Anthony Alfieri is a financial advisor with LPL Financial in Landenberg, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory work, he owns a tax preparation and accounting firm, Anthony Fieri, LLC. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management combined with model portfolios and research from internal and third-party sources.

Dianne Blunt is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market simulations.

James Boyd is a Certified Financial Planner (CFP®) with 12 years of industry experience. He currently works at Cetera and Fenstermacher and Company and has held roles at Van Buren Financial Group and Avantax Advisory Services. Outside of his advisory work, Boyd serves on the board of a nonprofit focused on literacy and volunteers with the Association of Financial Educators to conduct financial literacy workshops. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary options.

Ryan Castle is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously was with Voya Financial Advisors and FC Delco. Outside of his advisory role, Castle serves as a head coach for varsity boys soccer at West Chester Area School District. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various program structures and affiliations.

Bryan Radacosky Pentoney is a financial professional at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at Wilmington University, Lycoming College, Vassar College, and Snyder & Associates, P.A. He is also involved with Diamond State Financial Group, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Christopher Digiacomo is a financial advisor with UBS Financial Services in Greenville, DE, holding Series 63 and Series 66 designations. He has 13 years of industry experience and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances.

Scott Feinman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies utilizing in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

David Vermeil is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 38 years of experience in wealth management and planning. He focuses on family wealth management strategies, legacy planning, portfolio management services, and special needs planning strategies. David aims to build relationships based on mutual trust and confidence, providing comprehensive services that prioritize clients' best interests and help them achieve their long-term financial goals. David holds a Bachelor's Degree from Villanova University. He is a Personal Investment Advisor (PIA) and leverages the expertise available through Merrill Lynch and Bank of America to coordinate with clients' attorneys and CPAs in order to develop tailored financial plans designed to minimize taxes, risks, and fees. In addition to his professional work, David is engaged in community service. He is a board member of both the Chester County Community Foundation and Bournelyf Special Camp, which serves individuals with special needs. He also served as president of the Chester County Estate Planning Council in 2005. David has lived in West Chester, Pennsylvania, for over three decades and enjoys basketball, football, hunting, music, and spending time with his family.

Louis Memmolo is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Weiner Benefits Group, LLC, Royal Alliance Associates, and George J Weiner Associates, where he is owner and president. Outside of his advisory role, Memmolo is a partner in an employee benefits insurance business. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and managed account solutions.

Razan Nasif is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Currently based in Wilmington, DE, she has been with J.P. Morgan since 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jeffrey Ditalia is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2016, previously working at AXA Advisors. Outside of his advisory role, he operates an independent insurance agency specializing in disability, life, accident, and health insurance. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm relies on LPL-sponsored programs and various endorsed TAMPs to provide advisory and brokerage solutions.

Mitchell Camp is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Robert Half prior to his current role. Outside of advising, he has a minority ownership interest in two investment-related entities. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various financial needs and integrates advisory services with other financial products and referral channels.

Nathan Mazer is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2014. With Fidelity for 19 years, Nathan has extensive experience working with families to develop, implement, and maintain financial plans. He and his team utilize Fidelity's relationship model to assist clients in pursuing their financial goals. Nathan began his career with Merrill Lynch in 2006 as a Financial Advisor before joining Fidelity Investments, where he held positions including Private Client Specialist, Investments Representative, and Account Executive. His work focuses on helping clients navigate challenging markets and crafting plans to ensure their families are financially secure for decades. Outside of his professional role, Nathan enjoys comedy, fitness, hiking, outdoor adventures, and traveling.

Bridget Erhard is a financial advisor with Ameriprise in Wilmington, DE, holding the CFP® and ChFC® designations and possessing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998. Outside of her advisory role, she is involved in a non-investment-related business ownership. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research-based modeling and tax-efficient strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sean Connolly is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 designation and possessing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its financial planning services.

Gregory Leone is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked with Cetera since 2013 and also serves as a director of GFG Retirement Solutions and a financial professional at Georgetown Financial Group. Leone is additionally licensed as an insurance agent, selling life, accident, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and unaffiliated model portfolios and strategies.

Brad Abel is a financial advisor with Edward Jones in West Chester, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors. The firm offers discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Nicole Vicencio is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 28 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2017. Vicencio operates Sequoia Wealth Management as a business activity associated with her LPL role. LPL Financial is a national firm serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Clarke is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Cetera and Cetera Wealth Services, LLC. Outside of his advisory role, he manages an independent advisory business, Point to Point Wealth Planning. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling techniques to provide customized, non-discretionary recommendations delivered through a centralized consulting team.

James Deese is a financial advisor at Osaic with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked for FSC Securities Corporation from 2006 to 2023. In addition to his advisory role, he serves as a trustee for a personal trust and operates as an independent insurance agent. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs various asset-allocation tools and manages portfolios with a wide range of investment options, operating through a complex corporate structure with multiple mergers and private-equity ownership.