Jack Gulati III is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. His career includes roles at Ameritas Investment Company, Premier Planning Group, New York Life, and JP Morgan Chase. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

David Shew is a Series 66-registered financial advisor with Vanguard Advisers in Malvern, PA, where he has worked since 2026. He has one year of industry experience and previously held positions at several firms including The Vanguard Group and MassMutual Life Insurance Co. Outside of finance, his work history includes roles in hospitality and retail businesses. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large team of advisors managing many client relationships through a digital platform.

Walter Tuttle is a Series 66 credentialed advisor with 15 years of industry experience, all with The Vanguard Group, Inc. He is based in Malvern, PA. Outside of his primary role, he serves as a fiduciary agent managing investment accounts for immediate family members. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to set personalized asset allocations, primarily investing in Vanguard funds and ETFs, and offers a range of customization options.

Brendan Mc Ginn is a financial advisor with Cambridge Investment Research Advisors in Malvern, PA. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked at United States Liability Insurance for four years and was employed by the University of Scranton for four years. He is a member of the Chester County Chamber of Business and Industry. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

Thomas Helmig Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A. since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors. The firm offers managed account programs, discretionary portfolio management, and brokerage services through a combination of personal financial advisors and an affiliated registered broker-dealer, with a focus on manager selection and tax-efficient investment strategies.

Stephen Kollias is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. He has worked at Vanguard Advisers since 2020 and has held roles within The Vanguard Group and Vanguard Marketing Corporation since 2017. He is a minority interest owner in a phone app business called CUEME Investment-Related. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary models to set personalized asset allocations. The firm manages a large client base through a combination of digital platforms and advisory teams, focusing primarily on retail and plan participants.

Frederick Brodie is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 1999. Outside of his advisory role, he serves on the investment committee of The Savoy Company, a nonprofit theater organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of funds and model portfolios.

Louis Lanzalotto is a financial advisor with Ameriprise in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Lanzalotto serves on the Board of Directors for the Malvern Borough Park & Rec Board. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement-income recommendations through a centralized consulting team.

Jessica McBride is a CFP®-certified financial advisor with 20 years of experience, currently serving at Vanguard Advisers since 2005. She is based in Malvern, PA. Outside of her advisory role, she has ownership of a real estate business focusing on rental properties. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages large-scale client relationships primarily through digital delivery and a team servicing model.

Pieter Nova is a Series 66-licensed financial advisor at UBS Financial Services with 11 years of industry experience, all of which has been with UBS since 2015. He is based in Radnor, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Cole Crimlish is an Investment Consultant at Fidelity Investments, where he works closely with clients to understand their unique goals and financial aspirations. He is dedicated to providing personalized support that helps clients feel confident and in control of their financial future. Prior to his current role, Cole served as a Financial Representative at Fidelity Investments from 2023 to 2025 and was an Associate at Victory Capital Management in 2023. Cole's professional experience spans various roles within the investment and financial services industry, allowing him to develop expertise in client relationship management and investment consulting. Outside of his professional endeavors, Cole enjoys activities such as cars, fishing, golf, music, pets, and snowboarding.

Jessica Wilson is a financial advisor at Vanguard Advisers with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple Vanguard entities since 2018. Her experience also includes roles at the International Business Institute, Clark Associates, and Messiah College. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, focusing on personalized asset allocations using Vanguard funds and ETFs, supported by a large advisory team and digital delivery platform.

Michael Gioia is a financial advisor with Ameriprise in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Gioia serves as a board member and treasurer for the Silverside Commons Condo Council. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, with a centralized consulting team supporting its advisors.

Robert McClure is a financial advisor with Equitable Advisors in Downingtown, PA, holding Series 63 and Series 65 licenses and possessing 47 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, he works as a school bus driver for athletic team transportation. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate advisory models and portfolio managers, utilizing both proprietary and third-party investment programs.

Grey Mitchell is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group, Equitable Advisors, and Northwestern Mutual. Outside of his financial services career, he has experience in moving and storage services and operated a rental business for several years. Mass Mutual Investors Services is a subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual collaborative planning engagements.

Kathleen Doerr is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. She has worked within various Vanguard entities since 2023 and has prior experience in real estate and staffing services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, offering goal-based, algorithm-driven portfolios primarily constructed from Vanguard funds and ETFs. The firm is notable for its scale and digital delivery model, managing a large client base with a high client-to-advisor ratio.

David Schaeffer is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and firm-approved processes, focusing on advisory services without providing individual security recommendations as part of standalone planning.

Andrew Holva is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2016. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach and primarily invests in Vanguard funds and ETFs, providing scalable digital delivery supported by a large advisory team.

Robert Rigsby Jr. is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Vanguard marketing Corporation and The Vanguard Group, Inc. since 2007. He also spent a year at Villanova University between 2022 and 2023. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to create personalized asset allocations, with portfolios constructed mainly from Vanguard funds and ETFs and various tax-aware and customization features.

Christine Diemidio is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Raymond James since 2016, and previously at Merrill and Citigroup Global Markets. Raymond James & Associates is a large, SEC-registered investment adviser and broker-dealer managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering tailored financial planning and consulting with non-discretionary implementation through various portfolio management styles and affiliated research.