David Rodgers is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with LPL Financial and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advisory activities, he is involved in non-variable insurance consulting and operates Concord Wealth Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions, through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

James Ranieri II is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 31 years of industry experience, including previous roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he is also an insurance agent specializing in individual life, health, and group health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Wayne Bartolacci is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and MassMutual since 2016, following a prior role at MetLife Securities. Additionally, he is an agent licensed to sell individual life and long-term care insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using analytic tools to develop investment strategies.

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 with Mass Mutual Investors Services, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at UBS Financial Services and TIAA-Cred Individual & Institutional Services. He is also the principal owner of RenGen Consulting LLC, where he provides strategic consulting services to businesses and organizations. Mass Mutual Investors Services operates as 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 collaborative, annual financial planning engagements supported by proprietary software and educational seminars.

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.

William Sabia is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 32 years of industry experience. He has held positions at Merrill and Bank of America, N.A. before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, 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 Financial Advisors and its Estate Planning Strategies Group.

Zachary Todd is a Financial Consultant currently working at Fidelity Investments since 2026. He has experience as an Investment Consultant at Fidelity Investments from 2024 to 2026 and previously served as a National Financial Solutions Advisor at Bank of America Merrill Edge from 2022 to 2024. In his role, Zachary combines market knowledge with a commitment to transparency and trust to help clients build confidence in their financial futures by simplifying complex financial concepts and providing actionable guidance. Outside of his professional career, Zachary has personal interests that include board games, football, social events with friends, golf, and soccer.

Jeremy Young is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a noted role in model portfolio delivery, commodity pool operations, and formal advisory services to multiple registered investment companies.

Jen Parsons is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill and Bank of America since 2007 and 2009, respectively. Outside of her advisory role, she participated in a one-time survey for an entity called CHOP in Philadelphia. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Alexa Swetz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill Lynch and a year at Bottle King. She also has experience from her time at Temple University and Hillsborough High 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. The firm offers a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Connor Zuch is a Planning Consultant at Fidelity Investments. In this role, he partners with clients to understand their goals and build tailored financial strategies. He provides proactive guidance, holistic planning, and disciplined execution to help clients navigate financial complexities with confidence. Connor has experience across multiple roles at Fidelity Investments, including Relationship Manager and Financial Representative. Prior to joining Fidelity, he worked as a Junior Financial Consultant at Tri-State Financial Advisors. His approach focuses on delivering clarity, accountability, and long-term value throughout clients' financial journeys.

James Burns Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 31 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also the owner of J Burns Advisor Group, LLC, an entity created for future insurance ventures. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs collaborative, goal-oriented planning supported by firm-approved software and offers a range of investment and planning programs.

Daniel Meehan is a Series 66-licensed financial advisor with UBS Financial Services, based in Mt. Laurel, NJ, and has 19 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is a partner at CDJ Partners LLC, where he is involved in creating and patenting a new delivery system for non-alcoholic and alcoholic beverages. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including principal trading, market-making, and affiliated banking and lending programs.

Phineas Meade is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. He has been associated with Morgan Stanley Smith Barney and its related entities since 2009 and currently works at Morgan Stanley Private Bank, N.A. Meade is involved in real estate activities outside of his advisory role. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and serves clients through a variety of investment programs and strategies.

Thomas Penrose is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2022, he worked at US Tech and was involved with Loriann, LLC. He also has five years of experience at Pennsylvania State University. 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 options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathan Traester is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 credential and has prior work experience at institutions including MITRE Corporation and Harvard Business School. He is also the owner of Flightline Capital Management LLC, through which he invests personal capital in entrepreneurial ventures and real estate opportunities connected to his business school classmates. 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 to support its recommendations.

Scott Jones is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Securities America and Investacorp Advisory Services. Jones is the founder of Genesis Wealth Advisor Group, LLC, through which he markets fixed insurance products and manages client investment accounts. He is also president of Jones Wealth Management Inc., a financial corporation handling payroll and revenue processing related to his advisory and insurance businesses. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm uses a variety of asset-allocation tools and manages diverse portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Karsten Holbein is Vice President and Financial Consultant at Fidelity, a position he has held since 2020. He has extensive experience in the financial services industry, having worked in various roles including Investment Management Associate at BlackRock from 2014 to 2020, Regional Manager at Lord Abbett between 2012 and 2014, Internal Wholesaler at Lord Abbett from 2010 to 2012, and Forex Specialist at Gain Capital from 2006 to 2010. His professional focus involves helping families identify their unique financial goals while educating them on common financial mistakes. Throughout his career, Karsten has developed expertise in investment management and financial consulting. Outside of his professional work, he engages in activities such as family events, fitness, social gatherings with friends, gardening, running, and traveling.