Justin Walsh is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 2009, where he focuses on implementing the firm's Equity, Fixed Income, and Quantitative Strategies for selected client portfolios. Justin works closely with clients on investment and retirement planning and facilitates access to the firm's Lending and Trust Specialists. Justin holds the Chartered Retirement Planning Counselor (CRPC) designation. He earned a Bachelor of Science degree from Cabrini College, where he also received All-Conference Honors in Tennis and Cross-Country. He is a multiple-time Tennis Club Champion at Llanerch Country Club, winning the Singles Title every year from 2006 through 2017 and again from 2019 through 2025. Justin currently resides in Conshohocken, Pennsylvania.

Steven Moyer is a financial advisor with LPL Financial in Philadelphia, PA. He holds a Series 66 designation and has experience working at M&T Bank since 2016 and Bob Witmer's State Farm Insurance from 2009 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Allison Di Pilla is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2016. 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, retirement plans, corporations, and charitable organizations.

Eric Felt is a financial advisor with Mass Mutual Investors Services in Fort Washington, PA, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, having worked with MassMutual and its affiliated firms since 1983. In addition to his advisory role, he is involved with Eric Felt Insurance Services, LLC, which provides life and group health insurance solutions. Mass Mutual 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 programs, emphasizing collaborative annual planning engagements without discretionary investment authority.

Richard Bonnette is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. for nine years before joining Stifel Nicolaus & Co. Inc. He serves on the Board of Trustees for the Haddonfield Educational Trust, which supports educational excellence in local public schools. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Christopher Zardus is a financial advisor at Ameriprise with six years of industry experience. Prior to joining Ameriprise in 2020, he held roles at Twentieth Century Fox and Fox US Productions 27, Inc. Outside of his advisory work, he maintains ownership of Summit View Enterprises, LLC, a business involved in managing financial and legal files. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines algorithmic tools, investment research, and third-party data to provide tailored, non-discretionary recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Zachary La Salvia is a financial advisor with J.P. Morgan Securities based in Philadelphia, PA. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including previous roles at JPMorgan Chase Bank and The Vanguard Group. He serves as a board member and investment committee member for the Jewish Community Foundation, Inc., a nonprofit focused on philanthropic giving within the Southern New Jersey Jewish community. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Cody McBride is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and has worked at Osaic since 2025. Prior to this, he was associated with Strategic Financial and has experience assisting with client meetings, client service, and research. He also sells fixed annuities and life insurance products. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using firm-provided tools and multiple advisory platforms.

David Park is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Mass Mutual Investors Services since 2021 and previously at Northwestern Mutual Investment Services LLC. Prior to his advisory roles, he was employed by Scribe America and Pharmula Laboratories. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to deliver written financial recommendations within collaborative, annual planning engagements.

Chayse Primeau is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2023, he held positions at the University of Notre Dame, Rebox Packaging, University of Nebraska at Omaha, and the United States Hockey League. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial services, including retirement plan consulting and brokerage services, with access to model portfolios and research from both internal and third-party sources.

Jordan Teichman is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and various capital markets services.

Patricia Niles is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. She previously worked at Janney Montgomery Scott for ten years and currently serves as Branch Manager at Lutschaunig Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal and retirement plan advisory services.

Eliza Mc Devitt is a Series 66 licensed financial advisor with Raymond James & Associates, where she has worked since 2020. She has five years of industry experience and previously held roles at THRUUE, Inc. and SynaVoice LLC. Outside of her advisory work, Mc Devitt coaches the University of Pennsylvania Women's Club Water Polo team. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Matthew Powers is a financial advisor at J.P. Morgan Securities in Philadelphia, holding a Series 66 designation. He has been with J.P. Morgan Securities and affiliated entities since 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Anthony Villari is a financial advisor with Equitable Advisors, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 36 years of industry experience, including ten years at Karr Barth Financial Planning and over two decades with Equitable Advisors and AXA Advisors. Outside his advisory work, he serves as an administrator or executor of estates and trusts for family and non-family members. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through investment adviser representatives, utilizing a combination of third-party asset managers and proprietary offerings.

Whitney Parry is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. Prior to joining Cetera, Whitney worked at Avantax Investment Services Inc. and Avantax Advisory Services. Whitney is also involved with Hartstone Business and Financial Services, where they assist in financial services, life insurance, business consulting, tax preparation, and accounting. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors who work with individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Anthony Favoroso is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Richard Schulz is a financial advisor at Edward Jones in Philadelphia, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved with the Earth Quaker Action Team and served at the Lutheran Social Mission Society. Edward Jones is a full-service wealth management firm serving a diverse client base of individual and institutional investors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

James Kelly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on portfolio management services, sports and entertainment, tax minimization, and retirement income. James provides personalized wealth management strategies designed to help clients pursue their long-term financial goals. With 45 years of experience as a conservative advisor, James holds the Professional Investment Advisor (PIA) designation. He earned a Bachelor's Degree from LaSalle University and a Master's Degree from Webster University. Committed to the communities he serves, James volunteers with local organizations. His personal interests include antiquing, gardening, music, and reading.

Quinn Liddy is a financial advisor at UBS Financial Services with a Series 66 designation and five years of industry experience. Prior to joining UBS, Quinn held positions at Dollar General Corporation and engaged in roles in campus recreation and education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and 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.