Timothy Traut is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at The Vanguard Group, Inc. since 1998. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary methodologies and primarily investing in Vanguard funds and ETFs.

Michael Collins is a financial advisor with LPL Financial in Lansdale, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Lincoln Investment and Lincoln Investment Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

James Barker IV is a financial advisor with Edward Jones in Lafayette Hill, PA, holding Series 65 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones in 2023, he worked at Univest and Girard Advisory Services LLC and spent ten years with eMONEY ADVISOR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors. The firm offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kent Keith is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. Outside of his advisory role, Keith owns businesses in software development and consulting, serves on the board of the Wealth Education Foundation, and is authoring multiple books on retirement planning and the subconscious mind. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, emphasizing managed accounts and algorithmic automation in its approach.

Margaret Barker is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Apartment List for five years and Aetna for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Ricardo Coroniti is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Securities America Advisors, Inc. and other affiliated entities for over two decades. In addition to his advisory work, he owns an insurance sales business specializing in term life insurance and variable annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by firm-provided asset-allocation tools and access to third-party managed accounts.

Grant Raskin is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked with several firms including LPL Financial and operates Bucks County Wealth Management and MGR Financial Management. Outside of financial services, he owns Maxim Sports Cards, a business focused on buying and selling sports cards, and hosts a podcast called Financial Education Sucks. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across discretionary and non-discretionary programs.

Kyle Heuchert is a financial advisor with LPL Financial in Harleysville, PA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley, Porter and Guide Wealth Management, and Marsh McLennan Agency, along with earlier experience in education and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and technologies such as machine learning.

Russell Colosi is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 credential and 21 years of industry experience. He has been with Equitable Advisors since 2017, previously working with AXA Advisors and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as Vice President of Operations and Finance at Firstrust Financial Advisors, LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model. The firm utilizes LPL-sponsored programs and endorsed third-party managers to provide a range of advisory and brokerage solutions.

Rachel Satterthwaite is a financial advisor with LPL Financial, holding a Series 66 credential and six years of industry experience. Her prior work includes roles at Waddell & Reed and insurance agencies, as well as operating her own business and involvement with Collegeville Tax Services. She is also engaged in tax preparation and accounting services through Collegeville Tax Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources to support diversified investment strategies.

Gregory Frentzen Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at multiple firms including Securities America and Trumark Financial Credit Union. He is also the owner of Frentzen Financial Solutions LLC, a financial services business. Cetera Investment Advisers LLC is a large nationwide advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management and access to third-party money managers.

Blake Fisher is an advisor at Merrill with a Series 66 designation and currently has less than one year of industry experience. His work history includes roles at Bank of America, Mid Penn Bank, First Bank, Wells Fargo, and several non-financial organizations such as Penn State University and Ralph Lauren. Outside of his financial services career, he has experience with social media self-employment and involvement in education. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies through its Select Portfolio Solutions program. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries, integrating with Bank of America’s broader platform to offer extensive products and services.

Jeffery Balistreri-Brenner is a Financial Consultant currently working at Fidelity Investments since 2025. He collaborates with clients to identify their financial goals, explore options, and implement strategies to co-create holistic financial plans tailored to their unique needs and aspirations. His professional experience includes roles at Fidelity Investments as an Investment Consultant (2024-2025), Investment Solutions Representative II (2023-2024), and Investment Solutions Representative I (2022-2023). Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2021 to 2022. Outside of his professional work, Jeffery has personal interests in baseball, cars, football, motorcycles, outdoor adventures, and parenthood.

Eric Lewandowski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in direct internet marketing sales of nutrition products through Market America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Kevin Hiller is a financial advisor with Equitable Advisors in New Britain, PA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Penn Investment Advisors, Northwestern Mutual, and several banking institutions. Outside of his advisory work, he is an independent agent involved in the sales and service of fixed insurance products. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer, with a delivery model that emphasizes program sponsorship and third-party managers.

Kay De Mito is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2017, including roles at Thrivent Financial - Bridgit Holly. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and a wide range of planning topics without discretionary trading authority. The firm offers ongoing or one-time planning engagements and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Brett Daily is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, following four years at The Vanguard Group, Inc. He also spent time at Saint Joseph's University and the Phoenixville YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, with oversight of affiliated and unaffiliated sub-advisers.

Martha Kerns is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Michael Greenhalgh is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill, Bank of America, Morgan Stanley Private Bank, N.A., and RBC Capital Markets. His current role at Merrill follows an earlier 16-year tenure with the firm. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Joseph Digiacomo is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2009. In addition to his advisory role, he serves as an arbitrator for the American Arbitration Association and FINRA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through brokerage or advisory programs on an optional basis.