David Broll is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, following roles at MassMutual Life Insurance Company and MetLife Securities. Outside of his advisory work, he serves as vice president and trustee of the Tompkins Broll Family Foundation and is co-trustee of two family trusts. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through annual collaborative planning relationships using firm-approved analytical tools.

Nicholas Martino is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds the Series 66 designation and has worked with MML Investors Services LLC and MassMutual Life Insurance Co since 2022. Outside of advisory work, he is the owner of NJM Consulting LLC, an LLC used for business expenses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements and a range of investment programs and educational seminars.

Christine Scott is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. She has 10 years of industry experience and has previously worked at firms including Commonwealth Financial Network, Triad Advisors, and Bank of America. Outside of advisory roles, she is involved as an insurance agent and has a long-standing employee role at ACAC. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to various platforms, third-party advisers, and proprietary model strategies.

William Cooney is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2025, he worked for Bestvest Investments for 22 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of advisers.

Catherine Link is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her prior experience includes a role as an instructor teaching ice skating lessons at PNY Sports Arena. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across various investment products.

Matthew Nabhan is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to that, he worked at B Lab Company for five years. He serves on the investment committee of The Tatnall School Inc., a nonprofit organization in Wilmington, Delaware. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment analyses.

Thomas Grenda Jr. is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. He is based in Greenville, Delaware. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm uses structured planning tools and market simulations to support client planning but generally acts in an advisory capacity without providing individual security recommendations within standalone plans.

Cecelia Dugan is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. She previously worked at Wells Fargo Clearing for eight years. Dugan holds board and officer roles with several private charitable foundations and participates in the finance council at St. Ann’s Church. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Charlotte Rice is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Lincoln Financial Distributors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Thomas Fieldman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously spent 14 years at Janney Montgomery Scott. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customizable investment strategies and access to both in-house and third-party managers.

Joseph Syernick III is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including New England Securities and Metlife Securities Inc. Outside of his advisory role, he operates an insurance agency providing life, health, and long-term care products and serves as a referral source for employee retention credit services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, asset management, and educational programs, focusing on structured, collaborative planning engagements without discretionary investment authority.

Robert Stephens III is a financial advisor with Primerica Advisors in Newark, Delaware, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked with PFS Investments Inc. since 1994 and Primerica Financial Services since 1992. In addition to advisory services, he is involved in selling loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers a range of investment models supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Joe Urban is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2011, progressing through various roles including Financial Consultant, Investment Consultant, Regional Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Adviser at Edward Jones and a Senior Loan Officer at Federated Lending. Joe's professional background encompasses a broad range of financial services, reflecting his experience in financial consulting, investment advising, and client relationship management. His approach to financial planning emphasizes personalized, transparent, and proactive communication, aiming to understand each client's unique financial needs and goals. Outside of his professional work, Joe enjoys activities such as baseball, hiking, running, traveling, and spending time with his family.

Wickliffe Hollingshead II is a financial advisor at Fisher Investments with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fisher Investments since 2003. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and uses various risk management techniques such as derivatives and tax-loss harvesting.

Casey Wren is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and previously worked at Janney Montgomery Scott for eight years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that utilizes approved planning tools and scenario modeling.

Michael Monastra is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes over three decades at Metlife Securities Inc. and a concurrent role at MassMutual Life Insurance Company. He is also involved in individual life, property/casualty, health, and group insurance sales outside of his advisory work. 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 provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative processes using firm-approved tools to analyze client goals.

Lora Baldini is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 20 years of industry experience. She has been with RBC Capital Markets since 2013. Outside of her advisory role, she is the owner of Infinity Leasing, LLC, a residential rental property business. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Andrew Del Beato is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations, and has 27 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016, following positions at MetLife Securities Inc. and CREATIVE Financial Group. He also operates an independent advisory business and works as a life and health insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using collaborative, software-supported planning processes focused on goals-based recommendations.

Susan Sechter is a financial advisor at RBC Capital Markets with eight years of industry experience. Her prior roles include positions at Breakwater Accounting & Advisory Group, Mattern, and Black Slaughter & Black PA. She serves as a volunteer council member on the Heathergreen Commons Homeowners' Association board. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations by offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on each client’s Advisory Risk Profile and utilizes a combination of internal and third-party managers alongside integrated capital markets capabilities.

Paul Lu is a financial advisor with Wells Fargo Clearing in Newark, DE, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he manages power of attorney responsibilities for family members’ investment accounts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs a research-driven approach that incorporates diversification principles and modern portfolio theory while offering a broad range of brokerage and advisory solutions.