Ryan Depaul is a CFP® certificant with 16 years of industry experience. He has worked at UBS Financial Services Inc. since 2023 and was previously with Sanford C. Bernstein & Co., LLC for 11 years. Ryan is based in Philadelphia, PA, and holds a Series 66 license. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support tailored client solutions.

Kathleen Pruess is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she operates a travel agency as a Bucket List Tour Guide. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services, utilizing firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Michael Weinberg is a CFP® professional with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC for seven years. He acts as a trustee for a family irrevocable life insurance trust and holds powers of attorney for his parents in investment-related matters. Wells Fargo Advisors is a national securities firm providing advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Meaghan Mclaughlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Lincoln Financial Advisors, Sanford C. Bernstein & Co., and KPMG. 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, third-party asset management, and institutional platforms.

Salvatore Fusaro is a financial advisor at Osaic Wealth, Inc. in Philadelphia, PA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Lincoln Financial and Simplicity Investments, as well as a decade at Rothman Orthopaedics. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and portfolio construction using a range of investment vehicles across discretionary and non-discretionary accounts.

Geoffrey Thomas is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1983, also working at Bank of America since 2010. 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 offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Allen Rosenberg is a financial advisor with Wells Fargo Clearing in Wimauma, FL, holding Series 63 and Series 65 licenses and possessing 47 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he serves as co-trustee for his father’s trust. Wells Fargo Clearing provides retirement plan consulting primarily to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Brenner is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co. In addition to his advisory role, he sells fixed insurance products and operates under the DBA Heights Financial Group as a financial planner. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joshua Warren is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation. He has experience working in the financial industry since 1996, including a 25-year tenure at PHH Mortgage Corporation and roles at Intercontinental Capital Group and JPMorgan Chase Bank. Warren joined J.P. Morgan Securities in 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kevin Huntington is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley since 2017 and previously held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Morgan Stanley Wealth Management delivers a range of advisory programs to individual and institutional clients, combining financial planning with access to various investment strategies and specialized services through a large, integrated platform.

Eric Salmansohn is a financial advisor at Morgan Stanley with 43 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 2009, as well as at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and market modeling techniques.

Rick Schmid is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with clients to build and maintain financial plans tailored to their specific needs and goals, aiming to simplify financial management and instill confidence in their financial future. Rick has professional experience spanning over a decade in the financial industry. Prior to his current role, he served as an Assistant Vice President - Financial Solutions Advisor at Merrill from 2014 to 2023, and before that, he worked as a Platinum Mortgage Banker at PHH Mortgage between 2010 and 2014.

Douglas Jadis is a financial advisor with J.P. Morgan Securities in Philadelphia, holding Series 65 and Series 66 licenses and 11 years of industry experience. He previously worked at Goldman Sachs for five years before joining J.P. Morgan in 2020. Jadis is a minority shareholder in Sentiment AI, a technology firm involved in a business restructuring. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Cassidy Hirsch is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. Hirsch previously worked at CommonwealthMatrix LP and Karr Barth Associates/Equitable Advisors. Outside of finance, Hirsch has worked as a waitress at Commonwealth National Golf Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Richard Eckell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Fulton Financial Advisors, Raymond James Financial Services, and PNC Wealth Management. He is also involved with Gladstone Wealth Partners, a business related to his LPL advisory activities. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Reghan Hesser is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, Hesser worked at Sterling Investment Advisors and has experience in content creation through a compensated role at the social media site Link To Know It. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christopher Vandusen is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management strategies and access to both in-house and third-party investment managers.

William Allen is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley Smith Barney, Nuveen Securities, and TIAA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Peter Blagojevic is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Prestige Subaru and Citizens Securities, Inc. Outside of advising, he has earned residual commissions from Aflac and occasionally works with delivery services. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment advisory programs and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Wesley Underwood is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2017, following five years at JP Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he works part-time as a driver for an online ride share service. 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, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.