management services, providing a broad array of investment and capital markets solutions.

Mark Cook is a financial advisor with LPL Financial in Woodbury, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Wells Fargo Clearing and The Vanguard Group, Inc., and has experience outside finance including roles at Anthony's Coal Fired Pizza and Fit Body Boot Camp. 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 services, including financial planning and access to third-party asset managers, with investment solutions implemented through model portfolios, discretionary or non-discretionary strategies, and advisor-facing tools.

Joseph Rosen is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Bradford Bernstein is a CFP®-designated financial advisor with 27 years of industry experience, currently serving at UBS Financial Services since 2005. He has also served on the board of directors for Gencrest, a pharmaceutical and biotech manufacturing company, from 2017 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor financial plans and portfolio management.

James Legg is a financial advisor with Charles Schwab, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, Merrill, and Bank of America. He is currently based in Marlton, NJ. 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 custody services with a multi-asset model portfolio approach.

Joshua Kim is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes positions at Rutgers University, tutoring services, and roles with Pilgrim Mission Church and Surreal Creamery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe, serving various clients including registered investment companies and charitable funds.

Eric Medina is a Series 66 licensed advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Adelphia, LPL Financial, UBS, Adidas, and other firms. 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 an ESG eligibility framework in its investment approach.

Dakota Greene is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Equitable Advisors, and McAdam Financial among other firms. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through tailored advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides a range of options including tax management and responsible-investing screens.

Valarie Hughes is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has worked at Morgan Stanley since 2018 and previously held positions at JPMorgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm employs a structured financial planning process using proprietary tools and provides services that include tailored planning without individual security recommendations as part of standalone plans.

Cynthia Jones is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley since 2013. 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, managing approximately $2.74 trillion in client assets.

Daniel Palombo is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at MassMutual Greater Philadelphia and Drexel University. He has been with Wells Fargo Clearing since 2019. 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 serves a broad client base and employs diversification principles and modern portfolio theory in their investment evaluations.

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 63 and Series 65 credentials and has been with J.P. Morgan since 2015. Outside of her advisory role, she owns Preserve The Day Bouquet LLC, a business creating sentimental keepsakes using flowers and resin. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending strategies.

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 Series 66 licensed financial advisor with Morgan Stanley, based in Mount Laurel, NJ. He has four years of industry experience, including prior roles at Donald F. Browne CPA and PNC Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved analytics.