Dillon De Antonio is a CFP® professional with seven years of experience in financial advising. He has worked at Edward Jones since 2019 and previously spent three years at Sei. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the country.

Matthew Gaughan is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Ameriprise Financial Services LLC and previously worked at Edward Jones and Levin Sedran & Berman. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations.

Ryan Fuehrer is a financial advisor at Equitable Advisors with 13 years of industry experience. He has held roles at AXA Advisors, LLC and worked at Uber. He also operates a separate business under the DBA Firstrust Financial Resources. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Arius Jones is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Fidelity, he worked at The Vanguard Group for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across various asset classes.

Alexander Boyer is a CFP® professional with 19 years of industry experience, currently serving at LPL Financial since 2023. He previously spent 17 years at Boenning & Scattergood Inc. Boyer acts in a fiduciary capacity for charitable trusts and foundations in Pittsburgh, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services through a national network of investment adviser representatives.

James Dever Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at BofA Securities, Inc. and has had two prior tenures with Merrill totaling 14 years. Dever serves on several nonprofit and business boards, including a nonprofit assisting victims' families, a food insecurity organization, the Pennsylvania Bankers Association, and the Pennsylvania Chamber of Business and Industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charities.

Jane Kerr is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. She previously worked at Strategic Investment Group from 2016 to 2022 and at Sei Investments from 2001 to 2016. Outside of her advisory role, she is a finance committee member of Good Works Inc., where she helps oversee the organization’s annual budget. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies in partnership with clients’ financial advisors. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Gene Ferraro is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Daniel Batty is a CFP®-certified financial advisor with MassMutual Investors Services, where he has worked since 1996, accumulating 30 years of industry experience. He also serves as president of UFG Advisors, LLC, a financial services firm, and is involved in life and health insurance sales and brokerage. Additionally, he is an investor in a golf simulator business in Mechanicsburg, PA. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative planning relationships using advanced software tools to analyze client goals and offers educational seminars and specialized planning programs.

Eric Callahan is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 21 years at Equitable Advisors. He also owns Lederach Financial, LLC, an investment management and retirement planning business. 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, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Todd Roth is a CFP® with 15 years of experience in the financial services industry. He is currently affiliated with Morgan Stanley, having previously worked at Bank of America and Merrill. Outside of his advisory role, he manages a rental property in Philadelphia as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market scenario modeling.

Brett Rhode is a CFP® with over 42 years of experience in the financial services industry. He currently serves at Morgan Stanley, where he has worked since 2020, following a 33-year tenure at UBS Financial Services. Rhode holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Andrew Maddaloni is a financial advisor with LPL Financial in Berwyn, PA, holding Series 63 and Series 66 designations and 23 years of industry experience. He previously worked at Boenning & Scattergood and Janney Montgomery Scott. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Kenneth Kriebel is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

Diann Slavinski is a financial advisor with Ameriprise in Ambler, PA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advising, she is the sole member of R&S Plan Solutions, LLC, where she handles financial plan production and related services. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bryan Kinman is a financial advisor at Fidelity with 21 years of industry experience. He previously worked at The Vanguard Group from 2004 to 2021 before joining Fidelity in 2022. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Brian D'amico is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Seamus Mac Crory is a CFP®-designated financial advisor at Stifel with 11 years of industry experience. He has worked at several firms, including Santander Securities, Santander Bank, Bank of America, and Merrill before joining Stifel Nicolaus & Co. Inc in 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. Its investment approach uses a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to support asset allocation, retirement, insurance, and estate planning analyses.

Kia Coleman is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, she spent over two decades at Merck & Co Inc and was an independent consultant for Rodan + Fields, a skincare direct sales business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angelo Catalano is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Ameriprise and previously worked at Bank of America, Merrill, and PNC Investments. Outside of his advisory work, he plays music as a hobby and occasionally earns income from it. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.