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.

Austin Hodgens is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at United States Liability Insurance, Lifetime Fitness, and Munich Re, as well as education at Saint Josephs University and teaching positions at Saint Josephs Preparatory School and Saint Katherine of Sienna School. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Cole Crimlish is an Investment Consultant at Fidelity Investments, where he works closely with clients to understand their unique goals and financial aspirations. He is dedicated to providing personalized support that helps clients feel confident and in control of their financial future. Prior to his current role, Cole served as a Financial Representative at Fidelity Investments from 2023 to 2025 and was an Associate at Victory Capital Management in 2023. Cole's professional experience spans various roles within the investment and financial services industry, allowing him to develop expertise in client relationship management and investment consulting. Outside of his professional endeavors, Cole enjoys activities such as cars, fishing, golf, music, pets, and snowboarding.

Michael Gioia is a financial advisor with Ameriprise in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Gioia serves as a board member and treasurer for the Silverside Commons Condo Council. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, with a centralized consulting team supporting its advisors.

Robert McClure is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Outside of his advisory work, he serves as a school bus trip driver for athletic teams. Equitable Advisors offers financial planning, retirement consulting, and asset management services to individuals, institutions, and organizations, utilizing a range of proprietary and third-party programs delivered by a large network of investment representatives.

David Schaeffer is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and firm-approved processes, focusing on advisory services without providing individual security recommendations as part of standalone planning.

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.

David Kalapos is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 26 years of industry experience. He has worked extensively with Equitable Advisors since 2000 and previously spent 18 years at Karr Barth Financial Planning, Inc. Kalapos serves as vice president and trustee of the Glassboro Education Foundation, Inc., and chairs the Glassboro High School Sports Hall of Fame Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Anthony Basciano is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His prior work includes roles at MassMutual Life Insurance Co, All Star Sports Academy, ABJ Construction, and C & M Sporting Goods. Mass Mutual Investors Services 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, wrap and money-manager programs, and educational seminars.

Brian Sanders is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Fidelity Investments, Charles Schwab, and Swan Global Investments. Sanders is based in Springfield, PA. Cetera Investment Advisers LLC is a nationwide registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management and financial planning services, providing advisors with access to model portfolios, third-party managers, and customizable strategies.

Michael Fiori is a Series 66-registered financial advisor with Equitable Advisors, located in Bala Cynwyd, PA. He has 20 years of industry experience, having worked at Equitable Advisors since 2006 and previously at Axa Advisors. He is associated with Karr Barth Associates, a branded producer group. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of third-party advisory models and provides ERISA fiduciary services, focusing on matching clients to appropriate investment solutions through a network of Investment Adviser Representatives.

Timothy Trexler is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Christopher Strivieri is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. He operates a business known as KARR BARTH ASSOCIATES | Intuitive Planning Group. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party advisory models along with proprietary programs, and offers fiduciary services to qualified plans through credentialed representatives.

Allison Turner is a financial advisor with Morgan Stanley, holding a Series 66 designation and possessing 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and currently works at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she owns an event planning business focused on various private events. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs that utilize structured discovery processes and firm-approved planning tools.

Colleen Weaver is a CFP® professional with 30 years of industry experience. She is currently with Wells Fargo Advisors and has been with affiliated Wells Fargo entities since 2009. 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 broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Patrick Walsh serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 1979 after graduating from Drexel University with a Bachelor's Degree in Finance. Patrick is known in the Philadelphia area as an industry spokesman and educator. He has lectured at Drexel University's Graduate School of Business and provided daily bond market commentary on KYW News Radio for more than two decades. His expertise includes education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Patrick and his wife, Gretchen, live in Radnor, Pennsylvania. He is involved in the Bala Cynwyd-Narberth Rotary as a director and participates in community activities through the Rotary and St. Dorothy's Finance Committee. His personal interests include chess, football, music, spending time with his family, table tennis, tennis, traveling, and watching movies.

Nadia Ekezue is a financial advisor with Equitable Advisors, holding the Series 66 designation and beginning her industry experience in 2026. Her prior work history includes roles at Bank of America, Merrill, and Cetera Wealth Services, as well as various positions outside the financial industry. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs primarily delivered through a network of Investment Adviser Representatives and third-party managers.

Lisa Primack is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 1996 after six years with the investment firm Donaldson, Lufkin & Jenrette in New York City. Lisa also served as the Senior Resident Director of the Wilmington, Delaware office from 2009 to 2020. She focuses on managing new wealth, personal retirement planning, and retirement income. Lisa holds FINRA Series 7, 9, 10, 31, 63, and 66 registrations and has earned the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning Institutes Corp. She graduated from Vassar College in 1990 with a BA in Psychology. Lisa is a member of the Estate Planning Council of Delaware and the Wilmington Tax Group. She resides in Wilmington, Delaware, and Lewes, Delaware. Her personal interests include biking, spending time with family, and traveling.

Christopher Mulligan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA for seven years, as well as Park Avenue Securities and Guardian Life Insurance. He operates a non-investment-related business entity, Christopher Mulligan Investments LLC, for tax and investment purposes. 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 and brokerage services with a diverse investment platform that includes model portfolios, third-party management, and customized strategies.

Jeanie White is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.