John Mccullough is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services 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, utilizing firm-approved software and a collaborative annual planning process.

Helena Estvanova is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and has been with affiliated Wells Fargo entities since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Presser Jr. is a CFP®-designated financial advisor at Vanguard Advisers with 17 years of industry experience. He has worked at The Vanguard Group since 2008. Outside of his advisory role, he serves as treasurer for the Woodland String Band, a volunteer position involving management of the organization's financial operations. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, using a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.

James Ferrari is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2017. He has also been affiliated with Franklin Mint Federal Credit Union since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and a variety of portfolio strategies.

Anthony Lubrano is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory role, he serves as a trustee at The Pennsylvania State University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating mainly through LPL-sponsored solutions and a range of endorsed TAMPs.

John Kochel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a member of the vestry at Augustus Lutheran Church, is an appointed member of the Trappe Borough Zoning Board, and is a partner in a family horse breeding and training business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across a range of financial topics. The firm offers these services without discretionary trading authority and blends planning with managed accounts through a consolidated billing option called WealthPlan.

John Larson Jr. is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. He previously spent 14 years at Lincoln Investment Planning, Inc., followed by a year at Capital Analysts before joining LPL Financial. Larson is also involved in tax preparation and accounting through Scamuffa-Larson Tax Services, LLC. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, supported by both discretionary and non-discretionary management and access to model portfolios and research.

Scott Lissansky is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at MetLife Securities Inc. for 11 years before joining MassMutual and has also served as an independent insurance agent focusing on dental and group disability income, life, accident, health, and property and casualty insurance. 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 emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools and offers specialized event-driven planning programs.

Phillip Dupont is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with The Vanguard Group, Inc. since 1992. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to develop personalized asset allocations, managing large client volumes through a combination of digital platforms and advisor teams.

Danielle Corey is a financial advisor with Vanguard Advisers based in Malvern, PA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with The Vanguard Group since 2006. Additionally, she serves as co-trustee for an immediate family trust. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to construct portfolios largely from Vanguard funds and ETFs, offering a high client-to-advisor ratio supported by a scalable digital platform.

John Ungerman is a financial advisor with Thrivent Investment Management in Pottstown, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning across a wide range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Patrick Mullins is a financial advisor with LPL Financial and holds a Series 63 designation. He has 39 years of industry experience, with prior roles at Grove Point Advisors, Grove Point Investments, Fidelity Union Life Insurance Company, and Alliance Life. Mullins also operates Mullins Wealth Management, a business related to his advisory activities. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and brokerage services, supported by model portfolios, third-party research, and various technology tools.

Mark Vassallo is a CFP®-certified financial advisor with 23 years of industry experience, currently affiliated with Vanguard Advisers. He has worked at The Vanguard Group, Inc. since 2002 and previously was with Suncrest Market, LLC from 2020 to 2023. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach utilizing proprietary models and primarily invests in Vanguard funds and ETFs, offering extensive customization and tax-aware portfolio features.

Robert Schofield is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Vanguard Group, Inc. and its affiliates since 2022. Prior to his finance career, he has diverse work history including positions at Giant Food Company and West Chester University. Vanguard Advisers delivers both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to construct portfolios primarily from Vanguard funds and ETFs with options for tax-aware management and customization.

Kelsey Crawford is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following four years at Janney Montgomery Scott. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Daniel Delia is a financial advisor with Cetera, holding a Series 63 designation and nine years of industry experience. He has worked at Cetera since 2025 and previously spent eight years at Avantax Investment Services, Inc. Outside of his advisory role, he serves as a CPA at Sterling Services, Inc., providing accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a range of investment strategies and custodial arrangements.

Paul Dunn is a Wealth Management Advisor at Merrill Lynch Wealth Management and leads the Dunn Wealth Management Group. Prior to joining Merrill Lynch and The Dunn Group in 2007, Paul owned, operated, and sold a consulting firm for entrepreneurs. He has been leading the Dunn Wealth Management Group since 2018. Paul combines his forensic accounting mindset with his entrepreneurial background to provide multigenerational wealth management services. He focuses on simplifying complex financial issues for career-building clients, particularly wealth-creation-oriented individuals and business owners. Paul follows a clear process to build and preserve wealth, emphasizing the impact of financial decisions on clients and future generations. He holds the CERTIFIED FINANCIAL PLANNER® certification, Certified Plan Fiduciary Advisor® certification, and Chartered Retirement Planning Counselor™ designation. Paul earned his bachelor's degree in marketing from Drexel University. Outside of work, Paul enjoys woodworking and planning family adventures with his two daughters in Malvern.

Arlie Huff is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Vanguard Advisers, Huff held multiple self-employed roles and worked at Chester Community Charter School. Outside of advising, Huff works as a contracted realtor assisting primarily residential clients with buying and selling properties. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to set personalized asset allocations primarily through Vanguard funds and ETFs.

Ryan Szabo is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Lincoln Financial Distributors, Brinker Capital Investments, and The Vanguard Group. Vanguard Advisers delivers 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 manages a large client base through its digital platform and advisory team model.

Nicholas Chermol is a financial advisor with Vanguard Advisers, holding the Series 66 credential and two years of industry experience. He has held multiple roles within The Vanguard Group and related entities since 2024. Outside of his advisory work, he is the owner of ALLCAPNOBRIM, a content creation business focused on vlogs, blogs, and podcasts. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models, offering portfolios primarily composed of Vanguard funds and ETFs with various customization options.