Blake Corrigan is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity Investments since 2012, serving previously as an Investment Consultant from 2014 to 2016 and as a Private Client Specialist from 2012 to 2014. Prior to joining Fidelity, he worked as a Retirement Specialist at T. Rowe Price from 2008 to 2012. Blake's professional focus is on building long-term relationships with clients, emphasizing trust and understanding of their goals and needs. He partners with clients to create and maintain tailored financial plans that address their objectives for today, the future, and for generations to come, supported by consistent communication. Outside of his professional role, Blake is engaged in family activities and enjoys gardening, hiking, parenthood, and skiing.

John Mazzola is a financial advisor with Mass Mutual Investors Services holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including previous roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Mazzola serves as a board member on the audit committee for United Savings Bank and is a partner in Innovative Planners, LLC, a business management firm. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning relationships using firm-approved analytical tools and offers event-driven planning programs such as divorce and estate settlement services.

Amy Blevins is a Series 66-licensed financial advisor with LPL Financial in Mullica Hill, NJ, where she has worked since 2006. She has 26 years of industry experience, including four years at Morgan Stanley DW Inc. Outside of her financial advisory work, she operates Bead and Glass LLC, an e-commerce business selling jewelry design supplies and handmade jewelry. 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of more than 22,800 advisors.

Michael Logan is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. Prior to joining Raymond James in 2022, he worked for Warren Financial Service for 14 years. Outside of his advisory role, he assists clients with tax preparation by helping input income and deduction data into tax software. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using fact-finding and modeling tools, and supports client implementation through its advisory programs or other providers.

Kristy Douglas is a financial advisor at Cetera with eight years of industry experience and holds a Series 66 designation. She previously worked at Avantax Advisory Services and 1st Global Advisors before joining Cetera. Outside of her advisory role, she serves on the financial advisory committee for the Goshen Fire Company and owns a CPA firm providing tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across multiple program structures.

Carole Ricci is a financial advisor with Morgan Stanley in Greenville, Delaware, holding Series 63 and Series 66 licenses and having 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she serves as an executor or co-executor for an estate in Boothwyn, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Philip Heness is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Vanguard, Breezeline, NextGen (Comcast Business), Electrolux, and Quickie Manufacturing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm reported approximately $1.01 trillion in assets under management and has a large network of financial advisors and branch offices across the country.

Matthew Mc Kenzie is a financial advisor at Morgan Stanley with 10 years of industry experience. He has held roles at Morgan Stanley Private Bank since 2018 and previously worked at PNC Bank NA from 2001 to 2018. Mc Kenzie holds Series 63 and Series 66 designations. 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 advisory programs, managing approximately $2.74 trillion in client assets.

Robert Ziegler is a financial advisor at Osaic with 18 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors for 13 years. In addition to his advisory role, he is an insurance agent offering annuities and life insurance products through two Delaware-based firms. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a broad range of advisory and brokerage services, employing advanced asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Robert Hagenberg is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at Metlife Securities Inc. from 2015 to 2017. Outside of his advisory role, he owns Creative Premier Agency LLC, which focuses on individual life, long-term care, and disability insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. Their approach includes collaborative annual planning utilizing firm-approved software tools, with implementation of recommendations offered through separate brokerage or insurance arrangements.

Oscar Mestre is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Mestre is also an insurance agent specializing in individual life, health, group life, group health, individual long-term care, and disability insurance. Mass Mutual Investors Services, LLC 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, annual financial planning engagements using firm-approved analytical tools, along with programs such as wrap and money-manager options and educational seminars.

Zachary Molyneaux is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and New England Securities. His current tenure at J.P. Morgan spans four years across both J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm serves clients on a non-discretionary basis through a select group of Wealth Advisors.

Patricia Solge is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at Cantella & Co Inc for over a decade before joining Cambridge. She is also the owner of Wealth Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Lorin Pierucci IV is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Engineered Floors and Shaw Industries, with a significant tenure at PNC Bank. Outside of his advisory role, he owns a residential rental property in Newtown Square, Pennsylvania. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of investment strategies and affiliated financial services, operating under a fiduciary standard and supported by a large network of advisors and branch offices.

Michael Scattolini is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with Equitable Advisors since 2013, including time under the Axa Advisors name. Outside of his advisory role, he is involved with Karr Barth Associates in sales and marketing and acts as a sales associate for Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs for implementation.

Jonathan Master is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill Lynch, and J.P. Morgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering customized asset-allocation advice, manager searches, and performance reporting through its Institutional Consulting Services program.

Graham Cassidy is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeling techniques.

Patrick Farren serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2011. He has been with Fidelity since 2008, previously working as an Account Executive and Investment Representative. Prior to joining Fidelity, Patrick gained experience at The Vanguard Group from 2002 to 2008, where he held various positions including Financial Planner and Paraplanner. Throughout his career, Patrick has focused on helping clients and their families grow, protect, and distribute their wealth in alignment with their unique financial goals. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, Patrick enjoys spending time with his family and participating in golf and tennis.

Sharon Huang Zhang is a financial advisor at Vanguard Advisers with four years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she has worked as a front desk agent at Home2 Suites By Hilton Convention Center since 2021. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm applies a goal-based, algorithm-driven approach using proprietary methodologies and constructs portfolios mainly from Vanguard funds and ETFs, supported by digital delivery at scale.

Joseph Cecco is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. His prior work includes seven years with Wells Fargo Clearing. Outside of advising, he is a commissioned notary public. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.