Peter Hall is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo since 2016, following a prior role at Prudential Equity Group. Outside of his advisory work, he serves as treasurer for the Haddonfield Ambulance Association and the Mews at Haddonfield homeowners association. 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 substantial assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jeffrey Gardiner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining LPL Financial in 2021, he worked at BCG Securities, Inc. for nine years and Ameriprise for two years. He is also a publisher and author through his home-based business, Jeff Gardiner Publishing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a large network of advisors and various operational tools.

Kevin Ridpath is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities from 2007 to 2020 before joining J.P. Morgan in 2020. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain banking products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and combines quantitative and qualitative research, with capabilities that include ESG eligibility frameworks and broader derivatives and commodities expertise.

Christopher Jud is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Marcum LLP and Yardley Wealth Management. Outside of his advisory role, he owns and manages a residential rental property in Philadelphia. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through a range of portfolio management styles, supported by affiliated research and model managers.

Michael Barbera is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and seven years of industry experience. His work history includes roles at Avantax Advisory Services, Avantax Investment Services Inc., American Portfolios Advisors, Inc., and American Portfolios Financial Services, Inc., as well as operating his own firm, Barbera & Associates, PC, since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational tools.

James Smith is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a decade. Outside of his advisory role, Smith is a business owner of Val's Tavern in Rumson, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools.

Robert Errichetti is a financial advisor with Mass Mutual Investors Services in Voorhees, NJ. He holds Series 63 and Series 65 designations and has 35 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at Metlife Securities Inc. from 2009 to 2017 and MassMutual Life Insurance Co. beginning in 2016. He is also co-owner of an LLC used for business and tax purposes. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and delivering collaborative, annual financial planning engagements.

Christopher Hueth is a financial advisor at Fidelity with eight years of industry experience. He previously worked at Raymond James & Associates and Prudential Investment Management Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Christopher Limbach is a financial advisor at J.P. Morgan Securities based in Philadelphia, PA. He holds a Series 66 designation and has approximately one year of industry experience. His prior work includes positions at J.P. Morgan Chase Bank N.A., JTC Trust Company (Delaware) Limited, First Republic, and Glenmede Trust Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients maintaining final decision-making authority.

Beniamino Mazzella is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2024. Prior to this, he was employed at JPMORGAN Chase Bank, N.A. since 2017, and has experience at Volvo Construction Equipment and Shippensburg University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, supported by a centralized manager solutions team, and incorporates ESG considerations.

Daniel Goodwin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Andrew Boostrom is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and with one year of industry experience. He previously worked at Wells Fargo Advisors for five years and was self-employed for six years prior to that. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning solutions both directly and through corporate agreements.

Bradford Bolletino is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets Corporation since 2008 and City National Bank since 2023. 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 various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing customized strategies through a combination of in-house and third-party investment managers.

Kerry Kain is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and nine years of industry experience. Kain has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Reid Chizik is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding the ChFC® designation and securities licenses Series 63, 65, and 66. He has 22 years of industry experience, including prior roles at Citizens Securities, Santander Securities LLC, Santander Bank NA, and M&T Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm employs research and analytics from its Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions across a broad range of financial products.

Patricia Owens is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Owens serves as a trustee on the Investment Committee for the Zoological Society of Philadelphia, which focuses on conservation and education regarding animals. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporation of ESG criteria.

Timothy Sabol is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of his advisory role, he serves on the board of directors for The Philadelphia Boys Choir and Chorale. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Lindsey Hudspeth is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2009 and has also worked at Bank of America, N.A. since 2020. 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. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Arthur Stevens is a CFP® with 52 years of industry experience, currently serving at Morgan Stanley in Philadelphia, PA. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and provides access to extensive retail and institutional investment options.

Peter Rosengard is a financial advisor at LPL Financial with 47 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Massachusetts Mutual Life Insurance Company and MSI Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions supported by advanced research and operational tools.