Sharon Hobaugh is a financial advisor with LPL Financial, holding a Series 66 license and 21 years of industry experience. Her career includes roles at M&T Securities, Wilmington Brokerage Services Company, and Ameriprise before joining LPL Financial in 2021. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of advisors.

Stephanie Cohan is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client strategies.

Nicholas Santoro is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been providing financial advisory services since 2014. He specializes in creating tailored wealth management strategies that align with clients' individual goals and family wealth. His areas of focus include education planning, investment consulting for defined contribution plans, legacy planning, personal retirement planning, special needs planning strategies, tax minimization, and retirement income. Nick holds a Bachelor's of Science degree in finance from Albright College. He is a Chartered Financial Consultant (ChFC), a Certified Financial Planner (CFP), and a Personal Investment Advisor (PIA). He emphasizes personalized financial strategies based on clients' unique goals and visions for life after retirement rather than relying solely on age-based models. Nicholas lives in Columbus, New Jersey with his family. Outside of his professional work, he enjoys playing the guitar and spending time with his family.

Michael Billiris is a financial advisor at RBC Capital Markets with 11 years of industry experience. His prior roles include positions at SEI Investments Management Corp., JOHCM Funds Distributors, and Wells Fargo Private Bank. He holds Series 63, 65, and 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm tailors investment strategies to clients’ risk profiles using a mix of in-house and third-party managers and provides access to alternative investments and integrated lending solutions.

Albert Tedesco is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as a power of attorney for a parent. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicolo Sollena is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Raymond James Financial since 2009 and previously at RMN Properties and Fulton Financial Advisors. Outside of his advisory role, he is involved in investment sales and service with Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance activities, alongside specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Jared Weiss is a CFP® and Series 66 credentialed financial advisor with 10 years of industry experience. He is currently with OSAIC and has previously worked at FSC and Lincoln Investment. In addition to his advisory role, Jared provides paid tax return services for his clients and serves as treasurer for two nonprofit organizations in the Philadelphia area. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios and supports multiple advisory platforms, including discretionary and non-discretionary management options.

Daniel Cappello is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63, 65, and 66 designations and 13 years of industry experience. His prior roles include positions at Bessemer Trust and Goldman, Sachs & Co. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Aileen Takio is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She works closely with high-net-worth clients to develop personalized financial strategies that address their unique goals and circumstances. Her approach includes assisting clients with estate planning services, investments, tax minimization strategies, wealth transfer, and retirement income planning. Aileen holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Retirement Manager Advisor (RMA). She earned a bachelor's degree from Rutgers University.

Joseph Checchio is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes over 30 years with Avantax entities. Outside of advising, he is involved in public accounting and tax preparation through his own practice, which he has operated since 1982. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and discretionary and non-discretionary services, supporting over 10,000 advisors and managing assets totaling over $256 billion.

Rodney Boylan is a financial advisor with Mass Mutual Investors Services in Moorestown, NJ, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He previously worked at MetLife Securities Inc. and has been with MassMutual Life Insurance Co since 2016. Outside of financial advising, he serves as a production manager for a non-profit orchestra and occasionally works as a DJ for parties and school events. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and generally recommends investment categories and strategies without discretionary authority.

Nicholas Gladden is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) designation, reflecting his expertise in retirement planning. Nicholas earned his Bachelor's Degree from the University of New Haven.

Jennifer Cucinotta is a CFP® and ChFC® with seven years of industry experience. She is currently associated with LPL Financial and also works with Saline Stahl Wealth Management Group. Her prior experience includes roles at Next Financial Group, Express, and St. Joseph's University. 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 advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Shannon Maguire is a Series 66-licensed financial advisor at Equitable Advisors with four years of industry experience. Prior to joining Equitable Advisors in 2021, Maguire held roles at Essent Guaranty and has experience working with Saint Joseph's University and several media and entertainment companies. Equitable Advisors serves a diverse 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 through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Bryahna Stanat is an advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and beginning her career in financial services in 2026. Prior to joining Equitable Advisors, she held various positions including roles at J.B. Hunt Transportation Services, Inc., Pennsylvania State University, and the Lehigh Valley IronPigs. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Maxwell Gravenstine is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning supported by a structured process and advanced modeling tools.

Natalie Laux is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 license and eight years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and previously attended Duquesne University Law School. Prior to her current role, she worked at Bank of America for one year. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Yvonne Steveson is a financial advisor at Merrill with 21 years of industry experience. She has held her current role since 2015 and holds Series 63 and Series 65 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ensong Zhang is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, N.A. and Guiker Solution Inc. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Marker is a financial advisor with J.P. Morgan Securities in Philadelphia, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan, he worked at Blackstone Inc and KPMG LLP. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.