Emily Samuels is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds the Series 66 designation and has worked with Vanguard and its affiliates since 2019. Prior to that, she held positions at The Mather Group and Thrivent Financial. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options and managing a large client base through its digital platform.

Emma Bertrando is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. She has held roles at The Vanguard Group, Vanguard Marketing Corporation, and previously worked at Raffensperger, Martin & Finkenbiner, CPA. Outside of her advisory career, she was involved with West Chester Henderson Girls Basketball for three years. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. Its investment approach is goal-based and algorithm-driven, utilizing proprietary models to personalize asset allocations and offering a range of portfolio customization options.

Charles Robinson is a financial advisor with Morgan Stanley in Berwyn, PA, holding a Series 63 designation and over 50 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Marilyn Banyai is a CFP® and CPA with 39 years of industry experience. She currently works at Cetera and has a long history with Avantax Advisory Services and related firms, spanning over two decades. In addition to her financial services career, she is an author of non-fiction books on photography, Bible characters, and crafts, and serves as secretary and scholarship committee chair for the Buxmont Chapter of PSTAP. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment programs and custodial relationships.

Kathryn Zay is a CFP® professional with 20 years of industry experience, currently serving at Vanguard Advisers since 2019. She has been affiliated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2006. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base through a digital delivery platform supported by over 2,200 advisors.

Robert Marasheski is a financial advisor with MassMutual Investors Services, holding CFP® and ChFC® designations and over 26 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of financial advising, he also practices physical therapy on a part-time basis. MassMutual 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 seminars, emphasizing collaborative planning relationships without discretionary authority over client investments.

Ryan Wenzel is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, Haddock Investments, and NorthCape Inc. He also has a four-year background at Dickinson College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Michael D'angelo is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard group entities since 2021. His prior experience includes roles at De Lage Landen and involvement with the Ed Snider Youth Hockey Foundation. 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, offering a range of customization options and managing a large scale of client relationships through its digital platform.

Peter Snelling is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving managers, professionals, and rising executives. He advises clients through financial transitions related to career moves and retirement. Since beginning his career as a financial advisor in 1983, Peter has guided clients in preserving and growing their assets through various market cycles and life events. He focuses on a wide range of financial matters, including wealth accumulation, legacy planning, education investing, and long-term planning. Peter regularly offers workshops on career transitions and retirement. He joined Merrill Lynch in 2008 to utilize the firm's extensive platform. Peter works cooperatively with clients' other advisors, such as tax attorneys and accountants, and leverages expertise in estates and trusts through Merrill and Bank of America. Peter holds a Bachelor's Degree from the University of Delaware and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He and his team maintain a boutique practice size to provide a high-touch approach, with many client relationships spanning more than 20 years.

Steven Zimmerman is a CFP® and ChFC® with 27 years of industry experience. He is currently with Cetera and has held roles at affiliated entities since 2016. Outside of his advisory work, he is involved in the life settlement business as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various investment program options.

Binh Nguyen is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory role, Nguyen serves as an authorized check signer for two Ardmor, PA-based nail and spa businesses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Riley is a ChFC®-designated financial advisor with over 50 years of industry experience. He has been with OSAIC since 2018 and previously worked at John Hancock/Signator for 15 years. Riley serves as a foundation board member and fundraiser for Paoli Hospital. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios across multiple asset classes.

Collin Henry is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He has worked at Ameriprise since 2023 and is also a senior sales engineer and account manager at Cenero LLC, an audiovisual integrator. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mark Mueller is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been associated with Raymond James Financial and its affiliated entities since 1999 and has worked with Anchor Investment Group since 2016, where he also performs independent contractor duties related to local branch support. He serves as an acting executor in an investment-related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and uses analytical tools to guide client decisions, supporting implementation through various advisory programs.

Keith Maguire is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has worked with MassMutual Life Insurance Co since 2023. Prior to his advisory role, he was affiliated with Clemson University and Malvern Prep. 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 tools to develop collaborative, annual planning relationships.

Christopher Gibbons is a CFP® with 17 years of industry experience, currently serving at Vanguard Advisers. His prior roles include positions at APW Capital, Eisner Amper Wealth Management, and Thrivent Financial For Lutherans. Outside of advising, he is involved in entertainment as a musician and contributes as a writer and podcaster for The Philly Soccer Page. 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 using proprietary models to create personalized portfolios largely made up of Vanguard funds and ETFs.

Michael Cernek is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Legacy Planning Partners, and Triad Advisors. Outside of his advisory work, he owns Cernek Family Farm LLC, an agricultural business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Nicholas Familetti is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has six years of industry experience, including roles at Blue Golf Software and the Pennsylvania Golf Association prior to his current position. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive planning using firm-approved software tools and offers specialized services such as divorce planning and employer-sponsored programs.

Richard Trotta is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Citizens Securities, Inc. and Santander Securities, LLC. 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.

Rita Mangini is a financial advisor with Merrill in Wayne, PA, holding a Series 63 designation and over 32 years of industry experience. She has been with Merrill since 1983, accumulating 43 years at the firm. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.