Patrick Gleeton is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining RBC in 2025, he worked at Brown Brothers Harriman from 2022 to 2025 and Sanford C. Bernstein & Co., LLC from 2016 to 2021. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through a variety of advisory programs and integrates both in-house and third-party managers to implement portfolios.

Adam Rubin is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at Cetera and Cetera Wealth Services since 2024. In addition to his advisory role, he owns Rubin Appraisals, a residential real estate appraisal business serving banks and lenders. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Ryan Egolf is a CFP® and Series 65 designated advisor with three years of industry experience. He is currently with OSAIC and has previously worked at Bryn Mawr Trust, Carson Group, and Radnor Financial Advisors, among others. In 2018, he was involved with The Ice Butler. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a variety of investment types and supports both discretionary and non-discretionary account management.

David Reciniello is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He began his career at Fidelity in 2022 after serving as Vice President Financial Consultant and Associate Financial Consultant at Charles Schwab from 2018 to 2022. Prior to that, he was a Senior Financial Planner at Ernst and Young from 2015 to 2018. As a Certified Financial Planner, David focuses on working collaboratively with clients to develop tailored financial plans. His professional experience spans several years in financial consulting and planning, emphasizing client advocacy and the application of diverse strategies offered through Fidelity. Outside of his professional work, David has interests that include beach activities, comedy, cooking and baking, golf, movies, and spending time with pets.

Daniel Ozel is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. Daniel's experience at Fidelity Investments spans several roles, including Relationship Manager from 2025 to 2026, Financial Representative from 2023 to 2025, and Intern in 2022. This progression highlights his growing expertise in financial planning and client relationship management. Further details about his education, credentials, personal interests, or community involvement have not been provided.

Teresa Devries is a financial advisor with Mass Mutual Investors Services based in New Castle, DE, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has been with MML Investors Services Inc. and MassMutual Life Insurance Company since 2003. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, annual financial planning engagements and various event-driven planning programs, including a recent Divorce Planning offering.

Jennifer Sonson is a CFP® professional with 15 years of industry experience, currently affiliated with Raymond James Financial in Wilmington, DE. Her work history includes roles at Conrad and Sanford School prior to and alongside her tenure at Raymond James Financial Services Advisors Inc. She serves on the Finance Committee of the Fund for Women nonprofit organization. Raymond James Financial Services Advisors Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a range of advisory programs and institutional consulting services.

Bradford Bugher is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 1993 after ten years in real estate sales and property management. He co-founded his current advisory group, leading the team’s investment strategies and focusing on clients’ insurance, annuity, and liability management needs. Brad works closely with clients to develop personalized financial plans, emphasizing the importance of understanding clients’ goals, concerns, risk tolerance, and family perspectives to build effective wealth management strategies. Brad holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards and a Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Business Administration with a concentration in Marketing and a minor in Economics from the University of Delaware, where he also participated in the school’s marching band. Born and raised in Newark, Delaware, Brad and his wife, Joanne, are parents of three adult children. Outside of his professional responsibilities, he has been actively involved in the YMCA of Delaware's fundraising efforts for the past decade and has served on the board of the Delaware Military Academy. Brad’s personal interests include biking, boating, fishing, hiking, racquetball, scuba diving, skiing, swimming, traveling, and spending time with his family.

Brittany Fatholahi is a Wealth Management Advisor at Merrill Lynch Wealth Management. She provides clients with financial planning and portfolio management services, focusing on areas such as college education planning, legacy planning, small business strategies, socially responsible investing, and tax minimization. Her approach emphasizes organizing and coordinating clients' financial lives through ongoing, friendly advice and guidance. Brittany began her career in finance after growing a successful paint contracting business during college. She spent four years in independent wealth management before joining Merrill in 2017, where she built her practice and offers tailored investment strategies and discretionary portfolio management through the Investment Advisory Program. She holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). Brittany earned her bachelor's degree in business and economics from Franklin & Marshall College. Outside of her professional role, Brittany has been involved in several organizations and community initiatives. She has served as membership chair for the Delco Property Investors Club, co-president of Merrill’s Tri-State Women’s Exchange, secretary of RH K9 Rangers Search & Rescue, and is a certified therapy dog handler with Caring Community Canines. She participates in groups such as the AKC Philadelphia Dog Training Club and the National Association of Women Business Owners (NAWBO) Philadelphia. Brittany resides in Havertown with her husband and their German Shepherd.

