Edward Kerschner is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has eight years of industry experience and has worked at several affiliated firms including Massachusetts Mutual Life Insurance Company and MetLife. 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 financial planning, asset management, and various educational programs, with a focus on collaborative annual planning engagements.

Christopher Digiacomo is a financial advisor with UBS Financial Services in Greenville, DE, holding Series 63 and Series 66 designations. He has 13 years of industry experience and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances.

Scott Feinman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies utilizing in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jason Frescoln is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank NA prior to joining Wells Fargo Advisors in 2026. He also has experience at RBC Capital Markets. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations for clients.

David Vermeil is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 38 years of experience in wealth management and planning. He focuses on family wealth management strategies, legacy planning, portfolio management services, and special needs planning strategies. David aims to build relationships based on mutual trust and confidence, providing comprehensive services that prioritize clients' best interests and help them achieve their long-term financial goals. David holds a Bachelor's Degree from Villanova University. He is a Personal Investment Advisor (PIA) and leverages the expertise available through Merrill Lynch and Bank of America to coordinate with clients' attorneys and CPAs in order to develop tailored financial plans designed to minimize taxes, risks, and fees. In addition to his professional work, David is engaged in community service. He is a board member of both the Chester County Community Foundation and Bournelyf Special Camp, which serves individuals with special needs. He also served as president of the Chester County Estate Planning Council in 2005. David has lived in West Chester, Pennsylvania, for over three decades and enjoys basketball, football, hunting, music, and spending time with his family.

Andrew Wallace is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with LPL Financial and previously worked at Cambridge Investment Research Advisors, Inc. Outside of his advisory work, he is involved with Conte Wealth Advisors as an Investment Advisor Representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Louis Memmolo is a financial advisor with OSAIC, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He has worked at Weiner Benefits Group, LLC since 2017 and Royal Alliance Associates since 2007, and was previously with George J Weiner Associates from 1997 to 2016. Memmolo is a partner at Weiner Benefits Group, an employee benefits insurance business, and owns George J. Weiner Associates, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by a range of investment strategies and third-party manager programs.

Razan Nasif is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and Wells Fargo in various capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes unique regulatory registrations related to derivatives and commodities.

Shawn Bradley is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. He has worked at MML Investors Services, LLC since 2020 and MassMutual Life Insurance Co since 2019. Outside of advisory services, he holds a life insurance agent position. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Jeffrey Ditalia is a financial advisor at Equitable Advisors with 28 years of industry experience. His career includes multiple tenures at Equitable Advisors and prior roles at Axa Advisors, MSI Financial Services, Firstrust Financial Advisors, and Progress Financial Advisors. He holds the Series 63 and Series 65 designations. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Jacob Myers II is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to his current role, he held positions at Spaz Beverage, Cintas First Aid and Safety Division, West Chester University Recreation Center, and Ororke's Irish Pub. Myers also operates an outside insurance business as a licensed agent. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce planning, estate-settlement, and employer-sponsored planning.

Michael Taylor is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with a Series 63 license. He has 19 years of industry experience, including prior roles at Metlife Securities Inc. and New England Securities. Outside of his advisory work, he serves as a Cubmaster and committee member for the Boy Scouts of America in Ephrata, PA. 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 ongoing financial planning, asset management programs, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.

Mitchell Camp is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Robert Half prior to his current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Michael Miley is a CFP® with 26 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He previously worked at Metlife Securities Inc. and New England Securities. Outside of his advisory role, he serves as a board member on the finance committee for Bishop Shanahan High School. 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 structured, collaborative planning engagements supported by proprietary software and educational seminars.

Nathan Mazer is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2014. With Fidelity for 19 years, Nathan has extensive experience working with families to develop, implement, and maintain financial plans. He and his team utilize Fidelity's relationship model to assist clients in pursuing their financial goals. Nathan began his career with Merrill Lynch in 2006 as a Financial Advisor before joining Fidelity Investments, where he held positions including Private Client Specialist, Investments Representative, and Account Executive. His work focuses on helping clients navigate challenging markets and crafting plans to ensure their families are financially secure for decades. Outside of his professional role, Nathan enjoys comedy, fitness, hiking, outdoor adventures, and traveling.

Bridget Erhard is a financial advisor with Ameriprise in Wilmington, DE, holding the CFP® and ChFC® designations and possessing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998. Outside of her advisory role, she is involved in a non-investment-related business ownership. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research-based modeling and tax-efficient strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kyle Mittelstadt is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His work history includes roles at MML Investors Services, MassMutual Life Insurance Co, Keystone Health Advisors, Rockwood Wealth Management, and WSFS. He also has experience as an administrative assistant at Keystone Health Advisors and conducts insurance sales involving individual life, disability, property and casualty, long-term care, and fixed annuities. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, ongoing planning engagements using firm-approved tools to analyze client goals and delivers written recommendations.

Sean Connolly is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 designation and possessing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its financial planning services.

Gregory Leone is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked with Cetera since 2013 and also serves as a director of GFG Retirement Solutions and a financial professional at Georgetown Financial Group. Leone is additionally licensed as an insurance agent, selling life, accident, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and unaffiliated model portfolios and strategies.

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.