Alfred Biggio Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he serves as a board member for the Waterford Township Athletic Association, a nonprofit athletics organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Adam Levine is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. 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, retirement plan consulting, and operates with more than 14,000 advisors managing approximately $671 billion in assets.

Alec Fendrick is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has a diverse background including roles with the Ventnor City Police Department, SunMed Medical Solutions, the Law Offices of Fendrick and Morgan, and the U.S. Department of Homeland Security. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.

Christine Oliver is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2014, initially in other capacities before becoming an advisor in 2025. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Harry Foote is a Certified Financial Planner® with 33 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1998 and has been with Raymond James Financial since 2009. He was also the owner and president of Foote Financial Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Max Prager is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in 2011 at JPMorgan Chase, working as a client associate in the Private Bank. In 2013, Max joined Merrill Lynch Wealth Management, where he has developed strong relationships with many clients. Max works with affluent families, individuals, and business owners to develop long-term financial strategies tailored to their personal and business finances. Using Merrill's Total Merrill platform and a disciplined four-step wealth management process, he provides individualized strategies and strives to deliver attentive personal service and accountability. Max holds the designation of Personal Investment Advisor (PIA). He earned a Bachelor of Business Administration degree from Elizabethtown College. Outside of work, Max enjoys nature, animals, fitness, and sports, including playing golf. He also volunteers at a youth soccer club.

Eric Boory is a financial advisor with Morgan Stanley in Marlton, NJ, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Boory serves as Vice President of the Cure Fragile X Foundation, Inc. and is President of Congregation Beth El. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Wilson Braun Jr. is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2002 and J.P. Morgan Securities since 2001. Outside of his advisory role, he serves as Vice President and board member of the Laffey-McHugh Foundation, which provides grants to various charities in Delaware. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Matthew Mc Fadden is a financial advisor at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning, tax-aware withdrawal strategies, and dependable income sources.

Matthew Cutler is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates model-based scenario analysis without providing individual security recommendations as part of its standalone planning service.

Benjamin Lubker is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at The Vanguard Group Inc. and Bridgeway Wealth Partners, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, registered investment companies, and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Johnathan Thimodo is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 credential. He has one year of industry experience, previously working at Equitable Advisors and with roles outside finance including positions at Chipotle Mexican Grille and Walmart. Morgan Stanley Wealth Management serves both individuals and institutional clients with a range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include but do not provide individual security recommendations as part of standalone planning.

Kenneth Stewart is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Ameriprise since 2007, working in various capacities within the firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Marc Cavalier is a Financial Consultant currently working at Fidelity Investments since 2024. He has a professional background in financial advisory roles, having served as a Financial Advisor at Vanguard from 2018 to 2024, and prior to that as a Financial Services Representative at Vanguard from 2014 to 2018. Marc focuses on helping individuals and families develop and maintain comprehensive financial plans aimed at achieving their financial goals. His experience includes working closely with clients to create strategies tailored to their future financial needs. Outside of his professional work, Marc enjoys activities such as fishing, fitness, hiking, outdoor adventures, and skiing.

Leonard Lewis Jr. is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He is a partner at Rafter, Lewis & Paolino Financial Advisors and also operates Rafter, Lewis & Associates, an accounting and tax services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Anthony Heizenroth is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2012, including within Morgan Stanley Private Bank, N.A., and previously at Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through a structured planning process involving financial advisors and estate planning specialists.

Mathew Kraut is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2020 and previously spent 12 years at PNC. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.

Walter Mcghee is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities LLC. Before entering finance, he worked in various positions including at Il Pizzaiolo and Villanova University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage various investment funds.

Ericka Andino is a Series 66 licensed financial advisor at Fidelity with 10 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Morgan Stanley. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles with multiple registered investment companies.

Matthew Gaiser is a CFP® with nine years of industry experience, currently affiliated with Cetera. His prior work includes roles at Merrill, Macquarie Investment Management, and The Vanguard Group. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.