Nicholas Starcher is a financial advisor with J.P. Morgan Securities in Philadelphia, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Barings LLC and Merrill Lynch - Bank of America. He has also been involved with nonprofit organizations, including Emerald Youth Foundation and the YMCA. J.P. Morgan Securities LLC provides 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 incorporates an ESG eligibility framework.

Rachel Rivell is a Financial Consultant based in the Center City Philadelphia office. She collaborates with clients to create comprehensive financial plans, aiming to establish a strong foundation and develop a roadmap toward achieving their financial goals. Her approach involves gaining a deep understanding of clients' needs, current financial situation, and finding ways to improve the overall health of their financial plans. Rachel has held various roles in the financial services industry, including Financial Consultant, Planning Consultant, and Investment Solutions Representative at Fidelity Investments since 2021. Prior to that, she worked as an Asset Transfer Specialist at Vanguard and as a Financial Planning Associate at Cary Street Partners. She holds a California Insurance License. Outside of her professional work, Rachel engages in family activities, hiking, outdoor adventures, reading, running, and has an interest in food.

David Rosengard is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services, MassMutual, and Metlife Securities Inc. Outside of his advisory role, he is a notary public in New Jersey and is involved with R4 Risk and Wealth Solutions in multiple capacities, including as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms, supporting investment strategies through a large network of advisors.

Gordon Pealock is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Key Investment Services LLC, Santander Securities, Santander Bank, Kistler Tiffany Advisors, and Comprehensive Asset Management & Servicing, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment choices, including insurance-related vehicles and bank deposit sweep options.

Michael Quinn is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of his advisory role, he has interests in real estate ownership. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing tailored, research-driven recommendations that integrate tax strategies and income sources.

Prince Tomar is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2015 and owns Prince Enterprise LLC, a retail business formed to operate liquor stores. In addition to his advisory role, he assists with management oversight in his family’s business activities. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tyler Franco is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 credential and previously worked at Equitable Advisors and Samson Funding. J.P. Morgan Securities provides 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 an ESG eligibility framework.

James Clary is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior work history includes roles at Lincoln Financial Advisors, Inc., National Life Group, and Equity Services. Outside of advising, he is involved as an insurance agent offering disability insurance, traditional life insurance, fixed annuities, long-term care insurance, life settlements, and premium financing. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios that include a range of investment types across discretionary and non-discretionary accounts.

Michelle Shockley is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. 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 demographics.

Mark Andrews is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he is involved in several business and community activities, including ownership of a franchise of The Little Gym, participation on the board of directors for Devereux, and serving as treasurer for the Voorhees Business Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining proprietary research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kenneth Barroway is a financial advisor with Ameriprise in Cherry Hill, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in managing the monthly income and expenses for Voorhee Management Group, LLC. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.

Michael Rasner is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and corporate financial planning agreements.

Ryan Slosson is a financial advisor at Fisher Investments with 15 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2010. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research and employs tax-aware and risk management strategies.

Leeann Genzano is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by advanced modeling techniques and a structured discovery process.

Lyle Feld is a financial advisor at Morgan Stanley in Cherry Hill, NJ, holding Series 63 and Series 66 registrations with 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by firm-approved tools and investment models.

Moira Katchuk is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014, aside from a brief tenure at Merrill in 2017. Outside of her advisory role, she is involved with Mavericks Training Facility, a recreation business in Moorestown, New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Lauri Howe is a financial advisor with Fidelity Investments, holding a Series 66 designation and 10 years of industry experience. Her career history includes roles at Edward Jones, Wells Fargo Clearing Services, Fifth Third Securities, TD Bank, and multiple tenures at Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Kelli Brack is a Series 66 licensed financial advisor with Edward Jones in Marlton, NJ, where she has worked for 10 years. She has spent her entire advisory career at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Hurst III is a financial advisor with Wells Fargo Clearing in Yardley, PA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent 12 years at PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Edward Plachter Jr. is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Philadelphia, PA. His career includes prior roles at Merrill, Banc of America Investment Services, and RBC Capital Markets. Outside of advising, he is a limited partner in BPW Sciences, a material science company focused on health care and energy industries. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.