Andrew Werkheiser is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Bank of America, including Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG eligibility considerations.

Lee Johnson Jr. is a CFA® charterholder with 19 years of experience in the financial services industry. He is currently affiliated with Cetera and has prior experience with Valor Asset Management, which he founded, as well as roles at LPL Financial and Great Valley Advisor Group. Aside from his advisory work, he owns and manages Summer Seclusion, a rental property business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that supports a variety of program structures and investment strategies.

Nicci McCann is Vice President and Executive Planning Consultant at Fidelity Investments, a role she has held since 2021. In this capacity, she focuses on creating wealth strategies for clients with an emphasis on incorporating workplace benefits to help them pursue their financial goals. She adopts a consultative approach to build trust and support her clients with personalized and understandable plans. Prior to joining Fidelity Investments, Nicci McCann held several positions at Vanguard, including Senior Advice Strategist from 2019 to 2021, Defined Contribution Relationship Manager from 2017 to 2019, and Senior Wealth Manager from 2015 to 2017. She holds a California Insurance License. Outside of her professional work, Nicci McCann enjoys attending concerts, participating in family activities, fitness, and traveling.

Stephen Corbo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at JP Morgan Chase and Kennedy Investment Group. He is also involved in investment sales and services at Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized advisory programs.

Thomas Gillespie is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2010 and also operates Gillespie & Associates, an accounting firm where he works as a CPA. Additionally, he is involved in management and ownership roles at Panchpa Inc and PanchMedia, 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 delivers advice through Investment Adviser Representatives using various program models and third-party asset managers, covering a range of investment products and ERISA fiduciary services.

Brittni Sennett is a financial advisor with Mass Mutual Investors Services, holding a CFP® designation and Series 63 and 65 licenses. She has five years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and MassMutual Life Insurance Company. Outside of her financial advisory work, she has been a yoga instructor at Hot Yoga Philadelphia since 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, ongoing planning relationships and event-driven planning services such as divorce and estate planning.

Francis Jarmusik is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing and its affiliates since 2016 and has been involved with the Philadelphia Eagles since 2004. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Blair Thompson is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, Bank of America, and Merrill Lynch. He holds Series 63, 65, and 66 licenses. 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 through a non-discretionary program supported by centralized due diligence and a manager solutions team.

John Riva is a CFP® with five years of industry experience, currently affiliated with Wells Fargo Clearing. Prior to joining Wells Fargo Advisors in 2021, he held various roles at Johnson & Johnson from 2016 to 2021. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Ryan Markle is a CFP®-designated advisor with Ameriprise Financial Services, LLC in Philadelphia, PA, and has eight years of industry experience. He has worked at Ameriprise in various capacities since 2018 and previously held positions at Bentley Systems and with the Philadelphia Eagles. In addition to his advisory role, he works remotely as an Account Executive in inside sales for Bringg. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to provide comprehensive, non-discretionary retirement income planning.

Michael Castillo is a financial advisor at RBC Capital Markets with 27 years of industry experience. He has worked at RBC Capital Markets since 2019 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, Castillo teaches cooking classes and is involved in retail sales related to culinary education. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, incorporating both in-house and third-party investment managers.

Shirley Weber is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 26 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1999. Outside of advising, she is involved in sales of loan products and home-related services through affiliates of her firm. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies and third-party managers to deliver tailored advisory services.

Michael Hacker is a Senior Financial Advisor with Merrill Lynch Wealth Management in the Philadelphia office. He focuses on goals-based wealth management, taking a comprehensive view of clients' financial situations that includes investment and liability management, education funding, insurance, and estate planning. Michael develops strategies and recommendations tailored for high-net-worth individuals, their families, and businesses, aiming to help them pursue both short- and long-term financial goals. His approach to wealth management is consultative and objective, emphasizing personalized service and client relationships built on trust and professional advice. Michael and his team follow a disciplined wealth management process based on time-tested investment principles, while maintaining flexibility to adapt to changing economic conditions. They utilize sophisticated wealth forecasting tools to simulate asset growth and assess the likelihood of achieving clients' retirement and other objectives. Michael holds a Bachelor's Degree from the University of Vermont and the Personal Investment Advisor (PIA) designation. He is committed to community involvement, participating in local organizations through volunteer work. His personal interests include golfing, skiing, and soccer.

Richard Devlin is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citigroup Global Markets from 2002 to 2007. Outside of his advisory role, he co-owns an LLC related to his spouse’s singing engagements. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Gavin Mclaughlin is a CFA® charterholder affiliated with Wells Fargo Clearing in Philadelphia, PA. He has been with Wells Fargo Bank since 2001 and joined Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, combining research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory.

Jeffrey Ragatz is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Citizens Securities, Trinity Wealth Securities, and Tristate Financial Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research, model-based asset allocation, and a range of capital markets activities to tailor financial plans to client goals and risk tolerances.

Jerome Kellner is the sole advisor at Kellner Capital Management, Inc. in Philadelphia, PA, holding a Series 65 credential with 32 years of industry experience. He has been president of Kellner & Associates, P.C., an accounting and tax services firm he founded in 1981, dedicating a significant portion of his time to that business. Kellner Capital Management provides discretionary portfolio management and financial planning services to individual and business clients, managing approximately $56 million across about 75 accounts. The firm integrates investment advisory services with its affiliated accounting practice, serving both personal wealth management and corporate clients.

Xinyan Yi is a financial advisor at New Green Capital, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked as a full-time controller for ASPIRA Inc. of Pennsylvania since 2016. She also has prior experience with CrestalGene LLC from 2015 to 2021. New Green Capital provides fee-for-service asset management and financial planning to private individuals, high-net-worth clients, companies, and non-profit organizations. The firm manages discretionary accounts, primarily using stocks, ETFs, and mutual funds, and emphasizes asset-class analysis and international securities, serving a limited and partly non-U.S. client base.