Collin Hess is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and beginning his industry career in 2026. His previous experience includes roles at LPL Financial LLC and positions at the University of Notre Dame. Private Advisor Group serves a wide range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers.

Walter Tuttle is a Series 66 credentialed advisor with 15 years of industry experience, all with The Vanguard Group, Inc. He is based in Malvern, PA. Outside of his primary role, he serves as a fiduciary agent managing investment accounts for immediate family members. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to set personalized asset allocations, primarily investing in Vanguard funds and ETFs, and offers a range of customization options.

Thomas Helmig Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, having spent his entire 15-year career with the firm. He began in the home office in Hopewell, New Jersey, where he gained experience across various segments before transitioning in 2018 to a family practice in Wayne, Pennsylvania. Thomas leverages the world-class resources at Merrill Lynch and the extensive experience of the Helmig Lammers Group to provide clients with customized wealth management solutions. His expertise includes investment strategy, portfolio management, education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and coordination with attorneys, accountants, and other professionals to develop comprehensive financial plans. Thomas holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and a Personal Investment Advisor (PIA) certification. He earned his bachelor's degree from the University of Delaware and completed high school at Malvern Prep. Outside of his professional role, Thomas is actively involved in coaching youth sports within his community. He resides in West Chester with his wife, Jillian, and their three sons. In his free time, he enjoys spending time with family and friends, golfing, cooking, exercising, reading, and following Philadelphia sports teams.

Stephen Kollias is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Hartford Investment Financial Services and Hartford Life Distributors. He is a minority interest owner in CUEME, a phone app venture based in Marlton, NJ. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, supported by tax-aware features and customization options.

Louis Lanzalotto is a financial advisor with Ameriprise in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Lanzalotto serves on the Board of Directors for the Malvern Borough Park & Rec Board. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement-income recommendations through a centralized consulting team.

Jessica McBride is a CFP®-certified financial advisor with 20 years of experience, currently serving at Vanguard Advisers since 2005. She is based in Malvern, PA. Outside of her advisory role, she has ownership of a real estate business focusing on rental properties. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages large-scale client relationships primarily through digital delivery and a team servicing model.

Susan Gross is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 42 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she works as an NRA instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party providers.

Jessica Wilson is a financial advisor at Vanguard Advisers with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple Vanguard entities since 2018. Her experience also includes roles at the International Business Institute, Clark Associates, and Messiah College. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, focusing on personalized asset allocations using Vanguard funds and ETFs, supported by a large advisory team and digital delivery platform.

Kathleen Doerr is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. She has worked within various Vanguard entities since 2023 and has prior experience in real estate and staffing services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, offering goal-based, algorithm-driven portfolios primarily constructed from Vanguard funds and ETFs. The firm is notable for its scale and digital delivery model, managing a large client base with a high client-to-advisor ratio.

Andrew Holva is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and having nine years of industry experience. He has been with The Vanguard Group since 2016. 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 proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Robert Rigsby Jr. is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Vanguard-affiliated firms since 2007, including roles at Vanguard Marketing Corporation and The Vanguard Group. He also spent a year at Villanova University. Vanguard Advisers offers 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 and constructs portfolios mainly from Vanguard funds and ETFs, with various tax-aware and customization features.

Christine Diemidio is a financial advisor with Raymond James & Associates in Devon, PA, holding Series 63 and Series 65 licenses. She has 26 years of industry experience, including 10 years with her current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Matthew Goshey is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2018. Prior to joining Vanguard, he worked at Best Buy and WSFS Bank. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to portfolio construction, primarily using Vanguard funds and ETFs, and serves a large client base through its combination of digital platforms and a team servicing model.

Marissa Mycek is a financial advisor at Vanguard Advisers with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Vanguard affiliates since 2023. Outside of her advisory role, she has been involved with the Academy of Notre Dame and West Chester University. Vanguard Advisers offers both automated and human-supported investment advice, serving retail investors and retirement plan participants. The firm uses a goal-based, algorithm-driven approach to construct personalized portfolios primarily from Vanguard funds and ETFs, combining digital scale with advisor support.

Paul Milnes is a financial advisor with Raymond James & Associates in Devon, PA, holding Series 65 and Series 63 credentials and 14 years of industry experience. His previous roles include positions at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory work, he is a partner and investor in JAMMSY I LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Robert Martinelli Jr. is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Edward Jones in Exton, PA, having joined the firm in 2026. His prior roles include positions at StoneX Advisors Inc, Lion Street Financial, and The Financial Group of Philadelphia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Edgar Lambert III is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 66 designation and has worked with Raymond James Financial Services Advisors Inc. since 2012. He is the owner of Birch Run Financial, a support company, and is also an author of "Mastering the Money Mind." Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm provides tailored planning and consulting using analytical tools to support client goals and maintains specialized offerings in municipal finance and SIMPLE IRA advisory services.

Gregory Knight is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andrew Borders is a CFP® professional with 16 years of industry experience, currently advising at Cambridge Investment Research Advisors since 2024. His prior experience includes roles at Citadel Federal Credit Union and CUSO Financial Services, LP. Borders is also an independent insurance agent and owner of Plan and Prosper Financial Partners LLC. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Lydia Solomon is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning her industry career in 2025. She has held positions at several associated Vanguard entities as well as prior roles in the hospitality and education sectors. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates proprietary models and primarily Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team advisory model.