James Unger is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds the Series 66 designation and has been with Mass Mutual Investors Services and MASSMUTUAL Life Insurance Company since 2017. Prior to his advisory career, he attended Pennsylvania State University from 2014 to 2018. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, goal-focused approaches and firm-approved software tools.

Zachary Mawson is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has worked at Merrill since 2016, with a brief tenure at Morgan Stanley in 2021. Outside of his advisory role, he is the sole owner of a rental property in Claymont, Delaware. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

James Johnson is a financial advisor at Merrill Lynch Wealth Management, operating under the FSA designation. He provides wealth management services to clients through Merrill Lynch. James holds a Bachelor's Degree from Liberty University. Details about his specific areas of expertise or additional professional credentials are not provided.

John Stiner is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its related entities since 2006. Outside of his advisory work, he self-publishes fiction through platforms such as Amazon. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Ryan Gray is a financial advisor with Cambridge Investment Research Advisors in West Chester, PA, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Oppenheimer, Commonwealth Financial Network, and Triad Advisors. He is currently engaged as an advisory representative of an RIA through CIRA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management approaches and proprietary model strategies.

Nancy Littleton is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. She holds the ChFC® designation and Series 63 and 66 licenses. Nancy has worked at Mass Mutual Investors Services since 2017 and has been with Massachusetts Mutual Life Insurance Company since 2016. She serves as Membership Chair for the National Association of Insurance and Financial Advisors (NAIFA) Delaware chapter and is active as an insurance agent specializing in life, property/casualty, health, and group health insurance. 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 ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Daniel Mccarthy is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a broad client base through discretionary and non-discretionary advisory services.

Max Coughenour is a financial advisor with Cetera, holding a Series 66 designation and beginning his career in 2026. His professional background includes roles at Diamond State Financial Group and Cetera Wealth Services, along with earlier experience in hospitality and education sectors. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and unaffiliated investment managers.

Harry Thomas is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and over 53 years of industry experience. He has worked at Equitable Advisors since 1999 and previously spent 20 years with Karr Barth Financial Planning, Inc. Thomas is also the chairman and owner of Private Client Group Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models, including third-party TAMPs and LPL-sponsored programs, and offers a range of investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Sean Maguire is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Shannon Maguire - Karr Barth Associates and has experience in other roles including at Sunset Pier. 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. The firm utilizes various advisory models and third-party asset managers to implement client strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

James Baker Jr. is a financial professional with Cetera who holds a Series 66 credential and has 10 years of industry experience. He has worked at Cetera and its affiliates since 2023 and has been associated with Diamond State Financial Group and Securian Financial Services Inc. since 2016. Outside of his advisory role, he is also active as an insurance agent and broker. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Sandra Strudwick is a financial advisor at Edward Jones with 14 years of experience, holding a Series 66 designation. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Richard Sterling III is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at firms including Lincoln Financial Advisors and Pacer Advisors. 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 a collaborative, goal-based approach with firm-approved analytical tools.

Joshua Shaver is a financial professional at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked at Diamond State Financial Group since 2007, as well as at Securian Financial Services and Minnesota Life Insurance from 2007 to 2023. Shaver serves as vice president of DSFG CARES, a charitable board focused on local giving initiatives. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of advisory services to individuals, retirement plans, corporate and charitable clients, and institutions. The firm operates a multi-manager platform offering portfolio management, financial planning, and access to various third-party managers across discretionary and non-discretionary programs.

Brian Fox is a financial advisor at Wells Fargo Advisors in Exton, PA, holding a Series 66 designation with 16 years of industry experience. He has worked within Wells Fargo’s financial services affiliates since 2009. Fox is also the owner of Fox Wealth Partners, LLC, an independent practice based in Exton. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools.

George Bell is a Financial Consultant currently with Fidelity Investments, a position he has held since 2019. Prior to this, he worked as a Senior Financial Advisor at The Vanguard Group from 2002 to 2019. In his role, George focuses on building tailored financial plans that align with his clients' specific goals through strong and open communication, emphasizing the importance of trust in client relationships. George holds a California Insurance License, which supports his professional role in financial consulting. Outside of his professional duties, he has interests in beach activities, boating, fishing, football, and golf.

Herbert Rosenberg is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and Northwestern Mutual. Rosenberg also sells non-variable insurance products, including term life, whole life, long-term care, disability, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, utilizing a network of over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Ron Snyder is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2022. He brings 26 years of experience in the financial services industry, working in various roles including Branch Leader and Field Training Director at Fidelity Investments, Regional Vice President at Mercer Advisors, and Retirement Advisor at Vanguard. His expertise includes wealth planning and investment strategy development. Throughout his career, Ron has focused on creating personalized financial plans tailored to individual family needs and goals. He collaborates closely with clients to implement and monitor these plans over time, ensuring they adapt to changing circumstances. His professional journey reflects a commitment to leveraging extensive industry experience and resources to support clients' financial objectives. Outside of his professional life, Ron enjoys boating, family activities, golf, hiking, music, and running.

Madhurima Dey is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She holds the Professional Investment Advisor (PIA) designation. Her role involves assisting clients with their investment and banking needs, including support with retirement plan administration and guidance. Madhurima draws on experience gained at Merrill Lynch, Bank of America, and Merrill Edge, where she worked with active traders and educated clients on various investment products. She attended Rider University, focusing on Finance and investment analysis. Banking services are provided through Bank of America, N.A.

John Kane is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and having 22 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and CUSO Financial Services, LP. Outside of advising, Kane co-owns Delphi Wealth Management Group, an LLC focused on expense management, and is a partner in a CPA/tax preparation practice. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio construction and management tools, utilizing multiple third-party platforms and maintaining a complex corporate structure.