Brett Mower is a financial advisor with LPL Financial in Haddonfield, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at UBS Financial Services, Merrill, Banc Of America Investment Services, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management services through a large network of advisors.

Daniel Pelosi is a financial advisor at LPL Financial with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Steele Financial Solutions and Wipfli Financial Advisors. Prior to his financial career, he was employed at Abercrombie and Fitch and Merrill Lynch. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services network.

Yasir Gardner Sizer is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation. He began his advisory career in 2026 after experience at various firms including Hartford Funds, Under Armour, and Barnes & Noble Education. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

John Grandizio is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining UBS in 2020, he worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2015 to 2020. He also has an interest in real estate, owning a rental property previously used as his personal residence. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad range of services such as market making, underwriting, and proprietary research.

Charles Glackin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products alongside investment services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates a range of eligible strategies, including those with ESG considerations.

Taylor Grant is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Delaware Investments, Macquarie Investment Management Business Trust, and Tribini Brands Inc. Grant is also involved in Maverick Equity Partners LLC and Wallys Egg LLC, which are real estate investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client decision-making.

Timothy Valente is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at RBC Capital Markets since 2008 and also holds a role on the Board of Directors at Malvern Preparatory School, where he serves on several sub-committees including the finance committee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Katrina Mc Nairy is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc, Equitable Advisors, AXA Advisors LLC, Axa, American Heritage, and Randolph-Brooks Federal Credit Union. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jon Meyer is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation and one year of industry experience. His work history includes roles at JPMorgan Chase Bank, WSFS Bank, Nolan Consulting Group, and involvement with the Karakung Swim Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and leveraging affiliates for portfolio implementation and services.

Daniel Reganata Jr. is a financial advisor at Cetera with 19 years of industry experience. He holds the PFS™ and Series 63 designations and has held positions at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he owns and operates Reganata & Associates, providing accounting, tax preparation, and consulting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program structures.

Michael Fee is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Mutual of America Securities LLC for four years and Lincoln Financial Distributors for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and operates with more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Drew Smiley is a financial advisor with J.P. Morgan Securities in Philadelphia, PA. He holds a Series 66 license and has been with the firm since 2026. Prior to joining J.P. Morgan Securities, his work history includes roles at JPMorgan Chase Bank, Legend Biotech, Commonwealth M&A, and positions at Lafayette College and The Hun School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Gregory Frankel is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Glenmede Private Wealth Management, Glenmede Trust, and the Bank of New York. 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 within a non-discretionary program.

Nancy Findlay is a financial advisor at Ameriprise with 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002 and holds a Series 66 designation. Outside of her advisory role, she is a co-owner of OneFuture LLC, which manages her Ameriprise business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.

Charles Price III is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked for the Delaware River Port Authority for over two decades. 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 large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including access to third-party managers and institutional platforms.

Randley Gonzalez is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He is dedicated to building long-term relationships with his clients by providing financial guidance that is honest, transparent, and tailored to their individual needs. His approach focuses on simplifying the financial planning process to help clients gain clarity and confidence. Gonzalez has a wealth of experience in the financial sector, having previously worked as an Investment Consultant at Fidelity Investments from 2019 to 2020, and as a Relationship Manager at the same firm from 2013 to 2019. Prior to his tenure at Fidelity, he was a Senior Analyst at Lehman Brothers from 2005 to 2010. Outside of his professional work, Gonzalez has interests that include fitness, food, military service, tennis, and traveling.

Sean Stoneback is a financial advisor with Equitable Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2005 and previously associated with Axa Advisors, LLC. Sean is also a co-executor of his grandparents' estate and operates an outside insurance brokerage business. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of investment adviser representatives and third-party managers to deliver tailored investment solutions across a broad range of products.

Michael Kramley is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and models.

Christopher Lex is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. His prior work includes roles at Agia and Valic Financial Advisors. Outside of his advisory work, he is involved with several business entities related to investment and tax purposes, including WealthFusion Inc and The Fifteen Group. 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 services and platforms, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by machine-learning tools and various financial products.

Tyler Millan is a financial advisor at UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining UBS in 2025, he worked for five years at The Vanguard Group. He has also held roles at Target Corporation, E-Force Recycling, Rothman Institute, and King's College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and model-based asset allocation strategies.