Catherine Klase is a financial advisor with Morgan Stanley in Sewell, NJ, holding Series 63 and Series 66 licenses and with 21 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2018 and previously held positions at UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Ryan Fitzpatrick is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. He has been with J.P. Morgan in various capacities since 2007, including roles at J.P. Morgan Chase Bank. 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 combines quantitative screening and qualitative research, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.

Christopher Steinhauer is a CFP® professional with 23 years of industry experience, currently affiliated with RBC Capital Markets in Philadelphia, PA. His career includes roles at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs featuring tailored investment strategies implemented through a combination of in-house and third-party managers, with options for tax management and responsible-investing screens.

Elijah Eagle is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Valley Forge Insurance Brokerage, Capital One, Chase, FedEx Office, and Citi Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, integrating both in-house and third-party investment managers.

James Stahl Jr. is a financial advisor at LPL Financial with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials and has worked at LPL Financial since 2025, with prior experience at NEXT Financial Group, Inc. from 2012 to 2025 and earlier at LPL Financial from 2007 to 2012. 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 and model portfolio programs, with advice and account management provided by investment adviser representatives using various investment strategies.

David Di Gangi is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Outside of his advisory role, he provides coaching on business operations, staff management, and client processes for a financial planning specialist. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, primarily focusing on assets held in Ameriprise-managed accounts.

Christina Gwynn is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing in Philadelphia, PA. She has been affiliated with Wells Fargo entities since 2011, including Wells Fargo Bank, NA and Wells Fargo Clearing Services. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nicholas Fowler is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has nine years of industry experience. He has worked with MassMutual Life Insurance Company since 2016 and has served in advisory roles with affiliated firms since 2016. Outside of advisory services, he serves as membership chair of an Italian American charitable organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved tools and delivers written recommendations focused on investment categories and strategies.

Eric Gorman is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked at J.P. Morgan Chase Bank, NA since 2017 and has been with J.P. Morgan Securities and JPMorgan Services Inc. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers capabilities in derivatives and commodities through its broader regulatory registrations.

Lindsay Newell is a financial advisor at Merrill with 12 years of experience at the firm and seven years in the industry. She holds a Series 66 designation and is based in Haddon Township, NJ. 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.

Michael Sisler is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2010, including roles at JPMorgan Chase Bank, N.A. and JPMorgan Services Inc. prior to and during his tenure at the firm. He also has experience in real estate through a prior position at RE/MAX Sunvest Realty Corp. 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. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG frameworks and broader derivatives and commodities capabilities.

William Gorman is a financial advisor with Raymond James Financial in Philadelphia, PA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Raymond James Financial since 2009, and his background also includes managing Gorman Investment Group, Ltd. Outside of advisory work, he owns and manages a rental real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining unique municipal advisory capabilities and specialized retirement plan consulting services.

Ethan Aroshas is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and one year of industry experience. He has worked at Kobella Investments and CFC Furnishing/Jdouglas and has held various roles outside finance, including positions at High Point University, H&R Holdings LLC/Dynamic Construction LLC, and educational institutions. Additionally, he has been involved with Lily Lough Jewelry since 2021. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models implemented through third-party sponsors and offers ERISA fiduciary services for qualified plans.

Raymond Farnesi is a financial advisor with UBS Financial Services in Philadelphia, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include multiple positions at Goldman Sachs and a brief tenure at Exelon (PECO Electric). UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored financial planning and portfolio management supported by proprietary research and model-based asset allocations.

Sean Volz is a Financial Advisor at Merrill Lynch Wealth Management and a member of The Mallach Group in Philadelphia. He partners with clients to provide comprehensive, goals-based wealth management services through every life stage. Sean began his journey at Merrill Lynch as an intern and has built his career supporting retail and mass affluent clients aligned to local Bank of America financial centers. Sean holds a Bachelor's degree from Dickinson College and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER®, Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His expertise spans education planning, equity compensation services, family wealth management strategies, legacy planning, retirement income, socially responsible and ESG investing, among other areas. Beyond his professional role, Sean is involved in his community through volunteer work with Swarthmore Presbyterian Church. He enjoys personal interests such as cooking, fishing, gardening, golfing, hunting, ice hockey, reading, running marathons, skiing, and woodworking.

Kyle Stokley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior experience includes roles at The Vanguard Group and multiple positions in education and retail. Kyle is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Vincent Malazita is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Brittany Yourinson Gaskill is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing two years of industry experience. She has been with Cambridge since 2023 and volunteers as a committee member for the Westtown-Thornbury Elementary School PTO. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Robert Koosha is a financial advisor at UBS Financial Services with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Merrill and The Vanguard Group, as well as a background involving self-employment and work at Customers Bankcorp. Outside of his advisory work, he has worked as a delivery driver for DoorDash. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets platforms.

Rene Alvarado is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Wilmington Trust, Goldman Sachs, and six years at Accenture, along with completing an MBA at The Wharton School. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with various advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a broad range of investment offerings.