Casey Wren is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and previously worked at Janney Montgomery Scott for eight years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that utilizes approved planning tools and scenario modeling.

Michael Monastra is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes over three decades at Metlife Securities Inc. and a concurrent role at MassMutual Life Insurance Company. He is also involved in individual life, property/casualty, health, and group insurance sales outside of his advisory work. 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 provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative processes using firm-approved tools to analyze client goals.

Lora Baldini is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 20 years of industry experience. She has been with RBC Capital Markets since 2013. Outside of her advisory role, she is the owner of Infinity Leasing, LLC, a residential rental property business. 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 multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Andrew Del Beato is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations, and has 27 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016, following positions at MetLife Securities Inc. and CREATIVE Financial Group. He also operates an independent advisory business and works as a life and health insurance agent. MassMutual 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, using collaborative, software-supported planning processes focused on goals-based recommendations.

Susan Sechter is a financial advisor at RBC Capital Markets with seven years of industry experience. She previously worked at Breakwater Accounting & Advisory Group, Mattern, and Black Slaughter & Black PA. She serves as a non-compensated council member of the Heathergreen Commons Homeowners' Association in Wilmington, Delaware. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with customized strategies implemented through a mix of in-house and third-party managers, notable for its integrated capital-markets capabilities and affiliated asset managers.

Paul Lu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He worked previously at Wells Fargo Advisors LLC for seven years before joining Wells Fargo Clearing in 2016. He also manages investment accounts for family members as a power of attorney. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through over 14,000 financial advisors.

Justin Branam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both discretionary and non-discretionary services, with a broader investment menu that features insurance-related products and bank deposit sweep options.

Judith Cassidy is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. She holds a Series 63 designation and has been with Mass Mutual Investors Services since 2017. In addition to her advisory role, she operates an outside insurance business focusing on individual and group life, health, and long-term care insurance. 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, and charitable organizations. The firm offers ongoing planning engagements supported by firm-approved analytical tools and various investment and educational programs.

Richard Gostkowski is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in West Chester, PA, with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Peter Vanderkley is a financial advisor with LPL Financial in Newark, DE, holding a Series 66 credential and 25 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

George Maniatis is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill and Bank of America, N.A. since 2016. 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 and profit-sharing plans, corporations, and charitable organizations.

Rhonda Marks is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC for five years before joining Merrill in 2019. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm employs a mix of model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, and institutional investors.

Vicki Pearce is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has previously worked at PNC Investments and as a homemaker. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various management strategies.

Anthony Alfieri is a financial advisor with LPL Financial in Landenberg, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory work, he owns a tax preparation and accounting firm, Anthony Fieri, LLC. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management combined with model portfolios and research from internal and third-party sources.

Dianne Blunt is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market simulations.

Victor Valeski is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA. He holds the Series 66 designation and has prior experience teaching at East Brunswick Public Schools for 11 years before joining Mass Mutual in 2025. 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 structures financial planning as annual collaborative engagements and offers specialized programs such as divorce planning and employer-sponsored planning.

James Boyd is a Certified Financial Planner (CFP®) with 12 years of industry experience. He currently works at Cetera and Fenstermacher and Company and has held roles at Van Buren Financial Group and Avantax Advisory Services. Outside of his advisory work, Boyd serves on the board of a nonprofit focused on literacy and volunteers with the Association of Financial Educators to conduct financial literacy workshops. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary options.

Ryan Castle is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously was with Voya Financial Advisors and FC Delco. Outside of his advisory role, Castle serves as a head coach for varsity boys soccer at West Chester Area School District. 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 range of portfolio management and consulting services through a multi-manager platform with various program structures and affiliations.

Michael Mc Knight is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. His prior roles include positions at Constellation and Victory Event Series, as well as time spent at Gettysburg College. He also works as a life, disability, and long-term care insurance agent. 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, wrap programs, and educational seminars.

John Swarts is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, having worked at Mass Mutual Investors Services since 2017 and Metlife Securities since 2011. 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 provides financial planning, asset management, and educational seminars, using firm-approved tools to develop recommendations generally focused on investment categories and strategies.