Linnea Iovanisci is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analytics.

Grace Comas is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, she has held various roles including work in entertainment as a movie extra. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to offer customized investment solutions.

Adrianne Vickers is a financial advisor at Stifel with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals—both high net worth and non-HNW— institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Nicholas Starcher is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Barings LLC and Merrill Lynch - Bank of America. His background also includes roles at Emerald Youth Foundation and YMCA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Trevin Panaia is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and 65 designations and has been with LPL Financial since 2016. Outside of his advisory role, Panaia conducts workshops on financial aid concepts and tuition strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Rachel Rivell is a Financial Consultant based in the Center City Philadelphia office. She collaborates with clients to create comprehensive financial plans, aiming to establish a strong foundation and develop a roadmap toward achieving their financial goals. Her approach involves gaining a deep understanding of clients' needs, current financial situation, and finding ways to improve the overall health of their financial plans. Rachel has held various roles in the financial services industry, including Financial Consultant, Planning Consultant, and Investment Solutions Representative at Fidelity Investments since 2021. Prior to that, she worked as an Asset Transfer Specialist at Vanguard and as a Financial Planning Associate at Cary Street Partners. She holds a California Insurance License. Outside of her professional work, Rachel engages in family activities, hiking, outdoor adventures, reading, running, and has an interest in food.

David Rosengard is a financial advisor with LPL Financial in Moorestown, NJ, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual, and Metlife Securities Inc. He is also a commissioned notary in New Jersey. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Gordon Pealock is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Key Investment Services LLC, Santander Securities, Santander Bank, Kistler Tiffany Advisors, and Comprehensive Asset Management & Servicing, Inc. 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 options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment choices, including insurance-related vehicles and bank deposit sweep options.

Keona Williams is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Her prior work includes roles at Bank of America, Citadel, Wells Fargo Bank, and Citizens Bank. Outside of financial advising, she is involved in several entrepreneurial ventures, including serving as CEO of Maroon Market LLC, a cosmetics and beauty products resale business, and as a content publisher managing audio and video works. 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.

Robert Bednarek is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group for 17 years. His experience also includes a brief period at ShopRite of Cinnaminson. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role in model portfolio delivery, commodity pool operation, and advisory services to multiple registered funds.

Joseph Chiarantona is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Saint Joseph's College. Outside of his professional responsibilities, Joseph is interested in baseball, basketball, football, and golfing.

Michael Gregson is a financial advisor at Fisher Investments with 18 years of industry experience. He holds a Series 66 designation and previously worked at New York Life Insurance Company for seven years before joining Fisher Investments in 2022. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized Investment Policy Committee that employs both quantitative and qualitative methods. The firm is notable for its extensive international client base and sub-advisory roles across various pooled investment vehicles.

Tyler Franco is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 credential and previously worked at Equitable Advisors and Samson Funding. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michelle Shockley is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Robert Gaines is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors LLC. Outside of his advisory role, he serves as an umpire for the Suburban Travel Baseball League in Bensalem, PA. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Eric Hansen is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has eight years of industry experience. Before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021, he worked at Wells Fargo Clearing and Wells Fargo Bank. His prior experience includes founding Hansen Coffee Roasters LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Michael Rasner is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market simulations.

Ryan Slosson is a financial advisor at Fisher Investments with 15 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2010. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research and employs tax-aware and risk management strategies.

Leeann Genzano is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses with 35 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Trent Turner is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at M&T Securities and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.