Justin Branam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both discretionary and non-discretionary services, with a broader investment menu that features insurance-related products and bank deposit sweep options.

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 credential and 25 years of industry experience. He has been with LPL Financial since 2010. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

George Maniatis is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill and Bank of America, N.A. since 2016. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing 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 a Series 66 designation and has previously worked at PNC Investments and as a homemaker. LPL Financial is a national 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, third-party research, and various management strategies.

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.

Andrew Wallace is a Series 66-licensed financial advisor with five years of industry experience. He is currently with LPL Financial and previously worked at Cambridge Investment Research Advisors, Inc. Outside of his advisory role, he is also engaged as an Investment Advisor Representative at Conte Wealth Advisors. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and diversified investment strategies.

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.