Taylor Grant is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Delaware Investments, Macquarie Investment Management Business Trust, and Tribini Brands Inc. Grant is also involved in Maverick Equity Partners LLC and Wallys Egg LLC, which are real estate investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client decision-making.

Timothy Valente is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at RBC Capital Markets since 2008 and also holds a role on the Board of Directors at Malvern Preparatory School, where he serves on several sub-committees including the finance committee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Barrett Spragg is a financial advisor at J.P. Morgan Securities in Philadelphia, holding Series 63 and Series 66 licenses with three years of industry experience. His background includes roles at J.P. Morgan Securities and Ellery Partners, as well as four years at the University of Virginia. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Katrina Mc Nairy is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc, Equitable Advisors, AXA Advisors LLC, Axa, American Heritage, and Randolph-Brooks Federal Credit Union. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Norwood is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining J.P. Morgan, he worked at Florida Financial Advisors and has owned EXN Enterprises, an event services business specializing in event planning and audio/video production, since 2021. 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 applying an ESG eligibility framework in its recommendations.

Jon Meyer is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, WSFS Bank, Nolan Consulting Group, and involvement with the Haverford Area YMCA and Karakung Swim Club. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Daniel Reganata Jr. is a financial advisor with Cetera, holding the PFS™ and Series 63 credentials and bringing 18 years of industry experience. He has worked at Cetera since 2025 and previously spent a decade with Avantax Investment Services and related entities. Outside of his advisory role, he owns and operates Reganata & Associates, providing accounting, tax preparation, and consulting services. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by affiliations that enhance product availability and scale.

Michael Fee is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Mutual of America Securities LLC and Lincoln Financial Distributors. He is based in Philadelphia, PA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, offering both brokerage and advisory solutions.

Matthew Stranix is a CFP® professional with eight years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has held multiple roles at Widener University from 2014 to 2018. Outside of his advisory work, he is a partner and manager at NOW WHAT Financial Education, LLC, where he co-authors books and performs paid speaking engagements. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software to analyze client goals and provide written recommendations.

Michael Brady is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is a business owner of Horsham Holdings Group, a non-investment-related entity. 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 services including financial planning, wrap and model portfolio programs, and institutional platforms, with advice and account management provided primarily by investment adviser representatives using a variety of strategies and support tools.

Drew Smiley is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of experience. His prior roles include positions at Legend Biotech and Commonwealth M&A, as well as experience in education at The Hun School and Lafayette College. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Gregory Frankel is a financial advisor with J.P. Morgan Securities in Philadelphia, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Glenmede Private Wealth Management and the Bank of New York. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Charles Price III is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked for the Delaware River Port Authority for over two decades. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including access to third-party managers and institutional platforms.

Randley Gonzalez is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He is dedicated to building long-term relationships with his clients by providing financial guidance that is honest, transparent, and tailored to their individual needs. His approach focuses on simplifying the financial planning process to help clients gain clarity and confidence. Gonzalez has a wealth of experience in the financial sector, having previously worked as an Investment Consultant at Fidelity Investments from 2019 to 2020, and as a Relationship Manager at the same firm from 2013 to 2019. Prior to his tenure at Fidelity, he was a Senior Analyst at Lehman Brothers from 2005 to 2010. Outside of his professional work, Gonzalez has interests that include fitness, food, military service, tennis, and traveling.

Sean Stoneback is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Outside of his advisory work, he serves as co-executor of his grandparents' estate and operates an outside insurance brokerage business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Michael Kramley is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 uses structured planning processes supported by firm-approved tools and models.

Christopher Lex is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. His prior work includes roles at Agia and Valic Financial Advisors. Outside of his advisory work, he is involved with several business entities related to investment and tax purposes, including WealthFusion Inc and The Fifteen Group. 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 services and platforms, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by machine-learning tools and various financial products.

Tyler Millan is a financial advisor at UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining UBS in 2025, he worked for five years at The Vanguard Group. He has also held roles at Target Corporation, E-Force Recycling, Rothman Institute, and King's College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and model-based asset allocation strategies.

Jennifer Myers is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets beginning in 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

John Roeckel Sr. is a financial professional with 34 years of experience, currently associated with Cetera. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities, Inc. and Fuhrman Management Associates, Inc. Since 2023, he has been involved with Pinnacle Wealth Advisors, LLC and acts as a youth baseball umpire. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.