Ryan Forman is a Series 66-licensed financial advisor at Wells Fargo Advisors with one year of industry experience. Before joining Wells Fargo Advisors in 2022, he worked at APPS Paramedical, Chariot Valet, and Green Valley Country Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services including retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and planning tools to develop tailored recommendations.

Roger Vanpelt is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Cetera and its affiliates since 2004 and previously was with Tyler Wealth Counselors and IFG Advisory Services. Vanpelt is also the owner of Van Pelt Wealth Advisors, LLC, a financial services business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures.

Dillon De Antonio is a CFP® professional with seven years of experience in financial advising. He has worked at Edward Jones since 2019 and previously spent three years at Sei. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the country.

Peter Valenti is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and has 35 years of industry experience. He worked at Pruco Securities, LLC for 34 years and has been affiliated with Prudential Insurance Company of America for over three decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Brian Adelberger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Wells Fargo Bank NA since 2008 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Dwight Dudas is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. He is also the owner of an insurance and financial services business. LPL Enterprise provides advisory and brokerage services to individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

William Michetti is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, he serves as executor and holds power of attorney for his domestic partner. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and emphasizes diversified investment strategies supported by internal and third-party research.

John Anderson is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has worked with several firms, including Securities America Advisors and National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies.

John Carpani IV is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Eric Callahan is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 21 years at Equitable Advisors. He also owns Lederach Financial, LLC, an investment management and retirement planning business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Trevin Panaia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and offering 25 years of industry experience. His prior experience includes roles at Pillar Wealth Advisors, Hornor, Townsend & Kent, and Cetera Wealth Services. Outside of his advisory work, he conducts financial aid and tuition strategy seminars. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, leveraging a broad platform of investment options and technological tools for operational and research support.

Stephen Garnick is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He worked at Morgan Stanley for 21 years before joining Raymond James in 2019. Outside of his advisory role, he manages a residential real estate property and owns a support company related to his business operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports advisory programs with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Keona Williams is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Her prior work includes roles at Bank of America, Citadel, Wells Fargo Bank, and Citizens Bank. Outside of financial advising, she is involved in several entrepreneurial ventures, including serving as CEO of Maroon Market LLC, a cosmetics and beauty products resale business, and as a content publisher managing audio and video works. 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.

Kia Coleman is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, she spent over two decades at Merck & Co Inc and was an independent consultant for Rodan + Fields, a skincare direct sales business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Trent Turner is a financial advisor with LPL Financial in Hatboro, PA, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at M&T Securities and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, supported by extensive advisory tools and platforms, and oversees over $819 billion in discretionary assets through a large network of advisors.

Jeffrey Chipper is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Mass Mutual Investors Services since 2011 and has worked with MassMutual Life Insurance Company since 2010, where he is also licensed as an insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing firm-approved analytical tools to develop collaborative, goal-based plans.

Matthew Maertzig is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® designation and has previously worked at Cadaret, Grant & Co., Inc. for 24 years. In addition to his advisory role, he operates Tax Aid Associates, a tax preparation and accounting business, and provides legal services through his own attorney practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by technology and a large national network of advisors.

Elena Sickles is a CFP® professional with 19 years of industry experience, serving as a financial advisor at Edward Jones since 2006. She holds a Series 66 license and is based in Blue Bell, PA. Outside of her advisory work, she manages a rental property in Blue Bell. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of over 23,700 financial advisors.

Paul Krause is a financial advisor at Osaic with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at SagePoint Financial since 2013. Krause is also the owner of Krause Investment Advisory Group, LLC, which he has operated since 2013. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a broad network of advisors. The firm employs various asset-allocation tools and offers integrated brokerage, advisory services, financial planning, and access to third-party money managers across multiple platforms.

Vincent Giarrocco Jr. is a financial advisor with Cetera, holding CPA credentials and three years of industry experience. He has worked at Avantax Advisory Services and operates his own tax preparation and business planning practice. Prior to his advisory career, he spent over three decades at Great Atlantic Graphics Inc. Cetera Investment Advisers LLC is a nationwide, SEC-registered firm serving individual, institutional, and retirement plan clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.