James Welde is a financial advisor with Merrill and holds a Series 66 designation. He has one year of industry experience, including roles at Bank of America, Merrill, and Firstrust Financial Resources. His background also includes positions outside of finance, such as work at Donohue Funeral Home and various educational institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Trea is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 34 years of industry experience. He previously worked at Metlife Securities Inc. for 28 years before joining Mass Mutual Investors Services in 2017. Additionally, he has been with MassMutual Life Insurance Company since 2016. 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, utilizing firm-approved software and collaborative annual planning engagements.

Matthew Gehrt is a Series 66-licensed financial advisor with Morgan Stanley in Greenville, DE, bringing 23 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and Estate Planning Strategies Groups.

Mark Bookbinder is a financial advisor with OSAIC, holding a Series 66 designation and 25 years of industry experience. He previously spent 25 years at Lincoln Financial Advisors Corp. Outside of his advisory role, he operates Heritage Financial Consultants LLC, where he provides financial planning services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and third-party platforms to construct and manage portfolios.

Joseph Nescio is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include employment with Conroy Catering and involvement with Widener University Athletics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment strategies.

Alexander Snyder is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His work history includes roles at Equitable Advisors since 2017, as well as prior experience with Axa Advisors, LLC, Rubgold Group, Lincoln Investment/Capital Analysts, and the Lehigh Valley Restaurant Group. Outside of his advisory role, he operates an outside insurance brokerage business. Equitable Advisors serves a diverse client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, delivering services through a network of Investment Adviser Representatives and referring clients to both proprietary and third-party asset managers.

Joseph Vargin is a Financial Consultant and Certified Financial Planner™ with Fidelity Investments, where he currently collaborates with clients to develop and implement customized financial plans aimed at achieving their goals. He employs a holistic planning approach to assist investors through various life stages, focusing on balancing present needs with future financial objectives. Joseph's professional experience includes roles at several financial institutions. He has been a Financial Consultant at Fidelity Investments since 2022. Prior to this, he served as Lead Advisor at Stordahl Capital Management in 2021 and held multiple positions at Charles Schwab from 2017 to 2021, progressing from Financial Services Professional to Vice President - Financial Consultant. He also worked as a Financial Services Professional at New York Life Insurance Company from 2015 to 2016.

Tamara Whiteside is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Securities LLC since 2008 and JPMorgan Chase Bank NA since 2017. J.P. Morgan Securities LLC 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Christian Marchini is an advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry career in 2026. His background includes involvement with True Lacrosse and Freedom Lacrosse since 2026, as well as prior roles at organizations such as Cbiz and BJ Homes. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services. The firm leverages third-party program sponsors and advisory platforms while providing ERISA fiduciary services through credentialed representatives.

Matthew Pratzner is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 25 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has prior experience with Metlife Securities. He also works as an individual life insurance agent. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and annual planning engagements.

Alexander Dominguez is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2018. His prior work includes a brief period at AT&T and a role at The Pennsylvania State University. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jude Swisher is a financial advisor at Ameriprise based in Exton, PA, holding a Series 66 designation. He joined Ameriprise in 2025 and has one year of industry experience. Prior to this, he was involved with St Agatha-St James Catholic Church from 2023 to 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Todd Welch is a financial advisor with LPL Financial in Bryn Mawr, PA, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2009 and previously at PNC Wealth Management and Merrill. He also operates a DBA under Welch Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Kevin Russo is a financial professional with Cetera and its affiliated entities, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to his current role, he has worked in insurance and advisory services with Diamond State Financial Group. Outside the financial sector, he owns a fashion business and works in food and beverage service. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment strategies and portfolio management options, overseeing substantial assets through a nationwide network of advisors.

James Stambaugh is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2014. Prior to that, he was with Morgan Stanley and Janney Montgomery Scott. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Amanda Price Ransom is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 license and has worked at Merrill since 2009 and Bank of America, N.A. since 2019. Outside of her advisory role, she serves on the board of the Moorestown Youth Football Association High School Boosters, operates a small record label, participates in planning events for the Friends of the Moorestown Library, and is involved with the Emergency Ready Project, a nonprofit focused on providing life-saving education and supplies to underserved communities. Merrill, together 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, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Meckel is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and eight years of industry experience. His career includes roles at Equitable Advisors since 2018 and previous work with Axa Advisors. Outside of his advisory work, he is listed as an associate on external business websites related to private client services. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to advisory models, with services delivered through a network of Investment Adviser Representatives and third-party program sponsors.

Trevor Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a partial owner of Voodoo Lacrosse, LLC, a company that sells lacrosse equipment. 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 brokerage and advisory solutions supported by research and analytics.

Sean Schmid is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Penn Investment Advisors Inc., Penn Community Bank, and Longview Capital Management LLC. Outside of his advisory work, he serves as the treasurer and executive board member for Foundations Community Partnership, a nonprofit organization that awards grants to local 503(c)(3) entities. Equitable Advisors serves individual clients—including non‑high-net-worth and high-net-worth investors—as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs a model-driven approach that incorporates third-party investment programs and fiduciary services for qualified plans.

John Paul Brennan is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds the Series 66 designation and has eight years of industry experience, including prior roles at Axa Advisors, LLC, and HP Law, LLC. Outside of his advisory work, he is involved in realty sales through Realty Benefit Services and Dergalis Associates LLC, and serves as an administrator or executor of estates and trusts. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to advisory models and third-party managers, utilizing a range of investment products and providing ERISA fiduciary services for qualified plans.