Brent Fuchs is a financial advisor at Osaic Wealth with 25 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Osaic in 2025, he spent 25 years at Lincoln Financial Advisors Corp. Outside of his advisory role, Fuchs is involved in insurance activities, offering various types of insurance products including group health, disability, life insurance, and annuities through affiliated entities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization with a range of customized investment programs.

Margaret Disammartino is a financial advisor with Merrill based in Philadelphia, PA. She holds a Series 66 designation and has 18 years of industry experience. She has been with Merrill Lynch since 1991. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal teams and third-party style managers.

Emily Huber is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has worked at Edward Jones in two separate periods and spent three years at Bank of America (Merrill Lynch). Prior to her finance career, she held roles at the University of Delaware, Brookside Golf & Country Club, and Thomas Worthington High School. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Arthur Ace is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including PNC Wealth Management and Truist Investment Services. Outside of his advisory role, he serves on the board of the Touchstone Foundation, focusing on mental health services for youth, and participates in leadership and estate planning nonprofit organizations in Lancaster County. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of advisors, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research, incorporates ESG criteria, and includes broader derivatives and commodities capabilities.

Dana Nguyen is a financial advisor at UBS Financial Services with six years of industry experience. Nguyen holds Series 63 and Series 65 licenses and has worked at UBS since 2019. Prior roles include positions at Citizens Securities, Citizens Bank, PNC Bank, and Kish Bancorp. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kimberly Goodman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. Her prior work includes roles at TD Private Client Wealth LLC, BNY Mellon Securities Corporation, and MBSC, LLC. She also serves as power of attorney for her child. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors. The firm combines research from Wells Fargo Investment Institute and third-party sources to support diversified portfolio construction and offers a range of brokerage and advisory solutions.

Samantha Talecki is a Client Experience Advisor at Merrill Lynch Wealth Management. In her role, she works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. She aims to empower clients with the knowledge and tools needed to take control of their financial lives and choose the platform that best fits their needs. Samantha holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Lafayette College. Her professional philosophy involves helping clients uncover what matters to them and their families to create a strategy for pursuing their financial goals.

Kimberly Daniels is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with LPL Financial since 2015 and previously worked at Wireless Zone from 2011 to 2019. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Adam Conish is a financial advisor with UBS Financial Services in Philadelphia, PA. He holds the Series 65 and Series 63 designations and has 19 years of industry experience, including prior roles at Quasar Distributors, LLC and Glenmede Investment Management, LP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Robert Caesar is a financial advisor with Equitable Advisors in Media, PA, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2007. Outside of his advisory role, he serves as the controlling shareholder and president of RPC Capital Corp. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a range of advisory models implemented by third-party managers and provides ERISA fiduciary services, with a focus on both proprietary and third-party solutions.

Martin Sinclair is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been associated with Cetera and its affiliate entities since 2013 and operates a CPA practice, Sinclair Associates LLC. Sinclair is involved in nonprofit work as a board member of My Father's House Inc. and serves as treasurer for the Prader-Willi Syndrome Association Chapter of New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers multiple program options, including model portfolios and custom strategies, managing over $256 billion in assets.

Seth Kuhn is a Series 66 licensed advisor with J.P. Morgan Securities in Philadelphia, PA, with one year of industry experience. His background includes roles at JPMORGAN Chase Bank, N.A., Villanova University, and Pennsylvania State University, as well as involvement with For Soccer Ventures and Adelphia Seafood. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Charles Strano is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at FSC Securities Corporation for 29 years before joining OSAIC in 2023. Outside of his advisory role, he owns a sole proprietorship focused on the sales and service of life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with various portfolio management options and maintains a complex affiliate network alongside alternative investment access.

Marguerita Chapman is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and AI techniques in portfolio management.

Donna Dorazio is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Based in Philadelphia, PA, she operates within a large institutional environment. 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 provides a range of brokerage and advisory solutions supported by research and analytics.

Zachary Duymich is a financial advisor at Merrill in Philadelphia, PA, holding a Series 66 designation with nine years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017 and previously held roles at Bank of America and Centenary University. Outside of finance, he was involved with JCZ Cleaning Service from 2011 to 2017. 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 tailored for individuals, high-net-worth clients, and institutional investors.

Andrew Burdsall is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 credential and has worked at multiple firms including Equitable Financial Life Insurance and Mazzuco & Company CPA. Outside of his advisory role, he has worked as a rideshare subcontractor for Uber. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm combines quantitative and qualitative research in its advisory process and maintains regulatory registrations supporting broader derivatives and commodities capabilities.

Stephan Tucker is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. He has previously worked at Northwestern Mutual Private Client Group and Vanguard. Outside of his advisory role, he is involved with the Achieving Reunification Center, a nonprofit in Philadelphia that educates parents who have children in the system on life skills and community resources to support family reunification. 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.

Louis Mosca is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Based in Philadelphia, PA, Mosca's career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies as part of its financial planning process.

Lawrence Birch IV is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Commonwealth Financial Network, NYLife Securities LLC, and Steele Financial Solutions. Outside of finance, Birch has experience in communications and the restaurant industry. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and research tools.