Elisabeth Till is a financial advisor with Morgan Stanley in Philadelphia, holding Series 63 and Series 65 licenses and having seven years of industry experience. She previously worked at The Vanguard Group and has a background that includes various roles connected to Franklin & Marshall College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

David Woffindin is a financial advisor at Stifel with 50 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Woffindin holds Series 63 and Series 65 credentials. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and governmental entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Scott Wight is a CFP® professional with 36 years of industry experience, currently with Cetera since 2013. His prior experience includes roles at Masland & Barrick Advisory, Walnut Street Securities, and Nathan & Lewis Securities. Outside of advisory work, he serves as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care coverage. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers through a multi-manager platform with discretionary and non-discretionary options.

Eugene Cho is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2019, following a year at Merrill and five years at Rutgers University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party databases.

Adam Gershovich is a financial advisor with Equitable Advisors. He holds the Series 66 designation and has experience working in real estate and optics prior to joining Equitable Advisors in 2026. Outside of financial services, he has a background with Machon Shlomo and has been involved with Optical Unique for several years. Equitable Advisors serves a broad client base including individual investors, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm utilizes a range of advisory programs and third-party managers, focusing on personalized risk assessment and program matching without sponsoring its own wrap fee program.

James Hagedorn is a Financial Advisor based in the Bala Cynwyd, PA office, working within Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies and supports them in navigating important financial decisions. His approach focuses on understanding each client's unique goals and priorities, emphasizing a comprehensive view of their financial picture. James specializes in areas including education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from The Catholic University of America. Outside of his professional work, James has personal interests in baseball, cooking, football, and golfing.

Richard Benonis is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003, previously known as Axa Advisors. He is also associated with Karr Barth Associates, an independent business venture. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party program sponsors.

Grace Loveland is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James, she worked for Epic Systems Corporation for six years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services with a focus on tailored, non-discretionary advice supported by a range of portfolio management styles and affiliated research.

Dustin Sullivan is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked in community services and education-related roles before joining OSAIC Wealth / Legacy Financial in 2023. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm utilizes model-based asset allocation and portfolio optimization within a multi-advisor platform offering a range of advisory and brokerage services.

Ann Ade is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney LLC for 14 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

John Myers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes positions at JPMorgan Chase Bank, Citizens Securities, Inc., and Citizens Bank, N.A. Outside of finance, he has been involved with Curley’s Pub since 2021. 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. The firm’s advisory process combines quantitative and qualitative due diligence with forward-looking market assumptions, incorporating an ESG eligibility framework where applicable.

Jeremy Kuptsow is a CFP®-certified financial advisor with five years of industry experience, currently affiliated with OSAIC. His previous experience includes four years at The Vanguard Group and roles at Atrium Financial Associates and other firms. In addition to his advisory work, he is licensed to offer annuities, health, life, employee benefits, and long-term care insurance. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

Ronald Zeitz is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is involved in several real estate partnerships and is a passive partner in an automobile investment venture. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and institutional trading capabilities to tailor solutions to clients' goals and risk tolerances.

Francis Rudisill is a CFP® with 36 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to this, he worked for Metlife Securities Inc. for 28 years and has been affiliated with MassMutual Life Insurance Company since 2016. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as an annual, collaborative process using firm-approved analytical tools, focusing on recommending investment categories and strategies without discretionary authority.

Robert Van Leer is a financial advisor with Ameriprise in Fort Washington, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise Financial Services since 2015, working at both the LLC and Inc. entities. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, incorporating investment research and algorithmic tools to provide recommendations on asset allocation and withdrawal strategies.

Kyle Tierney is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Goldman Sachs & Co. LLC, and The Vanguard Group. 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 and fund searches, and customized performance reporting. The program emphasizes a combination of quantitative and qualitative research to support its advisory process.

Vincent Primavera is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previously worked at Principal Life Insurance Company, Principal Securities Inc., PNC Wealth Management, Edward Jones, TD Ameritrade, and Merrill. Primavera also holds a non-variable insurance agent role. 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 portfolios, third-party asset management, and institutional platforms, supported by technology-driven research and operational tools.

Charles Robbins II is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and 24 years of industry experience. He previously worked at Morgan Stanley Smith Barney from 2009 to 2017 before joining Wells Fargo Clearing in 2017. Outside of his advisory role, he serves as a committeeman for the Democratic Party of Philadelphia’s 30th Ward and is a finance committee member for the Jewish Family and Children's Service. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions across a large platform.

Endri Rama is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situation and introduces them to financial solutions available through Merrill and Bank of America. His professional designation is Personal Investment Advisor (PIA). He holds a Bachelor's Degree from Temple University. Endri's approach involves helping clients uncover what matters to them and their families to create strategies aimed at pursuing their financial goals.

Dana Smith is a financial advisor with OSAIC, holding a Series 66 designation and 10 years of industry experience. Prior to joining OSAIC, Dana worked at Royal Alliance Associates, Inc. for eight years and Sii for seven years. Dana is also the owner of Pension, Inc., a third-party administration services business. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation and portfolio optimization with tools such as risk-tolerance questionnaires and rebalancing, supporting a range of strategies including discretionary UMA and third-party manager selections.