John Rosecky is a Wealth Management Advisor with Merrill Lynch Wealth Management. He assists clients by providing financial services through a broad platform that can be tailored to meet specific needs. His approach involves working closely with clients to create personalized financial strategies designed to help pursue their individual goals. John's expertise encompasses liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. He carefully considers cost, tax implications, and risk to help ensure clients make informed and confident financial decisions. He also has access to specialists in commercial loans, corporate financing, trust services, 401(k) plans, residential mortgages, and life/long-term care insurance. He holds a Bachelor's Degree from Drexel University and professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). John is involved in professional and community organizations such as the St. Andrews Society of Philadelphia and serves as President of the Delaware County Medical Society Public Health Fund. He also participates in community volunteer activities.

Karen Clemens is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with Cambridge Investment Research Advisors and has held prior roles at Ic Advisory Services Inc. and The Investment Center Inc. Clemens also operates Karen S Clemens CPA, PC, providing accounting services, and engages as an author, educator, and speaker. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various portfolio management and platform arrangements.

Douglas Mac Cormack is a financial advisor with Raymond James Financial in West Grove, PA, holding a Series 66 designation and 21 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2009 and has also been employed at Fulton Bank since 2018. Outside of his advisory work, Mac Cormack serves as a scout for the Dubuque Fighting Saints, a USHL hockey team, focusing on the East Coast. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by firm research and a broad affiliate network.

Dan Shapero is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. He has held several leadership and financial advisory positions throughout his career, including Branch Manager at E*TRADE From Morgan Stanley from 2021 to 2023, Financial Consultant at E*TRADE Financial from 2017 to 2021, Relationship Manager at PNC Financial Services Group Private Client Group from 2013 to 2017, and Regional Bank Private Banker at Wells Fargo from 2011 to 2013. Dan's professional experience spans branch management, financial consulting, and private client relationship management. His goal is to lead and inspire associates to be the best version of themselves, enabling them to meet the financial planning and service needs of clients effectively.

Richard Pinola Jr. is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for 16 years and has operated Hendrixson Pinola Financial Services since 2009. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a broad range of advisory and brokerage services supported by advanced portfolio construction tools and multiple third-party platform solutions.

Jonathan Wood is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Exton, Pennsylvania office. He is part of The Wood Cain Group, a team with over 92 years of Wealth Management and Financial Services experience, focusing on serving a select group of successful families and businesses. The team bases its planning relationships on clients' financial needs, objectives, time horizons, and risk tolerance, aiming to assist in wealth accumulation, preservation, and transfer strategies. Jonathan's expertise includes areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. The team's process incorporates asset allocation, liability management, tax minimization strategies, and asset preservation. He holds a Bachelor's Degree from Pennsylvania State University and a High School Diploma from Ridgewood High School. Jonathan is also a member of the Pennsylvania State University Alumni Association.

Corey Wertz is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. His work history includes multiple roles within Charles Schwab entities since 2013 and a one-year tenure at Fidelity Investments. Outside of his advisor role, he serves as Assistant Treasurer for One Basket LLC, a family investment entity. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary managed-account services with integrated brokerage and custody functions.

Anthony Frese is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Fidelity Investments, Capelli, and Veery Capital. Outside of finance, he has experience working at Cafe Gelato. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains a distinctive role as a commodity pool operator and advisor to multiple registered investment companies.

Rebecca Mcgehean is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Avon Grove Nazarene Academy for 17 years and has involvement with Avon Grove Library. Outside of her advisory role, she contributes administratively to Rae McPherson Creative. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, offering a wrap-fee asset management program that utilizes model-delivery strategies managed by third-party asset managers.

Rebecca Dauterive is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at The Vanguard Group and The Institutes. Outside of her advisory role, she has experience working in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Susan Hagerty is a financial advisor at Stifel with 26 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Hagerty has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Lei Knopp is a Series 66-licensed financial advisor with Merrill, based in Exton, PA, and has 18 years of industry experience. She has been with Merrill Lynch since 1995. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional clients. The firm leverages its integration with Bank of America to provide access to a broad array of products and services.

Stanley Wilcox is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he is the sole owner of BKV Operating LLC, a mineral rights and royalties business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with tailored recommendations delivered through meetings and client summaries.

Elama Ali is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has worked at Merrill since 2023, with prior experience at Aunt Molly's Discount Beverage and Aston Gardens. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

John Clark is a financial advisor with Wells Fargo Advisors in Exton, PA, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Clark is also a member of the investment committee at Mercy Investment Services and owns Clark & Goshow Financial Strategies Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad range of planning options tailored to clients meeting certain net-worth criteria.

Thomas Graybill is a CFP® and ChFC® with 34 years of industry experience. He has been with Ameriprise since 2005, currently serving at the Exton, PA office. Outside of his advisory role, he serves on the Board of Directors and as Secretary for the Exton Commons Owners Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Tyler Warihay is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at The Vanguard Group for six years. Tyler is currently based in Exton, PA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it serves multiple registered investment companies and fund-of-funds.

Joseph Quig is a financial advisor at Edward Jones with 30 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1996. Outside of his advisory role, he is involved in entrepreneurial ventures including Yorklyn Quarryworks LLC and FanU Holdings, LLC, a company developing a social media application for sports. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment services through a nationwide network of more than 23,000 advisors.

Steven Douglas is a financial advisor at Cetera with 29 years of industry experience. He holds the PFS™ credential along with Series 63 and Series 65 licenses. His prior experience includes roles at Avantax Advisory Services and 1st Global Advisors, and he also provides accounting services through his CPA practice. Douglas serves on the advisory board of the Exchange Club Center for the Prevention of Child Abuse of Chester County, a nonprofit focused on family support and abuse prevention. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and custodial relationships.

Nathan Smedley is a financial advisor with LPL Financial in Kennett Square, PA, holding a Series 66 credential and 21 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as a FINRA arbitrator and is a managing partner involved in ownership of several car wash businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.