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.

Stanley Robbins is a CFP® with 22 years of industry experience. He is currently with OSAIC and has previously worked at Lincoln Financial Advisors, Wells Fargo Clearing, PNC Wealth Management, and Ameriprise. Robbins is also an owner and agent at LIFE IDEAL LLC, where he offers disability insurance, fixed annuities, long-term care insurance, and traditional fixed life insurance. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment process focusing on asset allocation and portfolio optimization, and offers both brokerage and advisory services through a multi-advisor platform.

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.

Bryan Connolly is a CFP® professional with 39 years of experience in the financial services industry. He has worked at Osaic since 2023 and previously spent 25 years at FSC Securities Corporation. Outside of his advisory role, he owns Lumen Financial Group, a tax preparation business. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

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.

Gerald O’Connor is a financial advisor with Ameriprise in Woodbury, NJ, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Ameriprise in 2025, he worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. He serves on several local boards, including the Greater Woodbury Chamber of Commerce, the Girl Scouts of Central and Southern Jersey finance committee, and the United Way of Gloucester County, among others. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jerry Schapira is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.

Robert Bukowski Jr. is a financial advisor at J.P. Morgan Securities with 12 years of industry experience and holds the Series 66 designation. He has been with J.P. Morgan Securities since 2014 and is also employed by JPMorgan Chase Bank, where he offers a range of bank products and services. In addition to his advisory role, he has an ongoing association with the University of Delaware since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process and a broad range of investment capabilities.

Angela Augustine is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Securities America Inc. and Securities America Advisors for 15 years. Augustine also serves as president of Augustine Financial Group, which is involved in life insurance and fixed annuity sales. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization using risk-tolerance questionnaires and efficient frontier analysis.

Sam Ceniccola is a CFP® and holds a Series 66 license, currently with RBC Capital Markets in Mount Laurel, NJ. He has three years of industry experience, including roles at RBC Wealth Management and a background in education at Penn State University and Lenape High School. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charities. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Joseph Maxwell is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. In this role, he works with high net worth clients and families, providing insight and support to help them work toward their financial goals. Mr. Maxwell has over 25 years of experience in the financial industry. Prior to his current role, he held several positions at Fidelity Investments, including Financial Planning Consultant and Investment Representative. His experience also includes roles as a Financial Analyst at Ayco Goldman Sachs Company, Financial Advisor at UBS PaineWebber, and Generalist at Thomas Weisel Partners. Outside of his professional work, Joseph Maxwell enjoys gardening, golf, kayaking, spending time with his pets, and traveling.

John Burkhardt is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Ryan Beck & Co., and had an earlier tenure at Stifel. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Jacob Weichert is a CFP® professional affiliated with Wells Fargo Clearing in Philadelphia, PA, with eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously held roles at Brother Bear BBQ and the University of Delaware. 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 inform its investment approach and offers a broad range of brokerage and advisory solutions.

Margaret Petrillo is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining JPMorgan Chase Bank and J.P. Morgan Securities in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized investment solutions supported by centralized due diligence and a manager solutions team.

Lucy Johnson is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2022, following a ten-year tenure at UBS Financial Services. Outside of advisory work, Johnson is involved with Advocare, a wholesale distribution business. 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 firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Laura Borba Sampaio is a financial advisor at Merrill with a Series 66 designation. She has been with Merrill since 2024 and has additional experience at Bank of America, N.A. beginning in 2026. Outside of finance, she has worked in various industries including hospitality and transportation. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.