Bridget Green is a financial advisor at Equitable Advisors in Philadelphia, holding a Series 66 designation with 15 years of industry experience. She has worked at Equitable Advisors since 2010 and previously at Axa Advisors, LLC. Outside of her advisory role, she serves as a trustee on her own children's accounts and is involved in life and long-term care insurance sales through Firstrust Financial Resources. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management via LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Thomas Graham is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, NA and Merrill since 2016. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Mcknight is a CFA® charterholder with 13 years of experience in the financial services industry. He is currently with Charles Schwab in Philadelphia, serving in roles at both Charles Schwab Bank and Charles Schwab since 2021. His prior experience includes positions at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Chewen Yarng is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services since 2014. Outside of his advisory role, he is the proprietor of Taota LLC, an LLC that owns a single residential rental property. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research.

Jacobo Guzman is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Guzman serves as a trustee for Har Zion Temple and is a member of the advisory board for the Philadelphia Union Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both retail and institutional services.

Tara Pinckney is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is involved in various activities including driving for Lyft, art consulting, and customer service work. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s process is investment policy statement-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Judith Daniel is a financial advisor with Morgan Stanley in Philadelphia, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services through financial advisors and estate planning specialists.

John Costello is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with MetLife Securities from 2006 to 2017. Outside of his advisory role, Costello serves as president of the Moorestown Breakfast Rotary, where he oversees community giving projects and leads weekly reports. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management to individuals, business owners, trusts, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual collaborative engagements.

Dominic Galati is a CFP® with 15 years of industry experience, currently affiliated with Charles Schwab. His prior work includes roles at TD Ameritrade from 2013 to 2022 before joining Charles Schwab and Charles Schwab Bank. Outside of his advisory work, he is the host and curator of a streaming platform called The Smashing Grounds. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment onboarding process.

Daniel Huse is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and United Brokerage Services, Inc. Outside of his advisory role, he serves as a registered client service associate with Roskos Wealth Management in Moorestown, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable programs for municipal advisory and SIMPLE IRA plan consulting.

Randy Sinnott is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their personal perspectives and priorities, helping them develop strategies to pursue their financial goals. He specializes in areas including divorce transition planning, education planning, equity compensation services, investment consulting for defined contribution plans, legacy planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Randy holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Rutgers. Beyond his professional endeavors, Randy has personal interests that include baseball, boating, fishing, football, golfing, hunting, running, and tennis.

Molly Stengel is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Royal Alliance Associates, Lincoln Financial Distributors, and The Vanguard Group. Outside of her advisory role, she is involved with Bala Financial Group, focusing on the sales and marketing of fixed annuities and insurance products. Osaic Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to pension plans and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Rodney Riso is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He serves on the finance committee of the Wanamaker Institute of Industries in Haddonfield, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Justin Levy is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has four years of industry experience, including prior roles at Bank of America, Merrill, Triad Advisors, and Auctus Wealth Management. 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Jeffrey Weiss is a financial advisor at Merrill in Philadelphia, PA, holding Series 65 and Series 63 licenses with 10 years of industry experience. His prior roles include positions at Bank of America, Integrated Financial Services, Firstrust Financial Resources, Axa Advisors, Portfolio Strategies Team, RubinGoldman & Associates, and Equitable Advisors. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jamison Licausi is a financial advisor with UBS Financial Services, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

James Nastasi is a financial advisor with UBS Financial Services in Conshohocken, PA, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2015. 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 operates as a broker-dealer, investment adviser, and futures commission merchant.

Richard Grobman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Raymond James since 2017 and previously spent 25 years at Fahnestock & Co., Inc. Grobman serves in several trustee roles for family trusts and participates in nonprofit governance, including chairing the investment committee for a local synagogue and serving on the investment committee of a regional Jewish family and children’s services organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting primarily through non-discretionary relationships, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Kristin Colgan is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked at CBRE and held roles in the restaurant industry with Eddie V's Prime Seafood, Taphouse 23, and Sullivan's Steakhouse. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its advisory process.

Brian Degnan is a financial advisor with Morgan Stanley, holding a Series 66 designation and 22 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. 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, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and methodologies such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.