Donna Dickinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Harry Thomas is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and over 53 years of industry experience. He has worked at Equitable Advisors since 1999 and previously spent 20 years with Karr Barth Financial Planning, Inc. Thomas is also the chairman and owner of Private Client Group Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models, including third-party TAMPs and LPL-sponsored programs, and offers a range of investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Sean Maguire is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Shannon Maguire - Karr Barth Associates and has experience in other roles including at Sunset Pier. 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 asset-management programs through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party asset managers to implement client strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Brian Greenberg is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Lincoln Financial Advisors for nine years. He also owns a tax preparation business and is an insurance agent offering various insurance products. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporate clients, through a multi-advisor platform that provides both brokerage and advisory services. The firm uses a model-based investment process with portfolio optimization tools and offers discretionary and non-discretionary management options across multiple product programs.

Christopher Zappy is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he serves as a volunteer on the District Fee Arbitration Committee in New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, utilizing a structured planning process supported by firm-approved tools and research.

Sandra Strudwick is a financial advisor at Edward Jones with 14 years of experience, holding a Series 66 designation. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Ryan Flynn is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial since 2010. Before joining LPL, he spent six years at Ameriprise. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technology tools.

Matthew Vance is a financial advisor with LPL Financial, holding a Series 66 credential and having one year of industry experience. Prior to his current role, he worked in education at various institutions, including Rutgers University-Camden and Paul VI High School. Outside of advising, he is affiliated with Capri Wealth Management, a DBA related to his LPL business. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Herbert Rosenberg is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and Northwestern Mutual. Rosenberg also sells non-variable insurance products, including term life, whole life, long-term care, disability, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, utilizing a network of over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Wolfgang Hein is a financial advisor with LPL Financial in Philadelphia, PA, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. His prior roles include positions at Santander Securities LLC, Sovereign Bank, and First Horizon Advisors, Inc. Hein is currently associated with TruMark Financial Credit Union, where he is involved in investment-related business activities. 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 portfolio programs, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Stephen Kain is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding clients' priorities to help develop strategies for pursuing their short-, mid-, and long-term financial goals. His areas of expertise include personal retirement planning, small business strategies, and tax minimization. Stephen holds a Bachelor's Degree from Rutgers University and holds the Personal Investment Advisor (PIA) designation. He provides comprehensive financial guidance, covering general investing, retirement planning, and preparing for unexpected financial needs. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional role, Stephen enjoys baseball, football, golfing, music, pickleball, soccer, swimming, and spending time with his family.

Kien Truong is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations. He began his career in 2025 with experience at several firms, including Tristate Financial Advisors, BleuVesti, and LPL Financial/Capri Wealth Management. Truong also worked at JPMorgan Chase Bank, N.A. and Rutgers University Camden. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a team of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by quantitative and qualitative research to develop model asset allocations.

Robert Mason Sr. is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Turnersville, NJ. He has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Philip Frascarelli is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has a longer tenure with Wells Fargo Bank NA. Outside of his advisory role, he is associated with the Philadelphia Eagles. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment approach and offers a range of brokerage and advisory solutions.

Jane Morgan is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with UBS since 1986. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Matthew Johnston is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2014, including its predecessor, Axa Advisors. Johnston serves as a board member and officer for Breakthrough Greater Philadelphia. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporate and institutional clients, and charitable organizations. The firm offers a range of advisory programs through a network of Investment Adviser Representatives and relies on third-party asset managers and programs for portfolio implementation.

Susan Wolff is a financial advisor with UBS Financial Services in Philadelphia, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Jack Sanderson is a financial advisor with Equitable Advisors and holds the Series 66 designation. He has recently started his advisory career, joining Equitable Advisors in 2026 after a brief tenure at Karr Barth Associates in 2025. Outside of his advisory role, he has been involved with the Philadelphia Cricket Club since 2018. Equitable Advisors serves a varied client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Sharon Williams is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining LPL Financial, Williams worked at FS Investments and The Vanguard Group. She has also been involved in various roles at Haverford College and community organizations, including Special Olympics Delaware and the Boys and Girls Club of Delaware. 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 institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, and third-party asset management, supported by technology tools and a large network of advisors.

Stephen Leightman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at RBC Capital Markets since 2008 and is currently also associated with City National Bank. Leightman serves as secretary of the Marlton Lions Club and holds leadership roles on the finance committee and executive board of the Prader-Willi Syndrome Association USA. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on client risk profiles and utilizing both in-house and third-party managers.