Francis Rudisill is a CFP® with 36 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to this, he worked for Metlife Securities Inc. for 28 years and has been affiliated with MassMutual Life Insurance Company since 2016. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as an annual, collaborative process using firm-approved analytical tools, focusing on recommending investment categories and strategies without discretionary authority.

Robert Van Leer is a financial advisor with Ameriprise in Fort Washington, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise Financial Services since 2015, working at both the LLC and Inc. entities. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, incorporating investment research and algorithmic tools to provide recommendations on asset allocation and withdrawal strategies.

Vincent Passarella is a financial advisor at Cetera with five years of industry experience and holds a Series 66 designation. He previously worked at Avantax in various roles from 2021 to 2025 and operates a full-service CPA practice, Vincent Passarella CPA MBA Inc, focusing on tax preparation, financial statements, and tax consulting. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or develop bespoke investment strategies across various program structures.

Kyle Tierney is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Goldman Sachs & Co. LLC, and The Vanguard Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program emphasizes a combination of quantitative and qualitative research to support its advisory process.

Vincent Primavera is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previously worked at Principal Life Insurance Company, Principal Securities Inc., PNC Wealth Management, Edward Jones, TD Ameritrade, and Merrill. Primavera also holds a non-variable insurance agent role. 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 portfolios, third-party asset management, and institutional platforms, supported by technology-driven research and operational tools.

Charles Robbins II is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and 24 years of industry experience. He previously worked at Morgan Stanley Smith Barney from 2009 to 2017 before joining Wells Fargo Clearing in 2017. Outside of his advisory role, he serves as a committeeman for the Democratic Party of Philadelphia’s 30th Ward and is a finance committee member for the Jewish Family and Children's Service. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions across a large platform.

Endri Rama is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situation and introduces them to financial solutions available through Merrill and Bank of America. His professional designation is Personal Investment Advisor (PIA). He holds a Bachelor's Degree from Temple University. Endri's approach involves helping clients uncover what matters to them and their families to create strategies aimed at pursuing their financial goals.

Dana Smith is a financial advisor with OSAIC, holding a Series 66 designation and 10 years of industry experience. Prior to joining OSAIC, Dana worked at Royal Alliance Associates, Inc. for eight years and Sii for seven years. Dana is also the owner of Pension, Inc., a third-party administration services business. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation and portfolio optimization with tools such as risk-tolerance questionnaires and rebalancing, supporting a range of strategies including discretionary UMA and third-party manager selections.

Bradley Saler is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc for 16 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options that include a broader range of financial products than many large institutional advisers.

Seth Gansman is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Morgan Stanley. Outside of his advisory role, he serves on the Board of Directors for the Warrington Hunt Home Owners Association and holds a six-year term as a Warrington Township Auditor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Eric Peterson is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2009 and City National Bank since 2019. Outside of his advisory work, he is the active owner and treasurer of Hope Creek Farm Hunting Club, a hunting club and farm in New Jersey. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles through a mix of in-house and third-party managers.

Michael Coogan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Equitable Advisors, LLC and has experience in health services and seafood retail. Outside of his advisory role, he volunteers as a youth basketball coach at Saint Anastasia School. 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 variety of client types including individuals, high-net-worth clients, and institutional investors.

Jake Tosti is a financial advisor at Morgan Stanley in Philadelphia, holding Series 63 and Series 66 credentials with three years of industry experience. He has previously worked at The Vanguard Group and held various roles outside the investment industry, including positions in education and insurance. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering financial planning that utilizes firm-approved tools and models to support clients in managing their assets.

Christy Neill is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of advising, she established a business entity, Riverside Property Group, though it is not currently active. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with clients’ financial advisors.

John Cassidy is a financial advisor with Equitable Advisors, holding the Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable, he served in the US Marine Corps from 2018 to 2022 and has had various roles including positions at Penn State University and Winthrop Partners. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm leverages a network of Investment Adviser Representatives and both proprietary and third-party investment programs in delivering its advisory services.

Craig Turner is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has previous work experience including roles at Jetty Life LLC and Keller Williams Preferred Properties. Turner also served in Surf City Borough for nine years. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with a variety of portfolio management options and serves over 10,000 advisors and approximately 800,000 clients.

Henry Han is a Series 66-registered financial advisor with nine years of industry experience. He has worked at several firms, including Equitable Advisors, Ameriprise Financial Services, Bank of America, Merrill, and Janney Montgomery Scott. In addition to his advisory role, Han serves as Director of Investment Operations at PST Advisors, where he manages advisor relationships and oversees the investment process and analysis. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party advisory models and investment products, providing ERISA fiduciary services through credentialed representatives.

Cody Hutkin is a Financial Consultant currently working with Fidelity Investments since 2025. In this role, he focuses on understanding the priorities of clients and developing financial plans aligned with their goals and preferences to provide peace of mind and confidence in their financial future. Prior to his current position, Cody held multiple roles at Fidelity Investments, including Investment Consultant from 2024 to 2025 and Investment Solutions Representative II from 2022 to 2024. In addition to his work at Fidelity, Cody has served as a Captain and Financial Management Officer in the U.S. Army since 2018. He also gained experience as a Financial Advisor with Civic Financial - Northwestern Mutual from 2018 to 2021. Outside of his professional career, Cody has interests in fitness, food, music, outdoor adventures, and surfing.

Christine Caporale is a financial advisor with Merrill in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Merrill since 1998. Outside of her advisory role, she serves as a power of attorney for a nonprofit entity in Naples, Florida. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Benjamin Mobley is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Morgan Stanley, PNC Bank, and First Allied Advisory Services before joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a broad range of investment strategies.