Lida Rogers is a Financial Consultant currently working at Fidelity Investments, where she has been since 2020. She has held roles as a Planning Consultant and Investment Consultant before assuming her current position in 2024. Prior to joining Fidelity Investments, she worked as a Financial Solutions Adviser at Merrill Lynch from 2017 to 2020. Throughout her career, Lida has focused on partnering with clients to develop financial plans that align with their individual goals and preferences. She emphasizes understanding clients on both personal and professional levels to build trust, which she considers fundamental in financial advisory relationships. Her approach involves helping clients develop, implement, and maintain sound financial strategies. Outside of her professional responsibilities, Lida has personal interests that include baseball, biking, gardening, traveling, yoga, and exploring culinary experiences.

Kenneth Welsh is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Smith Barney. He serves on the finance committee of Neshamony United Methodist Church, assisting with budget and fund distribution matters. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to deliver tailored recommendations.

Louis Hoffman is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2004. Outside of advisory work, he is also an insurance agent specializing in life, fixed annuities, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual planning engagements using firm-approved software to support goal analysis and delivers written recommendations across investment categories.

Jonathan Sharaf is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Thomas Mitchell Jr. is a financial advisor at Osaic with 18 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 17 years. Outside of his advisory role, Mitchell provides editorial reviews of financial services-related articles as a consultant for The Lightstream Group. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm uses model-based asset allocation and portfolio optimization tools, providing various investment strategies and third-party manager options.

William Ford is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Garret Quallet is a Financial Consultant currently employed at Fidelity Investments. In this role, he works with individuals and families to develop personalized strategies to grow and protect their wealth. Garret has experience in financial planning and investment consulting, with a focus on creating strategies grounded in logical and sound principles that prioritize long-term goals. He has held various positions at Fidelity Investments since 2023, including Financial Services Representative, Relationship Manager, and Investment Consultant. Outside of his professional work, Garret has interests in baseball, comedy, fitness, football, and reading.

Donna Wells is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2020, with prior roles including positions at Glenmede Trust Company, Swayze LLC, and Cipperman Compliance Services. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Forscht is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2022. Prior to this, he was affiliated with Primerica Financial Services from 2019. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through a model-driven investment approach supported by third-party asset managers and custodial services.

Paul Esposito is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill since 2004. Outside of his advisory role, he works as a beer vendor at sporting events, including Philadelphia Eagles games at Lincoln Financial Field. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Sasha Roberts Alston is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 registrations and three years of industry experience. Prior to joining LPL Enterprise, she worked at Principal Securities, Principal Life Insurance Company, Roberts Financial Group LLC, and Lincoln Heritage. In addition to her advisory role, she provides tax preparation services and acts as a notary public. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Duncan Reed is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He has prior experience at DeVry University and has been affiliated with Gwynedd Mercy University since 2010. Edward Jones is a full-service wealth management firm with approximately $1.01 trillion in assets under management, serving individual and institutional clients through a large network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leslie Callahan is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. In addition to her role at Ameriprise, she manages an advisory business with Ashford Wealth Advisors, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through a centralized team that collaborates with advisors to provide written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jason Goldstein is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has 15 years of industry experience. He previously worked at 1847Financial, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in coaching financial professionals and consulting with advisors through Goldfisch Method LLC on client segmentation and practice growth strategies. MassMutual 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, utilizing firm-approved tools for goal analysis and delivering collaborative, annual planning engagements.

Miranda Cabrelli is a CFP® certificant with 17 years of industry experience, currently affiliated with Morgan Stanley. Her background includes roles at The Vanguard Group and Delaware Distributors, L.P. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that leverages firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-based financial planning agreements.

Rebecca Sweeney is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, she worked at PRECISIONscientia (formerly ETHOS Health Communications) for two years and at ScribeAmerica for four years. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Konner Keith is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Comcast, Diversant LLC, and PricewaterhouseCoopers. He also manages an advisory business, Double K LLC, alongside his role at Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Adam Gladstone is a CFP® professional affiliated with LPL Financial, with 25 years of industry experience. He has worked with LPL Financial since 2016 and has been involved with Global One Financial Services since 2003. Outside of his advisory role, he is engaged in tax preparation and accounting services through Global One Financial Services and holds a non-variable insurance license. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Dino Bryant Sr. is a financial advisor with Primerica Advisors in Boyertown, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1985. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model‑delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Michael Johnson is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Kreischer Miller. Outside of his advisory role, he serves as an assistant coach for the boys’ golf team at Hatboro-Horsham High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by its Research Department and third-party strategists, and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.