Michael Jett is a financial advisor with LPL Financial in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Merrill Lynch. 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 offers a range of services including financial planning, model portfolio programs, and institutional platforms, with advice primarily delivered through a network of investment adviser representatives utilizing various discretionary and non-discretionary strategies.

Alan Chapman is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors, Janney Montgomery Scott, Mercadien Asset Management, and Morgan Stanley. Chapman is also involved in insurance-related business activities through Generation Capital agency. 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, model portfolios, third-party asset management, and institutional platforms.

Dennis Judge Sr. is a financial advisor with Cetera, holding a Series 63 designation and having 38 years of industry experience. He has been with Cetera and its related entities since 2005 and has operated Judge Financial Services since 1978. Outside of his advisory work, he manages a tax accounting and bookkeeping practice and serves as treasurer of a condominium association. Cetera Investment Advisers LLC is an SEC-registered adviser supporting over 10,000 advisors and approximately 800,000 clients nationwide. The firm provides a range of portfolio management and financial planning services across multiple client types and offers access to various third-party and affiliated investment managers.

Ethan Kose is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at JPMorgan Chase Bank NA since 2017, JPMorgan Securities LLC since 2013, Morgan Stanley from 2011 to 2013, and Credit Suisse Securities from 2009 to 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, customized asset allocation advice and investment manager searches supported by quantitative and qualitative research.

Mark Standring is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Advisors since 2017. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his primary advisory role, he owns and operates a senior care business with his spouse. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet net-worth criteria. Advisors utilize firm research and tools to develop recommendations, with implementation options available through various brokerage and advisory programs.

Michael Comber is a CFP®-certified financial advisor with 23 years of industry experience, currently with Morgan Stanley in Philadelphia, PA. He has been associated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering financial planning services that utilize firm-approved tools and models to support client decision-making. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored financial planning agreements.

Alison DiGiulio is a Financial Consultant at Fidelity Investments, where she works with clients to develop and update financial plans aligned with their investment goals. She leverages the resources and team at Fidelity to assist clients in growing and protecting their wealth while simplifying their financial lives. Alison has experience in the financial services industry, having served as a Financial Solutions Advisor at Merrill Lynch from 2015 to 2021 before joining Fidelity Investments in 2021. Her professional background includes advising clients on financial planning and investment strategies. Outside of her professional role, Alison has personal interests that include comedy, exploring food, hiking, kayaking, music, and traveling.

Sarah Silva is a Series 66-registered financial advisor with Morgan Stanley, based in Mount Laurel, NJ. She has 12 years of industry experience, including roles at Morgan Stanley since 2013 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Marion Maiorino is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding a Series 66 designation and 28 years of industry experience. She has been with UBS Financial Services since 1991. Outside of her advisory work, she is involved in a family real estate investment and property management business through PabMar LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Stephen O'neil is a Series 66-licensed financial advisor at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is involved in an estate planning-related real estate investment with family members through a sole proprietorship LLC. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers access to extensive investment resources and strategies.

Andrew Polis is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside his advisory role, he serves as co-trustee of his father's trust and co-executor for his mother's estate, both investment-related responsibilities. 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 a range of brokerage and advisory solutions supported by research and analytics.

Michael Steinrock is a financial advisor at Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation with four years of industry experience. His career includes roles at Merrill and Bank of America/Merrill Lynch. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dillon Mills is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Bank, The Evangelisti Group, and Kennedy Investment Group. Outside of his advisory role, Mills owns and manages a real estate business, overseeing property acquisitions and renovation projects. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Margaret Disammartino is a financial advisor with Merrill based in Philadelphia, PA. She holds a Series 66 designation and has 18 years of industry experience. She has been with Merrill Lynch since 1991. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal teams and third-party style managers.

Derrick Phillips is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America, Inc. and Securities Service Network, Inc. Phillips is also a partner at Evesham Capital Management, focusing on life and health insurance sales and fixed annuities. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

Emily Huber is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has worked at Edward Jones in two separate periods and spent three years at Bank of America (Merrill Lynch). Prior to her finance career, she held roles at the University of Delaware, Brookside Golf & Country Club, and Thomas Worthington High School. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Arthur Ace is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including PNC Wealth Management and Truist Investment Services. Outside of his advisory role, he serves on the board of the Touchstone Foundation, focusing on mental health services for youth, and participates in leadership and estate planning nonprofit organizations in Lancaster County. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of advisors, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research, incorporates ESG criteria, and includes broader derivatives and commodities capabilities.

Dana Nguyen is a financial advisor at UBS Financial Services with six years of industry experience. Nguyen holds Series 63 and Series 65 licenses and has worked at UBS since 2019. Prior roles include positions at Citizens Securities, Citizens Bank, PNC Bank, and Kish Bancorp. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Stephanie Wright is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and one year of industry experience. She has previously worked at Kreischer Miller for 15 years and has experience with Primerica Financial Services and other businesses. Outside of financial advising, she owns and operates SW Accounting Services, LLC, providing bookkeeping and accounting services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-delivery investment approach managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Samantha Talecki is a Client Experience Advisor at Merrill Lynch Wealth Management. In her role, she works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. She aims to empower clients with the knowledge and tools needed to take control of their financial lives and choose the platform that best fits their needs. Samantha holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Lafayette College. Her professional philosophy involves helping clients uncover what matters to them and their families to create a strategy for pursuing their financial goals.