Vincent Durso is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has worked with MassMutual Life Insurance Company and MML Investors Services since 2018, and previously spent 13 years with J.S. Bradddock Agency. Mass Mutual Investors Services 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, goal-oriented planning using firm-approved tools, with optional implementation through separate brokerage or insurance arrangements.

Dominic Bisirri is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has been with MML Investors Services and Mass Mutual Insurance Co since 2019. His prior roles include work at Widener University and ownership of DJB Inc. for fifteen years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Matthew Berger is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. prior to his current role. His background also includes positions in various other organizations and educational institutions. 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 proprietary models to set personalized asset allocations, offering portfolios primarily composed of Vanguard funds and ETFs along with tax-aware features and customization options.

Karen Nagle is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. She previously worked at Metlife Securities Inc. from 1998 to 2017 before joining Mass Mutual Investors Services in 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap programs, and educational seminars with a focus on collaborative, annual planning relationships.

Alexis Simon is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop comprehensive financial plans aimed at achieving their financial goals. Since joining Fidelity Investments in 2021, Alexis has held several roles including Financial Representative and Relationship Manager before her current position. Her experience at Fidelity Investments has provided her with a broad understanding of financial planning and client relationship management. Alexis applies this expertise to support clients in navigating their financial journeys.

Shawn Wagner is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera in West Chester, PA. Prior to joining Cetera, he worked at Vanguard in various capacities for 16 years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporations, charitable clients, and institutional accounts. The firm offers multiple portfolio management and consulting services through a multi-manager platform and supports both discretionary and non-discretionary investment programs.

Patrick Ryan is a financial advisor with Cetera who holds a Series 66 credential and has one year of industry experience. He has worked with Cetera and Avantax firms since 2024 and also manages Van Buren Financial Group, LLC, where he provides tax planning, tax preparation, bookkeeping, payroll processing, and accounting consulting services. 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 multi-manager platform with various portfolio management options and access to third-party money managers.

Sophoan Prak is a CFP® professional with 21 years of industry experience, currently serving at Vanguard Advisers since 2004. He holds the Series 63 designation and is based in Malvern, PA. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base through a combination of digital platforms and advisor teams.

Donald Stegall is a financial advisor with Wells Fargo Advisors in Wilmington, DE, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank of America, N.A. and Merrill for nine years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Cristobal Salamone Donestevez is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at the University of Pennsylvania and AZ Foods. He is currently based in Malvern, PA. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates proprietary methodologies and a range of customization options.

Shirley Myers Dodson is a financial advisor at Primerica Advisors with five years of industry experience. She holds Series 65 and Series 63 designations and has worked within affiliated companies of Primerica since 1995. In addition to her advisory role, she also engages in referring home security and automation products, as well as loan products, through affiliated entities. 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 utilizes model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through established partners.

David Carlisle is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Vanguard since 1987 and also works as a freelance keyboard musician. Additionally, he serves as the musical director at Upper Room Missionary Baptist Church. Vanguard Advisers provides automated and human-supported investment advice primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach that utilizes proprietary models and offers portfolios constructed mainly of Vanguard funds and ETFs, featuring tax-aware strategies and customization options.

Nicholas Di Prinzio is a Series 66-licensed financial advisor with seven years of industry experience, currently with Vanguard Advisers since 2018. His prior roles include positions at IM Wealth Partners and Merrill Lynch. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios largely composed of Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through a large advisory team.

Bobby Damron is a financial advisor with Ameriprise in West Chester, PA, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Damron serves as a Volunteer Director for the LOVELOUD Foundation, organizing volunteer teams for the LOVELOUD music festival and tour. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Joseph Kucharczuk is a CFP® with 30 years of experience in the financial industry, currently serving at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 1987. Outside of his advisory role, he acts as an agent for immediate family members in investment matters. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to portfolio construction, utilizing proprietary models and largely Vanguard funds and ETFs.

Salvatore Kaufman is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. His prior experience includes three years at JR Capital and several years in educational roles at Arizona State University and Strath Haven schools. 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 emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and offers specialized programs including estate settlement and employer-sponsored planning.

Alain Boletta is a CFP® professional at Morgan Stanley with 19 years of industry experience. His prior roles include positions at The Vanguard Group and Lincoln Investment. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of retail and institutional investment solutions.

John Lang is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and three years of industry experience. He has previously worked at Comcast Cable and currently has a role at SWIG, LLC, where he serves at retail events. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios largely constructed from Vanguard funds and ETFs.

Donald Truesdell Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he provides strategic guidance to high net worth clients. He began his career in 1993 in Merrill Lynch's asset management division, serving as a Portfolio Manager handling equity and fixed income portfolios for institutional and individual clients. In 1999, he transitioned to wealth management to work more closely with individual clients and families. He is a Managing Director and co-leads The HART Group, which he co-founded in 2005. He holds a bachelor's degree in economics from Allegheny College and has earned the Chartered Retirement Planning Counselor™ designation and the CERTIFIED FINANCIAL PLANNER® certification. He is also a member of the CFA Institute of Charlottesville, VA and the Financial Analysts Society of Philadelphia. His expertise includes executive compensation, family wealth management strategies, legacy planning, managing new wealth, retirement planning, portfolio management, socially responsible investing, tax minimization, and retirement income. Outside of his professional work, Donald has coached baseball in the Piedmont league. He resides in Wilmington, Delaware with his wife and two children and enjoys spending time with his family, as well as baseball, biking, cooking, fishing, and photography.

Thomas Shopa Jr. is a financial advisor with Equitable Advisors in Wilmington, DE, holding a Series 66 credential and 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 16 years before joining Equitable Advisors in 2024. Shopa serves as trustee of the Thomas J Shopa Irrevocable Life Insurance Trust. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels.