Matthew Mc Kenzie is a financial advisor at Morgan Stanley with 10 years of industry experience. He has held roles at Morgan Stanley Private Bank since 2018 and previously worked at PNC Bank NA from 2001 to 2018. Mc Kenzie holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Michael Maitner is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and bringing 20 years of industry experience. Prior to joining Wells Fargo in 2024, he worked at Calamos Advisors LLC and Calamos Financial Services LLC for seven years, and spent one year at LoCorr Distributors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides a range of advisory services, including financial planning and retirement plan consulting, utilizing research and analytics to support portfolio diversification and investment selection.

Robert Ziegler is a financial advisor at Osaic with 18 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors for 13 years. In addition to his advisory role, he is an insurance agent offering annuities and life insurance products through two Delaware-based firms. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a broad range of advisory and brokerage services, employing advanced asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Robert Hagenberg is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at Metlife Securities Inc. from 2015 to 2017. Outside of his advisory role, he owns Creative Premier Agency LLC, which focuses on individual life, long-term care, and disability insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. Their approach includes collaborative annual planning utilizing firm-approved software tools, with implementation of recommendations offered through separate brokerage or insurance arrangements.

Jacob Castaneda is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Thrivent Financial, CUSO Financial Services, and Ardent Credit Union. Outside of finance, he owns ADEPTSTYLES, LLC, a clothing brand specializing in athleisure wear. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive planning that incorporates firm-approved analytical tools and maintains a range of asset management and educational programs.

Oscar Mestre is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Mestre is also an insurance agent specializing in individual life, health, group life, group health, individual long-term care, and disability insurance. Mass Mutual Investors Services, LLC 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 collaborative, annual financial planning engagements using firm-approved analytical tools, along with programs such as wrap and money-manager options and educational seminars.

Charles Tilkens Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and five years of industry experience. He previously worked at The Vanguard Group, Inc. and Citadel Credit Union. Outside of his advisory role, he operates e-commerce businesses selling items on eBay and collectibles on Mercari. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors, offering a range of portfolio management and financial planning services across multiple program structures and investment strategies.

Zachary Molyneaux is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and New England Securities. His current tenure at J.P. Morgan spans four years across both J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm serves clients on a non-discretionary basis through a select group of Wealth Advisors.

Patricia Solge is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at Cantella & Co Inc for over a decade before joining Cambridge. She is also the owner of Wealth Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Lorin Pierucci IV is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Engineered Floors and Shaw Industries, with a significant tenure at PNC Bank. Outside of his advisory role, he owns a residential rental property in Newtown Square, Pennsylvania. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of investment strategies and affiliated financial services, operating under a fiduciary standard and supported by a large network of advisors and branch offices.

Jonathan Master is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill Lynch, and J.P. Morgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering customized asset-allocation advice, manager searches, and performance reporting through its Institutional Consulting Services program.

Graham Cassidy is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeling techniques.

Michael Williams is a financial advisor with LPL Financial in Exton, PA, holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial since 1997. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Patrick Farren serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2011. He has been with Fidelity since 2008, previously working as an Account Executive and Investment Representative. Prior to joining Fidelity, Patrick gained experience at The Vanguard Group from 2002 to 2008, where he held various positions including Financial Planner and Paraplanner. Throughout his career, Patrick has focused on helping clients and their families grow, protect, and distribute their wealth in alignment with their unique financial goals. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, Patrick enjoys spending time with his family and participating in golf and tennis.

Dante Torrisi is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fidelity Investments. His background also includes a position at DoorDash. 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 offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with access to affiliated discretionary separately managed accounts and alternative investments.

Sharon Huang Zhang is a financial advisor at Vanguard Advisers with four years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she has worked as a front desk agent at Home2 Suites By Hilton Convention Center since 2021. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm applies a goal-based, algorithm-driven approach using proprietary methodologies and constructs portfolios mainly from Vanguard funds and ETFs, supported by digital delivery at scale.

Joseph Cecco is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. His prior work includes seven years with Wells Fargo Clearing. Outside of advising, he is a commissioned notary public. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Lynda Durso is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Kieran Hickey is a financial advisor at Ameriprise with a Series 66 designation and has been with the firm since 2024. Prior to joining Ameriprise, he was a full-time student and also worked at Bull's Bridge Golf Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility 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 retirement-income advice through a centralized consulting team.

Gregory Lynch is a financial advisor with Ameriprise in Wilmington, DE, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Bank of America, BlackRock, Inc., JPMorgan Chase Bank NA, and J.P. Morgan Securities. He also has experience outside finance, having worked at Taverna Rustic Italian Wilmington. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with significant investable assets, offering tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.