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.

Christopher Johnson is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and over 21 years of industry experience. He has worked at Merrill since 2005 and is also employed by Bank of America since 2009. Johnson serves as a board member for Cradles to Crayons Inc., a nonprofit focused on providing essentials to children in the Philadelphia area, and volunteers with the PGA of America. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm’s investment management includes multiple program strategies with both client and advisor discretion, supported by a CIO-led manager selection and oversight process, and benefits from deep integration with Bank of America’s broader banking and capital-markets platform.

Thyrick Pitts Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. His background includes roles with the New England Patriots and Chicago Bears, as well as collegiate experience at the University of Delaware. He serves on the Board of Directors for the Philadelphia Chapter of the NFL Players Association and is Treasurer of the national NFL Players Association. Additionally, he is involved with Life Skills U, an educational financial literacy platform aimed at teaching life skills to young adults. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Albert Corrato is a CFP®, ChFC®, and Series 63 registered financial advisor with MassMutual Investors Services, where he has worked since 2017. He has 26 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He serves as a board member of Hillcrest Memorial Park, a nonprofit cemetery association, and holds a director and treasurer position on the board of the Better Business Bureau for Eastern Pennsylvania and Washington, DC. MassMutual Investors Services, LLC 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 offers a range of programs including wrap and money-manager services along with educational seminars.

Matthew Carrozza is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation. He has over 12 years of industry experience, including roles at Bank of New York Mellon from 2013 to 2025 and JPMorgan Chase Bank, N.A. since 2025. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Bitanga is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior work includes involvement with Slim's Chance Bulldogs and Slim's Chance Foundation, as well as experience at Bertucci's Italian Restaurant. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Teti is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is an independent contractor with Karr Barth Administrators Inc. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Don Dewees is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as treasurer of the Edgar A. Thronson Foundation and participates on the investment committee of the Delaware Center of Horticulture. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with banking and other financial products, supporting clients through tailored recommendations and flexible implementation options.

Jill Angstadt Truesdell is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has worked since the beginning of her career in 1993. She specializes in working with high-net-worth individuals and their families, focusing on personalized wealth management strategies including investment management, retirement planning, estate services, and tax planning. Jill was a founding member of The HART Group in 2005, which has developed into one of Delaware's largest financial advisory practices. Jill is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Personal Investment Advisor (PIA) designation. She earned a Bachelor of Science degree in Accounting from the University of Delaware. Jill lives in Wilmington, Delaware with her husband, Don, and their two children, Trey and Jillian.

Courtney Brobst is a Series 66-licensed financial advisor with LPL Enterprise in Newark, DE, and has two years of industry experience. Prior to joining LPL Enterprise, Brobst worked with The Prudential Insurance Company of America and Pruco Securities. Outside of advisory work, Brobst is an independent Medicare insurance contractor. LPL Enterprise, LLC serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via its integrated platform.

Paul Bechly is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the CFP® and CFA® designations and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Outside his advisory role, he is involved with Bizybiz LLC, a consulting firm, and serves as an arbitration panel member for FINRA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning and utilizing firm-approved tools to model outcomes. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Danielle De Vard is a financial advisor at Merrill with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Merrill, she held positions at Bank of America, LPL Enterprise, and several insurance agencies. She is the owner of Modern Now Innovations LLC, which licenses a patent for an adjustable needle designed to tailor clothing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Carlina Fiocchi is a financial advisor with Equitable Advisors holding a Series 66 designation. She has experience working with Thomas Cuffari at Equitable Advisors and has held roles at Pats Select, Rowan University, and 5 Points Custard. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, providing a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Talene Brinker is a financial advisor with LPL Financial, holding a Series 66 designation and eight years with the firm. She has two years of industry experience and previously worked at Brookside Bagels & More and Neumann University. Brinker also serves as a notary through her affiliation with Brinker Financial. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services with a focus on both discretionary and non-discretionary management strategies.

Ernest Repice is a financial advisor with Equitable Advisors, holding the ChFC® designation and Series 63 and Series 65 licenses, with 46 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors. He is also associated with Karr Barth Associates, a private client group focused on client communication. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party asset managers and advisory models tailored to client risk tolerance and needs.

William Owens is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds the Series 66 designation and has 17 years of industry experience, including prior work with Axa Advisors, LLC. He is also involved in other business activities under the name Karr Barth Associates. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Paul Gibler is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its predecessor, American Express Financial Advisors Inc., since 1993. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm utilizes internal research, third-party data, and algorithmic tools while operating within a defined investment universe that includes affiliated product offerings.

Waley Zhao is a financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, Zhao held positions at Trinity Wealth Securities, Florida Financial Advisors, and Tristate Financial Advisors. Outside of finance, Zhao worked for four years at Niagara University Ice Complex Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Isaac Fendrick is a financial advisor at Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at PGIM Investments LLC and Prudential Investment Management Services LLC. He has also held roles outside of finance, including a position at the Kelley School of Business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes structured financial planning supported by firm-approved tools and methodologies.

Dominick Daniele is a Certified Financial Planner® with 10 years of industry experience. He is currently with UBS Financial Services, where he has worked since 2021. Prior to that, he held positions at Morgan Stanley and Northwestern Mutual Investment Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning and portfolio management solutions supported by proprietary research and capital market insights.