William Touey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has worked at LPL Financial since 2013 and has operated Touey & Co and Touey and Company LLC CPAs since 1994, where he serves as president of the CPA firm. Outside of his advisory work, he is involved in tax preparation and accounting through his CPA firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Christian Reinecker is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving the wealth management needs of individuals, families, and business leaders since 1994. His practice focuses on developing personalized strategic solutions tailored to clients' long-term financial goals. Key areas of expertise include individual stock portfolio management, risk management, asset allocation strategies, retirement planning, stock option analysis, hedging and cash flow strategies related to concentrated equity positions, liability management, life insurance, wealth preservation, and estate transfer strategies. Christian holds a Bachelor of Science degree from Loyola College in Baltimore, Maryland. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Washington, DC, he began his career in the DC area before relocating to West Chester, Pennsylvania, where he resides with his wife and four children. Beyond his professional work, Christian is actively involved in community and parish activities at St. Simon and Jude, where he volunteers and coaches. He participates in alumnae-supported events and various charitable organizations. His personal interests include golf, skiing, running and hiking, playing guitar, travel, and outdoor activities.

Jacklyn Naselli is a financial advisor at MassMutual Investors Services with four years of industry experience. She holds a Series 66 designation and has worked at MassMutual Life Insurance Company since 2020. Outside of her advisory work, she is a property and casualty insurance representative involved in quoting personal and business insurance policies. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Cody Rosier is a financial advisor with J.P. Morgan Securities in Newark, Delaware. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Tristate Financial Advisors and Piazza JGLR Corp, as well as work outside the financial sector at Fred Beans Family of Dealerships and McCaffrey's Food Market. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Gary Ulrich Jr. is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial. He previously worked at Lincoln Financial Securities Corporation for seven years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

William Stinger is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience, including tenure at Metlife Securities Inc. and Mass Mutual Investors Services. Outside of his advisory role, he is also an independent insurance agent specializing in individual and group life, health, and property/casualty 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 programs, utilizing collaborative, annual planning engagements that focus on investment categories and strategies without discretionary authority.

Nicholas Valerio is a Financial Consultant currently working at Fidelity since 2023. In his role, he engages clients in discussions about their short- and long-term financial goals to develop tailored strategies through a holistic planning approach. Nicholas has experience in various financial advisory positions, including serving as an Investment Consultant at Fidelity from 2021 to 2023, Senior Sales Consultant at Vanguard from 2019 to 2021, Annuity and Retirement Savings Specialist at Vanguard from 2018 to 2019, and as a Licensed Associate at Vanguard from 2017 to 2018. His background encompasses investment consulting, annuities, retirement savings, and financial sales. Using the resources available at Fidelity and collaborating with his team, Nicholas aims to support clients and their families in achieving investment success.

Todd Anderson is a financial advisor at Morgan Stanley with 37 years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of his advisory work, Anderson serves as a board member and finance committee member for First State Squash, a youth sports and education organization in Wilmington, Delaware. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Patrick Gleeton is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining RBC in 2025, he worked at Brown Brothers Harriman from 2022 to 2025 and Sanford C. Bernstein & Co., LLC from 2016 to 2021. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through a variety of advisory programs and integrates both in-house and third-party managers to implement portfolios.

Kimberly Warner is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory role, she serves as power of attorney for her parents in Aston, Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo’s research and planning tools to develop tailored client recommendations.

Adam Rubin is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at Cetera and Cetera Wealth Services since 2024. In addition to his advisory role, he owns Rubin Appraisals, a residential real estate appraisal business serving banks and lenders. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Ryan Egolf is a CFP® and Series 65 designated advisor with three years of industry experience. He is currently with OSAIC and has previously worked at Bryn Mawr Trust, Carson Group, and Radnor Financial Advisors, among others. In 2018, he was involved with The Ice Butler. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a variety of investment types and supports both discretionary and non-discretionary account management.

Michael Melito is a financial advisor at Mass Mutual Investors Services in Radnor, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual and its affiliated firms since 2012. Mass Mutual 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 programs, emphasizing collaborative, annual planning relationships using firm-approved analytical tools.

Aidan Peters is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been with Mass Mutual and its affiliated firms since 2026 and has prior experience outside the financial industry, including roles in construction and education. 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 financial planning, asset management, and educational seminars, using firm-approved tools to develop tailored written recommendations.

David Reciniello is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He began his career at Fidelity in 2022 after serving as Vice President Financial Consultant and Associate Financial Consultant at Charles Schwab from 2018 to 2022. Prior to that, he was a Senior Financial Planner at Ernst and Young from 2015 to 2018. As a Certified Financial Planner, David focuses on working collaboratively with clients to develop tailored financial plans. His professional experience spans several years in financial consulting and planning, emphasizing client advocacy and the application of diverse strategies offered through Fidelity. Outside of his professional work, David has interests that include beach activities, comedy, cooking and baking, golf, movies, and spending time with pets.

Peter Mastromarco is a financial advisor at Charles Schwab with 23 years of industry experience. He holds the Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Inc. for 14 years. He is currently based in Wayne, PA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options. The firm is notable for its scale and integrated structure, combining advisory, brokerage, custody, and cash management services.

Daniel Ozel is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. Daniel's experience at Fidelity Investments spans several roles, including Relationship Manager from 2025 to 2026, Financial Representative from 2023 to 2025, and Intern in 2022. This progression highlights his growing expertise in financial planning and client relationship management. Further details about his education, credentials, personal interests, or community involvement have not been provided.

Paul Felix is a financial advisor with Mass Mutual Investors Services in Radnor, PA. He holds the ChFC® designation and Series 63 and 66 licenses, and has 24 years of industry experience. He has been with MML Investors Services Inc. and MassMutual since 2009. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers planned, ongoing financial relationships supported by firm-approved analytical tools and educational seminars.

Judah Rubin is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones, JP Morgan Securities, and JPMorgan Chase Bank. Outside of his advisory role, he is involved in managing family real estate holdings through Belmont Residences LLC and RRR Real Estate Associates, LP. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory services grounded in modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary options and includes a broad range of investment choices such as insurance-related vehicles and bank deposit sweep programs.

Salvador Constantino Arizaga is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and four years of industry experience. His work history includes roles at Wells Fargo, Herr's Food Inc., Walmart, and Kennett High School. Outside of finance, he owns Sal and Sons Painting LLC, a residential and commercial painting business. 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.