David Engel is a CFP® with 21 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2013 to 2016. Outside of his advisory role, he has ownership interests in a liquor business that is in the process of winding down. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ayesha Selden is a financial advisor with Ameriprise in Philadelphia, PA, holding CFP® and ChFC® designations and over 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Selden serves on the Board of Directors for Holy Redeemer Health System. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tamara Kukainis is a CFP® professional with 38 years of experience in the financial services industry. She is currently with Equitable Advisors and has previously worked at Cetera Advisor Networks, Vicus Capital, and Schwartz Financial Associates, where she continues to serve as a senior partner. Outside of her advisory role, she is involved in an outside insurance brokerage business. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer and collaborates extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Shauna La Maina is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has been with LPL Financial since 2017 and also has experience at National Planning Corporation, Ameriprise Financial, and Cornerstone Financial Advisors. Outside of advising, she works as a delivery driver for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with model portfolios from LPL Research and third-party subadvisors.

Gregg Gravenstine is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Peter Hall is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 45 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 and with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as treasurer for both the Haddonfield Ambulance Association and The Mews at Haddonfield Homeowners Association. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jeffrey Gardiner is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at BCG Securities, Inc. for nine years before joining LPL in 2021. Outside of his advisory role, he is involved in publishing as an author and publisher. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Kevin Ridpath is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 designations and 26 years of industry experience. His career includes extensive tenure at Morgan Stanley entities from 2007 to 2020 before joining J.P. Morgan in 2020. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products alongside investment advisory services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting through a non-discretionary consulting process. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

James Smith is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Outside of his advisory role, he is a business owner of Val's Tavern in Rumson, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management with access to model portfolios, research, and various technologies.

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.

Marykate Mc Ginley is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at JPMorgan Chase Bank, NA, and Keller Williams. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 with a Series 66 designation and over a decade of experience in the financial services industry. His prior roles include positions at First Republic, Glenmede Trust Company, and JTC Trust Company (Delaware) Limited. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management functions.

Beniamino Mazzella is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. He has worked at J.P. Morgan Securities since 2024 and has been with JPMorgan Chase Bank, N.A. since 2017. His prior experience includes roles at Volvo Construction Equipment and Shippensburg University. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Goodwin is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He has held roles at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. He holds the Series 63 and Series 66 designations. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 22 years of industry experience, including prior roles at Citizens Securities, Inc. and Santander Securities LLC. 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 uses research and analytics to inform investment decisions while offering brokerage and advisory solutions.

Patricia Owens is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. Owens serves as a trustee on the Zoological Society of Philadelphia’s Investment Committee, contributing to conservation and education efforts. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.