Leeann Genzano is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by advanced modeling techniques and a structured discovery process.

Robert Trier IV is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing 12 years of industry experience. Prior to joining Equitable Advisors in 2020, he worked for The Haverford Trust Company and Haverford Trust Securities, Inc. from 2013 to 2020. Outside of his advisory role, he serves as a power of attorney for Robert C. Trier III. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm utilizes a combination of firm-offered programs and third-party asset managers to tailor investment solutions based on client risk tolerance and objectives.

Lyle Feld is a financial advisor at Morgan Stanley in Cherry Hill, NJ, holding Series 63 and Series 66 registrations with 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by firm-approved tools and investment models.

Moira Katchuk is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014, aside from a brief tenure at Merrill in 2017. Outside of her advisory role, she is involved with Mavericks Training Facility, a recreation business in Moorestown, New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering 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 using firm-approved tools and modeling techniques.

Kelli Brack is a Series 66 licensed financial advisor with Edward Jones in Marlton, NJ, where she has worked for 10 years. She has spent her entire advisory career at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Hurst III is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at PNC Bank for 12 years before joining Wells Fargo Clearing in 2017. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Edward Plachter Jr. is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Philadelphia, PA. His career includes prior roles at Merrill, Banc of America Investment Services, and RBC Capital Markets. Outside of advising, he is a limited partner in BPW Sciences, a material science company focused on health care and energy industries. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Christian Hoedt is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles in both the public sector and educational institutions, such as Gloucester County Counsel and Rowan University. He also has experience in hospitality management through his work with Colonial Cafe. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Leon Elcock II is a financial advisor with Primerica Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at PFS Investments Inc and Primerica Financial Services since 2016, as well as positions at Sandoz, Inc and ALN Vending, LLC. Outside of advisory activities, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Zachary Shuster is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping individuals and families plan for their futures by creating tailored financial plans that address goals such as retirement planning, funding education, and purchasing homes. Zachary utilizes a Personalized Wealth Analysis® to develop strategies aligned with his clients' unique needs and priorities. He holds a Bachelor's Degree from the University of Delaware and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Zachary is involved with professional and community organizations such as Sigma Nu, serving as an assistant lacrosse coach at Springside Chestnut Hill Academy, and participating in the University of Delaware Alumni Organization. Outside of his professional work, Zachary enjoys golfing, hiking, pickleball, traveling, and spending time with his family. He is also involved in coaching an 8th grade club lacrosse team on Philadelphia's Main Line and takes part in the Philadelphia Regional Alumni Network for his alma mater.

Francis Perez is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 66 and Series 63 credentials and six years of industry experience. He previously worked at Bank of America and J.P. Morgan, among other firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

David Kerchner is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory role, he serves as an executor and trustee for various estates and trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves client information gathering and risk assessment to match clients with suitable program models or discretionary managers, utilizing a mix of proprietary and third-party investment solutions.

Stephen Caggiano is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Cambridge since 2008. Additionally, he owns Caggiano Associates, a tax accounting and preparation firm he has operated since 1982. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide range of platforms and third-party advisers.

Joseph Daverso is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the Advisory Board and Finance Committee of St. John Neumann Church, where he advises on budgeting, investment policy, and capital improvements. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in assets and combines its planning services with extensive retail and institutional offerings.

Michael Whitlark is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Network starting in 2014. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and flexible implementation options through its complex affiliate network and scale.

Emily Coyle is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. She has worked at JPMorgan Securities LLC and J.P. Morgan Chase Bank NA since 2021 and previously at UBS Financial Services. Outside of finance, she has been involved with Boston College Intramurals and worked briefly at SoulCycle. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with recommendations supported by centralized due diligence that includes both quantitative and qualitative research.

Andrew Cardile is a financial advisor with MassMutual Investors Services in Marlton, NJ, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with MML Investors Services Inc and MassMutual since 2010. Outside of his advisory role, he is involved in life and health insurance sales. 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 financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning engagements using firm-approved analytical tools.

Keith Joffe is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a variety of advisory programs including tailored financial planning, utilizing structured planning tools and modeling techniques.

Thomas Brown is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at PNC Investments, TD Bank N.A., and Equitable Advisors, LLC. He is also involved in offering investment products and services through American Heritage Investment & Retirement Center. 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, portfolio management, and institutional platforms, supporting strategies through both proprietary research and third-party subadvisors.

Joseph Mc Keon is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and seven years of industry experience. Before joining Equitable Advisors in 2022, he worked at The Vanguard Group from 2016 to 2022. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.