Glenn Gardiner is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including CUSO Financial Services, PNC Investment LLC, TD Bank, Fidelity Investments, and BNY Mellon Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment advisor providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Thomas Fieldman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously spent 14 years at Janney Montgomery Scott. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customizable investment strategies and access to both in-house and third-party managers.

Robert Stephens III is a financial advisor with Primerica Advisors in Newark, Delaware, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked with PFS Investments Inc. since 1994 and Primerica Financial Services since 1992. In addition to advisory services, he is involved in selling loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers a range of investment models supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Joe Urban is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2011, progressing through various roles including Financial Consultant, Investment Consultant, Regional Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Adviser at Edward Jones and a Senior Loan Officer at Federated Lending. Joe's professional background encompasses a broad range of financial services, reflecting his experience in financial consulting, investment advising, and client relationship management. His approach to financial planning emphasizes personalized, transparent, and proactive communication, aiming to understand each client's unique financial needs and goals. Outside of his professional work, Joe enjoys activities such as baseball, hiking, running, traveling, and spending time with his family.

Wickliffe Hollingshead II is a financial advisor at Fisher Investments with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fisher Investments since 2003. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and uses various risk management techniques such as derivatives and tax-loss harvesting.

Casey Wren is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and previously worked at Janney Montgomery Scott for eight years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that utilizes approved planning tools and scenario modeling.

Lora Baldini is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 20 years of industry experience. She has been with RBC Capital Markets since 2013. Outside of her advisory role, she is the owner of Infinity Leasing, LLC, a residential rental property business. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Susan Sechter is a financial advisor at RBC Capital Markets with eight years of industry experience. Her prior roles include positions at Breakwater Accounting & Advisory Group, Mattern, and Black Slaughter & Black PA. She serves as a volunteer council member on the Heathergreen Commons Homeowners' Association board. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations by offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on each client’s Advisory Risk Profile and utilizes a combination of internal and third-party managers alongside integrated capital markets capabilities.

Paul Lu is a financial advisor with Wells Fargo Clearing in Newark, DE, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he manages power of attorney responsibilities for family members’ investment accounts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs a research-driven approach that incorporates diversification principles and modern portfolio theory while offering a broad range of brokerage and advisory solutions.

Justin Branam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked with Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and delivers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Richard Gostkowski is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in West Chester, PA, with 13 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. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Peter Vanderkley is a financial advisor with LPL Financial in Newark, DE, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2010, following prior roles at Morgan Stanley and its affiliated entities from 2001 to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a variety of strategic and tactical investment options supported by technology tools.

Marcel Kozlowski is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Trinity Wealth Securities and Florida Financial Advisors, as well as JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager research, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative analysis.

George Maniatis is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Wells Fargo Clearing, BB&T Investment Services, Thrivent Investment Management, and TIAA-CREF. He has been with Merrill and Bank of America since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rhonda Marks is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC for five years before joining Merrill in 2019. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm employs a mix of model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, and institutional investors.

Vicki Pearce is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and previously worked at PNC Investments and HomeMaker. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Anthony Alfieri is a financial advisor with LPL Financial, 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 role, Alfieri owns a tax preparation and accounting 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives who implement a variety of investment strategies.

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.