Jacob Myers II is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to his current role, he held positions at Spaz Beverage, Cintas First Aid and Safety Division, West Chester University Recreation Center, and Ororke's Irish Pub. Myers also operates an outside insurance business as a licensed agent. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce planning, estate-settlement, and employer-sponsored planning.

Michael Taylor is a financial advisor with Mass Mutual Investors Services, holding the ChFC® and Series 63 designations and bringing 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously held roles at Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and New England Securities. Outside of his advisory work, he serves as a Cubmaster and committee member for the Boy Scouts of America in Ephrata, PA. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning engagements and a range of asset management and educational programs.

Mitchell Camp is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Robert Half prior to his current role. Outside of advising, he has a minority ownership interest in two investment-related entities. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various financial needs and integrates advisory services with other financial products and referral channels.

Michael Miley is a CFP® with 25 years of industry experience currently at Mass Mutual Investors Services. He has worked at Mass Mutual Investors Services since 2017 and has also been affiliated with Metlife Securities Inc. and New England Securities. He serves as a board member on the finance committee for Bishop Shanahan High School. 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 offers collaborative, annual financial planning engagements using firm-approved software and various investment programs.

Nathan Mazer is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2014. With Fidelity for 19 years, Nathan has extensive experience working with families to develop, implement, and maintain financial plans. He and his team utilize Fidelity's relationship model to assist clients in pursuing their financial goals. Nathan began his career with Merrill Lynch in 2006 as a Financial Advisor before joining Fidelity Investments, where he held positions including Private Client Specialist, Investments Representative, and Account Executive. His work focuses on helping clients navigate challenging markets and crafting plans to ensure their families are financially secure for decades. Outside of his professional role, Nathan enjoys comedy, fitness, hiking, outdoor adventures, and traveling.

Bridget Erhard is a financial advisor with Ameriprise in Wilmington, DE, holding the CFP® and ChFC® designations and possessing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998. Outside of her advisory role, she is involved in a non-investment-related business ownership. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research-based modeling and tax-efficient strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kyle Mittelstadt is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience, having worked at several firms including MML Investors Services, Keystone Health Advisors, and Rockwood Wealth Management. Outside of advisory work, he serves as an administrative assistant at Keystone Health Advisors. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, employing a structured and collaborative approach using firm-approved analytical tools.

Sean Connolly is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 designation and possessing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its financial planning services.

Gregory Leone is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked with Cetera since 2013 and also serves as a director of GFG Retirement Solutions and a financial professional at Georgetown Financial Group. Leone is additionally licensed as an insurance agent, selling life, accident, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and unaffiliated model portfolios and strategies.

Brad Abel is a financial advisor with Edward Jones in West Chester, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors. The firm offers discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Nicole Vicencio is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 28 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2017. Vicencio operates Sequoia Wealth Management as a business activity associated with her LPL role. LPL Financial is a national firm serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Clarke is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Cetera and Cetera Wealth Services, LLC. Outside of his advisory role, he manages an independent advisory business, Point to Point Wealth Planning. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling techniques to provide customized, non-discretionary recommendations delivered through a centralized consulting team.

Shannon Birdsall is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and National Planning Corporation. Birdsall is also president of The O’Neill Financial Group, a sole proprietorship, and prepares income taxes seasonally. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided tools and access to third-party money managers.

Steven Broll is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has nine years of industry experience and has worked at MML Investors Services, LLC since 2017 and Mass Mutual Life Insurance Co since 2016. In addition to his advisory role, he is also involved in an outside insurance business focusing on individual life, property and casualty, and life settlements. 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 offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that utilize firm-approved analytical tools and generally recommend investment categories and strategies without discretionary authority.

James Deese is a financial advisor at Osaic with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked for FSC Securities Corporation from 2006 to 2023. In addition to his advisory role, he serves as a trustee for a personal trust and operates as an independent insurance agent. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs various asset-allocation tools and manages portfolios with a wide range of investment options, operating through a complex corporate structure with multiple mergers and private-equity ownership.

Hunter Trotter is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 49 years of industry experience, including roles at MetLife Securities Inc. and MassMutual Life Insurance Company. He serves as an agent involved in life settlements and insurance and holds appointed positions as a majority inspector at the polls and secretary on the board of a local 501(c)(6) organization. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning using firm-approved analytical tools and offers specialized event-driven planning programs.

Linda Pressler is a financial advisor with LPL Financial, holding the PFS™ designation and Series 66 license, with 19 years of industry experience. She has worked at LPL Financial since 2018 and previously at Cadaret, Grant & Co., Inc. for five years. Pressler is also the president of The Pressler Group, PC, a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Charles Murphy is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at MassMutual Life Insurance Company and community involvement with the YMCA Greater Brandywine. Mass Mutual 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 utilizes firm-approved software to support goal analysis and delivers written recommendations through annual planning engagements.

Charles Edmonds Jr. is a financial advisor with Mass Mutual Investors Services in Kennett Square, PA. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 30 years of industry experience. Edmonds has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual 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 educational seminars, and structures planning engagements as annual, collaborative relationships using firm-approved tools.

Brian Carbajal is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Point to Point Wealth Planning, Wilmington Savings Fund Society, and State Farm. Outside of finance, he has worked in various customer service and retail roles, including at Starbucks and Brew Haha. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and holds distinctive registrations and advisory roles uncommon among large institutional peers.