Ryan Flynn is a CFP® professional with 22 years of industry experience and has been with LPL Financial since 2010. He holds the Series 66 designation and operates out of Haddonfield, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutional clients, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by various model portfolios and research resources.

Matthew Vance is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Rutgers University-Camden and Top Golf. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of advisory programs and services, including discretionary and non-discretionary management supported by in-house and third-party research.

Angelo Capetola Jr. is a financial advisor at Stifel with 29 years of industry experience. He has held his current role at Stifel Nicolaus & Co. Inc. since 2009. He holds the Series 63 and Series 65 credentials. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

David Owens is a financial advisor with Merrill and holds a Series 66 designation. He has 18 years of industry experience, including 17 years with Merrill and 18 years with Bank of America, N.A. Owens is also associated with Workrite. 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 a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Herbert Rosenberg is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and Northwestern Mutual. He is also involved in selling non-variable insurance products such as term life, whole life, long-term care, disability, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services and supports both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Wolfgang Hein is a financial advisor with LPL Financial based in Philadelphia, PA, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior roles include positions at Santander Securities LLC and Sovereign Bank. Hein is also associated with TruMark Financial Investor Services and TruMark Financial Wealth Advisors, entities related to his work with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

Stephen Kain is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding clients' priorities to help develop strategies for pursuing their short-, mid-, and long-term financial goals. His areas of expertise include personal retirement planning, small business strategies, and tax minimization. Stephen holds a Bachelor's Degree from Rutgers University and holds the Personal Investment Advisor (PIA) designation. He provides comprehensive financial guidance, covering general investing, retirement planning, and preparing for unexpected financial needs. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional role, Stephen enjoys baseball, football, golfing, music, pickleball, soccer, swimming, and spending time with his family.

Kien Truong is a Series 65 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at Tristate Financial Advisors and LPL Financial/Capri Wealth Management, as well as a teaching position at Rutgers University Camden. He has also been involved in a business named Nails 2001. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Robert Mason Sr. is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Turnersville, NJ. He has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Philip Frascarelli is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he is a co-owner of a rental property in Philadelphia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics along with a broad range of brokerage and advisory solutions.

Frederick Daniels is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has worked at Raymond James since 2020, following four years with Wells Fargo Clearing and ten years with Wells Fargo Advisors, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jane Morgan is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with UBS since 1986. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Matthew Johnston is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2014, including its predecessor, Axa Advisors. Johnston serves as a board member and officer for Breakthrough Greater Philadelphia. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporate and institutional clients, and charitable organizations. The firm offers a range of advisory programs through a network of Investment Adviser Representatives and relies on third-party asset managers and programs for portfolio implementation.

Scott Karkenny is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has worked at RBC Capital Markets since 2012 and is also associated with City National Bank since 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies and integrates both in-house and third-party investment managers.

Susan Wolff is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS Financial Services since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jack Sanderson is a financial advisor with Equitable Advisors and holds the Series 66 designation. He has recently started his advisory career, joining Equitable Advisors in 2026 after a brief tenure at Karr Barth Associates in 2025. Outside of his advisory role, he has been involved with the Philadelphia Cricket Club since 2018. Equitable Advisors serves a varied client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Stephen Leightman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at RBC Capital Markets since 2008 and is currently also associated with City National Bank. Leightman serves as secretary of the Marlton Lions Club and holds leadership roles on the finance committee and executive board of the Prader-Willi Syndrome Association USA. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on client risk profiles and utilizing both in-house and third-party managers.

Debra Costanzo Cline is a financial advisor with Wells Fargo Clearing who holds a Series 63 designation and has 22 years of industry experience. She has previously worked at Stifel, Morgan Stanley, and UBS Financial Services. Outside of her advisory work, she is an independent consultant for a skin care and beauty product company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Matthew Smith is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he worked at Freda Real Estate and The Vanguard Group, Inc. from 2018 to 2022. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside proprietary investment models.

Noah Breidinger is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds a Series 66 designation and has three years of industry experience. His prior work experience includes roles at Biaggio's Pizzeria, Bear Creek Mountain Resort, and Moravian University. Equitable Advisors serves individual clients ranging from non–high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.