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 Series 66-registered financial advisor with Equitable Advisors, located in Bala Cynwyd, PA. He has 20 years of industry experience, having worked at Equitable Advisors since 2006 and previously at Axa Advisors. He is associated with Karr Barth Associates, a branded producer group. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of third-party advisory models and provides ERISA fiduciary services, focusing on matching clients to appropriate investment solutions through a network of Investment Adviser Representatives.

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, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. He operates a business known as KARR BARTH ASSOCIATES | Intuitive Planning Group. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party advisory models along with proprietary programs, and offers fiduciary services to qualified plans through credentialed representatives.

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 serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 1979 after graduating from Drexel University with a Bachelor's Degree in Finance. Patrick is known in the Philadelphia area as an industry spokesman and educator. He has lectured at Drexel University's Graduate School of Business and provided daily bond market commentary on KYW News Radio for more than two decades. His expertise includes education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Patrick and his wife, Gretchen, live in Radnor, Pennsylvania. He is involved in the Bala Cynwyd-Narberth Rotary as a director and participates in community activities through the Rotary and St. Dorothy's Finance Committee. His personal interests include chess, football, music, spending time with his family, table tennis, tennis, traveling, and watching movies.

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 the Series 66 designation and beginning her industry experience in 2026. Her prior work history includes roles at Bank of America, Merrill, and Cetera Wealth Services, as well as various positions outside the financial industry. 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 asset-management programs primarily delivered through a network of Investment Adviser Representatives and third-party managers.

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.

Vincent Benvenuto is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 registrations. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Zachary Firestone is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Edward Jones and American Income Life/Graham Agency. He served in the United States Army Reserves as part of the 443rd Military Police Company from 2013 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Henry Faragalli III is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Janney Montgomery Scott, LLC, returning to RBC Capital Markets in 2025 after an earlier tenure from 2011 to 2017. Outside of his advisory role, he is involved in horse ownership, including buying, selling, and maintaining horses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with customizable investment strategies implemented through in-house and third-party managers, supported by integrated lending and alternative investment options.

Dennis Long is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He previously worked at AXA Advisors, LLC, the Country Club of York, LentzCaping Inc., and York College of Pennsylvania. Outside of his advisory role, he serves as an administrator or executor of an estate and trustee of a trust for a family member. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Rose Santiago is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses. She has been with the firm since 2025 and has prior experience at PFS Investments Inc. and Cloud10 Smartwash. Outside of finance, her background includes roles in retail and as a homemaker. Primerica Advisors is a large-scale institution 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 a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.