John Larson Jr. is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. He previously spent 14 years at Lincoln Investment Planning, Inc., followed by a year at Capital Analysts before joining LPL Financial. Larson is also involved in tax preparation and accounting through Scamuffa-Larson Tax Services, LLC. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, supported by both discretionary and non-discretionary management and access to model portfolios and research.

Scott Lissansky is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at MetLife Securities Inc. for 11 years before joining MassMutual and has also served as an independent insurance agent focusing on dental and group disability income, life, accident, health, and property and casualty insurance. MassMutual 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 emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools and offers specialized event-driven planning programs.

Phillip Dupont is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with The Vanguard Group, Inc. since 1992. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to develop personalized asset allocations, managing large client volumes through a combination of digital platforms and advisor teams.

Laura Gates is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Coastal Equities, Inc., Etoro, and Hilton New York. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics without implementation of recommendations. The firm combines goal-based planning with managed-account services under the “WealthPlan” option, focusing on holistic analyses through a network of financial advisors.

Richard Samaroo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 20 years of industry experience. His career includes roles at Wells Fargo Bank and JPMorgan Chase Bank, with his current tenure at Wells Fargo Clearing beginning in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, and it includes a broader set of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Danielle Corey is a financial advisor with Vanguard Advisers based in Malvern, PA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with The Vanguard Group since 2006. Additionally, she serves as co-trustee for an immediate family trust. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to construct portfolios largely from Vanguard funds and ETFs, offering a high client-to-advisor ratio supported by a scalable digital platform.

Robert Schofield is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Vanguard Group, Inc. and its affiliates since 2022. Prior to his finance career, he has diverse work history including positions at Giant Food Company and West Chester University. Vanguard Advisers delivers both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to construct portfolios primarily from Vanguard funds and ETFs with options for tax-aware management and customization.

Daniel Delia is a financial advisor with Cetera, holding a Series 63 designation and nine years of industry experience. He has worked at Cetera since 2025 and previously spent eight years at Avantax Investment Services, Inc. Outside of his advisory role, he serves as a CPA at Sterling Services, Inc., providing accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a range of investment strategies and custodial arrangements.

Robert Ryan Jr. is a financial advisor with Mass Mutual Investors Services in Radnor, PA. He holds a Series 66 designation and has four years of industry experience. His background includes roles at Mass Mutual Insurance Company and Muhlenberg College. Mass Mutual 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, using collaborative, annual planning engagements supported by advanced analytical tools.

Paul Dunn is a Wealth Management Advisor at Merrill Lynch Wealth Management and leads the Dunn Wealth Management Group. Prior to joining Merrill Lynch and The Dunn Group in 2007, Paul owned, operated, and sold a consulting firm for entrepreneurs. He has been leading the Dunn Wealth Management Group since 2018. Paul combines his forensic accounting mindset with his entrepreneurial background to provide multigenerational wealth management services. He focuses on simplifying complex financial issues for career-building clients, particularly wealth-creation-oriented individuals and business owners. Paul follows a clear process to build and preserve wealth, emphasizing the impact of financial decisions on clients and future generations. He holds the CERTIFIED FINANCIAL PLANNER® certification, Certified Plan Fiduciary Advisor® certification, and Chartered Retirement Planning Counselor™ designation. Paul earned his bachelor's degree in marketing from Drexel University. Outside of work, Paul enjoys woodworking and planning family adventures with his two daughters in Malvern.

Arlie Huff is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Vanguard Advisers, Huff held multiple self-employed roles and worked at Chester Community Charter School. Outside of advising, Huff works as a contracted realtor assisting primarily residential clients with buying and selling properties. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to set personalized asset allocations primarily through Vanguard funds and ETFs.

Ryan Szabo is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Lincoln Financial Distributors, Brinker Capital Investments, and The Vanguard Group. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, constructing portfolios mainly from Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team model.

Daniel Quinn is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance since 2014. Outside of advisory activities, he operates a sole proprietorship involved in product review and sales. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers and employs a variety of asset-allocation tools and third-party platforms to manage diversified portfolios.

William Burr is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading The Burr Group based in Philadelphia and Wayne, PA. His team works with individuals, families, business owners, and entrepreneurs to address varied financial needs through personalized strategies. The group's services include retirement planning, education planning, portfolio analysis, insurance, business cash flow management, lending, and estate planning. Before joining Merrill Lynch Wealth Management, William Burr was a professional basketball player and served as President of a company focused on professional athletes. He holds a Bachelor's Degree in Finance from The College of New Jersey. He is also recognized with professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his community involvement, William supports Big Brothers Big Sisters Southeastern PA and participates in local efforts related to sports programs, environmental initiatives, and cancer research fundraising. He resides in the Philadelphia area with his wife Emily and their three children, and he enjoys activities such as traveling, basketball, snowboarding, and golfing.

Michael Nagle is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves as an elected official for the Conestoga High School Lacrosse Booster Club and is Vice President on the Board of Directors for the Leopard Lakes Farm/Home Owners association. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

Rilee Kelly is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. Prior to joining Vanguard, Kelly worked at Blue Owl Capital and Morgan Stanley in 2024 and has experience in academic support roles at Seton Hall University and Brookville Area High School. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach featuring proprietary asset allocation models and portfolios primarily composed of Vanguard funds and ETFs.

Vinicius Pereira is a financial advisor with LPL Enterprise, holding the Series 66 designation and one year of industry experience. His prior work includes roles at Solenis LLC and Merenda Box. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining advisory programs with brokerage and insurance product sales through an integrated platform.

Tyler Harrison is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Vanguard Advisers and related Vanguard entities since 2021, with prior experience at De Lage Landen Financial and Legend Financial Advisors. Outside of his advisory role, he owns and operates a retail business, 888Infinity, based in West Chester, PA. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to portfolio construction, utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform combined with advisor support.

William Milligan is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and has been with MassMutual and its affiliated firms since 2025. Outside of his advisory role, he has been involved with the Merion Golf Club since 2021. 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 provides financial planning, asset management, and educational seminars using firm-approved analytical tools to support client goals.

Matthew Brown is a CFP® with 29 years of experience in the financial industry. He has worked at Edward Jones since 2019 and previously held roles at JPMorgan Securities, JPMorgan Chase Bank, and J.P. Morgan Institutional Investments. Brown serves as a director on the Padua Academy Foundation, where he participates in reviewing investment manager performance and making financial aid recommendations. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.