Molly Babcock is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Qurate Retail Group for six years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Nadia Ekezue is a Series 66-registered financial advisor with Equitable Advisors in Bala Cynwyd, PA, and has one year of industry experience. Her prior work includes roles at Bank of America, Merrill, and Cetera Wealth Services, as well as various positions in the food and beverage sector. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory programs.

Vincent Benvenuto is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 registrations. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Christopher Mulligan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA for seven years, as well as Park Avenue Securities and Guardian Life Insurance. He operates a non-investment-related business entity, Christopher Mulligan Investments LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a diverse investment platform that includes model portfolios, third-party management, and customized strategies.

Kevin Newmuis is a financial advisor at Raymond James Financial with 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citizens Securities, among others. He is registered with Series 63 and Series 66 credentials. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling and maintains unique affiliations that support municipal and public finance advisory work.

Nicole Cosenza is a Planning Consultant at Fidelity Investments, based in the Philadelphia Investor Center. In her role, she collaborates with clients and their families to develop financial plans tailored to their individual situations. She has been with Fidelity Investments since 2016, progressing through roles as a Financial Representative, Relationship Manager, and now Planning Consultant. This experience has provided her with a comprehensive understanding of financial planning and client relationship management.

Andrew Davoli is a financial advisor at UBS Financial Services with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining UBS, he held positions at Brown Brothers Harriman and The Vanguard Group. Outside of his advisory work, he serves as Vice President of Inter Club Philadelphia and is a member of the Finance Council at St. Anthony of Padua. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and investment models.

Henry Faragalli III is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Janney Montgomery Scott, LLC, returning to RBC Capital Markets in 2025 after an earlier tenure from 2011 to 2017. Outside of his advisory role, he is involved in horse ownership, including buying, selling, and maintaining horses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with customizable investment strategies implemented through in-house and third-party managers, supported by integrated lending and alternative investment options.

Dennis Long is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He previously worked at AXA Advisors, LLC, the Country Club of York, LentzCaping Inc., and York College of Pennsylvania. Outside of his advisory role, he serves as an administrator or executor of an estate and trustee of a trust for a family member. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Steven Gallagher is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non‑discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their process combines quantitative and qualitative research and includes offerings supported by centralized due diligence and an ESG eligibility framework.

Edward Lapinski III is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Merrill, TD Private Client Wealth LLC, and Santander Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes a broad range of financial products in its offerings, such as insurance-related vehicles and bank deposit sweep options.

Tiffany Foust is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies based on each client’s risk profile, utilizing a combination of in-house and third-party investment managers and services.

Paul Maccrory is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Outside of his advisory role, he serves as a trustee for a non-family trust. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Shubham Wagh is a financial advisor with J.P. Morgan Securities based in Philadelphia, PA, holding a Series 66 license and three years of industry experience. His work history includes roles at UBS Financial Services and JPMorgan Chase Bank, N.A. He also worked at the University of Delaware for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

John Heigl Jr. is a financial advisor with LPL Financial in Marlton, NJ. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including 22 years with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.). 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 services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Dominic Bisirri is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has been with MML Investors Services and Mass Mutual Insurance Co since 2019. His prior roles include work at Widener University and ownership of DJB Inc. for fifteen years. Mass Mutual Investors Services, LLC 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, focusing on collaborative, goal-based planning without discretionary investment authority.

Denise Mclaughlin is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Shawna Aschmies is a financial advisor at Morgan Stanley in Philadelphia, PA, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques in its financial planning process.

Brendan Blight is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Flight Entertainment, Vivamee Shared Services, and Borgata Hotel Casino & Spa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research and analytics from internal and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Kenneth Wasekanes Jr. is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding a Series 66 license and having one year of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Life Insurance Company, and South by Sea. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, specializing in tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using firm-approved tools and offers both direct and corporate financial planning services.