Brendan Blight is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Flight Entertainment, Vivamee Shared Services, and Borgata Hotel Casino & Spa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research and analytics from internal and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Adam Mace is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 license and 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously at Wells Fargo Clearing and Wells Fargo Advisors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Bobby Damron is a financial advisor with Ameriprise in West Chester, PA, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Damron serves as a Volunteer Director for the LOVELOUD Foundation, organizing volunteer teams for the LOVELOUD music festival and tour. 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 personalized, non-discretionary recommendations through a centralized consulting team.

Drew Venit is a financial advisor with Equitable Advisors, holding a Series 66 license and two years of industry experience. His prior roles include positions at Thrivent Investment Management, Bryn Mawr Trust Advisors, and Janney Montgomery Scott, among others. Outside of advising, he has been involved with several entrepreneurial ventures including Innovative Vending Solutions LLC and Alex Electric LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to offer advisory and brokerage solutions.

Jonathan Oh is a financial advisor with Fidelity Investments based in Philadelphia, PA, holding a Series 66 license and three years of industry experience. His prior work includes roles at The Vanguard Group, Inc. and various entrepreneurial ventures. Outside of advisory work, he participates in mobile app-based activities such as survey completion and remote inspection. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolios constructed through proprietary research and algorithmic methods. The firm is noted for its use of quantitative analysis, AI-driven research, and oversight of affiliated and unaffiliated sub-advisers.

Salvatore Kaufman is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. His prior experience includes three years at JR Capital and several years in educational roles at Arizona State University and Strath Haven schools. 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 emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and offers specialized programs including estate settlement and employer-sponsored planning.

Stephanie Reiner is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at J.P. Morgan Securities and Jpmorgan Chase Bank NA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking programs.

Alain Boletta is a CFP® professional at Morgan Stanley with 19 years of industry experience. His prior roles include positions at The Vanguard Group and Lincoln Investment. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of retail and institutional investment solutions.

Ryan Wall is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at BNY Mellon and Bank of America, N.A. He also worked with Students of Georgetown, Inc. and Georgetown University early in his career. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, and institutional investors. The firm uses model-based and discretionary investment strategies developed by internal and third-party managers and offers various portfolio implementation options tailored to investor needs.

Donald Truesdell Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he provides strategic guidance to high net worth clients. He began his career in 1993 in Merrill Lynch's asset management division, serving as a Portfolio Manager handling equity and fixed income portfolios for institutional and individual clients. In 1999, he transitioned to wealth management to work more closely with individual clients and families. He is a Managing Director and co-leads The HART Group, which he co-founded in 2005. He holds a bachelor's degree in economics from Allegheny College and has earned the Chartered Retirement Planning Counselor™ designation and the CERTIFIED FINANCIAL PLANNER® certification. He is also a member of the CFA Institute of Charlottesville, VA and the Financial Analysts Society of Philadelphia. His expertise includes executive compensation, family wealth management strategies, legacy planning, managing new wealth, retirement planning, portfolio management, socially responsible investing, tax minimization, and retirement income. Outside of his professional work, Donald has coached baseball in the Piedmont league. He resides in Wilmington, Delaware with his wife and two children and enjoys spending time with his family, as well as baseball, biking, cooking, fishing, and photography.

Thomas Shopa Jr. is a financial advisor with Equitable Advisors in Wilmington, DE, holding a Series 66 credential and 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 16 years before joining Equitable Advisors in 2024. Shopa serves as trustee of the Thomas J Shopa Irrevocable Life Insurance Trust. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels.

Christopher Funkey is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Lord, Abbett & Co. and MacQuarie Investment Management Business Trust. Outside of his advisory work, he serves as a part-time broadcaster and commentator for the Penn State Division I Men's Ice Hockey Team. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Stephen Collins is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Cuna Mutual Group and Cuna Brokerage Services, Inc. for 22 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

John Hartnett Jr. is a financial advisor with Raymond James & Associates based in Greenville, DE. He holds the PFS™ designation and has six years of industry experience. His prior experience includes roles at H.D. Vest Advisory Services and Capital and Worth, Inc. Raymond James & Associates is a large 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 and investment consulting with a range of portfolio management styles and affiliated research resources.

Anittah Patrick is a Financial Advisor at Merrill Lynch Wealth Management, specializing in services for endowments, foundations, non-profits, women and wealth, and tax minimization. She approaches financial planning with analytical rigor and practical execution to help clients clarify complexity and build financial systems that support their evolving lives. She holds a Personal Investment Advisor (PIA) designation and received her education from Yale University and The Indiana Academy for Science, Mathematics, & Humanities. Anittah focuses on helping clients make confident financial decisions that consider opportunity, time, and tradeoffs, aiming to create freedom and possibilities that foster long-term well-being. Anittah is involved with the Yale Alumni Association and balances her professional work with personal interests that include basketball, gardening, genealogy, hiking, reading, spending time with family, and writing.

Peter Klein is a financial advisor with MassMutual Investors Services in Newtown Square, PA. He holds a Series 66 designation and has five years of industry experience. His prior work includes positions at MASSMUTUAL Life Insurance Co/Creative Financial Group and Herman Goldner Company. Klein is also the owner of Klein Consulting, LLC, a pass-through entity for commissions. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides planning engagements through collaborative, annual relationships and uses firm-approved analytical tools to develop recommendations tailored to client goals.

Jason Checksfield is a Series 66-licensed financial advisor with UBS Financial Services in Philadelphia, PA, where he has worked since 1999. He has 22 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and operates as a broker-dealer, investment adviser, and futures commission merchant.

Anthony Scarpino is a financial advisor at MassMutual Investors Services with Series 66 credentials and one year of industry experience. His prior roles include positions at American Settlement Funding and DRB Capital. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, goal-based planning using firm-approved analytical tools and offers specialized programs including divorce planning and estate-settlement services.

Douglas Bobrow is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. Outside of his advisory role, he serves on the Investment Committee of the Phi Beta Kappa Society and is a partial owner of On-Point Nutrition LLC, a retail business specializing in weight loss and nutrition products. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and delivers services on a non-discretionary basis.

Jared Crouse is a CFP® professional with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His background includes a prior role at WELLS FARGO Advisors, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.