Karen Scotti is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 16 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Andrew Brown is a Financial Consultant currently working at Fidelity Investments since 2022. He specializes in developing personalized financial strategies by building relationships based on trust, empathy, and open communication. Prior to his current role, Andrew worked as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith from 2018 to 2022. Before that, he served as a Workplace Investment Advisor at T. Rowe Price from 2013 to 2018. Andrew's approach to financial planning involves understanding each client's unique goals, values, and aspirations to create tailored strategies that aim to bring clarity, confidence, and a greater sense of financial well-being.

Francis Naselli is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities Inc. from 2015 to 2017. Naselli has ownership in Creative Premier Agency LLC, a business focused on individual life and long-term care insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also delivers specialized event-driven planning programs.

David Kron is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. He serves as treasurer for the Global Philadelphia Association, a role that involves oversight of financial reports. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from its own investment institute with third-party data to support portfolio diversification and investment selection.

Ellen Donahue is a financial advisor with Mass Mutual Investors Services and holds the ChFC® and Series 66 designations. She has 18 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. Donahue is the owner of EMD Consulting, LLC, an entity used for business expense management. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, and charitable organizations. The firm offers a range of solutions including asset management, wrap programs, and educational seminars.

Joseph Kicinski Jr. is a ChFC® and Series 66-licensed financial advisor with Edward Jones, based in West Chester, PA, and has six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Infiniti of West Chester from 2011 to 2019. Outside of his advisory role, he serves as Vice President of the Malvern, PA chapter of Business Networking International (BNI). Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Angelo Picone is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to his current role since 2020, he worked at Stellar Technology Solutions and has been involved as a cook with II Brothers Pizza since 2019. He attended East Stroudsburg University of Pennsylvania from 2016 to 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models through third-party managers and provides ERISA fiduciary services to qualified plans.

Christopher Piercy is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Prior to joining Charles Schwab in 2021, he worked at TD Ameritrade Inc., Citizens Securities, Inc., and Citizens Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized operational structures.

Lauren Cooper is a financial advisor with Ameriprise in Newark, DE, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of her advisory role, she is involved with P Two P LLC, working through it for Ameriprise-related activities. Ameriprise offers a retirement-income planning service targeted at clients nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security, and tax-efficient withdrawals. The firm combines research and modeling with advisor collaboration and leverages algorithmic tools to deliver tailored retirement strategies.

Jason Pierce is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 credential and has been affiliated with Merrill since 2014 and Bank of America, N.A. since 2015. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates its investment management capabilities with Bank of America's broader banking and capital markets platform, emphasizing managed accounts and tax-efficient strategies.

Ellen Nastase is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2005 and Bank of America since 2009. 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.

Joseph Iudica is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and M&T Securities. Outside of his advisory role, he coaches youth in a Catholic ministry organization in Wilmington, DE. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and financial planning services across multiple program structures.

Lisa Mahabir is a financial advisor with Ameriprise based in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior work includes roles at Santander Securities LLC, Sovereign Bank, and Citizens Bank. Outside of financial advising, she is involved in construction as an office manager for RM Masonry Construction and has worked as a sales assistant at S&T Bank. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team to deliver non-discretionary, research-driven retirement recommendations that integrate tax-efficient strategies and asset management tailored to client needs.

Paul Scattolini is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with AXA Advisors, LLC from 2005 to 2020. Outside of advisory work, he is involved with an insurance brokerage business under the name Karr Barth Associates. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Joseph Montooth is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and has previously worked at MassMutual Life Insurance Company and Creative Financial Group. Outside of finance, he has served with the Dewey Beach Patrol. 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, goal-oriented planning using firm-approved analytical tools and provides various educational and event-driven planning programs.

Jordan Guynn is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Wells Fargo, Vanguard, and Sageworth. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Rocco Rugnetta is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has worked since 2006. Prior to joining Merrill Lynch, he spent ten years managing the Retirement Services divisions of two investment companies. He provides advisory and wealth management services to affluent families, professionals, business owners, and corporate executives, focusing on retirement income planning, investment portfolio customization, and corporate retirement plans. Rocco also serves as a Retirement Benefits Consultant, assisting employers with plan design and oversight, as well as educating employees on savings and investment options. Rocco holds several professional designations, including Certified 401(k) Professional, Chartered Retirement Planning Counselor™, Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Benefits Consultant. He earned his MBA in Finance from Saint Joseph’s University and holds a Bachelor of Arts degree from LaSalle University. Additionally, he completed a certificate program at The Institute for Employee Benefits Training. Residing in Philadelphia with his wife Erika and their sons, Rocco is actively involved in community activities such as coaching youth baseball and serving on the board of the Christopher Doto Memorial Scholarship Foundation. He also volunteers at Saint Pio Catholic School and the Guerin Recreation Center. Fluent in English and Italian, Rocco engages with organizations including the Delaware Valley Youth Athletic Association.

David Dieal is a financial advisor with LPL Financial in Ardmore, PA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management, PFG Advisors, and Equitable Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Nicholas Mc Glynn is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, as well as Wm Financial Services, Inc. since 2004. 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 strategies.

Bartholomew Mikulski is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held roles at Wells Fargo Home Mortgage and Lakeview Loan Servicing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.