David Kerchner is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory role, he serves as an executor and trustee for various estates and trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves client information gathering and risk assessment to match clients with suitable program models or discretionary managers, utilizing a mix of proprietary and third-party investment solutions.

Joseph Daverso is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the Advisory Board and Finance Committee of St. John Neumann Church, where he advises on budgeting, investment policy, and capital improvements. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in assets and combines its planning services with extensive retail and institutional offerings.

Emily Coyle is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. She has worked at JPMorgan Securities LLC and J.P. Morgan Chase Bank NA since 2021 and previously at UBS Financial Services. Outside of finance, she has been involved with Boston College Intramurals and worked briefly at SoulCycle. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with recommendations supported by centralized due diligence that includes both quantitative and qualitative research.

Andrew Cardile is a financial advisor with MassMutual Investors Services in Marlton, NJ, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with MML Investors Services Inc and MassMutual since 2010. Outside of his advisory role, he is involved in life and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning engagements using firm-approved analytical tools.

Keith Joffe is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a variety of advisory programs including tailored financial planning, utilizing structured planning tools and modeling techniques.

Thomas Brown is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at PNC Investments, TD Bank N.A., and Equitable Advisors, LLC. He is also involved in offering investment products and services through American Heritage Investment & Retirement Center. 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. The firm offers a range of financial planning, portfolio management, and institutional platforms, supporting strategies through both proprietary research and third-party subadvisors.

Joseph Mc Keon is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and seven years of industry experience. Before joining Equitable Advisors in 2022, he worked at The Vanguard Group from 2016 to 2022. 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 through a network of Investment Adviser Representatives and third-party managers.

Danny Chan is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes prior roles at HSBC Securities (USA) Inc. and TD Ameritrade, Inc. Outside of his advisory work, he has non-investment-related real estate ownership activities in Philadelphia. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing tax-aware withdrawal planning, supported by investment research and algorithmic analysis.

Jameson Donahue is a Series 66-credentialed financial advisor with six years of industry experience, currently with Equitable Advisors since 2020. His prior roles include a position at Axa Advisors, LLC and eight years working at Overbrook Golf Club. Outside of his advisory work, he is involved as a sales associate for ancillary products and tax account programs through Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through various firm and third-party programs.

Daniel Silverberg is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes multiple roles at UBS and Morgan Stanley, with over a decade spent at Morgan Stanley Private Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-driven asset allocation to tailor financial plans aligned with client goals. The firm integrates institutional trading capabilities with wealth management services, providing a broad array of investment and capital markets solutions.

Mark Cook is a financial advisor with LPL Financial in Woodbury, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Wells Fargo Clearing and The Vanguard Group, Inc., and has experience outside finance including roles at Anthony's Coal Fired Pizza and Fit Body Boot Camp. 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 services, including financial planning and access to third-party asset managers, with investment solutions implemented through model portfolios, discretionary or non-discretionary strategies, and advisor-facing tools.

Joseph Rosen is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Bradford Bernstein is a CFP®-designated financial advisor with 27 years of industry experience, currently serving at UBS Financial Services since 2005. He has also served on the board of directors for Gencrest, a pharmaceutical and biotech manufacturing company, from 2017 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor financial plans and portfolio management.

James Legg is a financial advisor with Charles Schwab, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, Merrill, and Bank of America. He is currently based in Marlton, NJ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services with a multi-asset model portfolio approach.

Joshua Kim is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes positions at Rutgers University, tutoring services, and roles with Pilgrim Mission Church and Surreal Creamery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe, serving various clients including registered investment companies and charitable funds.

Eric Medina is a financial advisor at J.P. Morgan Securities based in Voorhees, NJ. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he held roles at firms including Adelphia, LPL Financial, UBS, and Adidas. 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 approach combines centralized due diligence with quantitative and qualitative research to offer asset allocation advice, investment manager searches, and customized performance reporting.

Dakota Greene is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Equitable Advisors, and McAdam Financial among other firms. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through tailored advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides a range of options including tax management and responsible-investing screens.

Valarie Hughes is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has worked at Morgan Stanley since 2018 and previously held positions at JPMorgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm employs a structured financial planning process using proprietary tools and provides services that include tailored planning without individual security recommendations as part of standalone plans.

Cynthia Jones is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley since 2013. 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, managing approximately $2.74 trillion in client assets.

Patrick Ferraro Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1999 and also worked with AXA Advisors, LLC, overlapping during that period. Outside of his advisory role, he operates an insurance brokerage business. Equitable Advisors serves individual and institutional clients, including pension plans and charitable organizations, providing financial planning, retirement consulting, and asset-management services. The firm relies on a network of Investment Adviser Representatives to deliver advice and implements a variety of advisory models, emphasizing third-party program sponsors and fiduciary services.