Christopher M. Criswell is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Criswell is a partner at CDJ Partners LLC, a general partnership involved in creating and patenting a new delivery system for non-alcoholic and alcoholic beverages. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings. The firm utilizes proprietary capital market assumptions and research to tailor investment strategies and provides a broad range of services including wealth management, institutional trading, and capital markets solutions.

Marko Vasic is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and other financial firms. 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 firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and offers a range of derivatives and commodities capabilities not commonly found in similar programs.

Robert Rogers Jr. is a CFP®-credentialed financial advisor with 17 years of industry experience, currently with LPL Financial since 2023. His prior experience includes ten years at Cetera Advisor Networks and earlier roles at Walnut Street Securities and MSI Financial Services. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools and a large network of over 22,800 advisors.

Maximilian Chisick is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, USAA, and various educational institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Max Eisenberg is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party investment managers.

Scott Koehler is a financial advisor with Morgan Stanley in Marlton, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Debra O'Malley is a financial advisor with Merrill in Philadelphia, PA, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has been with Merrill since 1992. Outside of her advisory role, she serves as Majority Inspector for the 33rd Ward in Philadelphia, assisting with voter registration during elections. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Morris Rich is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Amazon.com, Inc., Minnesota Life, and ALDI, Inc. Outside of his advisory role, he is involved with Magical Pursuits, a travel planning business. 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 financial planning and portfolio management services, utilizing both proprietary research and third-party subadvisors, supported by technology tools for operational and research purposes.

Bryan Henrick is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with JPMORGAN CHASE Bank NA and J.P. Morgan Securities since 2012. 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. Their advisory process incorporates quantitative and qualitative research, using forward-looking capital market assumptions and an ESG eligibility framework.

Joseph Galati is a financial advisor with Raymond James Financial in Marlton, NJ, holding Series 63 and Series 65 credentials and totaling 26 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2003. Outside of his advisory role, he manages a rental office space used by branch associates and partners on accounts with another advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized program offerings and partnerships that distinguish its service model.

Emily Bonnette is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020. Prior to that, she was affiliated with Bank of America and Merrill from 2016 to 2020. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

John Aromando is a financial advisor with LPL Financial based in Cherry Hill, NJ, holding a Series 63 designation and possessing 30 years of industry experience. His career includes prior roles at Commonwealth Financial Network and WS Griffith Securities, and he has been involved in Retirement Refined, LLC since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to 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.

Katherine Cuomo is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and 11 years of industry experience. She has been affiliated with Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. / U.S. Trust since 2010. Outside of her advisory role, she serves on the fundraising committee of the Morris Animal Refuge's 1874 Society, an advisory board supporting the shelter. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Colacci is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services for ten years. Outside of his advisory role, he is a partner in MDR Real Estate LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques.

Alexandra Moore is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at The Vanguard Group for seven years prior to joining Merrill. Outside of her advisory work, she owns a small art business where she creates custom murals and paintings. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Colleen Gibbons is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

William Scanlon Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Pinnacle Wealth Advisors, Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, he is a certified NRA firearms instructor and chief range safety officer who trains law enforcement officers and civilians. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers portfolio management, financial planning, and access to third-party managers across multiple program structures and custodial relationships.

Ezra Crosby is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. He worked previously at Equitable Advisors, LLC, and has entrepreneurial experience as the sole proprietor of an online retail jewelry business. Crosby also volunteers in a church youth ministry and works as a delivery driver. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice through a centralized team collaborating with advisors, focusing on income reliability and tax-aware withdrawal strategies.

Anthony Capri is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Merrill. 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 financial planning and investment management services through a large network of advisors, leveraging model portfolios, third-party subadvisors, and a variety of strategic and tactical investment options.

Stanley Cooper is a CFP® professional with 45 years of industry experience, currently serving at Cetera. He has held roles at various firms, including Summit Financial Group and Capital Wealth Advisors, where he is a partner. Outside of his advisory work, Cooper volunteers on the investment committee for a local Jewish Community Center and serves as co-chair of the Jewish Community Foundation. Cetera Investment Advisers LLC is a large SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm operates a multi-manager platform offering a range of investment strategies and manages over $256 billion in assets through a network of more than 10,000 advisors.