Akiva Finkelstein is a Series 66 registered financial advisor with Edward Jones, based in Hainesport, NJ. He has one year of industry experience and previously held roles at Green Rhino Capital, Doordash, and the University of Incarnate Word School of Osteopathic Medicine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Edward Plachter Jr. is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has been with Morgan Stanley since 2011, serving at both Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory role, he is a limited partner in BPW Sciences, a material science company involved in healthcare and energy industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Stephen Cooper is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 22 years of industry experience. He has worked at Cetera and its affiliate Cetera Financial Specialists LLC since 2005 and is the owner of Padden Cooper LLC, an accounting and tax services firm. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering various portfolio management and financial planning services through a nationwide network of independent advisors. The firm operates a multi-manager platform with access to affiliated and third-party managers and manages over $256 billion in assets.

Leon Elcock II is a financial advisor with Primerica Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at PFS Investments Inc and Primerica Financial Services since 2016, as well as positions at Sandoz, Inc and ALN Vending, LLC. Outside of advisory activities, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Maria Camaiore is a financial advisor with LPL Enterprise, holding CFP® and ChFC® designations and 16 years of industry experience. She has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC through 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales on an integrated platform.

Zachary Shuster is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals and families to develop personalized financial plans aimed at achieving their unique goals, such as retirement planning, funding education, and home purchasing. Zachary emphasizes building close, personal relationships to understand his clients' priorities and uses a Personalized Wealth Analysis to tailor strategies that fit their needs. He holds a Bachelor's Degree from the University of Delaware and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Zachary is involved in professional and community organizations such as Sigma Nu fraternity, serving as an assistant lacrosse coach at Springside Chestnut Hill Academy, and participating in the University of Delaware Alumni Organization. Outside of his professional role, Zachary enjoys golfing, hiking, pickleball, traveling, and spending time with his family. He also coaches an 8th grade club lacrosse team on Philadelphia's Main Line and is a dog owner.

Francis Perez is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 66 and Series 63 designations and six years of industry experience. His prior roles include positions at Bank of America and J.P. Morgan Chase Bank. 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, offering tailored financial planning services and managing approximately $2.74 trillion in client assets.

David Kerchner is a financial advisor with Equitable Advisors in Schwenksville, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he serves in fiduciary capacities such as executor and trustee for family estates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid referral and implementation model combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Joseph Daverso is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the Advisory Board and Finance Committee of St. John Neumann Church, where he advises on budgeting, investment policy, and capital improvements. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in assets and combines its planning services with extensive retail and institutional offerings.

Emily Coyle is a financial advisor with J.P. Morgan Securities in Philadelphia, holding a Series 66 designation and five years of industry experience. She previously worked at UBS Financial Services and has experience in diverse roles outside finance, including at SoulCycle and various positions linked to Boston College intramural programs. 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 in its investment approach.

Andrew Cardile is a financial advisor with MassMutual Investors Services in Marlton, NJ, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with MML Investors Services Inc. and MassMutual since 2010. Outside of his advisory role, he is involved in life and health insurance sales. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved analytical tools and structured annual planning engagements.

Keith Joffe is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. He is based in Philadelphia, PA. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Matthew Adams is a financial advisor with Wells Fargo Advisors in Philadelphia, PA, holding a Series 66 license and eight years of industry experience. Prior to joining Wells Fargo Advisors in 2017, he worked at GQR Global Markets for three years. Outside of his advisory role, he is a 50% owner of Fishtown Connect LLC, a networking group based in Philadelphia. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

Thomas Brown is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at several firms including American Heritage FCU, TD Bank N.A., TD Private Client Wealth LLC, PNC Investments, and Equitable Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Mc Keon is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at The Vanguard Group from 2016 to 2022 before joining Equitable Advisors in 2022. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Danny Chan is a financial advisor with Ameriprise in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has been with Ameriprise and its affiliates since 2015. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to generate personalized retirement income plans and provides a broad range of advisory, brokerage, and insurance solutions.

Jameson Donahue is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2020, following a brief tenure at Axa Advisors, LLC, and eight years at Overbrook Golf Club. In addition to his advisory role, he is involved as a sales associate for Realty Benefit Services and Dergalis Associates LLC, focusing on ancillary product sales and tax account programs. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Daniel Silverberg is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of investment products and planning services supported by proprietary research and a broad platform of capital markets services.

Mark Cook is a financial advisor with LPL Financial in Woodbury, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing and The Vanguard Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Joseph Rosen is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. 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 and leverages proprietary research and model-based asset allocations to tailor client plans.