Blake Corrigan is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity Investments since 2012, serving previously as an Investment Consultant from 2014 to 2016 and as a Private Client Specialist from 2012 to 2014. Prior to joining Fidelity, he worked as a Retirement Specialist at T. Rowe Price from 2008 to 2012. Blake's professional focus is on building long-term relationships with clients, emphasizing trust and understanding of their goals and needs. He partners with clients to create and maintain tailored financial plans that address their objectives for today, the future, and for generations to come, supported by consistent communication. Outside of his professional role, Blake is engaged in family activities and enjoys gardening, hiking, parenthood, and skiing.

John Mazzola is a financial advisor with Mass Mutual Investors Services holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including previous roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Mazzola serves as a board member on the audit committee for United Savings Bank and is a partner in Innovative Planners, LLC, a business management firm. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning relationships using firm-approved analytical tools and offers event-driven planning programs such as divorce and estate settlement services.

Kristy Douglas is a financial advisor at Cetera with eight years of industry experience and holds a Series 66 designation. She previously worked at Avantax Advisory Services and 1st Global Advisors before joining Cetera. Outside of her advisory role, she serves on the financial advisory committee for the Goshen Fire Company and owns a CPA firm providing tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across multiple program structures.

Carole Ricci is a financial advisor with Morgan Stanley in Greenville, Delaware, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she serves as an executor or co-executor of an estate in Boothwyn, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory process.

Matthew Mc Kenzie is a financial advisor at Morgan Stanley with 10 years of industry experience. He has held roles at Morgan Stanley Private Bank since 2018 and previously worked at PNC Bank NA from 2001 to 2018. Mc Kenzie holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Robert Ziegler is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, CUNA Brokerage Services, Inc., and Osaic FA, Inc. In addition to his advisory role, he is also an insurance agent offering various annuities and life insurance products. OSAIC serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporate clients. The firm utilizes a model-based investment approach with a broad platform of advisory and brokerage services, supported by affiliated broker-dealer and RIA relationships.

Robert Hagenberg is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at Metlife Securities Inc. from 2015 to 2017. Outside of his advisory role, he owns Creative Premier Agency LLC, which focuses on individual life, long-term care, and disability insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. Their approach includes collaborative annual planning utilizing firm-approved software tools, with implementation of recommendations offered through separate brokerage or insurance arrangements.

Oscar Mestre is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Mestre is also an insurance agent specializing in individual life, health, group life, group health, individual long-term care, and disability insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, along with programs such as wrap and money-manager options and educational seminars.

Zachary Molyneaux is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and New England Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Patricia Solge is a financial advisor with Cambridge Investment Research Advisors, Inc. She holds Series 63 and Series 65 credentials and has 37 years of industry experience. Her prior work includes roles at Cantella & Co Inc and Lockwood Financial Services, Inc. Patricia is also the owner of Wealth Advisors LLC, a business entity involved in investment activities. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and operates through thousands of financial professionals using multiple platforms and custodians.

Lorin Pierucci IV is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Engineered Floors and Shaw Industries, with a significant tenure at PNC Bank. Outside of his advisory role, he owns a residential rental property in Newtown Square, Pennsylvania. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of investment strategies and affiliated financial services, operating under a fiduciary standard and supported by a large network of advisors and branch offices.

Graham Cassidy is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeling techniques.

Daniel Rappa is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including M&T Bank, Prudential Insurance Company of America, PGIM Investments, and Penn Mutual Life Insurance Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing a network of investment adviser representatives who implement various model portfolios and customized strategies.

Lynda Durso is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Kieran Hickey is a financial advisor at Ameriprise with a Series 66 designation and has been with the firm since 2024. Prior to joining Ameriprise, he was a full-time student and also worked at Bull's Bridge Golf Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Gregory Lynch is a financial advisor with Ameriprise in Wilmington, DE, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Bank of America, BlackRock, Inc., JPMorgan Chase Bank NA, and J.P. Morgan Securities. He also has experience outside finance, having worked at Taverna Rustic Italian Wilmington. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with significant investable assets, offering tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Aristotle Tinios is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients by utilizing Fidelity's extensive resources and services to understand and support their financial, personal, and professional goals. He focuses on creating tailored financial plans in partnership with clients, working diligently throughout the process. Prior to his current position, Aristotle served as an Investment Consultant at Fidelity Investments from 2023 to 2024. His experience also includes roles at Vanguard, where he worked as an Internal Sales Consultant from 2022 to 2023 and a Retail Sales Consultant from 2021 to 2022. Additionally, he was an Inbound Sales Consultant at Prudential Annuities from 2019 to 2021. Aristotle's personal interests include beach activities, football, hiking, soccer, tennis, and yoga.

Jared Stanley is a CFP® with 17 years of industry experience, currently advising at Cetera. His prior roles include positions at Citadel Federal Credit Union, Cuso Financial Services, LP, and The Vanguard Group, INC. Outside of his advisory work, he is involved in coaching youth sports. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supporting over 10,000 advisors and managing more than $256 billion in assets.

Donna Victorin is a financial advisor at Fidelity with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her tenure at Fidelity extends from 2004 to the present. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using a systematic approach and long-term asset allocation benchmarks.

Daniel Joie is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Company. In addition to his advisory work, he has operated a tax preparation business since 1981. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, providing clients with collaborative, goal-based planning supported by firm-approved software and modeling tools.