Benjamin Venturo is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has over 20 years of experience in financial planning and investment consulting, having previously worked as a Wealth Management Advisor and Investment Consultant at TIAA CREF from 2007 to 2015, and as a Financial Planner at H & R Block Financial Advisors from 2000 to 2007. Benjamin holds a California Insurance License. Outside of his professional work, he has personal interests that include beach activities, cooking and baking, fitness, golf, soccer, and theater.

John Beckett is a financial advisor at Cetera with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera and affiliated firms since 2019. He also operates Beckett Wealth Management Group, an insurance sales business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with model portfolios, third-party managers, and custom strategies across various program structures and custodians.

Ann Baron is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. Her prior experience includes a three-year tenure at Morgan Stanley DW Inc. She has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kyle Kranzley is a financial advisor with LPL Financial in Mount Laurel, NJ, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2011 and previously spent six years at Ameriprise. 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 portfolio programs, third-party asset management, and institutional platforms, utilizing both proprietary research and third-party strategies across a range of investment approaches.

Lisa Cargill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following prior roles at Quick & Reilly, Inc. and Morgan Stanley Dw Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors. The firm offers a range of brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute alongside third-party data to inform investment evaluations.

Francesco Esposto is a financial advisor at Morgan Stanley in Philadelphia, PA, holding a Series 66 designation with three years of industry experience. His work history includes roles at Morgan Stanley Private Bank and B2 Partners. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Deborah Roundtree is a financial advisor with Cetera, holding a Series 63 designation and bringing 25 years of industry experience. She has been associated with various Cetera entities since 2004 and owns Macktree, LLC, a tax and accounting firm where she serves as CPA. Additionally, she is involved in fixed insurance sales through Macktree Financial. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering diversified portfolio management and financial planning services through multiple program structures and manager options.

David Carradorini is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, including previous tenure at NY LIFE Securities. Outside of his advisory role, he serves on community committees involved in organizing and improving men’s retreats and conferences in the Philadelphia area. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and works with third-party asset managers and TAMPs to implement client solutions.

Makoyo Makoyo Jr. is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Equitable Advisors since 2005, including during its prior incarnation as AXA Advisors. Outside of his advisory role, Makoyo is a cycle instructor and serves as a volunteer trustee for the Ziki Makoyo Foundation for Global Health Tanzania, overseeing donations of medical equipment to NGOs in Tanzania. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Christopher Canal is a CFP® with four years of industry experience, currently serving as a financial advisor at RBC Capital Markets. His prior experience includes roles at The Vanguard Group, UBS, and Morgan Stanley. He also has experience working in the hospitality industry at Giumarellos Restaurant and Bar. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

John Morawski is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and bringing 12 years of industry experience. He has worked with Wells Fargo Bank since 2014 and Wells Fargo Clearing since 2016. Outside of his advisory role, he operates an entertainment company providing disc jockey services for events. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Timothy Quigley is a financial advisor with LPL Financial, holding a Series 63 designation and 40 years of industry experience. His prior roles include positions at Cuna Mutual Group, Cuna Brokerage Services, and Kestra Investment Services. 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.

Ryan Nason is a financial advisor at Osaic Wealth with 13 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Securities America, Pinnacle Investments, and Mutual of Omaha. Outside of his advisory role, he is involved in community activities including coaching AAU baseball and coordinating events for a non-profit supporting military dependents. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, and charitable organizations. The firm provides brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Scott Ratajczak is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including CUNA Brokerage Services and Thrive Capital Management. Outside of his advisory role, he is a referral agent for Weichert Referral Associates Co., Inc., assisting friends and family in connecting with real estate agents. Fidelity’s Strategic Advisers division offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and registered investment companies.

Michael Greenly is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Nancy Schultz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at UBS Financial Services for 12 years and Morgan Stanley for five years prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through multiple advisory programs and uses a variety of portfolio management styles supported by affiliated research and model managers.

Andrew Segal is a financial advisor with Wells Fargo Clearing in Philadelphia, PA. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, all with Wells Fargo entities since 2013. 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 utilizes research from its investment institute and third-party sources, applying diversification and modern portfolio theory in its investment approach.

Susan Boehm is a financial advisor with Equitable Advisors in Philadelphia, PA, holding a Series 66 designation and 20 years of industry experience. She has worked with Equitable Advisors since 2005 and prior to that was associated with Axa Advisors, LLC. Outside of her advisory role, she operates an insurance brokerage business under the name Firstrust Financial Resources. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes client risk assessment and matching to program models or discretionary managers, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Brian Kennedy is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he serves as executor of his mother’s estate and trustee of a trust for his sister’s children. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors to deliver customized investment solutions across various asset classes.

Madelyn Mc Mahon is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work includes roles outside the financial industry, including ownership of The Impeccable Pig from 2022 to 2024. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.