Raegen Richard is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise for three years and Edward Jones for eight years. Outside of his advisory work, Richard has been involved with Droneprep LLC, an entrepreneurial venture, for nine years. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models implemented by third-party managers and emphasizes both proprietary and third-party investment solutions.

James Owens is a Series 66-licensed financial advisor with LPL Financial, bringing three years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Advisors Corporation and has diverse professional experience including roles at College Hunks Hauling Junk & Moving, Kohls Corporation, CVS Health, and in education. 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 advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a wide network of investment adviser representatives.

David Debreceni Sr. is a CFP® and ChFC® with nine years of industry experience. He has worked at Edward Jones since 2020 and spent six years at Wellington Management prior to that. Outside of his advisory role, he is involved in coaching education for youth soccer, teaching classes on how to run soccer practices. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a variety of advisory programs and affiliated investment products.

Michael Black is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2013, including Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gabrielle Hornak is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Her work history includes multiple roles within Wells Fargo Bank and Wells Fargo Clearing since 2019, as well as positions at Amazon, Shoprite, Public Partnerships, American Pool, and Ewing High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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 Wells Fargo Investment Institute and third-party databases.

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.

Michael Rosenberg is a CFP® professional with nine years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC for one year. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Marc Pelerin is a financial advisor with LPL Financial in Marlton, NJ. He holds a Series 66 designation and has one year of industry experience. In addition to his advisory role, he works as a public school teacher and operates an online running coaching business. 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 advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies and technology tools.

Daniel Delaney Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at SESAC and was involved with Music City Media. Outside of finance, he performs as a musician, playing saxophone and other instruments in local bands and has been part of a Bruce Springsteen tribute band. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data, providing clients with customized advice within a structured investment framework.

Walter Schwenk is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and possessing 50 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as co-trustee for family trusts and acts as a FINRA arbitrator. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory solutions grounded in modern portfolio theory. The firm serves as an ERISA fiduciary and delivers both discretionary and non-discretionary services, including a broader range of financial product options such as insurance-related vehicles and bank deposit sweep programs.