Nathaniel Cooper is a financial advisor with Thrivent Investment Management in Exton, PA, holding a Series 66 designation and three years of industry experience. Prior to his current role starting in 2023, he worked at Stillwater Medical Center from 2016 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering both one-time and ongoing planning engagements that cover a wide range of financial topics without implementation of recommendations. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

A Norkiewicz is a financial advisor at LPL Financial with 44 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Cadaret, Grant & Co., Inc., Lancaster Financial Group LLC, and The Investment Center, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and diverse investment strategies.

David Schwarz is a financial advisor with Vanguard Advisers, holding the CFP® designation along with Series 65 and Series 63 licenses. He has 17 years of industry experience and has worked at The Vanguard Group since 2007. Outside of his advisory role, he coaches swimming for the Suburban Seahawks Club. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios built mainly from Vanguard funds and ETFs, supported by a large team of advisors and a digital platform serving hundreds of thousands of clients.

Matthew Perny is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with entrepreneurs, business owners, executives, and ultra affluent families, helping them simplify complex financial needs through customized strategies. Matt leverages his fiduciary, investment, and trust experience to serve as a chief financial advocate for his clients, coordinating their objectives with accountants, attorneys, and family offices while navigating the resources of Merrill and Bank of America. Prior to joining Merrill, Matt was President and Chief Fiduciary Officer of Stifel Trust Company Delaware, N.A., where he led the national trust company and oversaw trust, investment management, and custody accounts. He began his financial services career in 2002 with Wilmington Trust Company as a Private Client Advisor. His areas of expertise include family wealth management strategies, legacy planning, portfolio management services, socially responsible investing, tax minimization, and services for endowments, foundations, and non-profits. Matt holds a Bachelor of Science degree in Biology from Davidson College and a Juris Doctor degree from the Delaware School of Law at Widener University. He has earned the Personal Investment Advisor (PIA) designation. Matt is a member of the Delaware Estate Planning Council. He resides in northern Delaware with his wife and three sons. In his free time, he enjoys hiking, biking, cooking, fishing, golfing, running, surfing, and spending time with his family.

Mary Reopell is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ryan McGuire is a CFP® with four years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with Vanguard Group and its affiliated entities since 2022. Prior to his financial services career, his work history includes roles at Millersville University and Spooky Nook Sports. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach and manages a large client base through its digital platform combined with advisor support.

Jessica Mclaughlin is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. She has worked with various divisions of Vanguard since 2022 and previously held roles at Freedom Mortgage and TTEC-Blue Cross Blue Shield. Outside of her financial career, she owns JessCause Creations, LLC, an eCommerce business that produces apparel and accessories. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to personalize asset allocations, offering portfolios primarily composed of Vanguard funds and ETFs along with tax-aware features and multiple customization options.

Hans Hess is a financial advisor with Vanguard Advisers in Malvern, PA, holding a Series 66 designation and four years of industry experience. He has worked at Vanguard Advisers and affiliated Vanguard entities since 2021. Outside of finance, he participates in Nielsen Ratings, a TV/media measurement business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and managing a large client base through its automated platform and team servicing model.

Maria Henderson is a financial advisor with Cetera, holding a Series 63 credential and 17 years of industry experience. She has held various roles within Avantax and Cetera-affiliated firms since 2008 and also operates a CPA practice focused on tax preparation and accounting, which she has managed since 1988. Henderson serves as a board member of the Pennsylvania Society of Tax and Accounting Professionals and is involved in related professional organizations. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliations to provide diversified investment strategies.

John Messersmith is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Next Financial Group Inc for 10 years and has operated Messersmith & Associates since 1986. He is also involved in tax preparation and accounting through Messersmith Financial Services. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of advisers. The firm provides both discretionary and non-discretionary management, model portfolios, and utilizes research from multiple sources to support diversified investment strategies.

William Angelos is a financial advisor with Wells Fargo Clearing in Radnor, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Christopher Jackson is a financial advisor with Cetera who holds a Series 66 designation and has 21 years of industry experience. He is also the owner of Jackson & Associates LLC, a tax and accounting firm. Additionally, he manages a holding company that oversees his financial and accounting businesses. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Kwaku Asante is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard Advisers since 2025. Prior to this, he worked within various divisions of The Vanguard Group since 2019. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct personalized portfolios largely composed of Vanguard funds and ETFs, supported by a large team of advisors and a high-volume digital platform.

Danilo Ercole is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at The Vanguard Group for two years and has experience in various roles including self-employment and positions in the hospitality and education sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.

John Morgenthaler is a financial advisor at OSAIC with over 42 years of industry experience. He holds a Series 63 designation and has worked with firms including Wharton Wealth Management and Principal Life Insurance Company. Morgenthaler is also involved with Wharton Business Group, a separate entity focused on selling life insurance. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of affiliated advisors. The firm combines multiple advisory platforms with brokerage services and uses asset-allocation tools and third-party money managers to offer customized portfolio solutions.

Zachary Hickman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior experience includes roles at TD Bank and The Vanguard Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Emanuele Buonamici is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 66 designation and has previously worked at PNC Bank and PNC Investments. Outside of his advisory role, he volunteers as a financial educator with the Foundation for Financial Planning through the CFP Pro Bono Program. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach utilizing proprietary models to set personalized asset allocations, with portfolios largely composed of Vanguard funds and ETFs.

Sufyan Davis Arrington is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked at Equitable Advisors and has held various positions including roles in education and retail. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach utilizing proprietary models to construct personalized portfolios mainly composed of Vanguard funds and ETFs.

Randal Eveland is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial in Wilmington, DE. He has been with LPL Financial since 2013. Eveland operates a DBA under the name Covenant Wealth Strategies. 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 services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Anthony Rossini is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2021, he worked at M&T Securities Inc. for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research and model portfolios from multiple sources.