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.

Coty Schnake is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at notable firms including Citizens Securities and Morgan Stanley. Outside of finance, Schnake is an independent personal trainer who writes training and diet guidelines and has experience as an actor performing background work and minor speaking roles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory with other financial products, providing tailored investment recommendations through its network of advisors.

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.

Nathan Moyer is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley in 2022, he had brief roles at Mass Mutual and experience in hospitality and retail businesses. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

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.

Thomas Wood III is a financial advisor with Wells Fargo Clearing in Newark, DE, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Stephanie Trentowski is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 66 licenses. She has 13 years of industry experience, including roles at MassMutual Life Insurance Company and MetLife Securities Inc. Outside of her advisory work, she is a partner in an LLC established to manage payroll for her assistant. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using approved analytical tools.

Mark Cannon is a financial advisor with RBC Capital Markets in Wilmington, DE, holding Series 63 and 65 licenses and 36 years of industry experience. He has worked at City National Bank since 2017 and at RBC Capital Markets since 2010. Cannon serves as a board member for an early childhood care organization and is an advisory board member for a software company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs tailored to clients' risk profiles and investment needs.

Elizabeth Orth is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Wilmington Trust Company and Centaur Media, as well as a financial advisory role at Kimberlee M. O. LLC where she meets with clients to review and update investment and insurance solutions. Orth is also co-owner of Family First Legacy LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s recommendations utilize investment research, third-party data, and algorithmic tools, operating within a product ecosystem that includes affiliated fund options.

Dawn Cote is a financial advisor at Merrill with 32 years of industry experience and holds Series 63 and Series 66 licenses. She has been with Merrill since 2002. Outside of her advisory role, she operates a sole proprietorship called LittleStars, which involves family-held selling on eBay and Poshmark. 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 investors.

Larry Lincoln is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, RBC Capital Markets, and City National Bank. He is also the owner of Rose Financial LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services and develops tailored recommendations using Wells Fargo research and planning tools.

Matthew Johnson is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including college education planning, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, small business strategies, and retirement income. Matthew holds a Bachelor's Degree from St Edward's University and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes understanding what is important to his clients and their families to develop strategies that pursue their financial goals. Outside of his professional work, Matthew enjoys baseball, cooking, golfing, spending time with his family, and traveling. He is also involved in the community through participation in the Belize Lighthouse Ride.

Michael Alvini is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at LPL Financial and Avantax, as well as operating his own firm, Alvini & Associates, P.A. He also owns a tax preparation business through Alvini & Associates CPA & Financial Services. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Dace Blaskovitz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. His prior roles include over a decade at Cantella & Co., Inc. Outside of his advisory work, he is a fitness instructor and a radio show host. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm uses a range of portfolio management strategies and platforms, providing tailored solutions that include both proprietary and third-party model strategies.

Kevin Krieger is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and 19 years of industry experience. He has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

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.

Tracy Ignatieff is a Series 66-registered financial advisor with Edward Jones in Wilmington, DE, and has two years of industry experience. She has been with Edward Jones since 2010. Outside of advising, she occasionally provides offsite catering services for Cafe Riviera. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm supports a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Benjamin Schoeffler is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. His background includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, Equitable Advisors, and other firms. Outside of advising, he is involved as a Medicare advisor in a related financial services business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.