Damon Missouri is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America Merrill Lynch. Outside of his advisory role, he serves as treasurer and secretary of a nonprofit organization focused on outdoor equity and is involved with The Watershed Institute, which works on environmental conservation. Additionally, he serves as a Brigade/Command Chaplain in the NJ Army National Guard. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Zi Weng is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, Zi worked at The Vanguard Group and held various positions including roles at Temple University and Seven-Eleven. Fidelity subsidiary Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory services, and incorporates systematic methodologies along with long-term asset allocation benchmarks.

John Holston III is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, MML Investors Services, MassMutual, and Merrill. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 Series 66 licensed financial advisor with J.P. Morgan Securities, based in Philadelphia, PA. She has two years of industry experience, including roles at JPMorgan Chase Bank and J.P. Morgan Private Bank. Outside of finance, she has worked as an extra in a film production. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative analysis to develop model asset allocations and incorporates ESG criteria within eligible investment strategies.

Nicholas Starcher is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Barings LLC and Merrill Lynch - Bank of America. Prior to his financial services career, he was involved with the Emerald Youth Foundation and the YMCA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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 at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services, MassMutual, and Metlife Securities Inc. Outside of his advisory role, he is a notary public in New Jersey and is involved with R4 Risk and Wealth Solutions in multiple capacities, including as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms, supporting investment strategies through a large network of advisors.

Alexander Guidotti II is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with Equitable Advisors since 1999 and has prior experience at Axa Advisors, LLC and Karr Barth Financial Planning, Inc. He also operates under the DBA Integrated Financial Strategies, Inc. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and a variety of asset management programs through a network of Investment Adviser Representatives and third-party managers.

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.

Michael Quinn is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of his advisory role, he has interests in real estate ownership. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing tailored, research-driven recommendations that integrate tax strategies and income sources.

Prince Tomar is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2015 and owns Prince Enterprise LLC, a retail business formed to operate liquor stores. In addition to his advisory role, he assists with management oversight in his family’s business activities. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Lewis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at LPL Financial since 2010 and was previously with Janney Montgomery Scott from 2006 to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools.

Tyler Franco is a financial advisor with J.P. Morgan Securities in Moorestown, NJ, holding a Series 66 designation and two years of industry experience. His career includes roles at Equitable Advisors and JPMorgan Chase Bank, N.A. Prior to his advisory work, he held various positions in industries such as telecommunications and automotive sales. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates a broad range of investment strategies including derivatives and commodities capabilities.

James Clary is a financial advisor with Osaic Wealth and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, including prior roles at Lincoln Financial Advisors, National Life Group, Equity Services, and Hornor, Townsend & Kent. In addition to his advisory work, he is involved as an insurance agent offering disability insurance, traditional life insurance, fixed annuities, long-term care insurance, life settlements, and premium financing. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services with an emphasis on model-based asset allocation, portfolio optimization, and a multi-advisor platform supported by both discretionary and advisor-managed strategies.

Michelle Shockley is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 credentials and totaling 29 years of industry experience. Her prior roles include positions at PNC Wealth Management and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.

Mark Andrews is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he is involved in several business and community activities, including ownership of a franchise of The Little Gym, participation on the board of directors for Devereux, and serving as treasurer for the Voorhees Business Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining proprietary research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kenneth Barroway is a financial advisor with Ameriprise in Cherry Hill, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in managing the monthly income and expenses for Voorhee Management Group, LLC. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.

Michael Rasner is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and corporate financial planning agreements.

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.