Matthew Gaughan is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Ameriprise Financial Services LLC and previously worked at Edward Jones and Levin Sedran & Berman. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations.

Peter Valenti is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and has 35 years of industry experience. He worked at Pruco Securities, LLC for 34 years and has been affiliated with Prudential Insurance Company of America for over three decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Ryan Fuehrer is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including AXA Advisors, LPL Financial, and PFG Advisors. Outside of his advisory role, he operates Firstrust Financial Resources as a separate business activity. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to implement client strategies.

Brian Adelberger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Wells Fargo Bank NA since 2008 and 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Dwight Dudas is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. He is also the owner of an insurance and financial services business. LPL Enterprise provides advisory and brokerage services to individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Barry Shevlin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Cambridge since 2011 and also leads Shevlin Investments, Inc., which he founded in 2002. Additionally, he has experience as an independent insurance agent dating back to 1984. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and custodians to support both discretionary and non-discretionary management and provides proprietary model strategies alongside access to third-party advisers and sub-advisors.

Arius Jones is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Fidelity, he worked at The Vanguard Group for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across various asset classes.

William Michetti is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, he serves as executor and holds power of attorney for his domestic partner. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and emphasizes diversified investment strategies supported by internal and third-party research.

John Anderson is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has worked with several firms, including Securities America Advisors and National Planning Corporation. 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 investment management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies.

Jane Kerr is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. She previously worked at Strategic Investment Group from 2016 to 2022 and at Sei Investments from 2001 to 2016. Outside of her advisory role, she is a finance committee member of Good Works Inc., where she helps oversee the organization’s annual budget. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies in partnership with clients’ financial advisors. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

John Carpani IV is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Eric Callahan is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 21 years at Equitable Advisors. He also owns Lederach Financial, LLC, an investment management and retirement planning business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Pavel Mordasov is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His prior work includes positions at Cetera, Janney Montgomery Scott, and other financial services firms. Outside of his advisory role, he has experience with Amazon Flex. 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 approximately $671 billion in assets and combines research-driven investment selection with a broad range of brokerage and advisory solutions.

Brett Rhode is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, he worked at UBS Financial Services for 33 years. 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, including tailored financial planning using structured discovery methods and firm-approved tools.

Trevin Panaia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and offering 25 years of industry experience. His prior experience includes roles at Pillar Wealth Advisors, Hornor, Townsend & Kent, and Cetera Wealth Services. Outside of his advisory work, he conducts financial aid and tuition strategy seminars. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, leveraging a broad platform of investment options and technological tools for operational and research support.

Stephen Garnick is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He worked at Morgan Stanley for 21 years before joining Raymond James in 2019. Outside of his advisory role, he manages a residential real estate property and owns a support company related to his business operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports advisory programs with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Keona Williams is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Her prior work includes roles at Bank of America, Citadel, Wells Fargo Bank, and Citizens Bank. Outside of financial advising, she is involved in several entrepreneurial ventures, including serving as CEO of Maroon Market LLC, a cosmetics and beauty products resale business, and as a content publisher managing audio and video works. 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, pension plans, corporations, and charitable organizations.

Joseph Chiarantona is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Saint Joseph's College. Outside of his professional responsibilities, Joseph is interested in baseball, basketball, football, and golfing.

Diann Slavinski is a financial advisor with Ameriprise in Ambler, PA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advising, she is the sole member of R&S Plan Solutions, LLC, where she handles financial plan production and related services. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bryan Kinman is a financial advisor at Fidelity with 21 years of industry experience. He previously worked at The Vanguard Group from 2004 to 2021 before joining Fidelity in 2022. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.