Michael Balkey is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Gregory Boston is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He worked at UBS Financial Services from 2008 to 2021 before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both non-discretionary and discretionary services, with an investment process driven by investment policy statements and modern portfolio theory, and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Emanuel Bassill Chuckran is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Florida Financial Advisors DBA Tristate Financial Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a varied client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Michael Fiori is a Series 66-registered financial advisor with Equitable Advisors, located in Bala Cynwyd, PA. He has 20 years of industry experience, having worked at Equitable Advisors since 2006 and previously at Axa Advisors. He is associated with Karr Barth Associates, a branded producer group. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of third-party advisory models and provides ERISA fiduciary services, focusing on matching clients to appropriate investment solutions through a network of Investment Adviser Representatives.

Christopher Strivieri is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. He operates a business known as KARR BARTH ASSOCIATES | Intuitive Planning Group. 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 various asset-management programs. The firm utilizes a range of third-party advisory models along with proprietary programs, and offers fiduciary services to qualified plans through credentialed representatives.

Patrick Walsh serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 1979 after graduating from Drexel University with a Bachelor's Degree in Finance. Patrick is known in the Philadelphia area as an industry spokesman and educator. He has lectured at Drexel University's Graduate School of Business and provided daily bond market commentary on KYW News Radio for more than two decades. His expertise includes education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Patrick and his wife, Gretchen, live in Radnor, Pennsylvania. He is involved in the Bala Cynwyd-Narberth Rotary as a director and participates in community activities through the Rotary and St. Dorothy's Finance Committee. His personal interests include chess, football, music, spending time with his family, table tennis, tennis, traveling, and watching movies.

Alexander Canakis is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Tristate Financial Advisors and JPMORGAN Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process integrates quantitative and qualitative research with a focus on eligible strategies, including ESG considerations, and offers broader derivatives and commodities capabilities.

Sotheavy Vann is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. Vann holds Series 63 and Series 65 designations and has worked at firms including Citizens Securities, Citizens Bank, and NYLIFE Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sammi Zheng is a Series 66-credentialed financial advisor at J.P. Morgan Securities with five years of industry experience. Prior to joining J.P. Morgan in 2021, Zheng held positions at Greystar, the University of Pittsburgh, and various other organizations. Zheng’s background includes roles in both financial services and nonprofit sectors. 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 advisory process combines quantitative screens and qualitative research to develop asset allocations, offering non-discretionary investment advice tailored to client needs.

Molly Babcock is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Qurate Retail Group for six years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Nadia Ekezue is a Series 66-registered financial advisor with Equitable Advisors in Bala Cynwyd, PA, and has one year of industry experience. Her prior work includes roles at Bank of America, Merrill, and Cetera Wealth Services, as well as various positions in the food and beverage sector. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory programs.

Vincent Benvenuto is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 registrations. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Kevin Newmuis is a financial advisor at Raymond James Financial with 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citizens Securities, among others. He is registered with Series 63 and Series 66 credentials. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling and maintains unique affiliations that support municipal and public finance advisory work.

Nicole Cosenza is a Planning Consultant at Fidelity Investments, based in the Philadelphia Investor Center. In her role, she collaborates with clients and their families to develop financial plans tailored to their individual situations. She has been with Fidelity Investments since 2016, progressing through roles as a Financial Representative, Relationship Manager, and now Planning Consultant. This experience has provided her with a comprehensive understanding of financial planning and client relationship management.

Andrew Davoli is a financial advisor at UBS Financial Services with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining UBS, he held positions at Brown Brothers Harriman and The Vanguard Group. Outside of his advisory work, he serves as Vice President of Inter Club Philadelphia and is a member of the Finance Council at St. Anthony of Padua. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and investment models.

Henry Faragalli III is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Janney Montgomery Scott, LLC, returning to RBC Capital Markets in 2025 after an earlier tenure from 2011 to 2017. Outside of his advisory role, he is involved in horse ownership, including buying, selling, and maintaining horses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with customizable investment strategies implemented through in-house and third-party managers, supported by integrated lending and alternative investment options.

Dennis Long is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He previously worked at AXA Advisors, LLC, the Country Club of York, LentzCaping Inc., and York College of Pennsylvania. Outside of his advisory role, he serves as an administrator or executor of an estate and trustee of a trust for a family member. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Steven Gallagher is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non‑discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their process combines quantitative and qualitative research and includes offerings supported by centralized due diligence and an ESG eligibility framework.

Edward Lapinski III is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Merrill, TD Private Client Wealth LLC, and Santander Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes a broad range of financial products in its offerings, such as insurance-related vehicles and bank deposit sweep options.

Tiffany Foust is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies based on each client’s risk profile, utilizing a combination of in-house and third-party investment managers and services.