Nate Torres is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Fiduciary Trust International, Franklin Templeton, and JPMorgan Chase Bank. 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, distribution, and investment management capabilities.

Jingyi Mao is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, Mao worked at JPMorgan Chase Bank, N.A. and KPMG LLP. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Janine Tanker is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Lincoln Financial Advisors Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Christopher Browne is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at United Capital Financial Advisors, Bank of America, Merrill, and Citizens Bank. Outside of his advisory work, he serves as a worship leader at New Life Church of Philadelphia on a part-time basis. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process includes firm-approved tools and modeling techniques, with a broad range of retail and institutional investment offerings.

Owen Thygeson is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. His prior work includes roles at Delfi Labs and Promatech, Inc., and he has held a position with Superior Moving and Storage since 2021. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Jeremy Gussick is a CFP®-certified financial advisor with 25 years of industry experience, currently practicing at LPL Financial since 2009. He holds Series 63 and Series 65 licenses and is based in Voorhees, NJ. Outside of his advisory role, he is involved with Toby's Sensitive Ears, a book project unrelated to investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and strategies from LPL Research and third-party sources.

Ashishkumar Sanghavi is a financial advisor at Merrill with seven years of experience at the firm and four years in the industry overall. He holds a Series 66 designation and previously worked at TD Bank. 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 using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Christopher Carrozza is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Agia and Valic Financial Advisors. He also works as an independent agent for outside fixed insurance and serves as power of attorney for his spouse. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through various third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored services based on client goals and risk tolerance.

Thomas Dimona is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Verizon, AT&T, and Amazon, and he has an academic background that includes time at Bentley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often delegating management to sub-advisers while maintaining oversight and addressing conflicts of interest.

Amy Blevins is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. She has been with LPL Financial since 2006. Outside of her advisory role, she owns an online e-commerce business selling jewelry design supplies and handmade jewelry. 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 financial planning and advisory programs, providing discretionary and non-discretionary management with access to model portfolios, research, and various institutional services.

Lloyd Zitomer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kornelia Forvour is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She previously worked for Lincoln Financial Advisors for 13 years before joining OSAIC. Outside of her advisory role, she is employed by Integrity 5 LLC, where she supports two Registered Representatives and handles operational and administrative duties. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing in portfolio construction.

James Hoff is a Wealth Management Advisor and Merrill Resident Director who works with founders, family-led businesses, and entrepreneurs, typically those with $20 million or more in revenue, to navigate their business exit strategies. Leveraging resources from Merrill, Bank of America, and external networks, he provides coordinated planning services including minimizing tax liabilities on sale proceeds, investment banking, deal structuring, buyer sourcing, and advanced estate and trust planning. With experience growing up in a family business, James understands the challenges business owners face when planning their exits. He focuses on helping clients avoid leaving money on the table and preventing unexpected tax bills by advising on personal planning for an actively wealthy life post-exit. His expertise extends to areas such as divorce transition planning, family wealth management, philanthropic planning, portfolio management, small business strategies, and tax minimization. James holds a Bachelor's Degree from the University of Tampa and maintains professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He engages with his community through volunteer work and enjoys personal interests such as baseball, basketball, chess, football, golfing, pickleball, reading, spending time with family, surfing, and traveling.

Alex McGeoch is a Financial Consultant at Fidelity Investments. In this role, Alex collaborates with clients to develop financial plans tailored to their individual situations and future goals. He serves as a client advocate, aiming to help clients maximize the benefits of their relationship with Fidelity. Alex has been with Fidelity Investments since 2022, progressing through roles as a Financial Representative, Investment Consultant, and now Financial Consultant. This experience has provided him with a foundation in financial consulting and investment services.

Jadan Smith is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles outside the financial services industry and time spent as a student at Penn State. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that relies on LPL-sponsored programs and endorsed TAMPs.

Bryan Pitman is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation with 12 years of industry experience. He has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Marc Pacella is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Merrill, Bank of America, City National Bank, and RBC Capital Markets. Outside of his advisory role, he is a business owner of MJA Brands. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and various investment strategies.

Joseph Godwin Jr. is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, he serves as president of the River Road Condo Association and is a member of the investment committee for Lafayette College’s Board of Trustees Alumni Association. 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 combines in-house research with third-party analytics to support diversified investment strategies and offers both brokerage and advisory solutions.

Susan Bonerbo is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has been with UBS Financial Services since 2011. 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 integrates proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management services.

Tyler Sherman is a financial advisor with Raymond James & Associates, holding a Series 66 designation. He began his advisory career at Raymond James in 2026. Prior to this, he worked in roles with the New Orleans Saints and Pelicans and in the hospitality industry. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and firm-supported research.