Amanda Entenberg is a Vice President and Financial Consultant at Fidelity Investments. She partners with individuals and their families to create specific financial plans tailored to their unique situations by understanding their preferences and objectives. Amanda combines her dedication to planning with the resources available at Fidelity to pursue success aligned with her clients' goals. She has been with Fidelity Investments since 2017, progressing through roles including Relationship Manager, Investment Consultant, Financial Consultant, and currently Vice President Financial Consultant. Prior to joining Fidelity, Amanda worked as a Financial Advisor at Raymond James from 2015 to 2017.

Jennifer Cardinale is a financial advisor at Merrill with nine years of experience in the industry. She holds Series 66 and Series 63 licenses and has worked in various roles at Merrill and Wells Fargo affiliates since 2010. 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, and institutional accounts.

John Dennis is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors for 15 years. Outside of his advisory work, he maintains a hobby involving sports card collecting. 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 a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mitchell Greiner is a Series 66 licensed advisor at Charles Schwab with three years of industry experience. His prior roles include positions at Janney Montgomery Scott and Freedom Mortgage, as well as several years in education. He is based in Philadelphia, PA. 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 investment guidance using multi-asset model portfolios and alternative investment due diligence.

James Snyder is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has worked at TD Ameritrade, Inc. for 14 years before joining Charles Schwab and Co., Inc. and Charles Schwab Bank, SSB. 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 offers a combination of non-discretionary buy/sell recommendations and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Richard Bonnette is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2020, following a nine-year tenure at Bank of America. Stifel serves a diverse client base including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Michael Defoney Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 31 years of industry experience, including roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he has operated a lawn service business and owns a tax preparation practice. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships and offering various specialized planning services.

Patrick Seiler is a CFP® credentialed financial advisor with Raymond James & Associates in Newtown, PA, bringing 30 years of industry experience. He has been with Raymond James & Associates since 2011 and has regulatory experience with FINRA dating back to 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering a range of financial planning, advisory, and consulting services supported by extensive research and multiple portfolio management styles.

Matthew Schell is a Senior Financial Advisor at Merrill Lynch Wealth Management, providing holistic, goals-based wealth management services to individuals, families, and businesses nationwide. With over 20 years of experience in the financial services industry, Matthew serves as a fiduciary who prioritizes understanding the entire financial picture of his clients before offering advice. His expertise encompasses college education planning, equity compensation services, LGBT wealth planning, retirement income strategies, and special needs planning, among other areas. As a parent to a special needs child, he has particular experience in crafting financial plans that ensure long-term security while preserving essential government benefits. Matthew holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation, credentials that reflect his advanced knowledge and commitment to guiding clients through complex financial decisions beyond traditional investing. He earned a dual degree in Economics and Finance from the University of Pittsburgh prior to entering the financial industry. Residing in North Wales, Pennsylvania, Matthew lives with his wife and three children. Outside of his professional role, he is actively involved in the community as an assistant soccer coach for the PA Rush Soccer Club. In his personal time, he enjoys chess, golfing, pickleball, racquetball, soccer, spending time with his family, and watching movies.

Michael Haberman is a financial advisor with UBS Financial Services in Newtown, PA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates as both a broker-dealer and investment adviser, offering a range of services including discretionary portfolio management and futures commission merchant activities.

Eric Richman is a CFP®-certified financial advisor with 27 years of industry experience, currently with Charles Schwab in Philadelphia, PA. His prior roles include positions at Prudential Insurance Company of America and various Prudential-related entities. He has been with Charles Schwab and Charles Schwab Bank since 2019. 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, offering both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach.

Corey Mulholland is a Wealth Management Advisor and Senior Vice President with Beckett George Bernstein Mulholland Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® and Certified Plan Fiduciary Advisor® designations, enabling him to deliver comprehensive financial planning and qualified retirement plan advice. Corey's approach focuses on understanding clients' short and long-term goals, addressing financial strategies, wealth transfer planning, estate and insurance reviews, investment management, and fiduciary issues. Before joining the financial services industry, Corey served eight years in the United States Marine Corps Special Operations Command, including deployment during Operation Iraqi Freedom in 2005. He earned a bachelor's degree in Management from Rutgers University, concentrating on Entrepreneurship, Strategy, and International Business. Corey resides in the Mullica Hill area with his family and enjoys activities such as beach visits, European travel, and competitive marksmanship. He is also involved with veteran-related causes and has served on the board of the Quinton Sportsmen's Club.