Robert McAleer is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Russell Investments, Charles Schwab Bank, and Mid Atlantic Clearing & Settlement Corporation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s model combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, utilizing multi-asset model portfolios and a formal alternative investment process.

Eric Cardonick is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2013. Outside of his advisory role, he works as a part-time independent contractor for DoorDash and participates in user research studies for User Interviews. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutional investors.

Francis Capriotti is a CFP® with 21 years of industry experience, currently affiliated with OSAIC since 2025. His prior roles include positions at Lincoln Financial Advisors Corporation and Citadel Federal Credit Union. He also serves as an insurance agent offering accident and health insurance, disability insurance, fixed and indexed annuities, long-term care insurance, and traditional fixed life insurance. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a broad network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and third-party managed-account solutions to construct portfolios across a wide range of investment types.

Timothy Hernandez is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James & Associates, Wells Fargo, J.P. Morgan Securities, and Citizens Bank. His background also includes a role at Esperanza Academy Charter School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jack Walker is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and Waters Edge. Outside of his advisory work, he has bartended and served at various establishments, including event catering. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools to develop tailored investment strategies without discretionary authority.

Jason Ocoma is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He previously worked at Axa Advisors, LLC and Genesys Telecommunications. Outside of his advisory role, he serves as a board member of the Montgomery County LGBT Business Council and works as a ski instructor at Jack Frost Ski Resort. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment programs, including third-party asset managers and LPL-sponsored advisory solutions, to tailor strategies based on client risk tolerance and objectives.

Christopher Clabaugh is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds Series 63 and Series 66 designations and has two years of industry experience. Prior to joining Equitable Advisors, he was with Foireann, LLC for 13 years. Equitable Advisors serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client needs and risk tolerance to match them with various advisory models and third-party asset managers.

William Adolph III is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1995 and has over three decades of experience in addressing the wealth management needs of high-net-worth families, corporate executives, business owners, and entrepreneurs. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, women and wealth, sports and entertainment, tax minimization, and retirement income. He holds several professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). William earned a bachelor's degree in international politics from Pennsylvania State University. He is also involved with professional organizations such as Penn State Teammates for Life and the Penn State Varsity S Club, where he mentors student-athletes. Outside of his professional role, William lives in Media, Pennsylvania, with his wife Barbra and their three children. He enjoys an active outdoor lifestyle including fishing, golfing, hunting, reading, running, skiing, surfing, and woodworking. He is recognized for his contributions to wealth management, being named to the Forbes "Best-in-State Wealth Advisors" list for multiple years including 2024.

Scott Spottiswoode is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments as a Financial Consultant since 2020. With over 30 years of experience in the financial markets, Scott has developed expertise in institutional equities and sales and trading, having held positions at several firms including Boenning & Scattergood, Jesup & Lamont, Piper Jaffray & Co., Susquehanna Capital Group, Deutsche Bank, Janney Montgomery Scott Inc., and Prudential Securities Inc. Scott holds a California Insurance License. He emphasizes building long-lasting relationships with clients based on mutual respect and honesty, focusing on helping clients plan for uncertainties and work toward achieving their envisioned lifestyles. As a father of five young children, he understands the importance of a solid financial plan. Outside of his professional work, Scott is interested in family activities, fishing, fitness, football, parenthood, and traveling.

Emily Lanning is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2001. Outside of her advisory role, she works part-time in customer service for KT Communications Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Bruce Cooke is a CFP®-certified financial advisor with 34 years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at Cco Investment Services Corp and Wells Fargo Clearing. Cooke also operates a wealth management business under his own name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.