Gabrielle Hornak is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Wells Fargo Bank, Amazon, Shoprite, and Ewing High School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, utilizing an investment policy statement-driven process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products among its investment options.

Shane Asman is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation. Outside of financial advising, he works as a server at Cider Belly Hard Cider and delivers flowers for Ambler Flower Shop. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management supported by centralized operational and custody services.

Marc Pelerin is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial since 2025 and serves concurrently as a public school teacher at Cinnaminson Middle School. Outside of finance, he operates Train with Marc, LLC, providing online running coaching and writing training plans for distance runners. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by research and multiple portfolio management strategies.