Eric Glassman is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 66 designation and has been affiliated with various divisions of Fidelity since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Mark Capocasale is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he works one-on-one with individuals and families to develop personalized financial plans tailored to their unique needs, risks, and long-term objectives. Mark's approach centers around attentive listening and purposeful planning, aiming to help clients pursue their financial goals through informed investment advice and guidance. He also offers expertise in areas including executive compensation, equity compensation services, family wealth management strategies, retirement planning, philanthropic planning, and portfolio management services. Mark holds a Bachelor's degree in Finance from Pennsylvania State University, where he was active in investment clubs and volunteer organizations. Prior to joining Merrill, he was a small business owner, an experience that enables him to provide valuable insights into managing both sides of a balance sheet. Mark works with a diverse clientele, including business owners, corporate executives, professional sports individuals, retirees, and families, often collaborating with outside advisors such as CPAs and attorneys when applicable. Outside of his professional career, Mark resides in Philadelphia. He enjoys spending time with family and friends, cooking, exploring new restaurants, supporting Philadelphia sports teams, golfing, spending time at the Jersey Shore, and is currently training for his third triathlon.

Periklis Kotsiopoulos is a financial advisor with LPL Financial in Media, PA, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked for Lincoln Investment for 18 years before joining LPL Financial in 2026. He serves on the Board of Trustees for the Middletown Free Library, assisting with fundraising, community outreach, and strategic planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Andrew Harmer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions tailored to plan objectives and risk tolerances. The firm’s approach is IPS-driven and includes a range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Charles Walker is a Series 66-licensed financial advisor with Merrill, based in Philadelphia, PA, with 32 years of industry experience. He has worked at Merrill since 1985 and has also been associated with Bank of America, N.A. since 2011. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Dean Howe is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Avantax Advisory Services and Avanatx Insurance Agency. Outside of advising, Howe is president of DC Howe & Company, CPA, LLC, where he provides tax preparation, bookkeeping, and accounting services, and he also advises small business owners through Howe Financial Group Inc. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Patrick Kinch is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2019. His prior experience includes a five-year tenure at JPMorgan Chase and a brief role at Kevin Smith Transportation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a planning process that includes structured discovery conversations and firm-approved tools.

Kristi Lucero is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. She has worked at Morgan Stanley since 2015 and has been with Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client engagements and corporate financial planning arrangements.

Richard Massaux is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors. Outside of finance, he is the owner of a restaurant bar in Philadelphia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its process.

Louis Mastragostino is a Financial Consultant currently working at Fidelity Investments since 2022. He assists clients in defining their financial goals, co-creating customized plans, and implementing strategies to support their financial well-being at various life stages. Prior to his current role, Louis worked as a Financial Advisor at Merrill Lynch from 2009 to 2022, gaining extensive experience in financial planning and advisory services. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Hayden Dupont is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, MML Investors Services, Mass Mutual Life Insurance Company, The Vanguard Group, Inc., LiftForward Inc., and Building Blocks Lacrosse Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and market simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Elizabeth Russell is a financial advisor with Wells Fargo Clearing in Philadelphia, PA. She holds Series 63 and Series 65 designations and has been with Wells Fargo Bank since 2018. Her prior experience includes roles at The Stonebarn and several short-term positions in the hospitality and auction industries. 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 uses research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Michael Connelly is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He has held roles at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has worked since 2016. Connelly owns Greystone Ancillary Investment Group, an LLC based in Newtown Square, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Hannah Patrignani is a financial advisor with Raymond James & Associates in Philadelphia, PA, holding the Series 66 designation and one year of industry experience. Her prior work includes roles at Janney Montgomery Scott and various positions outside the financial sector, including in hospitality and beverage industries. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Wendy Jershky is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment menu.

Douglas Di Sesa is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with JP Morgan since 2016, working within both J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kimberly Iannarella is a financial advisor at RBC Capital Markets with 26 years of industry experience. She has been with RBC Capital Markets Corporation since 2008 and holds Series 63 and Series 65 licenses. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles, with access to both in-house and third-party investment managers.

Kevin Connelly is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Distributors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Walter Bott Jr. is a Series 66-licensed financial advisor with eight years of industry experience, currently advising at Merrill since 2021. He previously worked at Bank of America and had roles at Verify Brand and Acsis Inc. Outside of his advisory work, Bott is the sole owner of an investment-related business and engages in residential rental property activities in Philadelphia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joseph Gill Jr. is a financial advisor with RBC Capital Markets in Philadelphia, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at multiple firms, including City National Bank, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies using a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.