Jevan Madeira is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in serving affluent clients, retirees, entrepreneurs, and business owners by assisting them in managing their wealth through comprehensive financial strategies. Drawing on more than 25 years of experience in financial services, Jevan and his team take a holistic approach to wealth management. They collaborate with a wide network of professionals to evaluate all aspects of a client’s financial life, including tax planning, retirement, estate considerations, and asset allocation. Jevan emphasizes understanding clients’ priorities and goals to create customized, disciplined strategies aimed at meeting their financial objectives and legacy planning needs. Jevan earned a Bachelor’s degree in Business Economics from Marquette University, where he was an Evans Scholars scholarship recipient, and spent a semester studying economics at St. Claire University in Oxford, England. He holds the CERTIFIED FINANCIAL PLANNER® designation from the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning Counselor™ designation. He serves on the Board of Governors for the Evans Scholars Foundation and is active in various community and alumni organizations. Jevan resides in Madeira with his wife, Kasey, and their three children. In his personal time, he enjoys golfing, reading, skiing, and watching movies.

Jennifer Drahos is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has been with Wells Fargo Bank since 2002 and has worked at Wells Fargo Clearing Services since 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Grace Feudo is a financial advisor with Fidelity in Philadelphia, PA, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior roles include positions at TIAA-CREF, RBC Capital Markets, and Johnson & Johnson. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a methodology that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles with multiple registered investment companies and fund‑of‑funds.

Traci Hoelzel is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individuals and institutional clients. The firm provides tailored financial planning services and manages approximately $2.74 trillion in client assets.

Paola Gonzalez Sierra is a Financial Advisor with Merrill Lynch Wealth Management, based in the Center City Philadelphia office. She is committed to helping individuals, families, and business owners build confidence in their financial futures through personalized guidance, education, and comprehensive wealth planning. Fluent in English and Spanish, Paola aims to make financial advice accessible and empower clients to make informed decisions aligned with their goals and values. Paola joined Merrill Lynch in January 2024 as a Financial Services Representative and advanced to the role of Financial Solutions Advisor, serving clients throughout the Philadelphia market. She has earned her FINRA Series 7 and Series 66 registrations after passing the Securities Industry Essentials (SIE) Exam. Prior to joining Merrill Lynch, Paola spent over a decade at Fulton Bank, where she progressed from a bilingual teller to a Relationship Banker, developing a client-centered approach focused on trust and personalized financial guidance for diverse communities. Originally from the Dominican Republic and raised in Lancaster, Pennsylvania, Paola holds an Associate's Degree from Harrisburg Area Community College and a High School Diploma from Hempfield High School. Outside of her financial advisory practice, she is the Owner and Director of Controla Dance Academy in South Philadelphia, leading a team of instructors and fostering community through dance education and cultural events. Paola's goal is to serve as a trusted partner to her clients, supporting them in navigating financial decisions and achieving their long-term financial objectives.

Vincent Farry is a financial advisor at Merrill with 34 years of industry experience. He has held his current position at Merrill since 1980. His credentials include the Series 63 and Series 66 licenses. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Pojawis Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include 14 years at Sagepoint Financial, Inc. and six years at American General Securities Incorporated. He also operates a CPA practice with over 40 years of experience and serves on the board of trustees for a nonprofit organization, assisting with tax compliance. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios encompassing a broad array of investment types.

Kristy Connor is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2018 and offers a holistic approach to wealth management, providing services such as retirement planning, personalized investment strategies, and additional financial solutions including banking and lending through the support of Bank of America. Her practice focuses on helping clients achieve their financial goals by equipping them with knowledge, power, and confidence. Kristy specializes in areas including college education planning, family wealth management strategies, liquidity management, retirement income, tax minimization, and portfolio management services. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kristy earned her Bachelor's Degree from the University of Delaware, graduating with honors in three years and was a member of the National Society of Collegiate Scholars. A South Jersey native currently residing in Medford, NJ, Kristy serves as an Ambassador to the National Association of Women Business Owners. Outside of work, she enjoys basketball, football, golfing, pickleball, reading, traveling, yoga, watching movies, and spending time with her family and friends.

Michi Chin is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2021, with prior roles at Citizens Securities and Citizens Bank. Outside of her advisory work, she is an owner and partner of Higharchi LLC. J.P. Morgan Securities 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 non-discretionary advisory program.

Efstathios Kanteliotis is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 27 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Raymond James. He serves as a volunteer member of the Finance and Investment Committee at Holy Trinity Greek Orthodox Church. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Amanda Harver is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 designations and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of services including discretionary and non-discretionary retirement plan consulting, leveraging research from Wells Fargo Investment Institute and third-party sources.

Dawn Stil is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney for nine years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Tamara Morton is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2013, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Melchiorre is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Equitable Advisors, AXA Advisors, NYLIFE Securities, and New York Life Insurance. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Alec Hayden is a financial advisor with Equitable Advisors holding a Series 66 designation and no prior industry experience. Before joining Equitable Advisors, he worked at Lighthouse Planning Consultants and has been involved with Tavistock Country Club since 2020. Equitable Advisors serves individuals across a wide range of net worth, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, relying on third-party asset managers and advisory programs for many solutions.

Lorraine Zeplinski is a financial advisor with Cetera, holding a ChFC® designation and Series 63 license, and has 41 years of industry experience. She has worked at Cetera and its affiliates since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. In addition to her advisory role, she owns and operates a tax preparation business in Philadelphia. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and oversees more than $256 billion in assets.

Thomas Cuffari is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Axa Advisors, LLC, Towne Park Ltd., Marywood University, and the U.S. Soccer Federation. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Andrew Goldman is a financial advisor at Equitable Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 1999. He has a background that includes nearly two decades at Karr Barth Financial Planning, Inc. Outside of his advisory role, Goldman serves as chairman of the board and executive committee member of the Anti-Defamation League. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions for its clients.

Randy Pludo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Bank, NA, Wells Fargo Advisors, LLC, and Citizens Securities, Inc. Outside of his advisory work, he is involved as a content creator in a business focused on healthy sustainable lifestyles. 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 manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Meghan Gallagher is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and previously worked at Bank of America for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.