Tina Solorzano is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch and UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Jerome Fiordimondo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has extensive tenure at Prudential Insurance Company of America and Pruco Securities, LLC, where he worked from 1977 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, and access to various investment programs and products.

Marshall Brooks is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 66 designations and having 28 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. In addition to his advisory role, he is also an insurance agent specializing in life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars. The firm structures financial planning as an annual collaborative process using firm-approved analytical tools and provides specialized services including divorce planning, estate settlement, and employer-sponsored programs.

Florence Torson Hart is a Wealth Management Advisor at Merrill Lynch Wealth Management. She serves a diverse clientele including physicians, attorneys, executives, independent women, business owners, non-profits, and families with special needs children. Florence focuses on delivering a wealth management experience that aligns financial goals with clients' values and personal circumstances, utilizing Merrill Lynch's research and Bank of America's resources to construct tailored financial strategies. She coordinates with clients' other advisors to address tax minimization, estate planning, retirement income, philanthropy, and lending needs. Prior to joining Merrill Lynch Wealth Management in 2010, Florence was the CEO and founder of a multi-media company in Ghana and has experience in advertising, public relations, marketing, publishing, and content programming. She holds a Master's degree from Drexel University and a Bachelor's degree from the University of Science and Technology. Florence holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Florence is actively involved in her community, holding the position of President of the US-Ghana Chamber of Commerce. She also serves as Curator of the Global Women's Professional & Business Exchange Conference and supports organizations focused on female empowerment, financial literacy, and global business. She resides in Philadelphia with her family and has interests that include cooking, dancing, sewing, soccer, table tennis, traveling, and yoga.

James Notarianni is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Ameriprise in Philadelphia, PA. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns and manages Noto Financial Services LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Nikesh Amin is a Financial Advisor at Merrill Lynch Wealth Management. He leverages a diverse professional background to assist clients in building strong financial foundations and achieving their financial goals. His areas of focus include college education planning, family wealth management strategies, managing new wealth, small business strategies, tax minimization, and retirement income. Nikesh holds a Bachelor's Degree from Rochester Institute of Technology, a Medical Doctorate from Ross University, and a Master of Business Administration from Georgetown University. Prior to joining Merrill, he co-founded a startup focused on accessibility technology for individuals with vision impairments, worked on the administrative side of a surgical center, and served as a project management consultant on a Veterans Affairs project aimed at improving veterans' healthcare access and quality. During his consultancy, he led the quality management team and oversaw a $1.5 billion annual budget. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Nikesh is fluent in English and Spanish. Outside of work, he enjoys football, golfing, hiking, rock climbing, singing, and soccer.

Michael Cice is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Cambridge since 2012. In addition to his advisory role, he is an independent insurance agent for various insurance companies through GWH Wealth Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals using a variety of portfolio management approaches.

William Rogers III is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America since 2018, and previously spent seven years at Enterprise. 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 individuals, high-net-worth clients, and institutional investors.

Jeffrey Deissler is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliated entities since 2025. Prior to that, he spent 26 years at Avantax Investment Services and has operated an independent tax and financial planning business since 1999. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering diverse portfolio management and financial planning services. The firm supports various investment strategies and program structures, with over 10,000 advisors and approximately $256 billion in assets under management.

Marcos Franco is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Joseph Warwick is a Financial Advisor with Merrill Lynch Wealth Management. He holds the Personal Investment Advisor (PIA) designation and works closely with clients to define financial goals and craft portfolio strategies tailored to their needs. He provides ongoing advice and adapts strategies as clients' circumstances evolve. Joseph earned a Bachelor's degree from Temple University. Coming from a family of educators, he has a strong foundation in research and learning. His interests include adventure sports, cooking, football, hiking, reading, running, spending time with his family, and traveling. He is also a member of the University Barge Club and participates in community initiatives such as Sneaks and Cleats for Ghana.

Joseph Durso is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Durso serves as a board member and finance committee member for the Ronald McDonald House of Southern New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and investment research.

Kyle Katz is a financial advisor at UBS Financial Services with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Pacer Financial, Inc., The Vanguard Group, Inc., and Coastal Ridge Real Estate. 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 supports its advisors with proprietary research and model-based asset allocations.

Austin Hayes is a Financial Advisor with Hayes & Associates at Merrill Lynch Wealth Management, having joined the team in 2025. Based in the Yardley, PA office, he holds Series 7, Series 66, and SIE registrations from FINRA, along with the Personal Investment Advisor (PIA) designation. Austin works with individuals, families, and businesses to pursue their financial goals through comprehensive and personalized strategies. His areas of expertise include corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Austin emphasizes clear communication and ongoing support to help clients make informed decisions aligned with their risk tolerance and long-term objectives. Austin earned a Bachelor’s degree in Business Management from Tulane University, where he focused on strategic planning and client service. Outside of his professional role, he enjoys biking, drawing, golfing, music, photography, skiing, surfing, table tennis, traveling, and watching movies. He currently resides in the Old City neighborhood of Philadelphia.

Benjamin Adey is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. His prior roles include multiple years of employment at Bates College and work at Dynasty Financial Partners, Portland Country Club, Freedom Boat Club, and Waynflete School. RBC Wealth Management, part of RBC Capital Markets, LLC, serves individual investors, institutional clients, corporations, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers, supporting a variety of investment structures and options.

Peter Valenti is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He previously spent 34 years with Pruco Securities, LLC and has been associated with Prudential Insurance Company of America since 1990. Valenti also acts in a fiduciary capacity through a personal business entity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage services.

Christopher M. Criswell is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Criswell is a partner at CDJ Partners LLC, a general partnership involved in creating and patenting a new delivery system for non-alcoholic and alcoholic beverages. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings. The firm utilizes proprietary capital market assumptions and research to tailor investment strategies and provides a broad range of services including wealth management, institutional trading, and capital markets solutions.

Marko Vasic is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 66 designations and having two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A. and has experience with firms including Dick's Sporting Goods and Cetera Advisor Networks. J.P. Morgan Securities LLC offers 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 applying an ESG eligibility framework in its investment recommendations.

Omar Rasheed is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2002 following his tenure at Morgan Stanley and brings a background in hospitality management, where he owned and operated a business with 150 employees. This experience informs his approach to addressing the financial challenges faced by small business owners and individuals alike, emphasizing fairness and personalized service. Omar holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Plans Specialist™ (CRPS™), Certified Plan Fiduciary Advisor® (CPFA), Certified 401(k) Professional (CKP), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He received his High School Diploma from Archbishop Ryan High School and communicates with clients in English, Turkish, and Arabic. His expertise covers areas such as college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth strategies, defined contribution plan consulting, LGBT wealth planning, small business strategies, retirement income, and personal retirement planning. In his volunteer work, Omar has contributed to Big Brothers Big Sisters in the greater Philadelphia region. Outside of his professional responsibilities, he enjoys cooking, hiking, horseback riding, music, photography, and traveling. Omar resides in Newtown, Pennsylvania, with his wife, son, and their dog, Niko.

Dwight Dudas is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1991 and more recently joined LPL Enterprise in 2024. Outside of his advisory role, he owns Dudas Insurance & Financial Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios, and a range of brokerage and insurance products through an integrated platform combining advisory programs with other financial services.