Chase Stackhouse is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he held roles at Orth Financial Group, West Chester University, CVS Pharmacy, and Oxford Area School District. He also supports a registered financial advisor through Kimberlee M. O. LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient withdrawal strategies delivered through a centralized consulting team.

Tamara Milam is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked in various capacities within Wells Fargo since 2009. Outside of her advisory role, she serves as co-trustee for her mother's trust and acts as power of attorney for her son's IRA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients who meet certain net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, delivering recommendations through comprehensive planning engagements.

James Blaszkow is a financial advisor with Merrill in Wilmington, DE, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held roles at Fins Hospitality Group, Northwestern Mutual, Washington College, and Sallie Mae. Outside of his advisory career, he coaches a youth lacrosse team for the Brotherly Love Lacrosse Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Byron Clark is a financial advisor with Wells Fargo Clearing in Radnor, PA, holding Series 63, 65, and 66 licenses and 31 years of industry experience. His prior work includes twelve years at BNY Mellon and two years at New England Securities. He serves as a trustee for a family trust in New York. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research-driven investment evaluation with a broad range of brokerage and advisory solutions.

Geovanni Bennett is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, he worked at firms including Park Securities LLC and National Financial Network/Guardian. Outside of his advisory role, he serves as the head coach of the junior varsity boys soccer team at Central Bucks High School South. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jaclyn Kane is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at Ameriprise in Exton, PA. Her prior experience includes positions at LPL Financial, Gibraltar Wealth Management, Bernardo Wealth Planning, and Brinker Capital. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Joseph Hamilton is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and one year of industry experience. His career includes multiple roles within MassMutual and affiliated entities since 2021. Outside of finance, he has experience working with community organizations such as the YMCA and has been involved in diverse roles including previously operating a pool services business. MassMutual 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, annual financial planning engagements using firm-approved analytical tools, with implementation services available through separate brokerage or insurance arrangements.

Cameron Michalak is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial. Outside of his advisory role, Michalak coaches varsity soccer at the Tome School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers services such as financial planning and participation in wrap programs.

Frank Charlton Jr. is a ChFC® with 37 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. Prior to this, he worked at Metlife Securities Inc. for 28 years. He also operates an outside insurance brokerage specializing in individual life and group health insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs collaborative, software-supported planning approaches and offers a range of investment and educational programs.

Stephen Rifici is a CFP® professional with 25 years of industry experience, currently serving at Ameriprise since 2005. He holds the Series 66 designation and is based in Wilmington, DE. Outside of his advisory role, he is a member-at-large on the Board of Directors for the Hardy Plant Society/Mid-Atlantic Group and serves on a local township committee advising on conservation easements. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes collaboration between centralized service teams and financial advisors, focusing on tax-aware withdrawal strategies and dependable income sources within a defined investment universe.

Ari Frazer is a financial advisor with Ameriprise in Wayne, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with Ameriprise Financial Services since 2005. Outside of his advisory role, Frazer is involved in community activities including serving as Treasurer on the Board of Directors for Radnor Valley Country Club and co-owning two swim schools for children. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficient withdrawal strategies. As a large institutional firm, it provides a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Newman is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Mass Mutual Investors Services since 2017. His prior experience includes roles at Metlife Securities and New England Securities. In addition to his advisory work, he operates a non-MassMutual insurance brokerage focusing on health and Medicare-related insurance. 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, and charitable organizations. The firm offers structured, annual planning engagements using firm-approved software and supports event-driven planning programs including estate and employer-sponsored planning.

Gerald Petrus Sr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of advisory work, he has engaged in sales of loan products and home-related services through affiliated companies, and has experience as a proctor for professional credential testing. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third-party asset managers.

Richard Walsh is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has 39 years of industry experience. He previously worked at Janney Montgomery Scott for 18 years before joining LPL Financial in 2021. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

Kendall Reardon is currently a Financial Consultant at Fidelity Investments, where he partners with clients to understand their financial goals and develop custom strategies to achieve them. He focuses on building lasting relationships with his clients and their families. Prior to his current role, Kendall worked as a Planning Consultant at Fidelity from 2024 to 2025. Before joining Fidelity, he was a Fixed Income Trader at Morgan Stanley from 2018 to 2024, gaining experience in financial markets and trading. Outside of work, Kendall's interests include golf, hiking, reading, skiing, and traveling.

Darian David is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Schwab Wealth Advisory, Charles Schwab & Co., Citadel Credit Union, and KPMG LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Francis Sciecinski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 32 years of industry experience. He worked at Raymond James & Associates for 11 years before joining LPL Financial in 2009. Since then, he has operated under the DBA Sciecinski Wealth Management in West Chester, PA. 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 financial planning and asset management services, combining advisory platforms with non-advisory financial activities and oversight of over $819 billion in discretionary assets.

James Clary is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior work history includes roles at Lincoln Financial Advisors, Inc., National Life Group, and Equity Services. Outside of advising, he is involved as an insurance agent offering disability insurance, traditional life insurance, fixed annuities, long-term care insurance, life settlements, and premium financing. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios that include a range of investment types across discretionary and non-discretionary accounts.

AJ Mason is an Investment Consultant at Fidelity Investments, a position held since 2025. In this role, AJ helps clients identify, organize, and prioritize their financial goals, employing a disciplined approach to goals-based planning. This method enables AJ to partner with clients to determine appropriate investment strategies tailored to their unique objectives. AJ also advocates for clients by directing them to key resources and monitoring their financial plans to ensure they remain on track. Prior to the current role, AJ served as a Planning Consultant at Fidelity Investments from 2023 to 2025. AJ's financial services experience includes positions as a Financial Planner at Prudential Financial in 2023, Private Client Financial Advisor at Citizens Securities, Inc. from 2022 to 2023, Vice President Financial Consultant at Charles Schwab & Co., Inc. from 2018 to 2022, and High Net Worth Sales Consultant at The Vanguard Group from 2007 to 2018. Outside of professional work, AJ has personal interests that include baseball, family activities, golf, playing musical instruments, movies, and traveling.

Christian Wagner is a financial advisor with Equitable Advisors in Wilmington, DE, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes tenures at Penn Investment Advisors, Penn Community Bank, Longview Capital Management, VOYA Financial Advisors, and TD Wealth Management Services. He serves as a non-voting emeritus member of the Board of Directors for Admiral Farragut Academy and is on the advisory board of Facecake Marketing Technologies, an augmented reality company. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of advisory models implemented through third-party sponsors and provides ERISA fiduciary services to qualified plans via credentialed representatives.