Ayesha Selden is a financial advisor with Ameriprise in Philadelphia, PA, holding CFP® and ChFC® designations and over 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Selden serves on the Board of Directors for Holy Redeemer Health System. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tamara Kukainis is a CFP®-designated financial advisor with 38 years of industry experience. She is currently with Equitable Advisors and has previously worked at Cetera Advisor Networks LLC, Vicus Capital, Inc., Schwartz Financial Associates, Inc., and Nathan & Lewis Securities, Inc. Kukainis has maintained a senior partnership and general managerial role at Schwartz Financial Associates, Inc. as an outside business activity. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and offers a mix of proprietary and third-party investment solutions, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Shauna La Maina is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at several firms including Cornerstone Financial Advisors and Ameriprise Financial, and has been with LPL Financial since 2017. Outside of her advisory role, she works as a delivery driver for DoorDash. 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 portfolio programs, third-party asset management, and institutional platforms.

Gregg Gravenstine is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Peter Hall is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo since 2016, following a prior role at Prudential Equity Group. Outside of his advisory work, he serves as treasurer for the Haddonfield Ambulance Association and the Mews at Haddonfield homeowners association. 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 manages substantial assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jeffrey Gardiner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining LPL Financial in 2021, he worked at BCG Securities, Inc. for nine years and Ameriprise for two years. He is also a publisher and author through his home-based business, Jeff Gardiner Publishing. 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, and third-party asset management, supported by a large network of advisors and various operational tools.

Kevin Ridpath is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities from 2007 to 2020 before joining J.P. Morgan in 2020. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain banking products and services. 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 is supported by centralized due diligence and combines quantitative and qualitative research, with capabilities that include ESG eligibility frameworks and broader derivatives and commodities expertise.

James Smith is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a decade. Outside of his advisory role, Smith is a business owner of Val's Tavern in Rumson, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools.

Robert Errichetti is a financial advisor with Mass Mutual Investors Services in Voorhees, NJ. He holds Series 63 and Series 65 designations and has 35 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at Metlife Securities Inc. from 2009 to 2017 and MassMutual Life Insurance Co. beginning in 2016. He is also co-owner of an LLC used for business and tax purposes. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and delivering collaborative, annual financial planning engagements.

Marykate Mc Ginley is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, NA and Keller Williams, among other roles. 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 searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and may include ESG considerations.

Molly Murphy is a Series 66 licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, she held positions at Gap International and the Philadelphia Country Club, and completed her education at Pennsylvania State University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a large network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services to qualified plans.

Michael Papa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously employed at Merrill from 2000 to 2003. Outside of his advisory role, he has ownership in MCVP LLC, an investment-related business based in Philadelphia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through over 14,000 advisors and offers both brokerage and advisory solutions.

Christopher Hueth is a financial advisor at Fidelity with eight years of industry experience. He previously worked at Raymond James & Associates and Prudential Investment Management Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Ellen Brodkin is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. She has worked with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of her advisory role, she serves as a majority inspector for Montgomery County, PA. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored platforms, focusing on personalized client assessments and a variety of investment products.

Christopher Limbach is a financial advisor at J.P. Morgan Securities based in Philadelphia, PA. He holds a Series 66 designation and has approximately one year of industry experience. His prior work includes positions at J.P. Morgan Chase Bank N.A., JTC Trust Company (Delaware) Limited, First Republic, and Glenmede Trust Company. 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 searches, and customized performance reporting, with clients maintaining final decision-making authority.

Beniamino Mazzella is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2024. Prior to this, he was employed at JPMORGAN Chase Bank, N.A. since 2017, and has experience at Volvo Construction Equipment and Shippensburg University. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, supported by a centralized manager solutions team, and incorporates ESG considerations.

Daniel Goodwin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Andrew Boostrom is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and with one year of industry experience. He previously worked at Wells Fargo Advisors for five years and was self-employed for six years prior to that. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning solutions both directly and through corporate agreements.

Bradford Bolletino is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets Corporation since 2008 and City National Bank since 2023. 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 various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing customized strategies through a combination of in-house and third-party investment managers.

Kerry Kain is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and nine years of industry experience. Kain has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.