David Skelly is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and Vala Wealth Management, having previously worked at OSAIC and Woodbury Financial Services. He is also the owner of Skelly Financial Planning Group, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides back-office support, technology, investment management, and compliance services, offering various advisory programs including discretionary model portfolios and personalized indexing options.

Ashesh Shah is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. He has been with PNC Investments LLC since 2022 and has also worked at PNC Bank since 2000. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees, which uses algorithmic risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Craig Sargent is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 65 and Series 66 designations and has worked at GWFS Equities Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Nicholas Matt is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at LPL Enterprise LLC, Fidelity Investments, and Coppell Advisory Solutions. Outside of finance, he served in the United States Marine Corps for two years. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through a variety of program structures. The firm commonly provides non-discretionary recommendations and operates as both an SEC-registered investment adviser and a broker-dealer.

Gregory Kupiec is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2003. Kupiec is also involved in insurance sales, including fixed annuities, term and whole life insurance, and health and accident insurance. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing various investment strategies and coordinating services through multiple custodians.

Sean Fogarty is a financial advisor at TD Private Client Wealth LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Wells Fargo and Prudential Insurance Company of America. In addition to his advisory role, he works as an independent contractor driver for a rideshare service. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and custody services through a combination of affiliated and third-party investment managers.

Jeffrey Pelesh is a financial advisor with Principal Financial Services in Springfield, PA, holding the PFS™ and Series 63 credentials and possessing 29 years of industry experience. He has been with Principal Securities since 2015 and has operated the CPA firm Gelman & Pelesh PC since 1991. He also served on the faculty at Villanova University from 1991 to 2020. Outside of his advisory role, he acts as an insurance agent offering fixed life, disability, long-term care, annuities, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Giorgio Athans is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2021. Prior to that, he was employed by AIG Retirement Services and Valic Financial Advisors from 2014 to 2021. 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 delivers its advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Raymond Trost is a CFP®-designated financial advisor at Edward Jones with 25 years of industry experience. He previously worked at Susquehanna Capital Group for 18 years and spent time at T3 Trading Group, LLC. Outside of his advisory work, he is a co-owner of TMT Property Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, supported by a large network of advisors and branches across the country.

Michael Gioia is a financial advisor with Ameriprise in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Gioia serves as a board member and treasurer for the Silverside Commons Condo Council. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, with a centralized consulting team supporting its advisors.

Anthony Alfe is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan and UBS Financial Services. Outside of finance, he assists part-time in the operations of his family’s Italian restaurant. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing customized reports that address income, Social Security, and tax strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored retirement recommendations.

Christopher Mulligan is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Mulligan also operates an investment-related business and a separate entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research.

Alexis Simon is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop comprehensive financial plans aimed at achieving their financial goals. Since joining Fidelity Investments in 2021, Alexis has held several roles including Financial Representative and Relationship Manager before her current position. Her experience at Fidelity Investments has provided her with a broad understanding of financial planning and client relationship management. Alexis applies this expertise to support clients in navigating their financial journeys.

Patrick Ryan is a financial advisor with Cetera who holds a Series 66 credential and has one year of industry experience. He has worked with Cetera and Avantax firms since 2024 and also manages Van Buren Financial Group, LLC, where he provides tax planning, tax preparation, bookkeeping, payroll processing, and accounting consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Thomas Shopa Jr. is a financial advisor with Equitable Advisors in Wilmington, DE, holding a Series 66 credential and 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 16 years before joining Equitable Advisors in 2024. Shopa serves as trustee of the Thomas J Shopa Irrevocable Life Insurance Trust. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels.

John Hartnett Jr. is a financial advisor with Raymond James & Associates based in Greenville, DE. He holds the PFS™ designation and has six years of industry experience. His prior experience includes roles at H.D. Vest Advisory Services and Capital and Worth, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Anittah Patrick is a Financial Advisor at Merrill Lynch Wealth Management, specializing in services for endowments, foundations, non-profits, women and wealth, and tax minimization. She approaches financial planning with analytical rigor and practical execution to help clients clarify complexity and build financial systems that support their evolving lives. She holds a Personal Investment Advisor (PIA) designation and received her education from Yale University and The Indiana Academy for Science, Mathematics, & Humanities. Anittah focuses on helping clients make confident financial decisions that consider opportunity, time, and tradeoffs, aiming to create freedom and possibilities that foster long-term well-being. Anittah is involved with the Yale Alumni Association and balances her professional work with personal interests that include basketball, gardening, genealogy, hiking, reading, spending time with family, and writing.

Michael Morley II is a financial advisor with LPL Financial holding the PFS™ designation and Series 63 license, with two years of industry experience. His prior experience includes roles at Transamerica Financial Advisors, Inc. and World Financial Group, Inc., and he has been involved with Morley Consulting, LLC since 1977 and Morley and Company LLC since 2015. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services using model portfolios, research, and technologies such as machine learning.

Joseph Frank is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 50 years of industry experience. He has been with Cambridge since 2015 and owns a business selling disability, life, health, and fixed annuity products. He is also the managing member of Frank Family Capital Group LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Tyler Richards is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Bank, The Assurance Group, Fulton Bank, and TD Bank. Outside of his advisory role, he works as a driver for Uber and Lyft. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.