Kwaku Asante is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard Advisers since 2025. Prior to this, he worked within various divisions of The Vanguard Group since 2019. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct personalized portfolios largely composed of Vanguard funds and ETFs, supported by a large team of advisors and a high-volume digital platform.

John Morgenthaler is a financial advisor at OSAIC with over 42 years of industry experience. He holds a Series 63 designation and has worked with firms including Wharton Wealth Management and Principal Life Insurance Company. Morgenthaler is also involved with Wharton Business Group, a separate entity focused on selling life insurance. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of affiliated advisors. The firm combines multiple advisory platforms with brokerage services and uses asset-allocation tools and third-party money managers to offer customized portfolio solutions.

Emanuele Buonamici is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 66 designation and has previously worked at PNC Bank and PNC Investments. Outside of his advisory role, he volunteers as a financial educator with the Foundation for Financial Planning through the CFP Pro Bono Program. 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 utilizing proprietary models to set personalized asset allocations, with portfolios largely composed of Vanguard funds and ETFs.

Sufyan Davis Arrington is a financial advisor with Vanguard Advisers and holds a Series 66 credential. He has one year of industry experience, including roles at Vanguard and Equitable Advisors. Prior to joining Vanguard, he held positions in education and retail. Vanguard Advisers offers 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, constructing portfolios mainly from Vanguard funds and ETFs, and supports a high volume of clients through its digital platform and team servicing model.

Alfred Barbato is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors, Santander Securities, and Janney Montgomery Scott. Barbato is also associated with TruMark Financial Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering various financial planning and asset management solutions supported by advanced research and operational tools.

Anthony Rossini is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has previously worked at M&T Securities Inc. and Citizens Securities, Inc., with tenures of five and thirteen years, respectively. Rossini is based in Glen Mills, PA. 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 portfolio programs, and institutional platforms, supported by extensive operational and research tools.

William Filer Jr. is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at LPL Financial since 2009 and previously held positions at Merrill, Banc of America Investment Services, Ifmg Securities, and Wells Fargo Clearing. 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 through a large network of advisors and utilizes various investment strategies supported by advanced operational and research tools.

James Mcfadden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Eagle Fund Distributors and Carillon Tower Advisers, Inc. since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment offerings.

John Presta Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 credential and has 31 years of industry experience. He has been with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2016. In addition to his advisory role, Presta is an insurance agent and owns an LLC that provides financial advisory services. MML Investors Services, LLC operates as a subsidiary of MassMutual and offers ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and delivers written recommendations, focusing on investment categories and strategies without discretionary authority.

William Bradley is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and Merrill Lynch, as well as Bank of America. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Gerald Gray is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and one year of industry experience. His background includes roles at MassMutual Life Insurance Co and MML Investors Services, LLC, as well as prior work in education at Penn State and Council Rock High School North. MassMutual 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 financial planning, asset management, and educational seminars, with a focus on annual, collaborative planning engagements using firm-approved analytical tools.

Phuong Loan Vu is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of her advisory role, she is the owner of LVPT Investments LLC, an investment-related business focused on real estate in Philadelphia. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

David Grabowski Jr. is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked at MassMutual Life Insurance Co and has experience in various positions since 2015, including work outside the financial industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual planning relationships using firm-approved tools and offers a range of specialized planning programs.

Sheila Bowden is a financial advisor at Vanguard Advisers with five years of industry experience. She holds Series 66 and Series 63 designations and has worked at Vanguard Marketing Corporation and The Vanguard Group since 2020. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering tax-aware features and customizable options.

Justice Smith is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Cetera. His prior roles include positions at Voya Financial Advisors and involvement with educational institutions as a football coach and board member. He is active in nonprofit work as treasurer for Friends of PJP and holds ownership in a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base ranging from individual investors to institutional accounts. The firm offers a variety of portfolio management and retirement services, operating as a multi-manager platform that provides advisors with diverse investment options and program structures.

Nicholas Calabrese is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Equitable Advisors and AXA Advisors. Prior to his financial career, he was employed by the Philadelphia Phillies and spent four years at St. John Fisher College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of model portfolios, advisory roles to registered investment companies, and incorporation of AI and systematic methodologies in its investment approach.

Mason Abate is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has worked at MML Investors Services, LLC and MassMutual Life Insurance since 2020. Outside of his advisory role, he is a part-time baseball instructor at All Star Baseball Academy, where he works with youth on skill development. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Alexander Boris is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. His career includes positions at Raymond James & Associates since 2021 and a prior role at Juice Dr. in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with primarily non-discretionary client relationships and access to diverse portfolio management styles.

Jan Carr is a financial advisor with LPL Financial, holding a CFP® designation and a Series 63 license, and has 42 years of industry experience. Prior to joining LPL Financial, he worked at Boenning & Scattergood for 15 years and Uvest Financial Services Group, Inc. for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management programs supported by a combination of proprietary research and third-party strategies.

Nicholas Diascro is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been associated with Vanguard and its affiliated entities since 2008 and operates a small e-commerce business selling handmade items on Etsy. 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 methodologies to construct portfolios mainly comprised of Vanguard funds and ETFs.