Thomas Paluszynski is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves on the finance committee of Green Building United and is a member of the Management Division Advisory Council at Penn State Great Valley School of Graduate Professional Studies. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved tools and economic modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Alexandria Mc Kenna is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has prior work experience at MML Investors Services, MassMutual Life Insurance, Conrad O’Brien, and Temple University. Alexandria has also been involved with Iron Hill Brewery and Turning Point during her career. 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 emphasizes non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Mark Meckel is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and eight years of industry experience. His career includes roles at Equitable Advisors since 2018 and previous work with Axa Advisors. Outside of his advisory work, he is listed as an associate on external business websites related to private client services. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to advisory models, with services delivered through a network of Investment Adviser Representatives and third-party program sponsors.

Matthew Domin is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2026 before joining J.P. Morgan in 2026. Outside of his advisory role, he serves as the president of the Landings Condominium Association board in Wildwood, New Jersey. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework.

Sean Schmid is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Penn Investment Advisors Inc., Penn Community Bank, and Longview Capital Management LLC. He serves as an executive board member and treasurer for Foundations Community Partnership, a nonprofit foundation that awards grants to local 503(c)(3) organizations. 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 uses a range of advisory programs and third-party asset managers tailored to client risk tolerance and goals.

Craig Schwartz is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as president of the Apple Tree Mews HOA, managing meetings and budgeting for the community. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

John Paul Brennan is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds the Series 66 designation and has eight years of industry experience, including prior roles at Axa Advisors, LLC, and HP Law, LLC. Outside of his advisory work, he is involved in realty sales through Realty Benefit Services and Dergalis Associates LLC, and serves as an administrator or executor of estates and trusts. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to advisory models and third-party managers, utilizing a range of investment products and providing ERISA fiduciary services for qualified plans.

Heshan Wanigasekera is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan since 2014. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including Project HOME, the Conservation Center for Art & Historic Artifacts, and Fairmount Park Conservancy, with involvement in their finance and investment committees. He is also a director of Orchid Collections (Pvt) Ltd, a textile manufacturing company based in Sri Lanka. 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’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Andrew Eisel is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation and two years of industry experience. His work history includes roles at JPMorgan Chase Bank, JPMorgan Securities, Goldman Sachs, Liberty Mutual Insurance, and Platinum Wealth Strategies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Michael Cirard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked as an independent insurance agent and spent over a decade with Bestvest Investments Ltd. Outside of his advisory work, Cirard serves as the head ice hockey coach at Widener 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Kearen Miller is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and two years of industry experience. She has previously worked at Federated Hermes and held various roles including positions at Duquesne University and other firms. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative planning engagements using firm-approved software and delivers written recommendations without discretionary authority.

Sullivan Connors is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Buffalo Wild Wings and was affiliated with Michigan State University and Wilmington Friends School. He also spent time at the 76ers Basketball Camp in 2018. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a diverse clientele, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a combination of proprietary and third-party advisory programs and emphasizes client information gathering and risk assessment to guide investment decisions.

Tracy Caruso is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Morgan Stanley Smith Barney for nine years and Deutsche Bank Securities for three years. Caruso is based in Philadelphia, PA, and is an employee of both JPMorgan Securities and JPMorgan Bank, enabling her to offer certain banking products alongside investment services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Jacob Heyser is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He joined Fidelity in 2020 as an Investment Consultant before advancing to his current position. Prior to Fidelity, Jacob worked as a Private Wealth Advisor at Lincoln Financial from 2017 to 2020. In his role, Jacob partners with clients to understand their immediate and long-term financial goals and helps build tailored financial plans. He focuses on identifying strategies that improve clients' overall financial situations through trust, reliability, and dedication. Outside of his professional responsibilities, Jacob has interests in baseball, beach activities, football, soccer, and yoga.

David Hibshman is a CFP® professional with 40 years of industry experience, currently serving at Equitable Advisors since 2005. His prior work includes roles at Axa Advisors, LLC and Mony Securities Corporation. Outside of his advisory role, he owns a tax planning and preparation business and is the controlling shareholder of Financial Health Group, Inc. Equitable Advisors serves individuals across wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm offers a range of investment options, including mutual funds, ETFs, and alternative investments, and emphasizes matching clients to appropriate programs or managers based on risk tolerance and plan information.

Kyle Garstkiewicz is a financial advisor with Fidelity in Philadelphia, holding a Series 66 designation and one year of industry experience. His previous roles include positions at Affinity Wealth Management, Equitable Advisors, and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Raymond Moore II is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mass Mutual and MetLife Securities during his career. He is also involved as an individual life insurance agent. 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 provides financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations for clients.

James Wilson is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. He has worked at firms including Avantax Advisory Services and 1ST Global Advisors. Outside of advising, he is a partner in MacAlpine Carll & Co LLC, a CPA firm that oversees tax, auditing, and accounting functions. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Scott Shaw is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 13 years before joining LPL Financial in 2018. Outside of his advisory role, he is a limited partner in a non-investment-related business. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Todd Panto is a financial advisor with LPL Financial, holding a Series 66 license and 15 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2022. Outside of his advisory role, he is involved with Medicare Coach LLC, a business related to non-variable insurance. 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 wide range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with research tools and multiple investment strategies.