Albert Tedesco is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2020, following four years at Wells Fargo Clearing. He also serves as a power of attorney for his parent. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jared Weiss is a CFP® with 10 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Fsc and Lincoln Investment. Outside of his advisory role, he provides paid tax return services to his clients and serves as treasurer for two Philadelphia-based nonprofit organizations. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm employs a model-based investment approach with various portfolio management options and is notable for its large scale and complex affiliate network.

Daniel Cappello is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at Bessemer Trust and Goldman, Sachs & Co. He is based in Philadelphia, PA. 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 offers a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and forward-looking capital market assumptions.

Aileen Takio is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She works closely with high-net-worth clients to develop personalized financial strategies that address their unique goals and circumstances. Her approach includes assisting clients with estate planning services, investments, tax minimization strategies, wealth transfer, and retirement income planning. Aileen holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Retirement Manager Advisor (RMA). She earned a bachelor's degree from Rutgers University.

Joseph Checchio is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes over 30 years with Avantax entities. Outside of advising, he is involved in public accounting and tax preparation through his own practice, which he has operated since 1982. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and discretionary and non-discretionary services, supporting over 10,000 advisors and managing assets totaling over $256 billion.

Rodney Boylan is a financial advisor with Mass Mutual Investors Services in Moorestown, NJ, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He previously worked at MetLife Securities Inc. and has been with MassMutual Life Insurance Co since 2016. Outside of financial advising, he serves as a production manager for a non-profit orchestra and occasionally works as a DJ for parties and school events. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and generally recommends investment categories and strategies without discretionary authority.

Michael Fiazzo is a financial advisor with Ameriprise Financial Services in Fort Washington, PA, holding a Series 66 designation and nine years of industry experience. His previous roles include positions at Beacon Bridge Wealth Partners and Saint Joseph's University. He is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored, tax-aware recommendations and ongoing advice for clients nearing or in retirement.

Nicholas Gladden is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with individuals and families, focusing particularly on those preparing for retirement and clients connected to the sports world. Nicolas approaches financial advising with a disciplined and relationship-focused methodology, emphasizing preparation, teamwork, and accountability. Before his career in financial advising, Nicholas was a collegiate athlete and managed a student-run investment fund, experiences that contributed to his understanding of leadership and working with diverse groups. He holds a Bachelor's Degree from the University of New Haven and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional life, Nicholas enjoys cooking, football, golfing, spending time with his family, traveling, and watching movies.

Jennifer Cucinotta is a CFP® and ChFC® with seven years of industry experience. She is currently associated with LPL Financial and also works with Saline Stahl Wealth Management Group. Her prior experience includes roles at Next Financial Group, Express, and St. Joseph's University. 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 including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Maxwell Gravenstine is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked within various Morgan Stanley entities since 2020. His background includes multiple roles at the University of Florida and prior experience in the food service sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Natalie Laux is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 license and eight years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and previously attended Duquesne University Law School. Prior to her current role, she worked at Bank of America for one year. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Yvonne Steveson is a financial advisor at Merrill with 21 years of industry experience. She has held her current role since 2015 and holds Series 63 and Series 65 licenses. 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 and profit-sharing plans, corporations, and charitable organizations.

Ensong Zhang is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, N.A. and Guiker Solution Inc. 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.

Matthew Marker is a financial advisor at J.P. Morgan Securities in Philadelphia, PA. He holds the Series 66 designation and has approximately one year of experience in the industry. His prior roles include positions at Blackstone Inc, KPMG LLP, and various other organizations. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm combines quantitative and qualitative research in its advisory process and offers access to broader derivatives and commodities capabilities.

William Meagher Jr. is a financial advisor with Merrill in Philadelphia, PA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory work, he serves as a director at the Wagner Free Institute of Science, a charitable organization focused on natural sciences education and museum operations. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates investment management with Bank of America’s capital-markets platform and emphasizes managed accounts and manager-selection capabilities.

Steven Depaul is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an executor for family-related investment matters. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm leverages research and analytics to manage approximately $671 billion in assets and offers both brokerage and advisory solutions.

Douglas Pires is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS since 2016 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as Co-Chair of the Penn Athletics Sports Board for Sprint Football. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Norah Sheridan is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Based in Philadelphia, PA, she has been with Morgan Stanley for the majority of her career. 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 and financial planning services, utilizing structured planning tools and modeling techniques to assist clients in their financial decision-making.

Michael Hinkle Jr. is a financial advisor with Wells Fargo Clearing in Philadelphia, PA. He holds Series 63 and Series 66 designations and has 37 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Mark Fleming is a financial advisor at Charles Schwab with 24 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Merrill, Waddell & Reed, and Equitable Advisors. Outside of his advisory role, he offers notary services to family and friends at no cost. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers centralized custody, order-routing, and alternative investment due diligence.