Donna Dorazio is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach 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.

James Pacheco is a Series 66-credentialed financial advisor with 35 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Outside of his advisory work, he serves as a volunteer firefighter with the Indian Mills Volunteer Fire Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options supported by in-house and third-party research.

Zachary Duymich is a financial advisor at Merrill in Philadelphia, PA, holding a Series 66 designation with nine years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017 and previously held roles at Bank of America and Centenary University. Outside of finance, he was involved with JCZ Cleaning Service from 2011 to 2017. 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 tailored for individuals, high-net-worth clients, and institutional investors.

Sean Downey is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked for the Wall Street Journal / Barron's Group for ten years. 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 managed investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Andrew Burdsall is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and Jpmorgan Chase Bank (Ky). Outside of his advisory role, he works as a contractor driver for Uber. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Dante Cambria is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2014 and has been with Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is involved with Showcase Select LLC, a wholesale and distribution business based in Philadelphia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Gregory Lofgren is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Mount Laurel, NJ. His prior work includes ten years each at Bank of America, N.A. and Merrill, as well as his ongoing roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools including Monte Carlo simulations, while offering a broad range of investment products and services.

Michael Schorr is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models to support client decision-making.

Stephan Tucker is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Northwestern Mutual Private Client Group and Vanguard. Tucker is involved with the Achieving Reunification Center, a social work nonprofit focused on educating and supporting parents in the child welfare system. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Louis Mosca is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Based in Philadelphia, PA, Mosca's career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies as part of its financial planning process.

David Maurer is a CFP® and ChFC® with 24 years of industry experience. He has been with MassMutual Investors Services since 2017 and previously worked at Metlife Securities Inc. He is also involved in an outside insurance business as a broker and manages a financial advisory team at Independence Wealth Partners, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning and asset management services using firm-approved analytical tools to support client goals.

Sharon Goss is a financial advisor at LPL Financial with 23 years of industry experience. She holds a Series 66 designation and has previously worked at The Vanguard Group, Public Partnerships, LLC, and Wells Fargo Advisors. In addition to her advisory role, she is involved in sales with Mary Kay Cosmetics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven approaches.

Michael Magee is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with a diverse client base including business owners, executives, pre-retirees, young professionals building wealth, and individuals with inherited assets. His approach centers on understanding clients’ goals, cash flow needs, and concerns to develop personalized wealth management strategies. He offers tailored advice on investments, real estate, business transitions, and collaborates with CPAs and attorneys on tax and estate planning. Michael provides access to the investment resources of Merrill and the lending solutions of Bank of America. Drawing on his background from a blue-collar, small-business family and inspired by his grandfather who was an investment banker, Michael emphasizes building strong client relationships and encourages ongoing, transparent communication with clients and their families. He leads a proactive team delivering customized strategies using Merrill’s proprietary tools, aiming to make a meaningful impact on clients’ financial lives. Michael holds a Bachelor's Degree from Towson University and maintains the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). He is also affiliated with the Knights of Columbus, reflecting his community involvement.

Alexandria Cail is a CFP® professional with 16 years of experience in the financial services industry. She currently works with Wells Fargo Clearing and has held various roles within Wells Fargo entities since 2013. Outside of finance, she is a barre instructor and co-owner of a group fitness studio in Philadelphia. 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 applies research and analytics to investment selection and offers a broad range of brokerage and advisory solutions.

Bryan Basara is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he owns and operates DJ Bryan B LLC, providing DJ services at events. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Thesing Jr. is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Ameriprise since 2005, currently serving in Sicklerville, NJ. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Barbara Alton is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as Treasurer and Officer of the Boston Intercollegiate Alumnae Association of Kappa Kappa Gamma, focusing on membership and philanthropy for women's development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Peter Sabia is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation. He has been with Morgan Stanley since 2024 and previously spent ten years affiliated with Haddonfield Memorial High School and the University of Delaware. Sabia began his tenure at Morgan Stanley Private Bank, N.A. in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Younger Jack is a financial advisor at Merrill with a Series 66 designation and no prior years of industry experience. His work history includes roles at Bank of America, BNY, and Sloane, along with ongoing employment at Rutgers. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Cirucci is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank division prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation tailored to client goals.