Robert Biggs is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He is based in Philadelphia, PA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Emil Rotaeche is a financial advisor with Edward Jones in Haddon Township, NJ, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Outside of advising, he is involved in managing a rental property in Merchantville, NJ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient overlay services. The firm supports a large national network of advisors and branches, managing over $1 trillion in assets.

Bella Rios is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her work background includes roles at JPMorgan Chase Bank, N.A., and various other organizations prior to her current position. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, with a focus on eligible strategies and an ESG eligibility framework.

Michael Tash is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he owns an interest in a racehorse through MyRaceHorse. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Keith Lecky is a financial advisor with Mass Mutual Investors Services, holding the ChFC® and Series 63 designations, and has 34 years of industry experience. He previously worked at Metlife Securities Inc., NewSquare Capital, LLC, and New England Securities. He serves as treasurer for the Lancaster County Building Association Foundation, a nonprofit that provides trade school scholarships. Mass Mutual Investors Services 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, focusing on collaborative annual planning engagements with written recommendations but without discretionary investment authority.

Amy Esposito is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 27 years of industry experience. She has been with Morgan Stanley and its predecessor entities since 2002. Outside of her advisory role, she owns and operates Uncle Tony's Books and Magazines, a retail and online store based in Allentown, Pennsylvania. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Mark Johnson is a financial advisor with OSAIC in Wilmington, DE, holding a Series 66 license and 14 years of industry experience. Prior to joining OSAIC in 2025, he was with Lincoln Financial Advisors for 13 years. He also works as a CPA at Lank, Johnson & Tull, where he has been employed since 2006. Additionally, he serves as a trustee for a CPA client. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various advisory and managed account strategies.

Lawrence Tundidor is a CFP® professional with 17 years of industry experience, currently affiliated with Cetera. His prior experience includes over a decade at VOYA Financial Advisors and roles at Cetera Wealth Services and Tundidor Wealth & Investment Group, of which he is the owner. He is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Joseph Webb is a financial advisor at Edelman Financial Engines in Philadelphia, PA, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Liberty Mutual, The Vanguard Group, Edward Jones, and Cornucopia Logistics. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Smita Menon is a financial advisor with Wells Fargo Clearing in Exton, PA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She previously worked at Citizens Securities and Citizens Bank before joining Wells Fargo in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include an expanded range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jack Freeland is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and two years of industry experience. His career includes roles at several firms, including Fidelity Investments and Lighthouse Planning Consultants, as well as experience at various businesses outside financial services. Equitable Advisors serves a broad client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and a range of asset-management programs. The firm employs a model-based approach, often utilizing third-party sponsors and offering a diverse selection of investment products and fiduciary services.

David Prosser is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and has 36 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he serves as a council member for West Grove Borough Council in Pennsylvania. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating with a large-scale platform and a broad range of brokerage and advisory solutions.

Aaron Mcintyre is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, National Association. Outside of his advisory duties, he serves as a board member for Pennsbury Township’s Commission Fire/Emergency Medical Services in Chadds Ford, Pennsylvania. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and investment services supported by structured planning tools and the resources of its Global Investment Committee.

Francis Fix is a financial advisor with Equitable Advisors holding a Series 66 designation and no prior industry experience. His work history includes brief tenures at RBMuha and River Wealth Advisors. Equitable Advisors serves a diverse client base including individuals from non-high-net-worth to high-net-worth segments, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a broad network of Investment Adviser Representatives.

Philip Capra is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their unique situations and goals. Philip leverages Merrill's investment insights alongside Bank of America's banking services to provide comprehensive wealth management solutions. He specializes in areas including family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and tax minimization. Philip holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Philip earned a Bachelor's Degree from Wagner College. Outside of his professional work, he enjoys baseball, golfing, traveling, and spending time with his family.

Gail Knight is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 63 designation and 21 years of industry experience. She 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Wenner is a Series 66 licensed financial advisor with Equitable Advisors, based in Bala Cynwyd, PA. He has 24 years of industry experience, having worked with Equitable Advisors and its predecessor firm, Axa Advisors, since 2002. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory solutions.

Thomas Coughlan is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. 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. Their advisory process integrates centralized due diligence with both quantitative and qualitative research to develop model asset allocations.

Christopher Fallon is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Fallon is also licensed as an agent for individual and group life, health, and long-term care insurance. 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 provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools to deliver tailored investment strategies without discretionary authority.

Margaret Todd is a CFP® professional with 18 years of industry experience, currently affiliated with Wells Fargo Clearing where she has worked for 10 years. Prior to that, she was with Bruton Financial Advisors, LLC for three years. 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 both brokerage and advisory solutions, utilizing research and analytics grounded in diversification and modern portfolio theory.