Diane Laulis is a financial advisor with Merrill, holding a Series 63 designation and 40 years of industry experience. She has been with Merrill since 1981. 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 strategies designed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kathleen Flaherty is a financial advisor with Morgan Stanley in Devon, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through a combination of direct client engagement and corporate financial planning agreements.

Corey Goldiner is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Fidelity, he worked at The Vanguard Group for six years and Ameriprise for three years. Corey is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Ryan Earl is a financial advisor with Vanguard Advisers, holding a Series 66 designation and currently based in Malvern, PA. He has one year of industry experience and has worked at various Vanguard entities since 2026. Outside of finance, he is involved with Earl's Motorsports, LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, blending technology and advisor support across a broad client base.

Joseph Haney is a CFP® with 18 years of experience in the financial industry. He has been with The Vanguard Group, Inc. since 2011 and is currently associated with Vanguard Advisers. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large team of advisors and a digital delivery platform.

Jared Stanley is a CFP® with 17 years of industry experience, currently advising at Cetera. His prior roles include positions at Citadel Federal Credit Union, Cuso Financial Services, LP, and The Vanguard Group, INC. Outside of his advisory work, he is involved in coaching youth sports. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supporting over 10,000 advisors and managing more than $256 billion in assets.

Hilary Hayes is a Series 66-licensed financial advisor with Vanguard Advisers, based in Malvern, PA, with four years of industry experience. Alongside her advisory role, she owns and manages a restaurant business, handling payroll, tax filings, bookkeeping, and human resources tasks. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach to portfolio construction using Vanguard funds and ETFs, and it serves a large client base through its digital platform and extensive advisory team.

Michelle Adams is a financial advisor with Wells Fargo Clearing, holding a Series 63 license and three years of industry experience. Her prior roles include positions at The Vanguard Group and King Tester Corporation. 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 both brokerage and advisory solutions, using research and analytics to guide investment decisions.

Matthew Harter is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Private Advisor Group, and Radnor Financial Advisors. Outside of financial services, he was involved with Backyard Beans Coffee Company. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with proprietary methodologies and constructs portfolios primarily from Vanguard funds and ETFs.

Hannah Ryan is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2024. Outside of her advisory role, she serves as head coach for an 8th grade girls lacrosse team in the Methacton School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Andrew Zeplin is a financial advisor with Merrill in Exton, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. He serves as a board member of the Kimberton Meadows HOA, contributing to community governance and maintenance. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutions, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes tax-efficient investment management and manager-selection capabilities.

Jonathan Zeminski is a CFP® professional with 20 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Girard Advisory Services, LLC, Wells Fargo Clearing during an earlier period, and PNC Wealth Management. Outside of his advisory role, he manages his personal investment holdings through ZEMINSKI CAPITAL LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Daniel Joie is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Company. In addition to his advisory work, he has operated a tax preparation business since 1981. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, providing clients with collaborative, goal-based planning supported by firm-approved software and modeling tools.

Trevor Brockwell is a Series 66-licensed advisor at Vanguard Advisers with one year of industry experience. His prior work includes roles at Police and Fire Federal Credit Union and entrepreneurial activities such as operating a business named Sweetly Scooped. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary models and Vanguard funds and ETFs.

Marlene Matula is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Vanguard-affiliated entities since 2017. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Eric Sharpe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to his current role starting in 2017, he worked at MetLife Securities for one year and spent 27 years at The Chester County Hospital. Outside of his financial advisory work, he serves as a paramedic and holds a volunteer position as Vestry Member and Accounting Warden at Washington Memorial Chapel. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships with clients.

Shari Morelli is a financial advisor at Vanguard Advisers with a Series 66 credential and three years of industry experience. Her prior work includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of finance, she has experience in education and nonprofit sectors, including positions with the Lower Merion School District and Mainline Reform Temple. Vanguard Advisers offers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to develop personalized asset allocations, managing portfolios mainly composed of Vanguard funds and ETFs.

Laura Nolan is a financial advisor at Merrill with 20 years of industry experience. She has been with Merrill since 2001 and holds a Series 66 designation. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Nicholas Tittanegro is a financial advisor with Vanguard Advisers holding a Series 66 designation. He has been with Vanguard and its affiliated entities since 2025. Prior to his current role, his experience includes positions at MidCap Financial and various educational and community organizations. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios largely constructed from Vanguard funds and ETFs, offering customization features and serving a large client base through a combination of digital platforms and advisor support.

Robert Yoder is a financial advisor with Morgan Stanley in Berwyn, PA, holding a Series 63 designation and having 39 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Additionally, he has been involved with Omni Video Inc. since 1985 and works part-time as a weekend photographer for Moser Studio Inc. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a variety of investment and planning services.