Noah Wiegand is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. Noah provides ongoing financial advice and adjusts strategies as clients' situations evolve. With 13 years of experience working with employer-sponsored retirement benefit plans, including 401k, nonqualified deferred compensation, employee stock purchase plans, and equity compensation, Noah integrates this expertise into comprehensive financial planning. His client focus includes college education planning, divorce transition planning, employee benefits planning, executive compensation, equity compensation services, personal retirement planning, portfolio management services, tax minimization, and retirement income. Noah holds a Bachelor's Degree from Pennsylvania State University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of work, his interests include basketball, football, music, spending time with his family, and traveling.

Ofir Maman is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and worked at Ameriprise Financial Services, Inc. for 16 years before joining LPL Financial in 2019. 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, combining a broad platform with technology tools to support its network of over 22,800 advisors.

Carol Lupo is a financial advisor with Wells Fargo Advisors in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Wells Fargo Advisors and related affiliates since 2009. Outside of her advisory role, she owns CAL Investment Consultants, LLC and serves as a trustee for its 401(k) plan; she is also involved with Princeton Harriman Insurance Solutions in an insurance advisory capacity. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, with tailored recommendations supported by Wells Fargo’s research and tools, and offers clients flexible implementation options through its brokerage and advisory programs.

Kenneth Catanella is a financial advisor at UBS Financial Services with 51 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory work, he serves as a trustee and member of the marketing committee at the Pennsylvania Academy of Fine Arts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to client goals.

Walter Fletcher is a CFP® professional with 40 years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked at Summit Financial Group and related entities. Outside of his advisory work, he serves as a successor trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various program structures and manager options.

Ariel Meredith is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Meredith worked in dental hygiene and consulting roles, including as a registered dental hygienist and in various positions within the dental field. Outside of finance, Meredith is employed as a waitress at a Philadelphia restaurant. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and leverages third-party asset managers and advisory programs for client portfolios.

Thomas Beal is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2026, he held various positions primarily in healthcare organizations including Penn Medicine and Jefferson Health. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI and algorithmic tools in its investment process.

Lindsey Robbins is a financial advisor at J.P. Morgan Securities with a Series 66 credential and less than one year of industry experience. Her prior work experience includes roles at JPMorgan Chase Bank, AstraZeneca, and Whole Foods. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Christopher Cortina is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019. Prior to that, he was employed at Bank of America and Merrill from 2016 to 2019 and spent time at the University of North Carolina at Chapel Hill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael St. Amour is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2007. He is also the owner and president of Capital Benefit Consultants Inc., a firm focused on investment and employee benefits. OSAIC Wealth, Inc. serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across multiple asset classes.

Gabriel Garner is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior positions include roles at Cetera Investment Services, Citadel Credit Union, and Equitable Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Adam Lambert is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and previously worked at Goldman, Sachs & Co. for 11 years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as market-making, proprietary research, and securities-backed lending.

Amber Almeida is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Almeida is based in Mullica Hill, NJ. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supporting clients through a centralized consulting team and an algorithm-assisted process.

Najd Hanna is a financial advisor at Edward Jones in Philadelphia, PA, holding a Series 66 designation with 18 years of industry experience. Hanna has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Rafter is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has been a partner at Rafter, Lewis & Paolino Financial Advisors since 2022 and operates Rafter Lewis Financial Advisors LLC. Outside of his advisory work, he co-owns an accounting and CPA practice that assists with tax and accounting matters and serves on the board of First National Bank of Elmer. Cetera Investment Advisers LLC is an SEC-registered adviser that provides a broad range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers multiple program structures and investment options, including model portfolios, third-party managers, and bespoke strategies, managing assets across discretionary and non-discretionary accounts.

Nicholas Johnson is a financial advisor with LPL Financial holding a Series 66 designation and less than one year of industry experience. His prior work includes roles outside the financial sector, such as positions at the Deauville Inn and Italian Affair Restaurant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of over 22,800 investment adviser representatives.

Delores Nuamah is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Wealth Management Advisors to deliver service and support in a team-based environment. In her role, she assists clients in preparing for in-depth guidance discussions focused on their long-term objectives of growing, protecting, and transferring wealth. Her professional experience spans over two decades in the financial services industry. Prior to her current position, she served as a Planning Consultant at Fidelity Investments from 2020 to 2024. She has held various roles including Financial Planning Director at Mass Mutual - NJNYC from 2017 to 2020, Financial Planning Specialist at Mass Mutual TriState from 2012 to 2017, and Financial Planning Case Consultant at MetLife from 2007 to 2012. Earlier in her career, she worked as a Financial Advisor at Financial Resources Credit Union and UBS, as an Internal Annuity Wholesaler at Traveler's Life & Annuity - Citigroup, and as a Retirement and Wealth Management Specialist at Merrill Lynch. The information provided does not include details on her education, credentials, personal interests, or community involvement.

Vito Mastromonaco is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior roles include positions at Prudential, Wealth Enhancement Group, and several other financial firms. He is based in Philadelphia, PA. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and operational infrastructure.

Frank Myers is a financial advisor at Edward Jones in Mantua, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Morgan Lewis & Bockius LLP and held various roles in the hospitality industry, including positions at Chicks Restaurant and Windrift Hotel and Restaurant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Branden Doherty is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at MassMutual Life Insurance Co, Thrivent Investment Management, and has held roles outside finance including at LifeTime Fitness and Northampton Country Club. He also has experience working in education and retail sectors. Equitable Advisors serves a diverse 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. The firm utilizes a variety of advisory models and third-party asset managers, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.