Robert Martinelli Jr. is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Edward Jones in Exton, PA, having joined the firm in 2026. His prior roles include positions at StoneX Advisors Inc, Lion Street Financial, and The Financial Group of Philadelphia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Edgar Lambert III is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 66 designation and has worked with Raymond James Financial Services Advisors Inc. since 2012. He is the owner of Birch Run Financial, a support company, and is also an author of "Mastering the Money Mind." 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, and institutions. The firm provides tailored planning and consulting using analytical tools to support client goals and maintains specialized offerings in municipal finance and SIMPLE IRA advisory services.

Gregory Knight is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andrew Borders is a CFP® professional with 16 years of industry experience, currently advising at Cambridge Investment Research Advisors since 2024. His prior experience includes roles at Citadel Federal Credit Union and CUSO Financial Services, LP. Borders is also an independent insurance agent and owner of Plan and Prosper Financial Partners LLC. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Lydia Solomon is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning her industry career in 2025. She has held positions at several associated Vanguard entities as well as prior roles in the hospitality and education sectors. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates proprietary models and primarily Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team advisory model.

Timothy Trexler is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

John Williams is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following a one-year tenure at WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves as a committeeman for the Montgomery County Republican Committee in Whitemarsh Township East-1 District. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kevin Hemphill is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Vanguard Advisers and The Vanguard Group, where he has worked since 2026. Prior to that, he was self-employed and held positions at Lincoln Investment and Trinity Solar LLC. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and eligible employer-sponsored retirement plan participants. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies and primarily Vanguard funds and ETFs to construct personalized portfolios.

Ianina Stolarz is a financial advisor at Vanguard Advisers with five years of industry experience. She holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2021. Prior to this, she spent time as a homemaker and worked briefly with Randstad. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach featuring proprietary asset allocation models and offers a range of customizable portfolio options primarily using Vanguard funds and ETFs.

James Mcgrane III is a financial advisor at Vanguard Advisers with 16 years of industry experience. He has held his current position with The Vanguard Group since 2014. His credentials include Series 63 and Series 66 registrations. Vanguard Advisers provides both automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios constructed mainly from Vanguard funds and ETFs.

Zachary Firestone is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Edward Jones and American Income Life/Graham Agency. He served in the United States Army Reserves as part of the 443rd Military Police Company from 2013 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Danielle Shughart is a financial advisor with Wells Fargo Clearing in Lemoyne, PA, holding Series 63 and Series 66 designations and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anthony Giordano is a CFP® with 32 years of industry experience, currently serving with Vanguard Advisers since 2015. He has been associated with The Vanguard Group and Vanguard Marketing Corporation since 1997. Outside of his advisory role, he is the treasurer of the Central Bucks Football Parents Club. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized asset allocations primarily composed of Vanguard funds and ETFs.

Allen Minton is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at The Vanguard Group and entrepreneurial experience with Atlantic Pool Service and self-employment. He also has a background connected to University of Pennsylvania Football. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and serves clients through both direct and corporate financial planning agreements.

Sean Osborn is a financial advisor at OSAIC with eight years of industry experience. He has previously worked at W&S Brokerage Services and Western Southern Life, and held roles at Temple University. Outside of his advisory work, he serves as a board observer for Canine Partners for Life, a nonprofit organization. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and supports discretionary and non-discretionary account management across multiple investment types.

Jonathan Kahrs is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2019. His prior roles include positions at Interactive Wealth Advisors and a period of self-employment. Outside of his advisory work, he is also involved as a landlord in rental property investments. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach with personalized asset allocations, utilizing Vanguard funds and ETFs alongside tax-aware and customizable portfolio features.

Vincent Durso is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has worked with MassMutual Life Insurance Company and MML Investors Services since 2018, and previously spent 13 years with J.S. Bradddock Agency. 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 tools, with optional implementation through separate brokerage or insurance arrangements.

Brian Kearon is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Dominic Bisirri is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has been with MML Investors Services and Mass Mutual Insurance Co since 2019. His prior roles include work at Widener University and ownership of DJB Inc. for fifteen years. 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, focusing on collaborative, goal-based planning without discretionary investment authority.

Matthew Berger is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. prior to his current role. His background also includes positions in various other organizations and educational institutions. 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 proprietary models to set personalized asset allocations, offering portfolios primarily composed of Vanguard funds and ETFs along with tax-aware features and customization options.