Joseph Digiacomo is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2009. In addition to his advisory role, he serves as an arbitrator for the American Arbitration Association and FINRA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through brokerage or advisory programs on an optional basis.

Victoria Lilley is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Thrivent and its affiliates since 2006. Outside of her advisory role, she is a partner in Lilley Roesinger LLC, a pass-through entity managing business expenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics, with an option to combine planning with managed accounts under a consolidated billing structure.

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 at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo since 2009, including his current role since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Thomas Mitchell Jr. is a financial advisor with Osaic Wealth, Inc. based in Blue Bell, PA. He holds a Series 66 designation and has 18 years of industry experience, including 17 years at Lincoln Financial Advisors prior to joining Osaic. Outside of his advisory role, he provides editorial reviews of financial services-related articles as a consultant for The LightStream Group. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed-account solutions to construct portfolios across a range of asset classes.

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 over 21 years of industry experience. He has been with Merrill since 2004. Outside of his advisory role, he works seasonally as a beer vendor at sporting events for organizations including the NFL and Aramark. Merrill, along 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.

Leah West is a financial advisor with LPL Financial in Lambertville, NJ, holding Series 63 and Series 66 licenses and over 31 years of industry experience. She previously worked at Cadaret, Grant & Co. Inc. for 20 years and has been associated with Rivertown Financial, LLC for more than a decade. She also facilitates estate planning outside of her investment advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting services.

Sasha Roberts Alston is a financial advisor at LPL Enterprise with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked with firms including Principal Securities and Lincoln Heritage. Outside of advisory work, she provides tax preparation services to a select group of clients and offers a range of insurance products, including life, disability, and property and casualty insurance. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, brokerage services, and access to model portfolios and third-party asset management, combining advisory programs with insurance product sales through an integrated platform.

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.

Benjamin Schleicher is a financial advisor at LPL Financial with 11 years of industry experience. He has held positions at Cuna Brokerage Services, Inc. and Cuna Mutual Group since 2015 and joined LPL Financial in 2022. Schleicher holds Series 63 and Series 65 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 supported by research and model portfolios.

Michael Amato is a CFP® and PFS™ with 34 years of experience in financial services. He currently works at Cetera and has held previous positions at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Amato is president of Independent Tax & Financial Planners, P.C., where he provides tax preparation and accounting services, and serves as a fiduciary trustee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a nationwide network of independent advisors.

Donovan Stuard is a financial advisor with LPL Financial in Newtown, PA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at McDermott Investment Advisors and Merrill Lynch. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and corporations through a national network of advisers. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

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.