Daniel Griffin is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory work, he teaches fitness and cycling classes and works as a ski instructor. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Steven Moyer is a financial advisor with LPL Financial in Philadelphia, PA, holding a Series 66 designation and one year of industry experience. He has prior experience at M&T Bank, where he has worked for ten years, and Bob Witmer's State Farm Insurance, where he worked for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by research and technology tools.

Allison Di Pilla is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2016. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Eric Felt is a financial advisor with Mass Mutual Investors Services in Fort Washington, PA, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, having worked with MassMutual and its affiliated firms since 1983. In addition to his advisory role, he is involved with Eric Felt Insurance Services, LLC, which provides life and group health insurance solutions. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative annual planning engagements without discretionary investment authority.

Richard Bonnette is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. for nine years before joining Stifel Nicolaus & Co. Inc. He serves on the Board of Trustees for the Haddonfield Educational Trust, which supports educational excellence in local public schools. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Zachary La Salvia is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 designations and seven years of industry experience. Prior to joining J.P. Morgan Securities in 2019, he worked at JPMorgan Chase Bank, N.A. since 2017 and The Vanguard Group in 2017. He serves as a board member and investment committee member for the Jewish Community Foundation, Inc., a nonprofit focused on philanthropic giving within the Southern New Jersey Jewish community. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program that emphasizes asset allocation advice, investment manager searches, and customized reporting. The firm employs a research-supported advisory process and incorporates ESG criteria in its recommendations, while maintaining unique regulatory registrations related to derivatives and commodities.

Cody Mcbride is a financial advisor at Osaic with one year of industry experience. He holds the Series 66 designation and has previously worked at Strategic Financial. Cody also assists as a registered representative and insurance agent, providing support with client meetings and offering fixed annuities and life insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with portfolio optimization tools and offers a range of advisory and brokerage services through a multi-advisor platform.

David Park is a financial advisor with Mass Mutual Investors Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Scribe America. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to deliver written recommendations through annual client relationships.

Chayse Primeau is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining LPL Financial in 2023, he worked in various roles including positions at the University of Notre Dame and Rebox Packaging. 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 financial planning and asset management services through a large network of advisors, with options that include strategic, tactical, and alternative investment strategies.

Jordan Teichman is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at UBS since 2016 and previously at Morgan Stanley from 2014 to 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor investment plans to clients’ goals and risk tolerances.

Patricia Niles is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. She previously worked at Janney Montgomery Scott for ten years and currently serves as Branch Manager at Lutschaunig Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal and retirement plan advisory services.

Eliza Mc Devitt is a Series 66–licensed financial advisor at Raymond James & Associates with six years of industry experience. She has worked at Raymond James since 2020 and previously held roles at THRUUE, Inc. and SynaVoice LLC. Outside of her advisory work, she coaches the University of Pennsylvania Women's Club Water Polo team. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning and consulting with a range of portfolio management styles, supported by extensive research and affiliated resources.

Matthew Powers is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. He has worked in various roles within JPMorgan Chase and affiliated entities since 2025 and completed his education at Wake Forest University from 2022 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, and they maintain broader derivatives and commodities capabilities compared to many institutional advisory programs.

Anthony Villari is a financial advisor with Equitable Advisors, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 36 years of industry experience, including ten years at Karr Barth Financial Planning and over two decades with Equitable Advisors and AXA Advisors. Outside his advisory work, he serves as an administrator or executor of estates and trusts for family and non-family members. 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 through investment adviser representatives, utilizing a combination of third-party asset managers and proprietary offerings.

Edward Adams is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera since 2006 and has been involved in multiple related business activities, including serving as an adjunct professor at Rider University since 1988 and managing his own CPA practice focused on tax and audit services. He also holds board roles in organizations such as Paedeia, Inc., a medical development company, and the Trenton Cycling Revolution. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and unaffiliated third-party managers.

Whitney Parry is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. Prior to joining Cetera, Whitney worked at Avantax Investment Services Inc. and Avantax Advisory Services. Whitney is also involved with Hartstone Business and Financial Services, where they assist in financial services, life insurance, business consulting, tax preparation, and accounting. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors who work with individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Anthony Favoroso is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Richard Schulz is a financial advisor at Edward Jones in Philadelphia, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved with the Earth Quaker Action Team and served at the Lutheran Social Mission Society. Edward Jones is a full-service wealth management firm serving a diverse client base of individual and institutional investors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

James Kelly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on portfolio management services, sports and entertainment, tax minimization, and retirement income. James provides personalized wealth management strategies designed to help clients pursue their long-term financial goals. With 45 years of experience as a conservative advisor, James holds the Professional Investment Advisor (PIA) designation. He earned a Bachelor's Degree from LaSalle University and a Master's Degree from Webster University. Committed to the communities he serves, James volunteers with local organizations. His personal interests include antiquing, gardening, music, and reading.

Quinn Liddy is a financial advisor at UBS Financial Services with a Series 66 designation and five years of industry experience. Prior to joining UBS, Quinn held positions at Dollar General Corporation and engaged in roles in campus recreation and education. 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 utilizes proprietary research and model-based asset allocations to tailor investment plans.