David Broll is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, following roles at MassMutual Life Insurance Company and MetLife Securities. Outside of his advisory work, he serves as vice president and trustee of the Tompkins Broll Family Foundation and is co-trustee of two family trusts. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through annual collaborative planning relationships using firm-approved analytical tools.

Nicholas Martino is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds the Series 66 designation and has worked with MML Investors Services LLC and MassMutual Life Insurance Co since 2022. Outside of advisory work, he is the owner of NJM Consulting LLC, an LLC used for business expenses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements and a range of investment programs and educational seminars.

Paul Gaydos is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at InvestorLink Capital Markets LLC, Coastal Equities, Inc., and Mizuho Securities USA Inc. He has a minority ownership interest in Harvest Financial Technology, LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and various third-party advisory programs.

Christine Scott is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 10 years of industry experience with prior roles at firms including Commonwealth Financial Network, Triad Advisors, and Bank of America. Outside of her advisory work, she is involved in insurance and benefits-related activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, offering a range of portfolio management options and model-based strategies tailored to client objectives.

William Cooney is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2025, he worked for Bestvest Investments for 22 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of advisers.

Catherine Link is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her prior experience includes a role as an instructor teaching ice skating lessons at PNY Sports Arena. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across various investment products.

William Weihenmayer Jr. is a Series 66-licensed advisor with Equitable Advisors, where he has worked since 2007, totaling 19 years in the industry. Prior to the firm's rebranding, he was associated with Axa Advisors, LLC for 13 years. Outside of his advisory role, he serves on several local boards, including Germantown Academy and the Pennypack Ecological Restoration Trust. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing a range of third-party asset managers and advisory programs without sponsoring its own wrap fee program.

Mandy S. Snider is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She is a Chartered Financial Consultant (ChFC®) and works with clients to develop comprehensive wealth plans that address complex financial needs, including retirement distribution planning, family legacy, wealth transfer, accumulation, preservation planning, and charitable giving. Before joining Fidelity Investments, Mandy served as a Financial Planner at Thrive Capital Management from 2021 to 2023 and as a Relationship Manager at The Vanguard Group from 2015 to 2021. Throughout her career, she has focused on building strong relationships with clients and their families to understand their unique financial situations and help them navigate uncertainty to protect and grow their wealth. Outside of her professional work, Mandy has interests in the beach, cars, fitness, football, music, and traveling.

Justin Pohlig is a financial advisor at Ameriprise Financial Services with 11 years of industry experience. He holds the CFA® designation and Series 63 registration. Prior to joining Ameriprise, he worked at Global X Management Company and Foreside Fund Services, LLC among other firms. Ameriprise Financial Services is a large and diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice and written Recommendation Reports focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Nabhan is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to that, he worked at B Lab Company for five years. He serves on the investment committee of The Tatnall School Inc., a nonprofit organization in Wilmington, Delaware. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment analyses.

Thomas Grenda Jr. is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. He is based in Greenville, Delaware. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm uses structured planning tools and market simulations to support client planning but generally acts in an advisory capacity without providing individual security recommendations within standalone plans.

Cecelia Dugan is a CFP® with 37 years of industry experience, currently advising at Wells Fargo Advisors since 2024. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. She serves in leadership and board roles for several private charitable foundations and is a finance council member at St. Ann’s Church in Wilmington, DE. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions that include niche services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels to serve its clients.

Kerry Oldfield is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, Kerry helps clients create thoughtful financial plans and works toward their goals by focusing on individual and family needs, providing clear explanations, and developing customized strategies. Kerry has extensive experience in the financial services industry, having held multiple positions at Fidelity Investments since 2005, including Vice President Wealth Management Advisor, Vice President Financial Consultant, Vice President Branch Office Manager, Regional Planning Consultant, Financial Consultant, and Investment Consultant. Prior to joining Fidelity, Kerry was a Financial Advisor at Morgan Stanley Dean Witter from 2003 to 2004. Outside of work, Kerry enjoys outdoor activities such as skiing, hiking, biking, and paddle sports, as well as interests in music, theater, and traveling.

John Delfin Skovira is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in engineering and retail business services. He also serves as an executor of a trust for a family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and offers access to both proprietary and third-party investment programs.

Nancy Purcell is a Series 66-licensed financial advisor with Edward Jones in Haverford, PA, where she has worked since 2013, accumulating 13 years of industry experience. She serves as Rector's Warden on the vestry of St. Christopher's Church in Gladwyne, PA. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Charlotte Rice is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Lincoln Financial Distributors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Thomas Fieldman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously spent 14 years at Janney Montgomery Scott. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customizable investment strategies and access to both in-house and third-party managers.

Joseph Syernick III is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including New England Securities and Metlife Securities Inc. Outside of his advisory role, he operates an insurance agency providing life, health, and long-term care products and serves as a referral source for employee retention credit services. Mass Mutual 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 programs, focusing on structured, collaborative planning engagements without discretionary investment authority.

Thomas Pancoast Jr. is a financial advisor at LPL Financial in Malvern, PA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Morgan Stanley, MPB Wealth Management, Raymond James & Associates, Lord Abbett, and Penn State. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

John Stack III is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and diverse asset-management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to deliver tailored investment solutions.