Christopher Carroll is a CFP® professional with 25 years of industry experience, currently serving at J.P. Morgan Securities in Philadelphia, PA. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015 and previously held a position at Merrill from 2001 to 2004. In addition to his advisory role, he is employed by JPMorgan Bank, enabling him to offer a range of bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and performance reporting, with clients retaining final decision-making authority.

Michael Barrett Jr. is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes positions at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through Wealth Advisors. Their program offers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Thomas Nardelli is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. His prior work includes roles at JG Wentworth LLC and Lyft. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching clients to advisory models or discretionary managers, utilizing both proprietary and third-party asset managers.

Audrey Hallman is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 65 designation and has a background that includes six years at Evesham Mortgage Co. and ownership of an accounting practice, Audrey L. Hallman, CPA. 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 through a large network of representatives and utilizes various investment strategies including model portfolios and third-party subadvisors.

Marlon Travis is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in several real estate investment ventures. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and financial planning services.

Denise Mc Gee is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Grove Point Advisors, LLC and Cetera Advisor Networks LLC. Outside of her advisory role, she teaches small classes about wine through her business, Domina Bulla. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Daniel Kukainis is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Vicus Capital, Schwartz Financial Associates, Cetera Advisor Networks, and TD Bank. He serves as Vice President of the South Jersey Young Professionals Association, where he is involved in establishing the organization's vision, mission, and strategy. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers access to various advisory programs and third-party asset managers, with a focus on matching clients to models or discretionary managers based on risk tolerance and personal plan information.

Holly Revelas is a CFP®-certified financial advisor with Edward Jones, based in West Deptford, NJ, and has seven years of industry experience. Prior to joining Edward Jones in 2019, she served on the Gloucester Township Board of Education for seven years and worked at Verna and Associates for thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs, investment solutions, and affiliated services supported by a large nationwide network of financial advisors and branch offices.

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.

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.

Ofir Maman is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 16 years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.