Gregory Small is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 29 years of industry experience, including roles at New England Securities, Metlife Securities Inc., and Mass Mutual Investors Services. In addition to his advisory work, he is also an insurance agent specializing in life, health, group life, group health, and disability products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers.

Andrew Frank is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Cambridge since 2015 and is a part owner and independent insurance agent of Frank Leonards & Frank LLC. Frank also serves as trustee for two irrevocable trusts. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers various platform-based discretionary and non-discretionary management services.

Danielle Yoch is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Principal Financial Services and Equity Services, Inc. Outside of her advisory work, she serves as a vestry member and rector’s warden at Saint John's Concord, a religious organization in Glen Mills, PA. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

William Ryan II is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning using structured tools and modeling methods, managing approximately $2.74 trillion in client assets.

Anthony Petruccelli is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc, where he worked for 13 years. He is also involved in fixed and term life insurance and disability income insurance sales. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a diverse non-advisory financial services platform.

Joseph O'Shea Jr. is a ChFC® credentialed advisor with 17 years of experience, currently with Mass Mutual Investors Services and MassMutual Life Insurance Co. He previously worked for Hornor, Townsend & Kent, LLC, and Penn Mutual Life Insurance Company for a decade. O'Shea is a partner in multiple ventures that utilize his professional network to assist in service and product facilitation projects. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-driven financial planning engagements.

Thomas Powers is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of experience in the industry, beginning his career at MassMutual Life Insurance Company and Mass Mutual Investors Services in 2024. Outside of his advisory work, he has experience in the food service industry and membership at a yacht club. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs including asset management, educational seminars, and specialized planning services.

Philip Stoltzfus is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 15 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. Since 2022, he has also operated an outside insurance business offering individual life, fixed annuities, disability, long-term care, and health and life settlements. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, typically recommending investment categories and strategies without discretionary authority.

Donna Gerace is a CFP®-designated financial advisor with 23 years of industry experience. She is currently with Mass Mutual Investors Services and has prior experience at MetLife Securities, Inc. Since 2004, she has also worked as an insurance agent specializing in individual life, property/casualty, health, and long-term care coverage. Additionally, she serves as treasurer on a home and school board. 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. The firm emphasizes collaborative, annual planning engagements using analytical tools and offers a range of programs including asset management and educational seminars.

Jennifer Brennan is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2013, following a prior four-year tenure at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment services including relationships with investment companies, private funds, and commodity pooling.

Adam Marone is a financial advisor with LPL Financial in Broomall, PA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he manages rental properties for family without compensation. 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 financial planning and asset management solutions, including model portfolios, third-party subadvisors, and institutional platforms, supported by advanced advisor tools and a broad financial services network.

Daniel Gennusa is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors in 2026. Outside of advising, he serves as power of attorney for both of his parents in Delaware. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu including retirement, education, and wealth-transfer planning, using proprietary research and tools to deliver tailored recommendations.

Michael Root is a financial advisor with MassMutual Investors Services, holding a Series 63 license and 29 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he serves as the Athletic Director for Holy Family CYO, a Catholic youth athletic organization. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides specialized offerings such as divorce and estate-settlement planning.

Robert Dewees is a financial advisor with Wells Fargo Advisors in Greenville, DE, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he served in the United States Marine Corps for nine years and held a role at Wells Fargo Clearing. He is treasurer of the Talons Reach Foundation, a nonprofit supporting special operations forces. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of investment and financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations.

Demetrios Karakasidis is a financial advisor at Ameriprise with 13 years of industry experience. He has previously worked at Raymond James & Associates and The Vanguard Group. Outside of finance, he is a co-owner of Pats Pizzeria and serves on the board of Odyssey Charter School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies.

Patricia Strain Riley is a financial advisor with Merrill, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. Her career includes long tenures at BCG Securities, Inc. and Horace Mann Companies before joining Merrill and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Mullin is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 27 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been with Metlife Securities Inc. since 2006. Outside of his advisory role, he serves as the head coach of a club volleyball team. Mass Mutual Investors Services 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, using firm-approved tools to develop tailored recommendations without discretionary authority.

Joshua Goldfarb is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He brings over 20 years of experience in the financial services industry, having worked in various advisory roles at notable firms including TIAA-CREF, CitiGroup, and Morgan Stanley. Throughout his career, Joshua has built expertise in financial consulting and advising, leveraging his extensive experience to support his clients. He holds a California Insurance License, which complements his advisory capabilities. Joshua emphasizes collaboration with clients to utilize both his professional experience and the resources available through Fidelity Investments.

Elijah Tyler is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at PFS Investment Inc., Primerica Financial Services, and Frontier Scientific. Primerica Advisors is a large institution serving primarily individual investors through a wrap-fee asset management program that offers model-driven investment strategies developed by third-party asset managers. The firm manages approximately $15.5 billion in assets and supports advisory services with custodial and trade execution capabilities provided by Pershing and BNY Mellon Advisors.

Joseph Gandolfo Jr. is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he co-owns a private beach house in Ocean City, New Jersey. 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 various advisory programs with tailored investment strategies that incorporate in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.