Anthony Herbstsomer is a financial advisor with Fidelity in Philadelphia, PA, holding Series 63 and Series 65 licenses. He has eight years of industry experience, including roles at Fidelity Investments and The Prudential Insurance Company of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of AI and systematic methodologies, as well as its advisory roles to multiple registered investment companies.

Eric Stephen is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at RBC Capital Markets since 2009, previously spending four years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Alyssa Follo is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley Smith Barney LLC in 2021, she worked at The Vanguard Group, Inc. and spent four years affiliated with West Chester University. From 2015 to 2020, she was involved in homemaking with Anne Marie Pisano. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its advisory process.

Randall Cole is a CFP® and ChFC® with 48 years of industry experience. He is currently affiliated with OSAIC and has previously worked at American Portfolios Financial Services, Inc. and Osaic FA, Inc. In addition to his advisory work, he is involved in several business activities including ownership and management roles in wealth strategy and operational services firms. OSAIC serves a diverse client base ranging from individual investors to institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm's investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategy options.

Jonathan Reardon is a financial advisor at OSAIC with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including American Portfolios Financial Services and BCG Securities. Outside of his advisory role, he serves in leadership positions for several nonprofit rowing organizations, including as President of the Rowing Alumni Association and Vice President of the Fairmount Boathouse and Quaker City Rowing Foundation. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by proprietary investment strategies, third-party managers, and unified managed accounts.

Dia Khan is a financial advisor at J.P. Morgan Securities based in Philadelphia, PA, holding Series 63 and Series 66 licenses with five years of industry experience. Their prior experience includes roles at Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, and Equitable Advisors. 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 and fund searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and qualitative research.

Sean Harding is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. His career includes prior roles at Avantax Advisory Services, Great Valley Advisor Group, Independent Financial Partners, and management of Harding Capital Management, LLC. Outside of finance, he is the owner of GLK Sports Training LLC. 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 institutional platforms, supported by advanced research tools and a large network of over 22,800 advisors.

William Gradisek is a CFA® charterholder with three years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Philadelphia, PA. His work history includes roles at JPMorgan Chase Bank, PGIM Fixed Income, and Carnegie Mellon University. He holds registrations with both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services alongside securities advisory. 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 non-discretionary advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Carly Schiavone is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and nine years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley since 2018. Outside of her advisory role, she works as a delivery driver for Maplebear Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methods, managing approximately $2.74 trillion in client assets.

Tina Xiao is a Planning Consultant at Fidelity Investments, where she has been serving since 2022. She brings over two decades of experience in financial planning, having held various roles within the financial services industry. Prior to her current position, she worked as a Financial Consultant and Investment Consultant at Fidelity Investments from 2011 to 2022, and she has also held positions at Merrill Lynch and Ameriprise Financial dating back to 2003. Her expertise lies in partnering with clients to make informed financial decisions and co-creating customized wealth plans. Tina emphasizes transparency, collaboration, and empowering individuals, focusing not only on financial numbers but also on client feelings and progress. She works with a diverse range of clients, including individuals, families, and businesses, to help them achieve their unique financial goals and aspirations. Outside of her professional work, Tina enjoys outdoor activities such as camping, hiking, and outdoor adventures. She also has interests in museums, photography, and traveling.

Noah Wiegand is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. Noah provides ongoing financial advice and adjusts strategies as clients' situations evolve. With 13 years of experience working with employer-sponsored retirement benefit plans, including 401k, nonqualified deferred compensation, employee stock purchase plans, and equity compensation, Noah integrates this expertise into comprehensive financial planning. His client focus includes college education planning, divorce transition planning, employee benefits planning, executive compensation, equity compensation services, personal retirement planning, portfolio management services, tax minimization, and retirement income. Noah holds a Bachelor's Degree from Pennsylvania State University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of work, his interests include basketball, football, music, spending time with his family, and traveling.

Kenneth Catanella is a financial advisor at UBS Financial Services with 51 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory work, he serves as a trustee and member of the marketing committee at the Pennsylvania Academy of Fine Arts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to client goals.

Walter Fletcher is a CFP® professional with 40 years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked at Summit Financial Group and related entities. Outside of his advisory work, he serves as a successor trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various program structures and manager options.

Ariel Meredith is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Meredith worked in dental hygiene and consulting roles, including as a registered dental hygienist and in various positions within the dental field. Outside of finance, Meredith is employed as a waitress at a Philadelphia restaurant. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and leverages third-party asset managers and advisory programs for client portfolios.

Jason Coleman is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior work experience spanning 15 years at Talen Susquehanna Nuclear LLC. In addition to his advisory role, he is involved as an independent insurance agent through Frank Leonards and Frank, LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Lindsey Robbins is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and is based in Philadelphia, PA. Her career history includes roles at JPMorgan Chase Bank, N.A. and AstraZeneca. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that combines quantitative and qualitative research.

Christopher Cortina is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2019. Prior to that, he was employed at Bank of America and Merrill from 2016 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence and emphasizes client decision-making within a framework that may include ESG considerations.

Michael St. Amour is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2007. He is also the owner and president of Capital Benefit Consultants Inc., an employee benefits and insurance firm. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-based investment process and multiple program options.

Gabriel Garner is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Cetera Investment Services, Citadel Credit Union, and Equitable Advisors. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a wide network of financial advisors.

Adam Lambert is a financial advisor at UBS Financial Services in Philadelphia, PA, holding a Series 66 designation with 16 years of industry experience. He previously worked at Goldman, Sachs & Co. for 11 years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans based on proprietary research and model-based asset allocations.