Jordan Bastien is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at City National Bank and Worth Financial Management LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and portfolio management services, utilizing both in-house and third-party investment managers tailored to clients’ risk profiles.

Kevin Wall is a financial advisor with RBC Capital Markets, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including prior roles at Wells Fargo Clearing, Ameriprise, and City National Bank. Outside of his advisory work, he is a partner in Aspen 22 Partners LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles and implemented through a mix of internal and external managers.

Paul Levin is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and Series 63 registration. He has 41 years of industry experience, with previous roles at Commonwealth Financial Network, LPL Financial, and WS Griffith Securities. His other activities include serving as a notary and operating a financial group for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Cade Sands is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has prior work experience at Villanova University and EisnerAmper. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

William Mclaughlin IV is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Advisors Corp and Widerman & Company/Smith Brothers Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Stephanie Ott is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation and four years of industry experience. Her background includes roles at JPMorgan Chase Bank and university positions at the University of Pittsburgh, as well as experience in the food service industry and nonprofit settings. She has also been involved with a business venture, Mero Oakland Inc / Stack'd Burgers. 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’s advisory program is non-discretionary, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process.

Zachary O Connor is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Equitable Advisors, Vertex, Inc, and The OConnor Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a range of eligible strategies, including ESG considerations, supported by centralized due diligence and affiliates that offer implementation and portfolio services.

Amanda Manuola is a financial advisor at Merrill Lynch Wealth Management in the Mount Laurel office. She works with families, business owners, and individuals to develop financial plans focused on investment growth, tax optimization, retirement security, and wealth protection. Her client focus areas include college education planning, legacy planning, personal retirement planning, tax minimization, and retirement income. Amanda holds a Bachelor's Degree from the University of Delaware and has earned multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of her professional work, Amanda engages in personal interests such as pickleball, running, and yoga. She aims to provide clients with the guidance necessary to navigate their financial journeys with confidence through personalized advice and customized strategies tailored to their specific needs.

Sean Carter is a CFP® professional with 17 years of industry experience. He is currently with RBC Capital Markets, LLC, having joined in 2026 after 14 years at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management and related financial services.

Jacob Snover is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Raymond James, he worked at JPMorgan Chase Bank and JPMorgan Securities. His work history includes roles outside the financial industry, including at Amazon and various short-term positions. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base across individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management options.

Nicole Morganheira is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2012. Outside of her advisory role, she assists with event coordination at Bevisionaryevents.com. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Galardi is a CFP® with 21 years of experience in the financial industry. He is currently with RBC Capital Markets and has previously worked at Bank of America, N.A., and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Lauren Caracciolo is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kenneth Blackmon is a financial advisor with Ameriprise in Voorhees, NJ, holding CFP® and ChFC® designations and over 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Vice Commander for the US Navy Reserve’s US Fleet Forces Command and manages office administration and real estate management businesses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice based on proprietary research and third-party data.

Catherine Playford is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Deutsche Bank Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual, institutional, and charitable clients. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

Tina Solorzano is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch and UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Keith Price is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill and its affiliated Bank of America, N.A. since 2016. Merrill, together with Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Sgro Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2017, following a year at Wells Fargo Clearing. 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 portfolio programs, third-party asset management, and institutional platforms.

James Notarianni is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Ameriprise in Philadelphia, PA. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns and manages Noto Financial Services LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Elizabeth Hilgen is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at Old York Cellars and Madison Square Garden, as well as time studying at Pennsylvania State University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate program models or discretionary managers, often utilizing third-party advisory platforms.