George Maniatis is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill and Bank of America, N.A. since 2016. 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 and profit-sharing plans, corporations, and charitable organizations.

Rhonda Marks is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC for five years before joining Merrill in 2019. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm employs a mix of model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, and institutional investors.

Kevin Conway is a CFP® with 21 years of industry experience and is currently affiliated with Edward Jones in Havertown, PA. He previously worked for Hartford Investment Financial Services LLC for 10 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory and managed solutions under a fiduciary standard, supported by a nationwide network of over 23,700 financial advisors.

Vicki Pearce is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has previously worked at PNC Investments and as a homemaker. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various management strategies.

Dianne Blunt is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market simulations.

Victor Valeski is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA. He holds the Series 66 designation and has prior experience teaching at East Brunswick Public Schools for 11 years before joining Mass Mutual in 2025. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative engagements and offers specialized programs such as divorce planning and employer-sponsored planning.

James Boyd is a Certified Financial Planner (CFP®) with 12 years of industry experience. He currently works at Cetera and Fenstermacher and Company and has held roles at Van Buren Financial Group and Avantax Advisory Services. Outside of his advisory work, Boyd serves on the board of a nonprofit focused on literacy and volunteers with the Association of Financial Educators to conduct financial literacy workshops. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary options.

John Dougherty is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously with Lincoln Financial Advisors and Lincoln Financial Securities Corp. 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 relationships that cover topics such as retirement, income tax, estate, and special needs planning. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Michael Mc Knight is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. His prior roles include positions at Constellation and Victory Event Series, as well as time spent at Gettysburg College. He also works as a life, disability, and long-term care insurance agent. Mass Mutual 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, wrap programs, and educational seminars.

John Swarts is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, having worked at Mass Mutual Investors Services since 2017 and Metlife Securities since 2011. Mass Mutual 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 financial planning, asset management, and educational seminars, using firm-approved tools to develop recommendations generally focused on investment categories and strategies.

Bryan Radacosky Pentoney is a financial professional at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at Wilmington University, Lycoming College, Vassar College, and Snyder & Associates, P.A. He is also involved with Diamond State Financial Group, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Edward Kerschner is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has eight years of industry experience and has worked at several affiliated firms including Massachusetts Mutual Life Insurance Company and MetLife. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and various educational programs, with a focus on collaborative annual planning engagements.

Christopher Digiacomo is a financial advisor with UBS Financial Services in Greenville, DE, holding Series 63 and Series 66 designations. He has 13 years of industry experience and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances.

Scott Feinman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies utilizing in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

David Vermeil is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 38 years of experience in wealth management and planning. He focuses on family wealth management strategies, legacy planning, portfolio management services, and special needs planning strategies. David aims to build relationships based on mutual trust and confidence, providing comprehensive services that prioritize clients' best interests and help them achieve their long-term financial goals. David holds a Bachelor's Degree from Villanova University. He is a Personal Investment Advisor (PIA) and leverages the expertise available through Merrill Lynch and Bank of America to coordinate with clients' attorneys and CPAs in order to develop tailored financial plans designed to minimize taxes, risks, and fees. In addition to his professional work, David is engaged in community service. He is a board member of both the Chester County Community Foundation and Bournelyf Special Camp, which serves individuals with special needs. He also served as president of the Chester County Estate Planning Council in 2005. David has lived in West Chester, Pennsylvania, for over three decades and enjoys basketball, football, hunting, music, and spending time with his family.

Andrew Wallace is a Series 66-licensed financial advisor with five years of industry experience. He is currently with LPL Financial and previously worked at Cambridge Investment Research Advisors, Inc. Outside of his advisory role, he is also engaged as an Investment Advisor Representative at Conte Wealth Advisors. 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 programs, including discretionary and non-discretionary management, supported by research and diversified investment strategies.

Louis Memmolo is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Weiner Benefits Group, LLC, Royal Alliance Associates, and George J Weiner Associates, where he is owner and president. Outside of his advisory role, Memmolo is a partner in an employee benefits insurance business. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and managed account solutions.

Razan Nasif is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Currently based in Wilmington, DE, she has been with J.P. Morgan since 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Shawn Bradley is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has been with Mass Mutual Investors Services since 2020 and also has a role as an insurance agent focused on life insurance. Prior to his current positions, he worked at several country clubs including Applebrook Golf Club, Jupiter Hills Club, and Concord Country Club. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships using firm-approved analytical tools.

Jeffrey Ditalia is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2016, previously working at AXA Advisors. Outside of his advisory role, he operates an independent insurance agency specializing in disability, life, accident, and health insurance. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm relies on LPL-sponsored programs and various endorsed TAMPs to provide advisory and brokerage solutions.