William Mclaughlin Jr. Jr. is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves as Board Chairman of the U.S. Court Tennis Preservation Foundation and is a member of the Board of Directors for the Andalusia Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including principal trading, underwriting, and securities-backed lending programs.

Benjamin Lubker is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at The Vanguard Group Inc. and Bridgeway Wealth Partners, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, registered investment companies, and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Juranir Moraes is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He focuses on building genuine, long-term relationships with clients as the foundation of their financial journeys. Juranir partners with clients to help them pursue their goals with confidence through clear communication and proactive guidance, aiming to earn and maintain their trust at every stage of life. Prior to his current role, Juranir worked as a Relationship Manager at Fidelity Investments from 2022 to 2026. Before that, he gained experience as a Financial Services Representative at PNC Bank from 2019 to 2022. Outside of his professional work, Juranir has interests in fitness, motorcycles, soccer, surfing, tennis, and traveling.

Johnathan Thimodo is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 credential. He has one year of industry experience, previously working at Equitable Advisors and with roles outside finance including positions at Chipotle Mexican Grille and Walmart. Morgan Stanley Wealth Management serves both individuals and institutional clients with a range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include but do not provide individual security recommendations as part of standalone planning.

Kenneth Stewart is a CFP® with 18 years of experience in the financial services industry. He has been with Ameriprise since 2007, currently serving clients through the firm’s Williamstown, NJ office. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, offering detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its affiliated entities.

Adam Dorosky is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has four years of industry experience, including prior roles at Raymond James Financial Services and Bassett, Dawson & Foy. Outside of his advisory work, he is employed as a Client Service Associate with Dawson Wealth Management. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions, including discretionary and non-discretionary retirement plan services.

Matthew Doherty is a financial advisor with Ameriprise in Lawrenceville, NJ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliates since 2008. Outside of his advisory role, he manages an advisory business through Lemon Hill Capital Group, LLC. Ameriprise is an institutional firm serving clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-driven recommendations that integrate tax-efficient strategies and income planning within a broad range of advisory, brokerage, and insurance solutions.

Johanna Jackson is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley Smith Barney for 16 years. Outside of her advisory role, she is an ordained minister and operates a coaching business focused on corporate coaching, life coaching, meditation, event planning, and blogging. 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 approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Cass is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Leonard Lewis Jr. is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He is a partner at Rafter, Lewis & Paolino Financial Advisors and also operates Rafter, Lewis & Associates, an accounting and tax services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Gerald Laudicina Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He worked previously at Morgan Stanley Smith Barney from 2009 to 2017 before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven investment approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Zachary Dunn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services 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.

Katelyn Eckroth is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 designations and seven years of industry experience. Her career includes roles at Morgan Stanley, The Vanguard Group, and Guardian Asset Management. 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.

Mathew Kraut is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2020 and previously spent 12 years at PNC. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Christopher Crowe is a CFP®-designated financial advisor with 44 years of industry experience. He has been with UBS Financial Services since 2008, working out of Philadelphia, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services supported by proprietary research and model-based asset allocations.

Walter Mcghee is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities LLC. Before entering finance, he worked in various positions including at Il Pizzaiolo and Villanova University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage various investment funds.

Ericka Andino is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley Private Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Matthew Gaiser is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Cetera and has previously worked at Merrill, Macquarie Investment Management, and The Vanguard Group. Gaiser holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

David Fenster is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on understanding clients' financial situations and goals to help co-create plans that align with their objectives. His areas of discussion typically include investment planning, retirement planning, and other savings goals. Prior to his current role, David worked as an Investment Solutions Representative at Fidelity Investments from 2023 to 2025. Before joining Fidelity, he served as a Relationship Manager at Stanley-Laman Group from 2020 to 2023. Outside of his professional career, David has interests in fitness, football, golf, movies, and music.

Sean Mckeever is a Certified Financial Planner® with 29 years of industry experience, currently with Morgan Stanley in Philadelphia, PA. He has worked in various roles within Morgan Stanley since 2007, including the Private Bank and Smith Barney divisions. Outside of financial advising, he has business interests through Public House Investments, LLC, which operates Mission Grill, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, using firm-approved tools and methods such as Monte Carlo simulations, while managing approximately $2.74 trillion in client assets.