Mark Anderson is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and AXA Advisors. Outside of finance, he was involved with The Window Place Plus Exteriors for six years. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-backed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Nick Fasano is an Investment Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients to understand their personal and financial goals and develop tailored strategies that support these objectives, providing clarity and ongoing support throughout the process. Prior to his current position, Nick worked as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2024 to 2025. He began his career in the financial services industry as a Client Service Associate at Stifel Nicolaus from 2022 to 2024. Nick's professional experience encompasses client relationship management and investment consulting, with a focus on creating personalized financial plans aligned with client priorities. Outside of his professional pursuits, Nick has interests in beach activities, football, golf, surfing, and traveling.

Donald Chambers is a financial advisor at LPL Financial with 47 years of industry experience. His previous roles include positions at Lincoln Financial Advisors, MSI Financial Services, and Equitable Advisors. He operates Chambers Wealth Management Services, a non-variable insurance business in New Jersey. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Timothy Murphy is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 designation with 12 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Henry Pizoli is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2010, he has built a loyal client base by helping individuals and families plan for meaningful financial goals and providing consistent, attentive service. Henry's approach centers on listening carefully to clients' questions and concerns, offering clear explanations, and developing personalized strategies tailored to each client's needs. He works closely with clients to establish decision-making parameters that suit their preferences and ensures that every plan reflects their objectives. Henry holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). He earned Bachelor of Science degrees in Finance and Economics from the University of Delaware. Henry serves on the University of Delaware's Financial Planning Advisory Board, where he mentors students pursuing financial planning and wealth management degrees. He also teaches financial literacy courses at Fellowship Alliance Chapel in Medford, NJ, and is a board member of the Medford Arts Center. Beyond investment management, Henry utilizes resources from Merrill, Bank of America Private Bank, and Bank of America to provide comprehensive wealth, trust, estate, and banking services. He coordinates with clients' accountants and attorneys to align tax minimization and estate planning strategies. Additionally, Henry coaches and mentors new advisors within the Merrill Wealth Management training program, sharing best practices for building strong client relationships.

Timothy Marsh is a financial advisor with J.P. Morgan Securities in Philadelphia, holding a Series 66 designation and four years of industry experience. His career includes roles at JPMorgan Chase Bank NA and a period at Saint Joseph's University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process to recommend approved funds and strategies.

Anthony Dorsey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been with Primerica Advisors since 1999 and has been affiliated with Primerica Financial Services since 1997. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes an operational model with tiered wrap fees, focusing on individual investors rather than institutional pension or profit-sharing plans.

Craig Dowalo is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with UBS Financial Services since 2001. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to tailor financial strategies to clients’ goals and risk tolerances.

Daniel Leahy is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked previously at American Portfolios Financial Services, American Portfolios Advisors, and Equitable Advisors LLC. Outside of his advisory role, Leahy is involved as managing director at Capital Wealth & Tax Management, LLC, where he sells fixed insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across multiple asset classes.

Ryan Corbley is a financial advisor at Merrill based in Philadelphia, PA, with 14 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2010 and 2013, respectively. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, utilizing both internal and third-party managers.

Angelo Pinti is a Senior Financial Advisor at Merrill Lynch Wealth Management with over fifteen years of experience in the financial services industry. He specializes in wealth planning and portfolio management, focusing on creating personalized financial strategies that reflect the unique goals and priorities of his clients. Angelo's approach is centered on building genuine, long-lasting relationships based on mutual respect and trust, emphasizing the importance of setting tangible financial objectives and implementing tailored investment strategies to achieve them. Before his career in financial advising, Angelo was a successful small business owner, an experience that informs his commitment to exceptional service and integrity. He serves clients across various focus areas, including college education planning, divorce transition planning, legacy planning, managing new wealth, retirement income, and tax minimization. As a first-generation American, Angelo values diverse perspectives and strives to connect with clients from a wide range of backgrounds. Angelo holds a Bachelor's Degree from Rowan University and is a Personal Investment Advisor (PIA). He is a member of the Beta Gamma Sigma International Business Honor Society and has been involved with his alma mater through roles on the Rohrer College of Business Alumni Advisory Council and the Rowan University Alumni Association Board of Directors. Fluent in English, Italian, and Spanish, Angelo balances his professional commitments with personal interests such as golfing, music, reading, swimming, woodworking, traveling, and spending time with his family.

Kevin Flood is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2025 and previously spent sixteen years at Retirement Investment Services. Flood is also associated with Spectra Associates and Cadaret, Grant & Co., Inc. outside of his current role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, including model portfolios and third-party asset management, supported by various operational and research tools.

Rebecca Mongeluzi is a financial advisor at J.P. Morgan Securities with a Series 66 designation. She has experience working at SEI Investments and JPMorgan Chase Bank, N.A., and has been with J.P. Morgan Securities since 2025. Her background includes roles outside the financial industry such as positions at Starbucks and the YMCA. 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, distribution, and investment management capabilities.

Courtney Maccarella is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC from 2015 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Hidalgo is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank N.A., JPMorgan Securities LLC, Pruco Securities LLC, Prudential Insurance Company of America, AXA Advisors, and earlier roles in education and retail. 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, supported by proprietary research and a broad range of capital markets services.

Scott Cantwell is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with MML Investors Services since 2014 and with Mass Mutual Life Insurance Company since 2013. In addition to his advisory role, he also acts as an agent for individual life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by proprietary software and educational seminars.

Nathan Spohn is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with LPL Financial and has held prior roles at Financial Engines Advisors, EF Legacy Securities, Edelman Financial Services, and Fidelity. 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, and institutional platforms, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

Elijah Dornstreich is a financial advisor at UBS Financial Services with 14 years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC for 11 years before joining UBS in 2023. Dornstreich serves as a member of the Pennsylvania Supreme Court Investment Advisory Committee. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions to tailor plans based on proprietary research and capital market assumptions.

Michael Bello is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Penn State, Old Dominion National Bank, and Essent Guaranty. Outside of finance, he has experience working with Connolly Landscaping and teaching at St. Joseph's Prep and St Dorothy's School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary advisory mandates, including fund advisory and model portfolio delivery, and is noted for its use of systematic methodologies and its role as a commodity pool operator registered with the CFTC.

Christopher Carroll is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.