Michael Mulford is a financial advisor with LPL Financial, holding a Series 66 designation. He has been with LPL Financial since 2025 and has prior experience working in various roles, including positions at West Chester University of Pennsylvania and New Ocean Health Solutions. Outside of finance, he has been involved with health and fitness-related businesses. 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 portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Steven Pierce Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Greenville, Delaware, holding a Series 66 designation and 24 years of industry experience. He previously worked with Cuna Brokerage/LPL Financial LLC for ten years and has been affiliated with Fulton Bank since 2023. In addition to his advisory role, he owns and operates Pierce MGMT LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm provides non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support tailored investment consulting.

Brady Mc Govern is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. His background includes various roles at Gettysburg College and other organizations. 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 options that address topics from cash flow and retirement to specialized areas such as business-owner transition and special-needs planning.

Shannon Maguire is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, she worked at Essent Guaranty from 2018 to 2021 and has held various positions including roles at Saint Joseph's University and several media and entertainment companies. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Bryahna Stanat is an advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and beginning her career in financial services in 2026. Prior to joining Equitable Advisors, she held various positions including roles at J.B. Hunt Transportation Services, Inc., Pennsylvania State University, and the Lehigh Valley IronPigs. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

James Leitz is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Seapointe Village Realty and various educational and community organizations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its advisory roles with registered investment companies and its use of systematic methodologies and AI in portfolio management.

Robert Marasheski is a financial advisor with MassMutual Investors Services, holding CFP® and ChFC® designations and over 26 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of financial advising, he also practices physical therapy on a part-time basis. MassMutual Investors Services, LLC 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, and educational seminars, emphasizing collaborative planning relationships without discretionary authority over client investments.

Scott Bucher is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Bucher has worked at Merrill since 2012 and has been with Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Brandon Miller is a financial professional with Cetera and holds a Series 66 designation, with three years of industry experience. He has worked with Cetera, Cetera Wealth Services, LLC, and Diamond State Financial Group since 2023, and previously was employed at Securian Financial Service and Minnesota Life Insurance Company in 2023. Outside of his advisory role, he has been involved with Dutch-Way Farm Market since 2005. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform with access to various investment strategies and program structures.

Benjamin Diaz is a Series 66 licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2016. He is based in Swedesboro, New Jersey. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. 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.

Binh Nguyen is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors and VOYA Financial Advisors. Outside of his advisory work, Nguyen is authorized as a check signer for two spa-related businesses in Ardmore, Pennsylvania. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Keith Kepplinger is a financial advisor at Morgan Stanley with six years of industry experience. He has held roles at Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and J.P. Morgan Securities, among others. Outside of financial advising, he is a passive owner of several outpatient mental health franchises through Ellie Mental Health and High Horse Ventures LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Connor Hollick is a financial advisor at LPL Financial with one year of industry experience and holds the Series 66 designation. His prior work includes roles at DealerFlex and Financial House, as well as experience in educational and recreational organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory and brokerage platform. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a large network of investment adviser representatives and a variety of investment strategies.

Collin Henry is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He has worked at Ameriprise since 2023 and is also a senior sales engineer and account manager at Cenero LLC, an audiovisual integrator. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kayla May is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, she held roles in various service and retail positions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Ryan Pahutski is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior roles include positions at SCO Wealth Management and Blue Beacon Truck Wash. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors, offering a variety of portfolio management and financial planning services across multiple program structures and custodians.

William Brennan is a CFP® professional affiliated with OSAIC, based in Newark, DE, with 41 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. He is also the owner of Brennan Financial Group and co-owner of The Inn at Westwynd Farm, a horse farm and inn. OSAIC serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers offering integrated brokerage, advisory, and portfolio management services. The firm employs a variety of investment tools and third-party platforms to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Keith Maguire is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has worked with MassMutual Life Insurance Co since 2023. Prior to his advisory role, he was affiliated with Clemson University and Malvern Prep. Mass Mutual Investors Services 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 collaborative, annual planning relationships.

Jennifer Valentine is a financial advisor at Osaic with Series 66 credentials and one year of industry experience. Prior to joining Osaic Wealth Inc, she worked at Lindenberg Financial and spent 19 years at Learning Express Academy. She currently serves as a relationship manager at Lindenberg Financial, where she acts as the main point of contact for clients and coordinates with internal teams. Osaic Wealth Inc serves a diverse client base, including retail and institutional investors, through a large network of affiliated advisers and multiple advisory platforms. The firm employs various portfolio construction tools and offers integrated brokerage, investment advisory services, and access to third-party money managers.

Michael Cernek is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Legacy Planning Partners, and Triad Advisors. Outside of his advisory work, he owns Cernek Family Farm LLC, an agricultural business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.