Richard Hughes Jr. is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Merrill. Hughes has returned to UBS in 2021 after an earlier tenure from 2006 to 2012. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services. The firm leverages proprietary research and model-based asset allocations to tailor client plans and combines institutional trading capabilities with wealth management offerings.

Ryan Depaul is a CFP® certificant with 16 years of industry experience. He has worked at UBS Financial Services Inc. since 2023 and was previously with Sanford C. Bernstein & Co., LLC for 11 years. Ryan is based in Philadelphia, PA, and holds a Series 66 license. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support tailored client solutions.

James Potoka is a CFP® with 44 years of experience in the financial services industry. He has worked at FSC Securities Corporation for 25 years before joining OSAIC in 2023. Outside of his advisory role, Potoka operates as an independent insurance agent selling long-term care, life, disability, and health insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, and it is notable for its scale, recent consolidation efforts, and complex affiliate structure.

Kathleen Pruess is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she operates a travel agency as a Bucket List Tour Guide. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services, utilizing firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Michael Mattia is a CFP® with eight years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Bank of America, and Merrill. Outside of his advisory work, he owns Priceless Painting LLC, a construction-related business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, offering services such as financial planning, consulting, and access to third-party asset managers.

Meaghan Mclaughlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Lincoln Financial Advisors, Sanford C. Bernstein & Co., and KPMG. 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.

Ryan Stalker is a financial advisor at OSAIC with Series 65 and Series 63 credentials. He has recently entered the industry and has held various roles in education and logistics prior to joining OSAIC. Outside of finance, he has maintained involvement with D.C. Jefferson Landscape, LLC. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by advanced tools and multiple program options.

Allen Rosenberg is a financial advisor with Wells Fargo Clearing in Wimauma, FL, holding Series 63 and Series 65 licenses and possessing 47 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he serves as co-trustee for his father’s trust. Wells Fargo Clearing provides retirement plan consulting primarily to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robert Lydon is a CFP® with 29 years of industry experience, currently advising at LPL Financial since 2024. His prior experience includes roles at Parkland Securities, SPC, and Hornor, Townsend & Kent. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Joshua Warren is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at JPMorgan Chase Bank, N.A., Intercontinental Capital Group, and a long tenure at PHH Mortgage Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and may incorporate an ESG eligibility framework.

Kevin Huntington is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley since 2017 and previously held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Morgan Stanley Wealth Management delivers a range of advisory programs to individual and institutional clients, combining financial planning with access to various investment strategies and specialized services through a large, integrated platform.

Eric Salmansohn is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and market modeling techniques.

Andrew Byers is Vice President and Wealth Planner at Fidelity Investments, where he has worked since 2017. In this role, he focuses on building relationships with families to engage in holistic financial planning, assisting them with financial decisions and simplifying their lives. He has extensive experience in financial planning and wealth management, having held various positions since 1999. Prior to his current role, Andrew served as an Investment Consultant at Fidelity Investments, and held roles including Wealth Advisor at RegentAtlantic Capital, Director of Financial Planning at Hennion & Walsh, Inc. and Prestige Wealth Management Group, L.L.C., Financial Advisor and Franchise Consultant at Ameriprise Financial Services, Inc., and Senior Financial Consultant at PNC Investments, Inc.

Douglas Jadis is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 65 and Series 66 licenses with 11 years of industry experience. His prior roles include five years at Goldman Sachs & Co. and ongoing positions at JPMorgan entities since 2020. Outside of his advisory work, he is a minority shareholder in Sentiment AI, a technology company focused on business turnaround efforts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities through affiliated entities.

Cassidy Hirsch is a financial advisor at J.P. Morgan Securities with two years of industry experience. Hirsch holds Series 63 and Series 66 licenses and has worked at firms including CommonwealthMatrix LP and Karr Barth Associates/Equitable Advisors. Outside of finance, Hirsch has worked as a waitress at Commonwealth National Golf Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Dusten Long is a financial advisor with Equitable Advisors in Hatboro, PA, holding a Series 66 designation and 24 years of industry experience. He previously worked at Hornor, Townsend & Kent Inc for 15 years and Federated Investment Counseling for 4 years before joining Equitable Advisors in 2021. Equitable Advisors serves a broad range of clients, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Richard Eckell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Fulton Financial Advisors, Raymond James Financial Services, and PNC Wealth Management. He is also involved with Gladstone Wealth Partners, a business related to his LPL advisory activities. 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 range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Reghan Hesser is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, Hesser worked at Sterling Investment Advisors and has experience in content creation through a compensated role at the social media site Link To Know It. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christopher Vandusen is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management strategies and access to both in-house and third-party investment managers.

William Allen is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley Smith Barney, Nuveen Securities, and TIAA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.