Richard Damerau Jr. is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at several firms including PHH Mortgage, Bank of America, Merrill, and Manpower Group. Damerau is currently based in Marlton, NJ. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Michael Greene is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked in consulting and physical therapy fields. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and advanced financial modeling tools.

Craig Redcay is a financial advisor with RBC Capital Markets in Mount Laurel, NJ, holding a Series 66 designation and 20 years of industry experience. He has worked at RBC Capital Markets since 2016 and previously held roles at Morgan Stanley Smith Barney and City National Bank. Redcay serves as treasurer on the board of directors for Teen Challenge, a recovery program. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors and institutional clients. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Liam Sawchuk is a financial advisor with UBS Financial Services in Mt. Laurel, NJ. He holds a Series 66 designation and is in the early stages of his career in the industry. His prior work experience includes roles at Equitable Advisors LLC and positions in education and local organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research with model-based asset allocations. The firm provides a range of services including financial planning, portfolio management, and capital markets capabilities.

Scott Nash is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 35 years of experience in the financial services industry. Scott is part of The Nash Wealth Management Group, which combines investment insights and global capabilities of Merrill Lynch with the banking services of Bank of America to provide coordinated financial strategies. Scott's expertise includes college education planning, corporate executive services, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, women and wealth, individual and corporate investment strategy, and retirement income. He is dedicated to guiding investors through complex financial situations with personalized advice and ongoing education. Scott has completed the Graduate Wealth Management Advisor program and holds the Accredited Wealth Management Advisor (AWMA) designation as well as the Personal Investment Advisor (PIA) designation. He earned his high school diploma from South Philadelphia High School. Outside of work, Scott enjoys running and weightlifting. He lives in Marlton, NJ with his wife, Debbie, and they have two grown children.

Brian Fitzsimmons is a CFP® with 14 years of experience in the financial services industry. He is currently an advisor at Charles Schwab in Philadelphia, PA, having previously worked at firms including Fidelity Investments, Vanguard, and Prudential. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Raegen Richard is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Equitable Advisors and has previously worked at Ameriprise and Edward Jones. Outside of his advisory career, he was involved with Droneprep LLC for nine years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through multiple third-party programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

John Carley is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation and five years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., and Global Indemnity Group. Outside of finance, he was involved with Karley's Chaircover and Specialty Linen Rentals for nine years. 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 an ESG eligibility framework to deliver customized investment advice.

James Owens is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. His prior work includes roles at Lincoln Financial Advisors Corporation and several companies outside the financial sector, including College Hunks Hauling Junk & Moving, Kohls Corporation, and CVS Health. 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 provides a variety of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and multiple management options.

David Debreceni Sr. is a CFP® and ChFC® with nine years of industry experience. He has worked at Edward Jones since 2020 and spent six years at Wellington Management prior to that. Outside of his advisory role, he is involved in coaching education for youth soccer, teaching classes on how to run soccer practices. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a variety of advisory programs and affiliated investment products.

Milo Vath is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including McAdam LLC and JBMP Real Estate Group LLC. He also has a background involving work at Temple University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Andrew Werkheiser is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Bank of America. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Black is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a large network of over 14,000 financial advisors and provides both brokerage and advisory solutions.

Stephen Corbo is a financial advisor at Raymond James Financial with two years of industry experience. His previous roles include positions at Kennedy Investment Group and JPMorgan Chase. He holds Series 63 and Series 65 designations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and advisory services using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Thomas Gillespie is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and 16 years of industry experience. Prior to his current role, he worked at Axa Advisors, LLC from 2010 to 2020 and has operated Gillespie & Associates since 2004. Outside of his advisory work, he is involved in accounting through Gillespie & Associates, LLC, holds management and ownership roles at Panchpa Inc., and is a partner in PanchMedia, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth families, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer, utilizing LPL-sponsored and endorsed third-party advisory solutions.

Brittni Sennett is a financial advisor with Mass Mutual Investors Services, holding a CFP® designation and Series 63 and 65 licenses. She has five years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and MassMutual Life Insurance Company. Outside of her financial advisory work, she has been a yoga instructor at Hot Yoga Philadelphia since 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, ongoing planning relationships and event-driven planning services such as divorce and estate planning.

Sean Campbell is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2016. Outside of his advisory role, he serves as an independent contractor officiating Division I men's college basketball games through the Men's Basketball Alliance. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Gabrielle Hornak is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Wells Fargo Bank, Amazon, Shoprite, and Ewing High School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, utilizing an investment policy statement-driven process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products among its investment options.

Shane Asman is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation. Outside of financial advising, he works as a server at Cider Belly Hard Cider and delivers flowers for Ambler Flower Shop. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management supported by centralized operational and custody services.

Michael Rosenberg is a CFP® professional with nine years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC for one year. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.