Sherman Hasselstrom is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for sixteen years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities three years ago. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates both quantitative and qualitative research to develop model asset allocations and supports implementation through affiliated investment management entities.

John Shultz is a financial advisor at Wells Fargo Clearing in Philadelphia, PA. He holds a Series 63 designation and has been with Wells Fargo Bank, N.A. since 2011 and Wells Fargo Clearing since 2025. 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 provides both brokerage and advisory solutions.

Kevin Sullivan is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017, following two years at Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Christopher Mc Cullough is a Series 66-licensed financial advisor with UBS Financial Services in Philadelphia, PA, bringing four years of industry experience. He previously worked for nine years at The Goldman Sachs Trust Company, N.A. UBS Financial Services Inc. supports individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based allocations with institutional trading capabilities and wealth management services.

Eli Saline is a CFP® and ChFC® with 17 years of industry experience. He is currently with LPL Financial and previously worked at Next Financial Group Inc and Saline Financial Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mark Maertzig is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Cadaret, Grant & Co., Inc. for 17 years. In addition to his advisory role, Maertzig operates Tax Aid Associates, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by extensive operational tools and a broad platform of financial products.

Christopher Donisi is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having eight years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, JPMorgan Securities LLC, JPMorgan Chase Bank, N.A., and TD Bank. Outside of finance, he is involved with Ciconte's Restaurant Group in New Jersey as an employee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

James Belz is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Capital Analysts and Lincoln Investment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers personalized retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Dennis Barth is a CFP® professional with 39 years of industry experience. He is currently affiliated with LPL Financial and has previously worked with Cetera Wealth Services, Avantax Advisory Services, and Jos. W Barth and Co. In addition to his financial advisory work, he serves as the head baseball coach for Gloucester Catholic Baseball. 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 broad network of investment adviser representatives. The firm offers a range of financial planning and management solutions, including model portfolios, third-party asset management, and institutional platforms.

Anthony Firrantello is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to develop personalized strategies aimed at achieving their short-, mid-, and long-term financial goals. Anthony provides guidance on various financial matters, including investing, retirement planning, and saving for unexpected events, with access to specialized banking and lending solutions through Bank of America. His areas of expertise include college education planning, family wealth management, legacy planning, tax minimization, and small business strategies, among others. As a Senior Portfolio Advisor, he manages custom investment strategies on a discretionary basis, utilizing a range of Merrill Lynch model portfolios and third-party investment options. Anthony holds professional designations such as Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), and Chartered Retirement Planning Counselor (CRPC). He graduated from Downingtown East High School. Outside of his professional work, he spends time with his family, to which he is married with two daughters, and engages in activities including billiards, cooking, fishing, golfing, hiking, hunting, reading, traveling, and watching movies.

Kevin Bondi is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His career includes prior roles at Ameriprise Financial Services and PNC Wealth Management. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Carrozza is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of New York Mellon from 2013 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

John Teti is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is an independent contractor with Karr Barth Administrators Inc. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Robert Bradley III is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, New York Life Securities, SEI Investments, and Canal Wines Unlimited. He operates a financial planning sole proprietorship, RDB Wealth Advisors, alongside his insurance agency activities. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization strategies supported by a range of program options and maintains multiple custodial and legacy arrangements.

Edward Penberthy is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, Penberthy serves on the Harvey Cedars Open Space Committee, advising on the use of property tax assessments to maintain open space in the community. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and employing firm-approved planning tools and investment estimates without offering individual security recommendations as part of standalone plans.

David Schultz is a Series 66 licensed financial advisor with two years of industry experience, currently with Equitable Advisors. His prior roles include positions at Firstrust Financial Resources and Aflac. He also worked at Huntingdon Valley Country Club and Saint Joseph's University earlier in his career. 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 various asset-management programs, utilizing both proprietary and third-party advisory solutions.

Carlina Fiocchi is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. She holds a Series 66 designation and has recently started her career in financial advising. Prior to joining Equitable Advisors, she was associated with Pats Select and Rowan University, and also held a role at 5 Points Custard. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party asset managers.

Ayoub Cherradi is a financial advisor at LPL Enterprise with a Series 66 credential and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is involved in administrative work for Always There Home Care, a non-investment-related business. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, employing a model-driven investment approach that includes access to third-party asset managers and wrap programs. The firm also offers affiliated trust custody, insurance services, and collateralized lending programs.

Barrett Boychuck Quigley is a financial advisor at Osaic Wealth Inc. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Osaic since 2018, following three years at Sii. In addition to her advisory role, she is a partner in Benefit Concepts, conducting securities and non-investment related activities under the trade name Bencpts, Inc., and is involved in the sale of group insurance and qualified retirement plans. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, retirement plan consulting, and third-party manager programs. The firm employs a model-based investment process with tools for asset allocation, optimization, and rebalancing, and is notable for its scale, affiliate network, and recent consolidation activity.

Thomas Brennan III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials, and has 12 years of industry experience. His prior roles include positions at Northwestern Mutual and Voya Financial Advisors. He is also active as an independent insurance agent and serves as an associate agent involved in the sale of employee benefits and property casualty insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party investment managers.