Jenna Breslin is a financial advisor at OSAIC with 16 years of industry experience. She holds a Series 66 designation and worked previously at FSC Securities Corporation for 15 years before joining OSAIC in 2023. She is also involved in selling variable annuities, fixed life, and health insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Scott Demouth is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads a team of eight financial professionals providing comprehensive advice and guidance across all aspects of clients' financial lives. His approach emphasizes putting clients' needs and goals at the forefront of the planning process to guide them through varied market conditions. With over 33 years of experience in investment and wealth management, Scott's background includes twelve years on Wall Street at Donaldson, Lufkin & Jenrette and Barclays Capital, where he provided trading and investment strategies to institutional clients and managed proprietary capital. He holds several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Scott earned a bachelor's degree from Fordham University. In his personal life, Scott has been involved in local youth sports as a coach and board member for sixteen years. He enjoys skiing, golfing, running marathons, cooking, spending time with his family, and traveling.

Grey Mitchell is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group, Equitable Advisors, and Northwestern Mutual. Outside of his financial services career, he has experience in moving and storage services and operated a rental business for several years. Mass Mutual Investors Services is a subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual collaborative planning engagements.

Rochelle Beck is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials and one year of industry experience. She has previously worked at HSBC Technology and Services USA Inc. and HSBC Bank, NA. Outside of financial advising, she owns and operates RBeck Design Company LLC, a non-investment-related business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm utilizes model-delivery strategies developed by third-party asset managers and supports trade execution through BNY Mellon Advisors and Pershing.

David Kalapos is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 25 years of industry experience. He has worked with Equitable Advisors since 2000 and previously spent 18 years at Karr Barth Financial Planning, Inc. Kalapos serves as vice president and trustee of the Glassboro Education Foundation and chairs the Glassboro High School Sports Hall of Fame Committee. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels, and utilizes a broad roster of third-party asset managers alongside LPL programs.

John Novak is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding a Series 63 designation and 39 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1986. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a range of investment programs and educational seminars.

Thomas Ring is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked previously at firms including E*TRADE Capital Management, Citizens Securities, TD Ameritrade, and Fidelity Brokerage Services. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Jacquelyn Doubet is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. She has been with Cambridge Investment Research Advisors since 2015 and is also associated with Scott E. Marshall and Associates Wealth Management. Additionally, she serves as a notary in Pennsylvania. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management platforms and both proprietary and third-party model strategies.

Keith Householder is a financial advisor at UBS Financial Services with 26 years of industry experience. His prior roles include positions at Bank of America and Merrill. He serves on the Board of Trustees at Ancillae Assumpta Academy, contributing as a member of the finance committee. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through its extensive platform and proprietary research.

Chioma Ugorji is a financial advisor with Primerica Advisors in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Primerica Advisors since 2013 and also has work history at Intuit Inc. since 2020. Outside of her advisory role, she is the proprietor of Heritage Tax & Accounting Services LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party managers and custodians, with an emphasis on delivering advisory services through a large network of financial advisors.

Gregory Boston is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He worked at UBS Financial Services from 2008 to 2021 before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both non-discretionary and discretionary services, with an investment process driven by investment policy statements and modern portfolio theory, and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Michael Fiori is a financial advisor with Equitable Advisors in Cinnaminson, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2006. Outside of his advisory role, he is associated with Karr Barth Associates, a branded private client group. 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 various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Christopher Heaven is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 22 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to guide its financial strategies.

James McGuire III is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Robert W. Baird since 2014. He serves as a board member for the Church of the Good Samaritan in Paoli, PA. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, emphasizing manager selection, internal research, and a mix of discretionary and non-discretionary strategies.

Christopher Strivieri is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Equitable Advisors serves a wide range of clients, including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers, operating a hybrid referral and implementation model that emphasizes individualized client service.

John Williams is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following a one-year tenure at WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves as a committeeman for the Montgomery County Republican Committee in Whitemarsh Township East-1 District. Wells Fargo Clearing provides retirement plan consulting 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patrick Walsh is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1979, shortly after earning his Bachelor's Degree in Finance from Drexel University. Patrick holds the designation of Personal Investment Advisor (PIA). Throughout his career, he has focused on areas including education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. He is recognized in the Philadelphia area as an industry spokesman and educator, having lectured at Drexel University's Graduate School of Business and providing daily bond market commentary on KYW News Radio for over two decades. Patrick resides in Radnor, Pennsylvania with his wife, Gretchen. He is involved in community activities as a director of the Bala Cynwyd-Narberth Rotary and serves on St. Dorothy's Finance Committee. Patrick has a daughter attending school and a son, Justin, who is a colleague in his Merrill Lynch Wealth Management group.

Alexander Canakis is a financial advisor with J.P. Morgan Securities in Philadelphia, PA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Tristate Financial Advisors for two years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting delivered through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to offer a broad range of services.

Nadia Ekezue is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work includes roles at Brian Sharkey, Bank of America, Merrill, and Cetera Wealth Services. Outside of finance, her background includes several positions in the food and beverage industry and experience at the University of North Carolina at Chapel Hill and Greensboro. Equitable Advisors serves a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through LPL-sponsored platforms and third-party managers to deliver its solutions.

Lauren Akers is a financial advisor with Morgan Stanley in Yardley, PA, holding a Series 63 designation and 10 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and serves both individual investors and clients through corporate financial planning agreements.