Patricia Bonsall is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities prior to joining J.P. Morgan in 2020. She is also an employee of JPMorgan Bank, where she offers certain bank products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, offering advisory services alongside brokerage, distribution, and investment management capabilities.

Fielding Miller is a financial advisor with LPL Financial in Philadelphia, PA, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His prior experience includes positions at CUNA Mutual Group, Wells Fargo Clearing, and Wells Fargo Bank. 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 provides a range of advisory programs, retirement plan consulting, brokerage services, and access to research and model portfolios.

Steven Griffiths is a Senior Financial Advisor with over 20 years of experience in financial services, currently serving within Merrill Lynch Wealth Management. He specializes in helping clients develop personalized wealth management strategies that address a comprehensive range of financial needs. Steven's expertise encompasses executive compensation, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, as well as retirement income planning. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. Steven earned his Bachelor's Degree from the University of Richmond. In addition to his professional work, Steven enjoys fishing, running, skiing, swimming, and spending time with his family.

Tad Moses is a Planning Consultant at Fidelity Investments, where he collaborates with a team of financial advisors to assist clients in building and achieving their financial goals. His role focuses on planning support and fostering ongoing relationships to guide clients toward personalized financial success. He has been with Fidelity Investments since 2015, progressing through roles as Relationship Manager and Senior Relationship Manager before becoming a Planning Consultant in 2020. Prior to Fidelity, Tad worked as a Financial Advisor at VALIC and Raymond James, gaining experience in financial advisory services. Outside of his professional work, Tad enjoys baseball, social events with friends, hiking, music, parenthood, and tennis.

James Adlam Jr. is a financial advisor with Mass Mutual Investors Services, holding the ChFC® and Series 63 designations and possessing 40 years of industry experience. He has worked at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1989. In addition to his advisory role, he is active as an insurance agent involved in the sales and service of insurance products. MassMutual Investors Services, LLC, a broker-dealer and SEC-registered investment adviser, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers specialized programs such as estate settlement and employer-sponsored planning.

Holly Berry is a financial advisor at UBS Financial Services with nine years of industry experience. She has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Normand Savoie is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in New York and operating an office in Philadelphia. He focuses on delivering financial advisory services to high net worth clients, developing personalized financial strategies that align with each client’s risk tolerance and overall objectives. His client work spans individual wealth management and advising small to medium-sized business owners on 401(k) and other retirement plans, with a client base primarily along the Eastern Seaboard, California, and Florida. Mr. Savoie’s expertise encompasses a range of areas including divorce transition planning, education funding, family wealth strategies, socially responsible and ESG investing, LGBT wealth planning, and managing new wealth. Before becoming a financial advisor, he worked in investment banking at Salomon Brothers and Morgan Stanley, held finance roles in the corporate sector, and owned a restaurant business in Miami Beach, Florida. He holds an MBA and an additional master’s degree from the University of Pennsylvania’s Wharton School and Joseph H. Lauder Institute of International Management & Business, where he was a fellow. He also earned a BA in Economics from the University of Pennsylvania. Mr. Savoie is a CFA charterholder, a Certified Financial Planner (CFP®), and holds certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is actively involved in alumni affairs at Penn/Wharton/Lauder, serving on the Lauder Institute Advisory Council and having previously served as president of both the Lauder Institute Alumni Association and Wharton Out4Business. His community involvement includes co-founding Mount Vernon Star Scholars, a nonprofit supporting academically talented students in Mount Vernon public high schools through mentoring programs. Personal interests include hiking, running, and traveling.

Barry Gessner is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include over two decades at Securities America Advisors, Inc. and its affiliates. Outside of his advisory work, he serves as President and majority shareholder of X-Pando Products Company, Inc., and is a volunteer committee member on the investment committee as well as a board director for Frankford Friends School, a private non-profit institution. OSAIC serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations through a network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and wrap programs.