Molly Murphy is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Her background includes positions at Gap International and the Philadelphia Country Club, as well as work experience while attending Pennsylvania State University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through Investment Adviser Representatives and third-party program sponsors.

Tyler Kadlec is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and previously worked at Chip Ganassi Racing LLC and Trek Bicycle Corporation. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple portfolio management options, proprietary and third-party model strategies, and both discretionary and non-discretionary investment implementation.

Timothy Killea is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Fisher Investments. His prior experience includes roles at Charles Schwab, Merrill, Bank of America, Edward Jones, and Nuveen Investments. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

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 with a Series 66 designation and over a decade of experience in the financial services industry. His prior roles include positions at First Republic, Glenmede Trust Company, and JTC Trust Company (Delaware) Limited. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management functions.

James Walls is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Based in Greenville, DE, he provides financial advisory services through 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 guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Beniamino Mazzella is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. He has worked at J.P. Morgan Securities since 2024 and has been with JPMorgan Chase Bank, N.A. since 2017. His prior experience includes roles at Volvo Construction Equipment and Shippensburg University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Reid Chizik is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 22 years of industry experience, including prior roles at Citizens Securities, Inc. and Santander Securities LLC. 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 uses research and analytics to inform investment decisions while offering brokerage and advisory solutions.

Anna Kirschner is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Equitable Advisors since 2018. Her prior work history includes roles at AXA Advisors and Rivercity Emarketing as well as a position at Penn State. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and a combination of proprietary and third-party advisory solutions.

Elizabeth Coles is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1997. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patricia Owens is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. Owens serves as a trustee on the Zoological Society of Philadelphia’s Investment Committee, contributing to conservation and education efforts. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Dean Camp is a financial advisor with Wells Fargo Advisors in Kennett Square, PA, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as power of attorney for his mother and owns a privately held entity named CLAM Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Leigh Joseph is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Osaic since 2024 and previously spent eight years with Securities America Advisors and Securities America Inc. Joseph is also a 50% owner of Medlab Logistics Payroll, a non-investment-related business where she handles payroll and bookkeeping tasks. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios on both discretionary and non-discretionary bases.

Timothy Sabol is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of his advisory role, he serves on the board of directors for The Philadelphia Boys Choir and Chorale. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Joseph Amodei Jr. is a financial advisor at Ameriprise with 28 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Brandywine Alliance LLC, a business unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-based modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Harvey Strauss is a financial advisor with Raymond James & Associates, holding a Series 65 designation and 26 years of industry experience. He has been with Raymond James & Associates since 1999 and operates Harvey M. Strauss PA - Assoc. since 1981. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Lori Earley is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. She previously worked for 16 years at Ziv Investment Company. Lori owns EARLEY LEGACY LLC, a separate business activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Arthur Stevens is a CFP® with 52 years of industry experience, currently serving at Morgan Stanley in Philadelphia, PA. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and provides access to extensive retail and institutional investment options.