Charles Robbins II is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and 24 years of industry experience. He previously worked at Morgan Stanley Smith Barney from 2009 to 2017 before joining Wells Fargo Clearing in 2017. Outside of his advisory role, he serves as a committeeman for the Democratic Party of Philadelphia’s 30th Ward and is a finance committee member for the Jewish Family and Children's Service. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions across a large platform.

Endri Rama is a financial advisor with Merrill based in Philadelphia, PA. He holds a Series 66 designation and has three years of industry experience. His career includes roles at Bank of America and JPMorgan Chase, as well as prior employment during university studies. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Hopkins is a CFP® and ChFC® with 26 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he manages several rental properties in Pennsylvania. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Dana Smith is a financial advisor with Osaic Wealth, Inc. based in Haddonfield, NJ, holding a Series 66 designation and 10 years of industry experience. Prior to joining Osaic, Smith worked at Sii from 2011 to 2018 and has been with Royal Alliance Associates, Inc. since 2018. Outside of advising, Smith owns Pension, Inc., a third-party administration service provider. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory services supported by asset-allocation tools, risk-tolerance assessments, and access to third-party managers, delivering portfolios that include stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Bradley Saler is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc for 16 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options that include a broader range of financial products than many large institutional advisers.

Eric Peterson is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2009 and City National Bank since 2019. Outside of his advisory work, he is the active owner and treasurer of Hope Creek Farm Hunting Club, a hunting club and farm in New Jersey. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles through a mix of in-house and third-party managers.

Jake Tosti is a financial advisor at Morgan Stanley in Philadelphia, holding Series 63 and Series 66 credentials with three years of industry experience. He has previously worked at The Vanguard Group and held various roles outside the investment industry, including positions in education and insurance. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering financial planning that utilizes firm-approved tools and models to support clients in managing their assets.

Christy Neill is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of advising, she established a business entity, Riverside Property Group, though it is not currently active. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with clients’ financial advisors.

Kyle Clark is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2021, with prior experience at Citizens Bank and Biondo Investment Advisors. 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, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Paul Cola is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group and Citizens Bank. Outside of his advisory role, he is involved in managing a rental property business in Philadelphia with Nina Cola. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm focuses on a structured planning process using firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Craig Turner is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. His work history includes roles at Jetty Life LLC and Keller Williams Preferred Properties, as well as service with Surf City Borough. Cetera Investment Advisers LLC is a large, SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.

Henry Han is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Bank of America, Merrill, and Janney Montgomery Scott. In addition to his advisory role, Han serves as Director of Investment Operations at PST Advisors, where he manages advisor relationships and investment process records. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, 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 emphasizes LPL-sponsored programs and endorsed third-party managers.

Cody Hutkin is a Financial Consultant currently working with Fidelity Investments since 2025. In this role, he focuses on understanding the priorities of clients and developing financial plans aligned with their goals and preferences to provide peace of mind and confidence in their financial future. Prior to his current position, Cody held multiple roles at Fidelity Investments, including Investment Consultant from 2024 to 2025 and Investment Solutions Representative II from 2022 to 2024. In addition to his work at Fidelity, Cody has served as a Captain and Financial Management Officer in the U.S. Army since 2018. He also gained experience as a Financial Advisor with Civic Financial - Northwestern Mutual from 2018 to 2021. Outside of his professional career, Cody has interests in fitness, food, music, outdoor adventures, and surfing.

Christine Caporale is a financial advisor with Merrill in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 30 years of industry experience. She has been with Merrill since 1998. Outside of her advisory role, she serves as a Power of Attorney for a nonprofit entity. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, combining internal and third-party portfolio management with various asset allocation approaches.

Benjamin Mobley is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020. Prior to that, he was employed at PNC Bank and PNC Investments from 2014 to 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Emily Quigley is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior roles include positions at the University of Pennsylvania and Drexel University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Albert Brocious Jr. is a CFP®-certified financial advisor with Ameriprise, bringing 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns and operates Grove Street Operations, LLC, which provides financial planning services. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on clients with significant assets in Ameriprise-managed accounts.

Caroline Jones is a Series 66 licensed financial advisor with Wells Fargo Advisors in Philadelphia, PA, bringing eight years of industry experience. She previously worked at Bank of America and Merrill. Outside of her advisory role, Caroline is a co-author of several children’s books and participates as a musician, singing and playing piano and guitar. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Callahan Rafferty is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. Prior to his current role, he held positions at Fidelity Investments as an Investment Consultant from 2023 to 2024 and as a Planning Consultant from 2021 to 2023. Before joining Fidelity, Rafferty worked as an Assistant Vice President Financial Solutions Advisor at Merrill Lynch from 2017 to 2021 and as a Client Contact Specialist at First Command Financial Services from 2016 to 2017. Throughout his career, Rafferty has focused on developing financial plans aligned with clients' goals, emphasizing the importance of cultivating meaningful, lasting client relationships. His professional experience spans various aspects of financial consulting and investment planning. Rafferty's approach begins with comprehensive planning to ensure that clients' finances are aligned with their individual objectives.

Robert Manning is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 63 designation and 44 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.