Marilyn Banyai is a CFP® and CPA with 39 years of industry experience. She currently works at Cetera and has a long history with Avantax Advisory Services and related firms, spanning over two decades. In addition to her financial services career, she is an author of non-fiction books on photography, Bible characters, and crafts, and serves as secretary and scholarship committee chair for the Buxmont Chapter of PSTAP. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment programs and custodial relationships.

Kathryn Zay is a CFP® professional with 20 years of industry experience, currently serving at Vanguard Advisers since 2019. She has been affiliated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2006. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base through a digital delivery platform supported by over 2,200 advisors.

Michael Hyde is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Investment Advisors Asset Management, LLC for 13 years and Royal Alliance Associates for 19 years. Hyde also operates Hyde Tax Service, a tax preparation business he has managed for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Ryan Wenzel is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, Haddock Investments, and NorthCape Inc. He also has a four-year background at Dickinson College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Michael D'angelo is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard group entities since 2021. His prior experience includes roles at De Lage Landen and involvement with the Ed Snider Youth Hockey Foundation. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and managing a large scale of client relationships through its digital platform.

Peter Snelling is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving managers, professionals, and rising executives. He advises clients through financial transitions related to career moves and retirement. Since beginning his career as a financial advisor in 1983, Peter has guided clients in preserving and growing their assets through various market cycles and life events. He focuses on a wide range of financial matters, including wealth accumulation, legacy planning, education investing, and long-term planning. Peter regularly offers workshops on career transitions and retirement. He joined Merrill Lynch in 2008 to utilize the firm's extensive platform. Peter works cooperatively with clients' other advisors, such as tax attorneys and accountants, and leverages expertise in estates and trusts through Merrill and Bank of America. Peter holds a Bachelor's Degree from the University of Delaware and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He and his team maintain a boutique practice size to provide a high-touch approach, with many client relationships spanning more than 20 years.

Steven Zimmerman is a CFP® and ChFC® with 27 years of industry experience. He is currently with Cetera, having been affiliated with the firm and its predecessors since 2016. In addition to his advisory work, he serves as an insurance agent selling life, health, disability, annuities, and long-term care products, and is involved in a life settlement business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to third-party managers and customized strategies.

Adam Barker is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored financial planning strategies, focusing on executive compensation, equity compensation services, family wealth management, liquidity management, managing new wealth, sports and entertainment, and tax minimization. As a portfolio advisor, Adam works closely with clients to develop individualized plans that integrate cash flow, investments, tax considerations, retirement, and estate planning to create cohesive financial foundations. Adam began his career in accounting within alternative investments, where he audited and reviewed multiple investment portfolios for four years. In 2019, he transitioned to Merrill Lynch Wealth Management to focus on working directly with individuals and families. He holds the Accredited Wealth Management Advisor℠ (AWMA™) designation, Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA) credentials. Adam earned his bachelor’s degree from Drexel University. Committed to simplifying complex financial issues, Adam emphasizes ongoing communication and customized strategies that evolve with clients' changing objectives. He integrates children's education funding, retirement lifestyle planning, estate planning, and insurance to help alleviate clients' financial concerns. Beyond his professional work, Adam is involved with NAMI PA, Main Line. In his personal time, he enjoys bungee jumping, golfing, pickleball, skiing, and tennis.

Robert Riley is a ChFC®-designated financial advisor with over 50 years of industry experience. He has been with OSAIC since 2018 and previously worked at John Hancock/Signator for 15 years. Riley serves as a foundation board member and fundraiser for Paoli Hospital. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios across multiple asset classes.

Collin Henry is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He has worked at Ameriprise since 2023 and is also a senior sales engineer and account manager at Cenero LLC, an audiovisual integrator. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mark Mueller is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been associated with Raymond James Financial and its affiliated entities since 1999 and has worked with Anchor Investment Group since 2016, where he also performs independent contractor duties related to local branch support. He serves as an acting executor in an investment-related capacity. 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 uses analytical tools to guide client decisions, supporting implementation through various advisory programs.

Christopher Gibbons is a CFP® with 17 years of industry experience, currently serving at Vanguard Advisers. His prior roles include positions at APW Capital, Eisner Amper Wealth Management, and Thrivent Financial For Lutherans. Outside of advising, he is involved in entertainment as a musician and contributes as a writer and podcaster for The Philly Soccer Page. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios largely made up of Vanguard funds and ETFs.

Rita Mangini is a financial advisor with Merrill in Wayne, PA, holding a Series 63 designation and over 32 years of industry experience. She has been with Merrill since 1983, accumulating 43 years at the firm. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wyatt Klopp is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including positions at Target, the Reading Fightin Phils, and Jacksonville University. Outside of his advisory work, Wyatt sells sports cards online. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing various model portfolios and research to support both discretionary and non-discretionary management.

Kevin Huff is a financial advisor at Vanguard Advisers with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Vanguard Group since 2017. Prior to that, he was employed at TIAA-CREF from 2014 to 2016. Outside of his advisory role, his spouse works as a limited agent in an investment-related capacity. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, utilizing proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Tyler Strano is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with The Vanguard Group since 2017. Outside of his advisory role, he was involved with Lightning Gaming from 2017 to 2023. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages client portfolios largely with Vanguard funds and ETFs.

Helen O'hara is a Wealth Management Advisor at Merrill Lynch Wealth Management. She works with families, small business owners, and corporate executives through every phase of their financial journey—from career-building years and pre-retirement planning to retirement and legacy planning. Helen helps clients navigate uncertainty, gain clarity about their future, and simplify their financial lives so they can focus on what matters most. Prior to joining Merrill, Helen spent over 25 years building a local real estate company into an industry leader. She began her career at Deloitte, where she earned her Certified Public Accountant (CPA) designation and developed a strong foundation in business and finance. She holds a Bachelor of Science degree in Accounting from Villanova University School of Business. Helen earned the CERTIFIED FINANCIAL PLANNER™ (CFP) certification in 2014 and also holds designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Helen resides in West Chester, PA with her family and rescue dogs. Outside of work, she enjoys cycling, boating, traveling, and spending time at the Jersey Shore. She is involved with community initiatives such as Better Money Habits through Bank of America and participates in the professional organization Beacon.

Donald Binckes II is a Series 66-registered financial advisor at Vanguard Advisers with 10 years of industry experience. He has worked with The Vanguard Group since 2017 and held prior roles at National Asset Management and National Securities Corp. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Joseph Taylor is a CFP® with five years of industry experience and currently works at Vanguard Advisers. His prior experience includes roles at J.P. Morgan Securities LLC, The Vanguard Group, and self-employment. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with a proprietary glide-path methodology and offers portfolios primarily constructed from Vanguard funds and ETFs.

David Morrison is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at The Vanguard Group, Fidelity Investments, Duke and Duke Wealth Management LLC, and Franklin Mint FCU. 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, financial planning, and retirement consulting, providing discretionary and non-discretionary management supported by in-house and third-party research.