Isaac Morrison is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard Advisers since 2025 and has held roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2021. Outside of his advisory work, he has experience in various business activities including a brief tenure with multiple companies across different sectors. Vanguard Advisers provides 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 using proprietary models to tailor asset allocations and constructs portfolios mainly from Vanguard funds and ETFs, combining scale and digital delivery with a large advisory team.

Michael Lynch Jr. is a financial advisor with Mass Mutual Investors Services in Exton, PA, holding CFP® and ChFC® designations and bringing 32 years of industry experience. He has worked with MML Investors Services, Inc. and MassMutual since 1994. In addition to his advisory role, Lynch also works as a licensed agent in life and health insurance. MML Investors Services, LLC 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, emphasizing collaborative, goal-oriented planning and a range of event-driven services.

Shubhra Wells is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. Outside of her advisory role, she is involved in marketing life and health insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Caroline Wasielevski is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. She has held roles at Cetera and affiliated firms since 2022 and has prior work history that includes community and retail positions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures, supporting over 10,000 advisors and $256 billion in assets under management.

Christopher Montich is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Metlife Securities Co. He serves as co-trustee for a life insurance trust established for his grandchildren and is a board member of the Upper Merion Township Board of Community Assistance, where he evaluates and awards community grants. Mass Mutual 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 uses collaborative, annual planning engagements with firm-approved software tools to analyze client goals and offers a range of programs including investment management and educational seminars.

Michael Bacchini is a financial advisor with Ameriprise in Glenmoore, PA, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at AXA Advisors from 2006 to 2017 before joining Ameriprise Financial Services and then Ameriprise. Outside of his advisory role, he owns OBH Enterprises LLC, a manufacturing and distribution business, and serves on the board of Fiorenza's Food For Friends, a community organization. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored income recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Arlene Metricarti is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Vanguard since 2017. Outside of her advisory role, she has been involved with Brick Lane Community Church in a staff position. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach featuring proprietary methodologies and portfolios composed largely of Vanguard funds and ETFs.

Matthew Maginnis is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. His prior roles include positions at OneMain Financial and Bergeys Inc, where he also performed manual labor on weekends. He served six years with the Pennsylvania Army National Guard. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Daniel White is a financial advisor with Ameriprise in Pottstown, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he is involved in managing a commercial real estate holding company, Hillside Maple LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

James Mari Jr. is a CFP® with 18 years of experience in financial planning and asset management. He is currently affiliated with Cetera and its related entities, having joined in 2025 after eight years at CliftonLarsonAllen Wealth Advisors, LLC, and prior roles at Sun National Bank and INVEST Financial Corp. He is also involved with Flagship Financial LLC as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of advisory services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management options, including model portfolios, third-party managers, and customized strategies, supported by a large network of over 10,000 advisors and approximately $256 billion in assets under management.

Jeffrey Gruehn is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 38 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. He also operates an insurance brokerage focusing on individual life, health, group life, group health, disability, and long-term care insurance. 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, using firm-approved software to analyze client goals and deliver written recommendations.

Stephanie Galindo is a financial advisor at Vanguard Advisers with six years of industry experience. She holds the Series 66 designation and has been with The Vanguard Group since 2020. Prior to joining Vanguard, she worked at William Paterson University and TJX Companies. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Joanne Weidner is a financial advisor at OSAIC with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and Mutual of Omaha Investor Services. She is also the owner and president of Weidner Financial Group and conducts Medicare workshops to assist seniors with enrollment options. OSAIC serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage and advisory services through a wide network of affiliated advisers. The firm uses various portfolio construction tools and offers access to multiple investment platforms, including third-party managed accounts and wrap programs.

Joseph Reinemann is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Eon Health, Cadence Consulting Group, and held various roles including at Syracuse University and ACA Compliance Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with an emphasis on tailored recommendations and optional implementation through multiple channels.

Joseph O'Connell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 38 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. Outside of his advisory role, he serves as a finance committee member for Our Lady of the Assumption in Wayne, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brandon Malone is a financial advisor at Vanguard Advisers with three years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Apple and as a self-employed freelance photographer specializing in photoshoots and videography. Vanguard Advisers provides 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 using proprietary methodologies to create personalized portfolios largely composed of Vanguard funds and ETFs.

Amanda Peabody is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors Corporation and Citadel Federal Credit Union. In addition to her advisory work, Peabody serves as a notary public. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Jeffrey Freeman is a CFP® and CFA® with 22 years of industry experience. He is currently an advisor at Vanguard Advisers and has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2003. 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 investment approach using proprietary models and primarily constructs portfolios from Vanguard funds and ETFs.

Daniel Mitchell is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. 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.

Carolyn Porter is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.