David Carradorini is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, including previous tenure at NY LIFE Securities. Outside of his advisory role, he serves on community committees involved in organizing and improving men’s retreats and conferences in the Philadelphia area. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and works with third-party asset managers and TAMPs to implement client solutions.

Makoyo Makoyo Jr. is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Equitable Advisors since 2005, including during its prior incarnation as AXA Advisors. Outside of his advisory role, Makoyo is a cycle instructor and serves as a volunteer trustee for the Ziki Makoyo Foundation for Global Health Tanzania, overseeing donations of medical equipment to NGOs in Tanzania. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Jessica Fry is a financial advisor at Mass Mutual Investors Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Qurate Retail Group, Audacy, and iHeartMedia. Outside of her advisory role, she owns a voice work business involving copywriting, voice recording, audio editing, and producing. 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, structuring its planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Michael Serra is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently affiliated with LPL Financial and M&T Bank and has prior experience at MMA Securities, MMA Agency, Purshe Kaplan Sterling Investments, and Centurion Asset Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Christopher Canal is a CFP® with four years of industry experience, currently serving as a financial advisor at RBC Capital Markets. His prior experience includes roles at The Vanguard Group, UBS, and Morgan Stanley. He also has experience working in the hospitality industry at Giumarellos Restaurant and Bar. 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 range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

John Morawski is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Bank and its affiliates since 2014. Outside of his advisory role, he is involved in an entertainment business as a disc jockey for private events. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Timothy Quigley is a financial advisor with LPL Financial, holding a Series 63 designation and 40 years of industry experience. His prior roles include positions at Cuna Mutual Group, Cuna Brokerage Services, and Kestra Investment Services. 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.

Ryan Nason is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Securities America, Pinnacle Investments, and Mutual of Omaha prior to joining OSAIC. Outside of advising, he is involved as a baseball coach with South Jersey Young Guns AAU Baseball and serves as an event coordinator for the We Serve Too non-profit, which supports military dependents. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to multiple third-party money managers and wrap programs.

John Strohman is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2026. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company, spanning from 2019 to 2026, as well as experience with JCS Advisory and Madison Square Investors. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Greenly is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Nancy Schultz is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and 26 years of industry experience. She worked at UBS Financial Services for 12 years before joining Raymond James in 2025. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Charles Leonard Jr. is a financial advisor with Ameriprise in Pitman, NJ, holding a Series 63 designation and 35 years of industry experience. His career includes roles at Ameriprise Financial Services, Northeast Planning Associates, and LPL Financial. Outside of his advisory work, he manages a small farm where he cares for horses, pigs, goats, and chickens. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, combining internal research and third-party data within a specialized investment framework.

Andrew Segal is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, with an advisory process grounded in modern portfolio theory.

Susan Boehm is a financial advisor with Equitable Advisors in Philadelphia, PA, holding a Series 66 designation and 20 years of industry experience. She has worked with Equitable Advisors since 2005 and prior to that was associated with Axa Advisors, LLC. Outside of her advisory role, she operates an insurance brokerage business under the name Firstrust Financial Resources. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes client risk assessment and matching to program models or discretionary managers, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Brian Kennedy is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he serves as executor of his mother’s estate and trustee of a trust for his sister’s children. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors to deliver customized investment solutions across various asset classes.

Madelyn Mc Mahon is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work includes roles outside the financial industry, including ownership of The Impeccable Pig from 2022 to 2024. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Gerald O’Connor is a financial advisor with Ameriprise in Woodbury, NJ, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Ameriprise in 2025, he worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. He serves on several local boards, including the Greater Woodbury Chamber of Commerce, the Girl Scouts of Central and Southern Jersey finance committee, and the United Way of Gloucester County, among others. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Bukowski Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and also maintains roles at J.P. Morgan Chase Bank NA and the University of Delaware. 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 recommendations.

Lauren Hickey is a financial advisor with Merrill in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Merrill since 2015. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Steven Nieves is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He previously worked at INVEST Financial Corp for 11 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies on discretionary and non-discretionary bases.