Kieran Cannon is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients across Pennsylvania, New Jersey, Delaware, Maryland, and New York, helping them navigate complex financial decisions during career growth, compensation changes, major life transitions, and long-term planning. His client base includes physicians, business owners, and corporate executives. Kieran focuses on building clear and coordinated financial strategies that adapt to life changes. His work often involves investment management, cash flow and tax-aware planning, and assisting clients to feel grounded during significant financial decisions. He holds the Chartered Retirement Planning Counselor™ designation and maintains FINRA Series 7 and 66 registrations, as well as a Life, Accident & Health insurance license for Pennsylvania. A graduate of Hofstra University with a bachelor's degree in economics, Kieran values a balanced approach to life that fosters strong relationships. He resides in South Jersey with his wife and dog. Outside of work, he enjoys boating, fishing, golfing, pickleball, and surfing, and frequently spends time at the Jersey Shore.

Craig Hacker is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 38 years of experience specializing in investment, retirement, wealth transfer, and business succession planning for high-net-worth families, individuals, and business owners. Craig focuses on helping clients pursue long-term financial goals through personalized wealth management strategies that reflect their full financial picture. His approach includes goals-based wealth planning and uses tools like Monte Carlo simulation to assess the probability of achieving clients’ objectives over their lifetimes. Craig holds the Chartered Retirement Planning Counselor™ and Personal Investment Advisor designations. He earned a B.S. in Accounting from Pennsylvania State University and an MBA in Finance from Temple University. While he does not provide legal or tax advice, he collaborates closely with clients’ attorneys and tax advisors to integrate all financial and legal considerations into comprehensive wealth and estate plans. He lives in Malvern, Pennsylvania with his wife, Maribeth. Craig is an active member of Paoli Presbyterian Church and the North American Hunting Dog Association. He enjoys training and hunting with his German Pointers, and spending time with his three children and six grandchildren.

Alan Chapman is a financial advisor with LPL Financial in Haddonfield, NJ, holding a Series 66 designation and 15 years of industry experience. He previously worked at Lincoln Financial Advisors for eight years before joining LPL Financial in 2024. Chapman is involved in insurance-related activities through Generation Capital Agency and his own non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Paul Miller is a financial advisor with Equitable Advisors in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Penn Investment Advisors Inc., Penn Community Bank, and Purshe Kaplan Sterling Investments. He serves as Vice Chairman of the Delaware District of the US Tennis Association, promoting the game of tennis. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model that utilizes both advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kevin Kolmer Sr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2004 and joined his current team in 2007. Kevin works with a wide range of clients, including those early in their careers who are beginning to accumulate wealth, as well as individuals approaching retirement or considering selling their enterprises. Kevin holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification from the Certified Financial Planner Board of Standards. He earned a Bachelor's degree in Business Management from Gettysburg College, where he was active in tutoring, community service, and held leadership roles. In his advisory practice, he focuses on identifying client risks related to retirement cash flow, liability management, and tax consequences, using a planning-based approach that addresses risks beyond portfolio management. Outside of his professional work, Kevin is involved with the Berwyn Paoli Area Little League, where he coaches and serves on the finance committee. He resides in Berwyn, Pennsylvania with his family. His personal interests include golf, paddle tennis, running, following Philadelphia sports teams, and spending family time in Ocean City, New Jersey.

Brent Fuchs is a financial advisor at Osaic Wealth, Inc. with 25 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors Corp for 25 years. Fuchs is involved in several insurance-related activities, including offering various types of annuities, life insurance, and health insurance products through Heritage Financial Consultants, LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using a variety of portfolio construction tools and multiple advisory platforms.

Kimberly Goodman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Wells Fargo in various roles since 2016. Outside of her advisory work, she serves as a power of attorney for her child. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Richard Costello is a financial advisor at Ameriprise with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2025, he worked at OSAIC and Securities America, and he has owned Group Insurance Solutions, an insurance agency serving individuals and small businesses, since 2002. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Seth Immediato is a Series 66 credentialed advisor with Ameriprise in Wilmington, DE, with three years of industry experience. Prior to joining Ameriprise, he worked at the University of Delaware and Delaware Military Academy. He also supports a registered financial advisor through Kimberlee M. O. LLC, assisting with meeting preparation, follow-up, and client services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and annual advice focused on dependable income and tax-aware withdrawal strategies.

Kerri Matthews is a financial advisor at UBS Financial Services with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked at UBS since 2018, following four years at Capital One Investing LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based 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 client plans.

Kimberly Daniels is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with LPL Financial since 2015 and previously worked at Wireless Zone from 2011 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Martin Sinclair is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been associated with Cetera and its affiliate entities since 2013 and operates a CPA practice, Sinclair Associates LLC. Sinclair is involved in nonprofit work as a board member of My Father's House Inc. and serves as treasurer for the Prader-Willi Syndrome Association Chapter of New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers multiple program options, including model portfolios and custom strategies, managing over $256 billion in assets.

Charles Strano is a financial advisor with OSAIC in Woodbury, NJ, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He previously worked for FSC Securities Corporation from 1994 through 2023. Outside of his advisory role, he is involved in the sales and service of life insurance through a sole proprietorship. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and third-party managers to construct tailored portfolios.

Stephan Tucker is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Northwestern Mutual Private Client Group and Vanguard. Tucker is involved with the Achieving Reunification Center, a social work nonprofit focused on educating and supporting parents in the child welfare system. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Cirard is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial, Cirard worked as an independent insurance agent and operated Bestvest Investments Ltd. Outside of his advisory role, he serves as a head ice hockey coach at Widener University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Mark Slapcinsky is a financial advisor with Ameriprise in Middletown, DE, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a largely automated process overseen by specialized teams, serving clients through a broad range of advisory, brokerage, and insurance solutions.

Todd Panto is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2022 and previously spent 11 years at Bank of America and Merrill. Outside of his advisory role, he is involved with Medicare Coach LLC, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and consulting services supported by model portfolios and research from LPL and third-party subadvisors.

Lori Rutkowski is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously spent 27 years with Lincoln Financial Advisors Corporation before joining Osaic in 2025. Outside of advising, Lori also provides notary services in Delaware. Osaic serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools, third-party managers, and managed-account solutions.

Gennaro Vuono is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 34 years of industry experience. He previously worked at BestVest Investments Ltd for 12 years and was an independent insurance agent for 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

Andrew Hunt is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary advisory strategies and affiliated investment products.