Shawn Berwager is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2012, previously associated with Axa Advisors, LLC. Outside of his advisory role, he operates a separate business under the name A.P. Lubrano & Company, Inc. 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 through a network of Investment Adviser Representatives, utilizing a variety of third-party and proprietary investment solutions.

Matthew Stouch is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers, where he has worked since 2018. He also holds roles within The Vanguard Group, Inc. and Vanguard Marketing Corporation, both since 2015. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Brad Abel is a financial advisor with Edward Jones in West Chester, PA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Shannon Birdsall is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and National Planning Corporation. Birdsall is also president of The O’Neill Financial Group, a sole proprietorship, and prepares income taxes seasonally. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided tools and access to third-party money managers.

Bryan Baiocchi is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Hartford Funds Distributors, LLC, iPipeline Inc., and O’Shares Investments. 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 employs a goal-based, algorithm-driven investment approach with personalized asset allocations primarily using Vanguard funds and ETFs.

Thomas Burke is a financial advisor with Vanguard Advisers holding a Series 66 designation and one year of industry experience. He has worked at multiple entities affiliated with Vanguard since 2025 and previously held positions at NYLIFE Securities LLC and New York Life Insurance Company. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations, primarily using Vanguard funds and ETFs, and operates at scale through a digital delivery platform supported by more than 2,200 advisors.

Logan Brockway is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and has two years of industry experience. He has been with Thrivent and its affiliated entities since 2023. Prior to his financial advisory career, he worked at West Chester University and the Dallastown Area School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach includes holistic, goal-based analyses and offers clients the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan,” while keeping planning and account management separate.

Timothy Rose Jr. is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Vanguard Advisers and affiliated Vanguard entities since 2019. 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 investment approach and manages large-scale client relationships through a combination of digital platforms and advisor teams.

Tyler Beck is a CFP® with 12 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has worked at Alliger Financial and Alliger Capital Management LLC since 2018. Prior to that, he held positions at Ameritas Investment Corp. and Walsh & Nicholson Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting supported by risk profiling and analytical tools, and maintains specialized advisory programs such as municipal and SIMPLE IRA Employer Advisory services.

Marybeth Becker is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with The Vanguard Group since 2016. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Joseph Amalfitano is a financial advisor with Raymond James Financial in Exton, PA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Raymond James Financial and its related entities since 2008. Amalfitano is also the owner of Amalfitano Financial Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients, offering tailored, non-discretionary planning and consulting supported by advanced analytical tools.

Stephen Ianniccari is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing tailored wealth management strategies, including retirement income planning, estate planning services, concentrated holdings management, and tax minimization strategies to help clients pursue their financial goals while managing and preserving their wealth. Stephen specializes in areas such as corporate executive services, divorce transition planning, executive and equity compensation services, institutional and corporate benefit services, legacy planning, personal retirement planning, portfolio management, small business strategies, and tax minimization. He holds a Bachelor's degree from Pennsylvania State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is actively involved in his community, serving on the board of the local Rotary Club and as an ambassador for the Chamber of Commerce. Stephen is also a member of the Penn State Alumni Association. He lives in Wilmington with his wife and sons.

Robert Korman is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at Vanguard Advisers, Vanguard Marketing Corporation, The Vanguard Group, Inc., Northwestern Mutual, and Edward Jones. Prior to entering the financial industry, he was involved with a campus beer distribution business while attending Bloomsburg University. 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 primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform combined with human advisor support.

Scott Fritz is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Lee Fisher is a CFA® credentialed financial advisor with 12 years of industry experience, currently with Vanguard Advisers in Malvern, PA. He has worked at The Vanguard Group since 2011, including a two-year period associated with Harvard Business School. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach that utilizes proprietary models to construct portfolios primarily composed of Vanguard funds and ETFs, offering various customization options and tax-aware features.

Daniel Seiferth is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held roles at Vanguard Marketing Corporation and The Vanguard Group since 2021 and has prior experience with H. Kurt Seiferth Contracting, WECIII, and Andus LLC. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach that incorporates proprietary models to create personalized asset allocations, with portfolios mainly composed of Vanguard funds and ETFs.

Kristin Avellino is a financial advisor at Vanguard Advisers with three years of industry experience. She holds Series 63 and Series 66 certifications. Outside of her advisory role, she works as a hairstylist and is a yoga teacher. 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 using proprietary models, with portfolios largely constructed from Vanguard funds and ETFs.

Tara Brooks is a financial advisor with UBS Financial Services in Malvern, PA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with UBS since 2006. Outside of financial advising, she serves as Vice President of Old & Outta Shape Productions Inc., a TV production company, and is a member of the Mom's Council for the East Whiteland Patch online newspaper. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a broad range of capital markets functions.

Alexander March is a CFP® with 18 years of industry experience, all of which he has spent at The Vanguard Group, Inc. He is based in Malvern, PA, and holds a Series 63 license. Outside of his advisory role, he is an owner of a rental unit in West Chester, PA. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios mainly composed of Vanguard funds and ETFs with various customization options.

Raza Elahi is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at TD Bank N.A. and TD Private Client Wealth. Vanguard Advisers delivers automated and human-supported investment advice through its digital and personal advisor services, primarily serving 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, combining scale with digital delivery.