Michael Mcgarry is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. He also operates under the DBA Integrated Financial Strategies, Inc. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and partnerships with third-party asset managers and advisory platforms.

Seth Kuhn is a Series 66 licensed advisor with J.P. Morgan Securities in Philadelphia, PA, with one year of industry experience. His background includes roles at JPMORGAN Chase Bank, N.A., Villanova University, and Pennsylvania State University, as well as involvement with For Soccer Ventures and Adelphia Seafood. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Charles Strano is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at FSC Securities Corporation for 29 years before joining OSAIC in 2023. Outside of his advisory role, he owns a sole proprietorship focused on the sales and service of life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with various portfolio management options and maintains a complex affiliate network alongside alternative investment access.

Sarah Mitrotz is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior experience includes roles at Cetera Advisor Networks and Vicus Capital. 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 asset management programs through a network of investment adviser representatives and third-party asset managers.

Marguerita Chapman is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and AI techniques in portfolio management.

Colin Yablonski is a Series 66-licensed financial advisor with Equitable Advisors, based in Bala Cynwyd, PA. He has two years of industry experience, all with Equitable Advisors since 2024. Prior to his current role, he held brief positions at Conestoga Buildings and Oregon Dairy, with gaps in employment in between. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, utilizing a range of third-party advisory models and tools.

James Welde is a financial advisor with Merrill and holds a Series 66 designation. He has one year of industry experience, including roles at Bank of America, Merrill, and Firstrust Financial Resources. His background also includes positions outside of finance, such as work at Donohue Funeral Home and various educational institutions. 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.

Donna Dorazio is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Based in Philadelphia, PA, she operates within a large institutional environment. 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 a range of brokerage and advisory solutions supported by research and analytics.

Zachary Duymich is a financial advisor at Merrill in Philadelphia, PA, holding a Series 66 designation with nine years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017 and previously held roles at Bank of America and Centenary University. Outside of finance, he was involved with JCZ Cleaning Service from 2011 to 2017. 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, offering model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, and institutional investors.

Thomas Trea is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 34 years of industry experience. He previously worked at Metlife Securities Inc. for 28 years before joining Mass Mutual Investors Services in 2017. Additionally, he has been with MassMutual Life Insurance Company since 2016. Mass Mutual Investors Services 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, utilizing firm-approved software and collaborative annual planning engagements.

Andrew Burdsall is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 credential and has worked at multiple firms including Equitable Financial Life Insurance and Mazzuco & Company CPA. Outside of his advisory role, he has worked as a rideshare subcontractor for Uber. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm combines quantitative and qualitative research in its advisory process and maintains regulatory registrations supporting broader derivatives and commodities capabilities.

Alexander Snyder is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His work history includes roles at Equitable Advisors since 2017, as well as prior experience with Axa Advisors, LLC, Rubgold Group, Lincoln Investment/Capital Analysts, and the Lehigh Valley Restaurant Group. Outside of his advisory role, he operates an outside insurance brokerage business. Equitable Advisors serves a diverse client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, delivering services through a network of Investment Adviser Representatives and referring clients to both proprietary and third-party asset managers.

Stephan Tucker is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. He has previously worked at Northwestern Mutual Private Client Group and Vanguard. Outside of his advisory role, he is involved with the Achieving Reunification Center, a nonprofit in Philadelphia that educates parents who have children in the system on life skills and community resources to support family reunification. 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.

Louis Mosca is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Based in Philadelphia, PA, Mosca's career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies as part of its financial planning process.

Christian Marchini is an advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry career in 2026. His background includes involvement with True Lacrosse and Freedom Lacrosse since 2026, as well as prior roles at organizations such as Cbiz and BJ Homes. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services. The firm leverages third-party program sponsors and advisory platforms while providing ERISA fiduciary services through credentialed representatives.

Matthew Pratzner is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 25 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has prior experience with Metlife Securities. He also works as an individual life insurance agent. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and annual planning engagements.

Alexander Dominguez is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2018. His prior work includes a brief period at AT&T and a role at The Pennsylvania State University. 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 using model-based and discretionary investment strategies.

Lawrence Birch IV is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Commonwealth Financial Network, NYLife Securities LLC, and Steele Financial Solutions. Outside of finance, Birch has experience in communications and the restaurant industry. 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, model portfolio programs, and institutional platforms, supported by technology and research tools.

James Stambaugh is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2014. Prior to that, he was with Morgan Stanley and Janney Montgomery Scott. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Eric Tropea is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023, following previous roles at Lincoln Financial Advisors, Bank of America, and Merrill Lynch. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based, holistic financial planning without discretionary portfolio management. Their services include ongoing or one-time planning engagements covering a wide range of financial topics, with an option to combine planning with managed account programs under a consolidated billing system.