Eric Nichols is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor Axa Advisors. Nichols is also an author of a financial planning book, a role he has undertaken since 2015. 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 delivers its advisory services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party programs to tailor solutions to client needs.

Arshan Abid is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked primarily with Wells Fargo entities since 2015, including a two-year tenure at The Vanguard Group. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven, grounded in modern portfolio theory, and offers both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Michael Rochonchou is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and 65 licenses, and has 43 years of industry experience. His prior roles include positions at BCG Securities from 2012 to 2024 and Signator Investors, Inc. from 2004 to 2012. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Brenda Bagonis Cooke is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has worked previously at Royal Alliance Associates, Signator Investors, and B & B Associates. Outside of her advisory work, she owns and oversees a short-term rental property business through Gettysburg Getaway. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, using asset-allocation tools and third-party managed account solutions.

William Bishop is a financial advisor with Ameriprise in Philadelphia, PA, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Chestnut Hill Conservancy and is involved with the GFS Advancement Committee, supporting an independent school’s annual giving efforts. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, non-discretionary advice primarily for clients with significant investable assets.

Christopher Brown is a financial advisor with Merrill in Yardley, PA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with Bank of America N.A. and Merrill since 2014. Outside of his advisory role, he serves as an advisory board member for MAGIC Charities Foundation, a nonprofit focused on supporting children in areas such as literacy, health, and foster care. Merrill provides a wide range of investment and financial services to individuals, retirement plans, corporations, charities, and institutional clients. The firm offers managed account programs, discretionary portfolio management, and brokerage services, supported by integration with Bank of America’s broader financial and capital markets platform.

Stephen Sosangelis is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2019. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2019. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Joseph Gambone III is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Equitable Advisors since 2015 and was previously with Axa Advisors. Outside of his advisory role, he is involved as an agent with Ashar Group and maintains activities with several insurance firms including Aetna and Cigna. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to recommend advisory models and discretionary management, utilizing both proprietary programs and third-party asset managers.

Rachel Goodman is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and one year of industry experience. She has worked at Equitable Advisors since 2024 and is also involved with 5 Star Appraisals, a real estate firm where she performs data entry. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

Robert Esposito is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Haddon Financial and SII Investments, Inc. for 20 years each. Outside of his advisory role, he is involved in non-variable insurance activities in Cherry Hill, NJ. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Nicholas Rindock is a Series 66-registered financial advisor with Raymond James & Associates, where he has worked since 2017. He has six years of industry experience and previously worked at Muhlenberg College. Located in West Conshohocken, PA, he is part of a large advisory team serving a diverse client base. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs.

Susannah Madden is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2002. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on diverse portfolio management styles and affiliated research.

Irina Nevedomskaia is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has prior work experience at Bank of America, Citizens Bank, and telecommunications firms including Vimpel-Communications and MEGAFON. She also holds a fiduciary role as a power of attorney for her spouse. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Virginia Rockey is a Series 66-licensed financial advisor with Morgan Stanley, bringing three years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Merrill and has experience related to community and environmental programs, including participation in the AmeriCorps NJ DEP Watershed Ambassador Program. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and analyses.

Michael Knipe is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

James Frank is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Equitable Advisors since 1999, including prior roles at Karr Barth Financial Planning, Inc. In addition to his advisory work, Mr. Frank is an attorney who drafts estate planning documents and serves as an estate administrator or trustee. 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 various asset management programs delivered through a network of Investment Adviser Representatives, often utilizing third-party asset managers and advisory platforms.

Nelia Mc Bride is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and The Vanguard Group. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Isabella Conti is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. She has worked at Equitable Advisors since 2022 and previously held roles at C&C Financial Company and Michigan State University. Outside of her advisory work, Conti is also a broker and sole proprietor of Emerson Reid, where she provides group health and life insurance options for companies. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm delivers advice through a network of Investment Adviser Representatives and utilizes both firm-offered and third-party asset management solutions.

Jeffrey Smith is a financial advisor with Ameriprise who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including partnerships in a fitness gym and a logistics company, and he serves on the boards of The Baby Bureau and St. Joseph's Preparatory School. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds, providing detailed annual recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts and uses algorithmic tools overseen by a dedicated committee.

Christian Tolino is a CFP® professional with four years of industry experience, currently affiliated with LPL Financial. His work history includes roles at Charles Schwab & Co., Inc., Cramer Management LLC, and The Vanguard Group, Inc. prior to joining LPL Financial. 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 provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.