Courtney Maccarella is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC from 2015 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Hidalgo is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank N.A., JPMorgan Securities LLC, Pruco Securities LLC, Prudential Insurance Company of America, AXA Advisors, and earlier roles in education and retail. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets services.

Nathan Spohn is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. He holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Elijah Dornstreich is a financial advisor at UBS Financial Services with 14 years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC for 11 years before joining UBS in 2023. Dornstreich serves as a member of the Pennsylvania Supreme Court Investment Advisory Committee. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions to tailor plans based on proprietary research and capital market assumptions.

Michael Bello is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Penn State, Old Dominion National Bank, and Essent Guaranty. Outside of finance, he has experience working with Connolly Landscaping and teaching at St. Joseph's Prep and St Dorothy's School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary advisory mandates, including fund advisory and model portfolio delivery, and is noted for its use of systematic methodologies and its role as a commodity pool operator registered with the CFTC.

Christopher Carroll is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Michael Barrett Jr. is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and seven years of industry experience. He has worked in various roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2015. Barrett is based in Philadelphia, PA, and also holds a position at JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and futures commission merchant registrations, offering a broad range of advisory and market-facing services.

Thomas Nardelli is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at JG Wentworth LLC and Lyft. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Audrey Hallman is a financial advisor with LPL Financial based in Sewell, NJ, holding a Series 65 credential and five years of industry experience. She previously worked at Evesham Mortgage Co. and has maintained an accounting practice as a CPA since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Marlon Travis is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in several real estate investment ventures. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and financial planning services.

Denise Mc Gee is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Grove Point Advisors, LLC and Cetera Advisor Networks LLC. Outside of her advisory role, she teaches small classes about wine through her business, Domina Bulla. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Daniel Kukainis is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Vicus Capital, Schwartz Financial Associates, Cetera Advisor Networks, and TD Bank. Kukainis serves as Vice President of the South Jersey Young Professionals Association, where he is involved in establishing the organization's vision and strategy. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, leveraging a mix of advisory and brokerage solutions through various program sponsors and endorsed platforms.

Holly Revelas is a CFP®-certified financial advisor with Edward Jones, based in West Deptford, NJ, and has seven years of industry experience. Prior to joining Edward Jones in 2019, she served on the Gloucester Township Board of Education for seven years and worked at Verna and Associates for thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs, investment solutions, and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Anthony Herbstsomer is a financial advisor with Fidelity in Philadelphia, PA, holding Series 63 and Series 65 licenses. He has eight years of industry experience, including roles at Fidelity Investments and The Prudential Insurance Company of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of AI and systematic methodologies, as well as its advisory roles to multiple registered investment companies.

Eric Stephen is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at RBC Capital Markets since 2009, previously spending four years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Alyssa Follo is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 66 credentials and five years of industry experience. Her previous roles include a position at The Vanguard Group and work at West Chester University. Outside of her financial career, she was involved in homemaking activities from 2015 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning through its Financial Advisors and Estate Planning Strategies Group.

Randall Cole is a CFP® and ChFC® with 48 years of industry experience, currently affiliated with OSAIC since 2024. Prior to joining OSAIC, he spent 13 years with American Portfolios Financial Services, Inc. He is also involved in several business activities, including ownership and management roles in Coactive Wealth Strategists LLC and RSC Wealthstream Partners, LLC, as well as serving as a trustee for family-related trusts. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers comprehensive investment and financial planning services supported by firm-provided asset-allocation tools, third-party money managers, and unified managed accounts.

Jonathan Reardon is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including American Portfolios Financial Services and BCG Securities. Outside of his advisory work, Reardon is actively involved in nonprofit rowing organizations, serving as president and vice president of multiple rowing associations focused on fundraising and boathouse operations. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services. The firm utilizes a variety of asset-allocation tools, third-party money managers, and automated rebalancing in constructing portfolios across multiple investment types.

Dia Khan is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities, Dia held positions at several firms including Bank of America, Merrill, Morgan Stanley, and Equitable Advisors. 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 integrates large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through Wealth Advisors while clients retain final decision authority.

William Gradisek is a financial advisor at J.P. Morgan Securities with the CFA® designation and Series 66 license. He has three years of industry experience, including roles at PGIM Fixed Income and JPMorgan Chase Bank. He is also employed by JPMorgan Bank, enabling him to offer certain banking products and services. 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 applying an ESG eligibility framework in its recommendations.