Benjamin Bross is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including time under its former name, Axa Advisors. Bross also operates a business under the name Inituitive Planning Group. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a combination of proprietary and third-party investment solutions, with a focus on matching clients to appropriate advisory models and managers.

Daniel Thompson is a financial advisor with Merrill in Wilmington, Delaware, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, Thompson participates in fundraising and development activities for several Delaware-based cultural organizations, including the Delaware Museum of Art, the Kalmar Nyckel tall ship, and the Biggs Museum of American Art. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Root is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MassMutual Life Insurance Company and MetLife Securities. Root is also an individual life insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services as well as educational seminars.

Kevin Gulyas is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Kevin Oneill Jr. is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. His prior work history includes roles at SEI Investments Company and Solomon Edwards. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using firm-approved analytical tools, offering a range of investment and event-driven planning programs.

Karen Poore is a financial advisor with Mass Mutual Investors Services in Wilmington, Delaware, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at MassMutual Life Insurance Company since 2016 and at MetLife Securities from 2015 to 2017. Outside of her advisory role, she is also involved in an outside insurance business focusing on group health. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations within annual planning engagements.

Charles Lynch is a financial advisor at UBS Financial Services with 19 years of industry experience. He previously spent 16 years at Sanford C Bernstein before joining UBS in 2023. Lynch holds the Series 66 designation. Outside of his advisory work, he serves on the boards of the Coral Restoration Foundation and the National Italian American Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor portfolios to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of products and capital markets services.

Matthew James is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at several businesses including Rehoboth Beach Country Club, Back Creek Golf Club, and Metro Steak and Seafood. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with access to affiliated and third-party managers across multiple program structures.

Kimberlee Orth is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 38 years of industry experience. She has been with Ameriprise and its predecessor firms since 1987. Orth serves on the board of Ministry of Caring Inc., a nonprofit organization based in Wilmington, Delaware. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, delivering tailored recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice to support clients, primarily through managed accounts.

Brendan Murphy is a CFP® professional with nine years of industry experience currently advising clients at Edward Jones in West Chester, PA. Prior to joining Edward Jones in 2017, he served in the US Navy for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory strategies and affiliated investment products, operating under a fiduciary standard across its extensive national network.

Paul Evans is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is also an insurance agent specializing in individual and group life, health, and long-term care insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning as ongoing, collaborative relationships.

Damien Ramondo is a financial advisor at RBC Capital Markets with 27 years of industry experience. He has worked at Questar Capital Corporation and Allianz Life prior to his current role. Outside of his financial career, he co-owns a vacation rental property with his wife. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Jordan Bastien is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at City National Bank and Worth Financial Management LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and portfolio management services, utilizing both in-house and third-party investment managers tailored to clients’ risk profiles.

Hunter Herschell is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has three years of industry experience and has been with MassMutual and its subsidiary, MML Investors Services LLC, since 2022. Outside of his advisory role, he is also a licensed insurance agent. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, employing firm-approved analytical tools to support goal-oriented planning.

Cade Sands is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has prior work experience at Villanova University and EisnerAmper. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Stephanie Ott is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, the University of Pittsburgh, and a brief tenure with Mero Oakland Inc / Stack'd Burgers. J.P. Morgan Securities LLC 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.

Zachary O Connor is a financial advisor with J.P. Morgan Securities in Philadelphia, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with Oak Visuals, LLC since 2019. J.P. Morgan Securities provides institutional consulting services to 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, distribution, and investment management capabilities.

Cindy Garrity is a financial advisor with LPL Enterprise in Newark, DE, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at UBS Financial Services, Bank of America N.A., Merrill, and Citizens Securities Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and an integrated platform that includes insurance products through an affiliated agency.

David Rakow is a CFP®-certified financial advisor with Edward Jones in Chadds Ford, PA, and has 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Nicole Morganheira is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2012. Outside of her advisory role, she assists with event coordination at Bevisionaryevents.com. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.