Christopher Hueth is a financial advisor at Fidelity with eight years of industry experience. He previously worked at Raymond James & Associates and Prudential Investment Management Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Christopher Limbach is a financial advisor at J.P. Morgan Securities with a Series 66 designation and over a decade of experience in the financial services industry. His prior roles include positions at First Republic, Glenmede Trust Company, and JTC Trust Company (Delaware) Limited. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management functions.

Beniamino Mazzella is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. He has worked at J.P. Morgan Securities since 2024 and has been with JPMorgan Chase Bank, N.A. since 2017. His prior experience includes roles at Volvo Construction Equipment and Shippensburg University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Goodwin is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He has held roles at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. He holds the Series 63 and Series 66 designations. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Andrew Boostrom is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and with one year of industry experience. He previously worked at Wells Fargo Advisors for five years and was self-employed for six years prior to that. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning solutions both directly and through corporate agreements.

Bradford Bolletino is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets Corporation since 2008 and City National Bank since 2023. 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 various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing customized strategies through a combination of in-house and third-party investment managers.

Kerry Kain is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and nine years of industry experience. Kain has been with Wells Fargo Clearing since 2016. 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 offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Reid Chizik is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 22 years of industry experience, including prior roles at Citizens Securities, Inc. and Santander Securities LLC. 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 uses research and analytics to inform investment decisions while offering brokerage and advisory solutions.

Patricia Owens is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. Owens serves as a trustee on the Zoological Society of Philadelphia’s Investment Committee, contributing to conservation and education efforts. J.P. Morgan Securities LLC provides institutional consulting services to 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 while clients retain final decision-making authority.

Timothy Sabol is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of his advisory role, he serves on the board of directors for The Philadelphia Boys Choir and Chorale. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Michael Ahrens is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2009 to 2024. Outside of his advisory role, Ahrens is involved with Princeton Harriman Insurance Solutions, focusing on insurance practice. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels to serve its clients.

Lindsey Hudspeth is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2009 and has also worked at Bank of America, N.A. since 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Arthur Stevens is a CFP®-designated financial advisor at Morgan Stanley with 51 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015, both based in Philadelphia, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that includes structured discovery conversations and firm-approved tools to support clients in their investment decisions.

Peter Rosengard is a financial advisor with LPL Financial, holding a Series 63 designation and 47 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing research, model portfolios, and technology to support diversified investment strategies.

Carmen Lex Jr. is a CFP®-designated financial advisor with 17 years of industry experience. He is currently affiliated with LPL Financial, having joined the firm in 2025. His prior work includes roles at Agia and VALIC Financial Advisors. Lex also has involvement in a non-investment-related business entity, WealthFusion, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven solutions.

Steven Springer is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022. Prior to that, he spent ten years with Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jennifer Anderson is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds Series 63 and Series 65 credentials. In addition to her advisory role, Jennifer is the owner of Mazzucco and Company CPAs, an auditing firm, and operates Jennifer L Anderson LLC, providing CPA and accounting services. She also volunteers as a Eucharist Minister at Our Lady of Good Counsel. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers with a focus on both advisory and brokerage solutions.

Jay Taylor is a financial advisor with LPL Financial in Lumberton, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, Taylor is a comic book artist affiliated with On The Square Comics. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Jonathan Schmitt is a financial advisor at Merrill with Series 63 and Series 65 licenses. He has been in the industry since 2026, with prior experience at Bank of America, JPMorganChase, and New Century Financial Group. Before entering the financial advisory field, he worked in education at West Chester University, Pennsbury High School, and Charles Boehm Middle School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tammara Loomis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary options tailored to plan objectives and demographics.