Eric Medina is a Series 66 licensed advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Adelphia, LPL Financial, UBS, Adidas, and other firms. J.P. Morgan Securities 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 investment approach.

Dakota Greene is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Equitable Advisors, and McAdam Financial among other firms. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through tailored advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides a range of options including tax management and responsible-investing screens.

Valarie Hughes is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has worked at Morgan Stanley since 2018 and previously held positions at JPMorgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm employs a structured financial planning process using proprietary tools and provides services that include tailored planning without individual security recommendations as part of standalone plans.

Cynthia Jones is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Patrick Ferraro Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1999 and also worked with AXA Advisors, LLC, overlapping during that period. Outside of his advisory role, he operates an insurance brokerage business. Equitable Advisors serves individual and institutional clients, including pension plans and charitable organizations, providing financial planning, retirement consulting, and asset-management services. The firm relies on a network of Investment Adviser Representatives to deliver advice and implements a variety of advisory models, emphasizing third-party program sponsors and fiduciary services.

Daniel Palombo is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at MassMutual Greater Philadelphia and Drexel University. He has been with Wells Fargo Clearing since 2019. 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 serves a broad client base and employs diversification principles and modern portfolio theory in their investment evaluations.

Shawn Hood is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for nearly nine years. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing investment policy development, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Robert Dolce is a Financial Advisor with Merrill Lynch Wealth Management based in Philadelphia. He focuses on retirement planning, wealth structuring, and assisting high-earning professionals and small business owners in building lasting financial strategies. He provides investing advice, along with access to banking and lending services through Bank of America. His expertise includes college education planning, executive compensation, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Robert's approach is educational and relationship-driven, emphasizing long-term collaboration to help clients pursue their financial goals with confidence. Robert holds a Bachelor's Degree from the University of Pittsburgh and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his personal time, he enjoys baseball, football, golfing, skiing, spending time with his family, traveling, and watching movies.

Christina Deaver is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Since 2022, she has also been the owner of Preserve The Day Bouquet LLC, a small arts and crafts business specializing in creating keepsakes using flowers and resin. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing non-discretionary investment consulting that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Kelly Boylan is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc., Plan One Financial Group, Harrahs, and Andres. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, utilizing tools such as asset-allocation models and automated rebalancing to manage diversified portfolios.

Kody Ross is a Series 66 licensed financial advisor with Morgan Stanley, based in Mount Laurel, NJ. He has four years of industry experience, including prior roles at Donald F. Browne CPA and PNC Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved analytics.

Richard L. Hogan is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding a Series 66 designation and possessing 25 years of industry experience. He has been with UBS Financial Services since 2012. Outside of his advisory role, he is involved in property management through his participation in a condominium association committee and manages a sole proprietorship in real estate. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Felicia Jones is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and its affiliates since 2011, as well as at Bank of America and Merrill. Outside of her advisory role, she serves as a Finance Council member for St. Eugene's Parish of the Archdiocese of Philadelphia, assisting with parish bookkeeping and internal controls. 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 advisory process is IPS-driven and includes a broad investment menu that incorporates insurance-related vehicles and bank deposit sweep options.

Martin Genello is a CFP® professional with 11 years of industry experience. He is currently with Charles Schwab in Marlton, NJ, and has prior experience at Janney Montgomery Scott and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and multi-asset model portfolio approach.

Trevor Paolone is a Financial Advisor with the Paolone Group at Merrill Lynch Wealth Management in Suburban Philadelphia. He focuses on financial planning, portfolio management, and client service within the team that emphasizes a holistic and comprehensive approach to wealth management. The group aims to create and maintain client relationships that span decades and aid in generational wealth transfer. Trevor holds a Bachelor's Degree from the Pennsylvania State University System and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His educational background and certifications support his ability to develop long-term financial plans and guide clients through the evolving economic environment. He is involved with the Boys and Girls Club of America and is proficient in English and Spanish.

John Corrado is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in property management as a sole proprietor of a real estate business in Philadelphia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Mark Evans is a financial advisor with RBC Capital Markets in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizable portfolio management strategies utilizing both in-house and third-party managers.

Achu Akum is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds the Series 66 designation and has worked with firms including UBS Financial Services and Merrill. In addition to his advisory role, Akum is the principal and owner of RenGen Consulting LLC, a strategic consulting firm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers educational seminars and various planning programs, including a recent addition of divorce planning services.

Kenneth Podell is a financial advisor with MassMutual Investors Services, holding the ChFC® designation and Series 63 license, with 37 years of industry experience. He has been with MassMutual Investors Services since 1987 and MassMutual Life Insurance Company since 1986. In addition to his advisory role, he is involved in individual and group life and health insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive planning that includes the use of advanced analytical tools and offers specialized event-driven planning programs.

Lulu Zappy is a financial advisor at UBS Financial Services with 15 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she owns and manages a rental townhome. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and access to institutional trading capabilities alongside wealth management.