Marc Virga is a financial advisor with MassMutual Investors Services, holding a ChFC® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including roles at New England Securities and NewSquare Capital, LLC. Outside of his advisory work, he serves as the committee chair for Filitalia International, an organization dedicated to preserving Italian language and culture. 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, and charitable organizations. The firm emphasizes collaborative annual planning engagements supported by proprietary software and educational seminars.

Andrew Jones is a financial advisor with Morgan Stanley, holding a Series 66 designation and five years of industry experience. His career includes multiple roles within Morgan Stanley entities since 2017, as well as a brief tenure at Assured Guaranty in 2018. He also has experience working at Bryant University from 2015 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through direct engagements and corporate financial planning agreements.

Julie Grasso is a Series 66-licensed financial advisor with Merrill in Wilmington, DE, where she has worked since 2010. She has 14 years of industry experience. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julia Tremblay is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has been with the firm since 2025 and previously worked at Northwestern Mutual. Prior to her financial career, she was involved with White Farms Ice Cream and Lady Black Tie. Mass Mutual 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 financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Adam Douglas is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience, including prior roles at Metlife Securities Inc. and New England Securities. In addition to his advisory work, he is licensed as an insurance agent selling individual life insurance. Mass Mutual Investors Services, LLC 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 and asset management through collaborative client relationships using firm-approved analytical tools.

Richard Fitzpatrick is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Fitzpatrick is based in Greenville, DE. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses a structured planning process supported by proprietary tools and emphasizes advisory services without individual security recommendations in standalone plans.

Jennifer Galvin is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds the Series 66 designation and has previously worked at RBC Capital Markets and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet certain net-worth criteria, using proprietary research and tools to develop personalized recommendations.

Michael Mele Jr. is a financial advisor with Wells Fargo Clearing and holds a Series 63 designation. He has 39 years of industry experience, including a long tenure at Municipal Bond Investors, Inc. since 1983. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Anthony Santisi Jr. is a ChFC® credentialed financial advisor with over 31 years of industry experience. He is currently with Mass Mutual Investors Services, where he has worked since 2017, and previously spent 20 years at New England Securities. Outside of his advisory role, he is also a licensed agent for individual and group insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using collaborative, goal-oriented approaches without discretionary authority over client assets.

Nicci McCann is Vice President and Executive Planning Consultant at Fidelity Investments, a role she has held since 2021. In this capacity, she focuses on creating wealth strategies for clients with an emphasis on incorporating workplace benefits to help them pursue their financial goals. She adopts a consultative approach to build trust and support her clients with personalized and understandable plans. Prior to joining Fidelity Investments, Nicci McCann held several positions at Vanguard, including Senior Advice Strategist from 2019 to 2021, Defined Contribution Relationship Manager from 2017 to 2019, and Senior Wealth Manager from 2015 to 2017. She holds a California Insurance License. Outside of her professional work, Nicci McCann enjoys attending concerts, participating in family activities, fitness, and traveling.

Simon Schriever is a financial advisor with LPL Financial holding a Series 66 designation. He has less than one year of industry experience. His prior work includes positions at Covenant Wealth Strategies and various roles unrelated to financial advising. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 access to third-party asset management.

Christopher Vincent is a ChFC®-designated financial advisor with LPL Financial, based in Wilmington, DE, and has 18 years of industry experience. He has been with LPL Financial since 2011. He is also involved with Radnor Benefit, an employee benefits consulting firm. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Maryellen Bukowski is a financial advisor with Morgan Stanley in Greenville, Delaware, and holds Series 63 and Series 65 licenses. She has 27 years of industry experience, including 13 years at Morgan Stanley. Outside of her advisory role, she operates an Airbnb rental business in Lewes, Delaware. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory services supported by firm-approved tools and models.

Daniel Engel is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, initially serving as a Financial Consultant until his current role. Prior to joining Fidelity, Daniel held various financial advisory roles, including Regional Bank Private Banker at Wells Fargo from 2018 to 2020, Senior Financial Consultant at TD Ameritrade from 2017 to 2018, and Financial Specialist at PNC Investments from 2013 to 2017. Early in his career, he worked as a Financial Advisor at Morgan Stanley from 2010 to 2012 and at Main Line Financial Advisors from 2009 to 2010. With over 14 years of experience, Daniel has worked extensively with High Net Worth clients, focusing on collaborative financial planning to help individuals and families pursue their financial goals. He emphasizes the importance of teamwork and values the relationships he builds with his clients.

Timothy Campbell is a CFP® with 41 years of industry experience and has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2006. He holds Series 63 and Series 66 licenses and is based in Newtown Square, PA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Jordan Fieger is a financial advisor at Merrill with 9 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2017. Prior to his financial services career, he was affiliated with Liberty University for four years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with portfolio implementation tailored to client needs.

Dianne Williams is a financial advisor with Morgan Stanley in Newtown Square, PA, holding a Series 63 designation and 18 years of industry experience. She has worked with Morgan Stanley and its affiliate Smith Barney since 2009. Outside of her advisory role, she is involved in offering essential oils through Doterra International and owns a publishing business, Patio Chronicles on Substack. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Blair Thompson is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, Bank of America, and Merrill Lynch. He holds Series 63, 65, and 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.

Eileen Stewart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked at Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved in a wine retail and consulting business in Wilmington, Delaware, where she conducts wine tastings and provides consulting services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Stephen Demchyk Jr. is a ChFC®-designated financial advisor with 24 years of industry experience. He has been with MassMutual Investors Services since 2017 and also holds a role at Massachusetts Mutual Life Insurance Company beginning in 2016. He is the owner of Blue Hens, LLC, a partnership between two financial advisors. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to a broad client base, including individuals, business owners, and charitable organizations. The firm offers collaborative annual planning engagements using firm-approved analytical tools and a range of investment and planning strategies.