Robert Ziegler is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, CUNA Brokerage Services, Inc., and Osaic FA, Inc. In addition to his advisory role, he is also an insurance agent offering various annuities and life insurance products. OSAIC serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporate clients. The firm utilizes a model-based investment approach with a broad platform of advisory and brokerage services, supported by affiliated broker-dealer and RIA relationships.

Joseph Godwin Jr. is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He has worked at Wells Fargo since 2016 and was previously with Credit Suisse Securities (USA) LLC for seven years. Outside of his advisory role, he serves as president of a condominium association and is a member of Lafayette College's Board of Trustees Alumni Investment Committee. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.

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.

Zachary Molyneaux is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and New England Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Michael Scattolini is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with Equitable Advisors since 2013, including time under the Axa Advisors name. Outside of his advisory role, he is involved with Karr Barth Associates in sales and marketing and acts as a sales associate for Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs for implementation.

Jonathan Master is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Master is based in Haverford, PA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by quantitative and qualitative due diligence and incorporating ESG criteria where applicable.

Marc Neumann is a ChFC® with 32 years of experience in the financial services industry. He has worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Outside of his advisory role, Neumann is a notary public and co-owner of a business entity involved in managing a 401(k) and profit-sharing plan. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as comprehensive financial planning and managed portfolios. The firm utilizes a model-based investment process with options for discretionary and advisor-managed strategies supported by various tools and third-party resources.

Victoria Farrell is a financial advisor with J.P. Morgan Securities based in Philadelphia, PA. She holds a Series 66 designation and has nine years of industry experience. Prior to joining J.P. Morgan Securities in 2021, she worked at Merrill for six years and briefly at Retro Fitness. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Christine Pierce is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has worked in various roles since 2013, including at Plan One Financial, SagePoint Financial, and currently at OSAIC. Outside of her advisory work, she serves as President of the Green-Fields Swim Club board, a local summer swimming club. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization, supported by various managed account programs and third-party manager options.

Ricardo Rivera is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments and Wells Fargo in various roles since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Justin Nash is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 license and four years of industry experience. His prior work history includes roles at Fidelity Investments and Merrill. He also has background experience outside finance, including employment at Amazon and involvement with Temple University. 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 roughly $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Darron Carpenter is a CFA® charterholder with 13 years of industry experience, currently advising at Wells Fargo Clearing since 2026. His prior roles include positions at Citizens Securities, Inc. and Citizens Bank, among others. 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 utilizes research and analytics to support a range of brokerage and advisory solutions across a large client base.

John Ventura is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1995. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Gerard Olinger is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Brendan Rogan is a Financial Consultant currently working at Fidelity Investments. He partners with individuals and families to build and implement financial plans tailored to their unique needs, preferences, and goals for the future. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before assuming his current role in 2025. Prior to joining Fidelity, Brendan worked at Merrill Lynch from 2017 to 2023, where he held positions as a Financial Solutions Advisor and Relationship Consultant.

Robert Boland is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank. Outside of his advisory role, he serves on the board of directors for the Easttown Library Foundation and on the board of trustees for the Yacht Club of Stone Harbor. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles using both in-house and third-party investment managers.

Derrick Wilson is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Gusto, Equity Services Inc, National Life Group, and The Vanguard Group. Outside of his advisory role, he is CEO of Selective Financial Solutions LLC, a business involved in insurance and tax preparation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions focused on diversified portfolios and long-term strategies.

Trevor Pinto is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His career includes multiple roles at Citizens Bank and Citizens Securities from 2006 to 2021 before joining Wells Fargo in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support portfolio diversification and investment evaluation.

Elizabeth Burlinson is a financial advisor at Merrill with 18 years of experience in the industry. She holds the Series 66 designation and has been with Merrill since 2008. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model-based and discretionary strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, corporate retirement plans, and charitable organizations.