Guy Wilson is a financial advisor with Equitable Advisors, holding a Series 66 designation and 21 years of industry experience. He has worked at Equitable Advisors since 2005 and has also been involved with PST Advisors, LLC and Karr Barth Financial Planning, Inc. outside his role at Equitable. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm delivers advice through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs to implement customized investment solutions.

Jeremy Baron is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and 15 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank NA since 2013. Prior to that, he spent two years at Securian Financial Services, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Stephen Izzi is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds the ChFC® designation and a Series 63 license. Izzi has been with Mass Mutual-related firms since 2011, serving in roles that include insurance brokerage for individual life and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including educational seminars and event-driven planning programs.

Natalie Danielson is a financial advisor at Edward Jones in Philadelphia, PA, holding the Series 66 designation with four years of industry experience. Her prior work includes roles at Agway East Mountain Transplants Inc., Dunkin Donuts, Cosmos Family Farm, the University of Maine, Amerihealth Caritas, and Central High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Kevin McVeigh is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013, following a brief tenure at Signator Investors, Inc. Additionally, he operates a sole proprietorship focused on the sales and service of various non-securities insurance products, including life, health, long-term care, and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors, combining extensive non-advisory financial services with a comprehensive advisory platform.

Pranav Patel is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to develop financial plans aimed at achieving their financial goals by building trusting relationships and understanding their priorities. Prior to his current role, Pranav worked as a Financial Advisor at Lincoln Investment from 2019 to 2021 and at McAdam Financial from 2017 to 2019. His professional experience spans several years in financial advisory and planning. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Heather Sherrill is a financial advisor with Cetera in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include eight years at Lincoln Financial Advisors Corporation and positions with Avantax entities. She has also worked as a tutor with the New Jersey Tutoring Corps and at Pitman High School. Cetera Investment Advisers LLC provides a nationwide platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures and affiliated managers.

Jeffrey Merten is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and modeling techniques to support its financial planning process.

Lawrence Brown is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Stifel Nicolaus, Merrill, and Bank of America. In addition to his advisory role, he is the owner and partner of Hero Makers, LLC, a management consulting business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting.

Jason Miller is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. He previously worked at Voya Financial Advisors and has been involved with Cetera and affiliated entities since 2021. Outside of his advisory work, Miller serves in leadership roles with the Garden State Council Boy Scouts of America, including Executive Vice President and Board President. Cetera Investment Advisers LLC provides financial advisory services to a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment managers.

Julia Hagan is a Series 66–licensed financial advisor at J.P. Morgan Securities in Philadelphia, PA, with five years of industry experience. She has held roles at JPMorgan Chase Bank, Bank of America, and Merrill. Outside of finance, she has experience working in the hospitality industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and investment manager selection.

Caroline Wall is a Series 66-credentialed advisor at J.P. Morgan Securities with four years of industry experience. Her background includes roles at Macquarie Group and JPMorgan Chase Bank, N.A., among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes specialized regulatory registrations reflecting broader derivatives and commodities capabilities.

Aidan Lawrence is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has a background including roles at All Current Electrical and various educational and retail positions. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm works with a network of Investment Adviser Representatives and uses a range of firm-offered and third-party advisory programs to meet client needs.

Michael Byrne is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and previously spent 27 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is also licensed to offer traditional life insurance and annuities. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools across multiple platforms.

Michael Newman is a financial advisor with Ameriprise in Sicklerville, NJ, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of advising, he is involved in real estate development and provides educational workshops at Rutgers University and Rowan University. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored income strategies, supported by a centralized consulting team and algorithmic tools.

William Smith is a financial advisor at Morgan Stanley with 35 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds a Series 63 designation and serves as a trustee and co-trustee for a trust in Radnor, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Joshua Spitzer is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of Grande Capital RE LLC, a real estate property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers planning services that use structured discovery processes and firm‑approved tools to model financial outcomes.

Thomas Bryan is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2017 and concurrently serves as Chief of Staff and Business and Operations Manager at RGA Wealth Strategies, which provides long-term disability solutions for organizations. Additionally, Bryan is licensed to practice law and occasionally represents clients in court. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver personalized investment solutions and fiduciary services.

Thomas Cunningham is a financial advisor with Wells Fargo Clearing in Philadelphia, PA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior roles include positions at PNC Wealth Management, J.J.B. Hilliard, W.L. Lyons, LLC, and RBC Capital Markets. Outside of his advisory role, he has experience as a landlord managing a residential rental property. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Dana Harris is a CFP® with 50 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Inc. and Securities America, Inc. He also operates a tax preparation business, Eastern Tax Service, which he has managed since 1988. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a variety of investment programs.