Charles Tessler is a financial advisor with Wells Fargo Clearing in Yardley, PA, holding Series 63 and Series 65 credentials and 30 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 plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Stephen Giannangeli is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and eight years of industry experience. His prior firms include Brown Advisory and The Rockford Center. Outside of his advisory role, he owns an Etsy shop selling homegoods and decorative items. 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 individuals, high-net-worth clients, and institutions.

Hunter Andrew is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Alliance Bernstein, The Vanguard Group, and Oppenheimer. Outside of his advisory role, he is employed by JPMorgan Bank, which allows him to offer a range of bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management services.

Timothy Good is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to develop strategies that address short-, mid-, and long-term financial goals. His approach includes providing guidance on general investing, retirement planning, and preparing for unexpected financial needs. Timothy also coordinates with Bank of America specialists to offer clients access to services in banking, credit, home financing, and small business solutions. With a Bachelor’s Degree from Old Dominion University, Timothy holds the Personal Investment Advisor (PIA) designation. He emphasizes building relationships with clients to create tailored financial plans and provides ongoing advice as clients’ needs evolve. His practice aims to support clients through comprehensive discussions of their goals, concerns, and questions.

Mark Stauffer is a financial advisor with Wells Fargo Clearing in Folsom, PA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Citizens Securities, Inc. for eight years before joining Wells Fargo Clearing in 2023. Stauffer also serves as a power of attorney for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Bruno Bejarano is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Bank of America, Wells Fargo, J.P. Morgan Securities LLC, and Merrill. Outside of finance, he was involved with Machino Cleaners LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Francis Donnelly III is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Donnelly is also active in community service as a past president and officer of the Medford Sunrise Rotary. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and advisory programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

David Vermeil is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 38 years of experience in wealth management and planning. He focuses on family wealth management strategies, legacy planning, portfolio management services, and special needs planning strategies. David aims to build relationships based on mutual trust and confidence, providing comprehensive services that prioritize clients' best interests and help them achieve their long-term financial goals. David holds a Bachelor's Degree from Villanova University. He is a Personal Investment Advisor (PIA) and leverages the expertise available through Merrill Lynch and Bank of America to coordinate with clients' attorneys and CPAs in order to develop tailored financial plans designed to minimize taxes, risks, and fees. In addition to his professional work, David is engaged in community service. He is a board member of both the Chester County Community Foundation and Bournelyf Special Camp, which serves individuals with special needs. He also served as president of the Chester County Estate Planning Council in 2005. David has lived in West Chester, Pennsylvania, for over three decades and enjoys basketball, football, hunting, music, and spending time with his family.

Jillian Polanco is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, following prior work at JP Morgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, delivering these services alongside affiliated brokerage, distribution, and investment management capabilities.

Jeffrey Ditalia is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2016, previously working at AXA Advisors. Outside of his advisory role, he operates an independent insurance agency specializing in disability, life, accident, and health insurance. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm relies on LPL-sponsored programs and various endorsed TAMPs to provide advisory and brokerage solutions.

Daniel Kent is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at UBS Financial Services since 2021 and was previously with Merrill from 1999 to 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research to tailor solutions to clients' goals and risk tolerances.

Jacob Minakowski is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Goldman Sachs and WealthSpire Advisors. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework in its advisory approach.

Claudel Demosthene is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018, following a two-year tenure at Capital One Investing LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Richard Simenhoff is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 credentials and 45 years of industry experience. He has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Outside of his advisory role, he is involved as a co-trustee of family trusts and holds minority ownership interests in real estate development projects. 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 a range of brokerage and advisory solutions supported by extensive research and analytics.

Perry Eisen is a Vice President and Financial Consultant at Fidelity Investments. He works with individuals and families to help create and implement customized financial plans aimed at growing and protecting their wealth. Perry has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Central Relationship Manager, Investment Consultant, Financial Consultant, and currently serving as Vice President and Financial Consultant. Prior to joining Fidelity, he completed a wealth management internship at UBS Financial Services in 2013. He holds a California Insurance License.

Michael Delorey is a CFP® with 48 years of industry experience, currently serving at Cetera since 2013. He has operated Prism Financial Group, LLC since 1993 and holds roles as treasurer of the Navy League of the US Philadelphia Council and as a board member for Fort Mifflin on the Delaware. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors managing more than $256 billion in assets. The firm serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management and a variety of program options.

Breton Bonnette is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Stifel since 2020. Prior to joining Stifel, he worked for Bank of America for nine years. Outside of his advisory role, he is the founder of the podcast FC Wonderkid, which focuses on content generation and business development. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology from its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Michael Dewey is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes a year at BNY Mellon Wealth Management before joining J.P. Morgan in 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Matthew Mcandrew is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following a two-year period at Fs2 Capital Partners, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Steven Carney is a financial advisor with Edward Jones in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Merrill for 15 years and was involved with Regency Square HOA for two years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, trust services, and securities-based lending options.