David Marsico is a CFP® professional with 19 years of industry experience. He is currently with Cetera and Diamond State Financial Group. Marsico has previously worked with Minnesota Life Insurance Co and Securian Financial Services Inc. He is also an owner of Wexco Financial Group, which he uses for managing compensation and tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment managers.

Dillon Gravenstine is a financial advisor with Morgan Stanley and holds Series 65 and Series 63 licenses. He has six years of industry experience, including previous roles at Goldman Sachs & Co. LLC and Susquehanna International. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

James Altieri is a financial advisor with Merrill in Philadelphia, PA, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with Merrill since 2017. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Sean McGovern is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc., John Hancock Mutual Life Insurance Company, and Signator Investors, Inc. Outside of his advisory role, McGovern coaches youth soccer and flag football for the Hadden Township Athletic Association. OSAIC serves a diverse range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Michael C. Fidler is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2012 and holds a Series 66 designation. Outside of his advisory work, he is a partner in BMC Management Inc., which owns and operates Planet Fitness franchises. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm utilizes proprietary research and model-based strategies to tailor plans according to clients’ goals and risk tolerances.

Daniel First is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he coaches basketball at Bishop Shanahan High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing collaborative, annual planning processes with firm-approved analytical tools.

Geoffrey Walsh is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Philadelphia, PA. He has 26 years of industry experience, including roles at JPMorgan Securities LLC since 2005 and JPMorgan Chase Bank NA since 2010. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage, distribution, and investment management capabilities.

Domenica Leitner is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Private Advisor Group, LPL Financial, and Cetera Advisors LLC. In addition to her advisory role, she is engaged as an insurance agent selling life, health, disability, and long-term care insurance, and she is involved with Professional Planning Associates, Inc. providing insurance and financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party model portfolios, with more than $256 billion in assets under management.

Lauren Zakarian Cogswell is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2015, and previously held positions at Sotheby's and Masterworks Administrative Services LLC. 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 an ESG eligibility framework in its recommendations.

Alexander Lambros is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds the Series 66 designation. His prior work includes positions at JPMorgan Chase Bank and involvement with the Metropolis of Detroit Summer Camp. J.P. Morgan Securities LLC 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 an ESG eligibility framework.

Matthew Ryan is a Series 66-licensed financial advisor with Merrill, based in Philadelphia, PA, and has seven years of industry experience. He has worked at Merrill since 2018 and Bank of America since 2019. Outside of his advisory role, he serves as committee co-president and event co-chair for The American Association for Cancer Research Foundation, where he oversees event planning and manages social media activities. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.

Daniel Fordice is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. He is a member and 20% owner of Sugarfoot Advisors, LLC, an operating entity for his Mass Mutual business. Mass Mutual 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 financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes to deliver written recommendations without investment discretion.

Jane Lamay is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 65 licenses and having 37 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisor role, she acts as a personal representative and holds power of attorney for her mother. 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 and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Robert Philpott is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining LPL Financial, he worked at Agia and Valic Financial Advisors. Outside of his advisory role, he is a business owner based in Audubon, NJ. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to provide discretionary and non-discretionary management.

Seyoung Strohmeier is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has worked at Merrill since 2005 and has been with Bank of America, N.A. since 2015. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Igor Harlap is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he serves as Treasurer of the Russian American Chamber of Commerce of Philadelphia. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and research to tailor strategies to client goals.

Brent Melrath is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Brent serves on the finance committee of the Oxford Area Neighborhood Services Center, where he attends monthly board meetings to review financial statements. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Steven White is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2022. His prior roles include positions at Fidelity Brokerage Services, Bank of America, Merrill, and Morgan Stanley. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical strategies.

Matthew Boatmon is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and 28 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a substitute organist at St. Mark's Episcopal Church in Philadelphia and First and Central Presbyterian Church in Wilmington. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Erik Opczynski is a Series 66-licensed financial advisor with Morgan Stanley in Mount Laurel, NJ, and has 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and employs a structured discovery process supported by firm-approved planning tools.