Kenneth Del Goleto is a financial advisor at Ameriprise with 39 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions with a focus on retirement income strategies that incorporate research, modeling, and tax-efficiency analysis.

Jessica Mclaughlin is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. She has been with Vanguard Advisers since 2025 and concurrently works with Vanguard Marketing Corporation and THE Vanguard Group, Inc. Outside of her advisory role, she owns JessCause Creations, LLC, an eCommerce business focused on apparel and accessories. 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 investment approach using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

John Hoffner is a financial advisor at Vanguard Advisers with a Series 66 designation and four years of industry experience. He has worked at The Vanguard Group since 2021 and previously held roles at Rutgers University, Columbia Bank, LA Fitness, and Rowan College at Burlington County. 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 investment approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, offering diverse customization and tax-aware features.

Sara Lee is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and having 10 years of industry experience. She has been with The Vanguard Group since 2015. Vanguard Advisers provides both 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 portfolio construction, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor support.

Hans Hess is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Vanguard Advisers. His prior work includes roles at American Eagle Express Inc and Verizon Wireless. Outside of finance, he participates in the Nielsen Ratings media activities. Vanguard Advisers delivers automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, utilizing Vanguard funds and ETFs with options for tax-aware management and customization.

Christopher Jackson is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has been with Cetera and its affiliated entities since 2004 and also operates independently through several entities, including Jackson & Associates LLC, where he provides tax and accounting services as a CPA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that allows advisors to use affiliated and third-party investment strategies across various program structures.

Michael Sirianni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 33 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, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics to support portfolio diversification and investment selection.

Kwaku Asante is a financial advisor with Vanguard Advisers in Malvern, PA. He holds Series 63 and Series 66 licenses and has six years of industry experience. His work history includes roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach and manages a large client base through its digital delivery platform.

John Morgenthaler is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including Wharton Wealth Management and Principal Life Insurance Co. In addition to his advisory roles, he is involved with Wharton Business Group, a separate corporation where he sells life insurance. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization, discretionary strategy options, and access to third-party money managers.

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.

Christopher Brown is a financial advisor at Vanguard Advisers with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Waldron Private Wealth, Truist Wealth, and J.G. Wentworth. 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 investment approach using proprietary models and offers portfolios largely constructed from Vanguard funds and ETFs, with various customization and tax-aware features.

Sufyan Davis Arrington is a financial advisor with Vanguard Advisers in Malvern, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Vanguard, he worked at Equitable Advisors, LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs.

Alfred Barbato is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at Key Investment Services, Wells Fargo Clearing, Santander Securities, and PNC Wealth Management. Based in Phoenixville, PA, he currently also operates under TruMark Financial Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

John Presta Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 credential and has 31 years of industry experience. He has been with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2016. In addition to his advisory role, Presta is an insurance agent and owns an LLC that provides financial advisory services. MML Investors Services, LLC operates as a subsidiary of MassMutual and offers ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and delivers written recommendations, focusing on investment categories and strategies without discretionary authority.

Aaron Tidd is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Diamond Credit Union and The North Face. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary research and third-party strategies across various investment options.

Gerald Gray is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and two years of industry experience. He has worked with MassMutual Life Insurance Co and MML Investors Services, LLC since 2022. Outside of his advisory role, Gray operates Cadence Financial Management, LLC, an entity used for business expense and payroll purposes. MassMutual 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 ongoing financial planning, asset management, and educational seminars, employing collaborative, software-supported approaches to deliver written recommendations without investment discretion.

David Grabowski Jr. is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked at MassMutual Life Insurance Co and has experience in various positions since 2015, including work outside the financial industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual planning relationships using firm-approved tools and offers a range of specialized planning programs.

Sheila Bowden is a financial advisor at Vanguard Advisers with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked in various roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2020. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, catering to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages a large client base through its automated platform and team servicing model.

Justice Smith is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Cetera. His prior roles include positions at Voya Financial Advisors and involvement with educational institutions as a football coach and board member. He is active in nonprofit work as treasurer for Friends of PJP and holds ownership in a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base ranging from individual investors to institutional accounts. The firm offers a variety of portfolio management and retirement services, operating as a multi-manager platform that provides advisors with diverse investment options and program structures.

Mason Abate is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has worked at MML Investors Services, LLC and MassMutual Life Insurance since 2020. Outside of his advisory role, he is a part-time baseball instructor at All Star Baseball Academy, where he works with youth on skill development. MML 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.