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-credentialed 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 work, he is involved with Conte Wealth Advisors as an Investment Advisor Representative. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Louis Memmolo is a financial advisor with OSAIC, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He has worked at Weiner Benefits Group, LLC since 2017 and Royal Alliance Associates since 2007, and was previously with George J Weiner Associates from 1997 to 2016. Memmolo is a partner at Weiner Benefits Group, an employee benefits insurance business, and owns George J. Weiner Associates, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by a range of investment strategies and third-party manager programs.

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 worked at JPMorgan Chase Bank, N.A. and Wells Fargo in various capacities. 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 unique regulatory registrations related to derivatives and commodities.

Jeffrey Ditalia is a financial advisor at Equitable Advisors with 28 years of industry experience. His career includes multiple tenures at Equitable Advisors and prior roles at Axa Advisors, MSI Financial Services, Firstrust Financial Advisors, and Progress Financial Advisors. He holds the Series 63 and Series 65 designations. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Mitchell Camp is a financial advisor at Wells Fargo Advisors with six 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. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad planning menu 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.

Bridget Erhard is a financial advisor with Ameriprise in Wilmington, DE, holding the CFP® and ChFC® designations and possessing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998. Outside of her advisory role, she is involved in a non-investment-related business ownership. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research-based modeling and tax-efficient strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sean Connolly is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 designation and possessing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its financial planning services.

Gregory Leone is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked with Cetera since 2013 and also serves as a director of GFG Retirement Solutions and a financial professional at Georgetown Financial Group. Leone is additionally licensed as an insurance agent, selling life, accident, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and unaffiliated model portfolios and strategies.

Brad Abel is a financial advisor with Edward Jones in West Chester, PA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Nicole Vicencio is a Series 66 licensed financial advisor with 28 years of industry experience. She has worked at LPL Financial since 2017 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. She is associated with Sequoia Wealth Management, an entity related to her LPL 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Clarke is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Cetera and Cetera Wealth Services, LLC. Outside of his advisory role, he manages an independent advisory business, Point to Point Wealth Planning. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling techniques to provide customized, non-discretionary recommendations delivered through a centralized consulting team.

Shannon Birdsall is a financial advisor at Osaic Wealth with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and National Planning Corporation. Birdsall is president of The O'Neill Financial Group, a sole proprietorship she has led since 2021, and also prepares income taxes seasonally. Osaic Wealth serves a diverse range of clients including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization, discretionary management options, and third-party manager selections, operating at significant scale with a complex affiliate structure.

James Deese is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including FSC Securities Corporation and Citigroup Global Markets. He also serves as a trustee for a personal trust and operates as an independent insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

Charles Edmonds Jr. is a financial advisor with Mass Mutual Investors Services in Kennett Square, PA. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 30 years of industry experience. Edmonds has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars, and structures planning engagements as annual, collaborative relationships using firm-approved tools.

Brian Carbajal is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Point to Point Wealth Planning, Wilmington Savings Fund Society, and State Farm. Outside of finance, he has worked in various customer service and retail roles, including at Starbucks and Brew Haha. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and holds distinctive registrations and advisory roles uncommon among large institutional peers.