Anthony Molettiere is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Primerica Advisors since 2018 and has prior experience with Primerica Financial Services, Guiseppes, Penn State, Koffee Korner, and ArtsQuest. His other business activities include sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering various investment models implemented through BNY Mellon Advisors.

Tara Klimes is a Planning Consultant at Fidelity Investments, where she has been working since 2021. She has been involved in financial services since 2014, with roles including Relationship Manager at Fidelity Investments from 2019 to 2021, Financial Advisor at Merrill Lynch, Pierce, Fenner from 2018 to 2019, Financial Advisor at Edward Jones from 2016 to 2017, and Client Associate at Merrill Lynch, Pierce, Fenner from 2014 to 2016. Her professional focus centers on assisting clients in achieving their financial goals through attentive listening, detailed analysis, and building long-term relationships. Tara emphasizes establishing authentic connections with clients to understand their unique situations, which supports advancing their financial objectives and strengthening client relationships. No information regarding Tara's education, credentials, personal interests, or community involvement was provided.

Daniel Pederson is a Series 65-licensed financial advisor with eight years of industry experience. He has been with Fisher Investments since 2018, following a year at Pederson Financial Consulting. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services to a broad client base.

Amy Brantz is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Jenkintown, Pennsylvania. She is a founding member of The Brantz Goldstein Group and has been with Merrill Lynch since 1986. Amy works with clients focusing on personal retirement planning, socially responsible and values-based investing, women and wealth, and retirement income. Her approach centers on open and honest communication and providing straightforward, common sense solutions tailored to clients' needs. Amy has particular expertise in serving multi-generational families, helping wealth creators and their descendants navigate important financial decisions and legacy matters. She also advises clients actively building their wealth, assisting them in laying the groundwork for their envisioned futures. Amy holds the Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA) designations. Amy earned her bachelor's degree from Princeton University and her Juris Doctor from The National Law Center of George Washington University. She grew up in Cheltenham, Pennsylvania, and was the first woman to serve as President of the Princeton Club of Philadelphia. Amy has also served on the School Committee at Abington Friends School. She resides in Elkins Park, Pennsylvania, with her husband and enjoys traveling, gardening, bird watching, and reading history and mystery books.

Kyle Pascale is a Financial Consultant currently working with Fidelity Investments. In this role, he focuses on helping clients strengthen their financial well-being through the development of holistic financial plans tailored to individual goals. Prior to his current position, Kyle served as a Financial Solutions Advisor at Merrill Lynch from 2011 to 2023. His professional experience spans over a decade in financial advisory services, emphasizing personalized financial planning and client-focused solutions.

Jennifer Staudenmayer is a CFP® with 12 years of experience in the financial services industry, all of which she has spent at Edward Jones. She holds the Series 66 designation and is based in Limerick, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melissa Shoupe is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. She holds a Series 63 designation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning arrangements.

Claudia Wert is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and eight years of industry experience. She previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Wert serves as treasurer for Juventutem Lehigh Valley, a community organization in Allentown, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by Wells Fargo research and planning tools.

Joseph Kuriger III is a financial advisor with Merrill in Jenkintown, PA, holding a Series 66 credential and 12 years of industry experience. He has been with Merrill since 2015. Outside of his advisory role, he is involved in managing a residential rental property with his wife and may occasionally work for a family-owned brewery in Whitehall, Pennsylvania. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Louis Spinelli is a Wealth Management Advisor based in suburban Philadelphia with Merrill Lynch Wealth Management. He leads The Spinelli Policare Group, which advises affluent families on various financial matters including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. Louis began his financial services career in 2002 after earning a bachelor's degree in finance from Villanova University. He advises high net worth investors and corporate retirement plans, and holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and values-based investing. Louis resides in Whitemarsh Township with his wife, Maria, and their young son, Vincent. His personal interests include basketball, reading, and spending time with his family.

Andrew Hylan is a financial advisor with Ameriprise in Spring City, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Outside of his primary role, he is an associate financial advisor with Vernon Summit Partners, working under William Bishop. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

David Maharam is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliates since 2007, as well as Wells Fargo Clearing from 2003 to 2007. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and firm-approved tools to model outcomes, serving clients both directly and through employer-based financial planning agreements.

Nikolai Gasiorowski is a financial advisor at Edward Jones with 19 years of industry experience. He has held his current position since 2014 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is involved in a real estate rental business in New Hope, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices.

Robert Krzyzkowski is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked at Fidelity and its affiliated entities since 2006, with a brief period at Ameriprise in 2006. Outside of his advisory work, he owns "Cheesing It Up," a project focused on creating videos and writing articles. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

George Walloff is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior work history includes roles at LPL Financial and Morgan Stanley before joining Wells Fargo Bank, NA and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement consulting services. The firm uses research from Wells Fargo Investment Institute alongside third-party data and employs diversification and modern portfolio theory in its investment evaluations.

Michael Costo is a financial advisor with Merrill, holding a Series 66 designation and having 21 years of industry experience. He has worked at Merrill since 1995. Outside of his advisory role, he is a co-owner of a family rental property business in Ocean City, New Jersey. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional clients.

Ursula Johnson is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in audio/visual art production through PYMG, LLC, serves as an associate minister, teaches biblical principles of finance to women in transitional housing, and volunteers as a roving poll monitor for election integrity. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized written recommendations.

Jeffrey Jacoby is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors like Jacoby.

Jacob Long is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2016, including service at its predecessor firm Axa Advisors LLC, and previously at MSI Financial Services, Inc. Long also owns and manages rental properties. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing third-party asset managers and proprietary programs.

Erik Barlow is a financial advisor at Wells Fargo Clearing with five years of industry experience and a Series 66 designation. He previously worked at UBS Financial Services and Equitable Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory.