Brenan Mc Allister is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Company. Additionally, he has been affiliated with Bucknell University since 2012. Outside of his advisory role, Mc Allister is involved in individual life insurance brokerage. 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 provides financial planning, asset management, and educational seminars, utilizing tools such as Monte Carlo simulations and automated asset allocation in its planning process.

Victor Moran Jr. is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including J.P. Morgan Securities LLC, The Haverford Trust Company, and The Vanguard Group. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Michael Brady is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is a business owner of Horsham Holdings Group, a non-investment-related entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, wrap and model portfolio programs, and institutional platforms, with advice and account management provided primarily by investment adviser representatives using a variety of strategies and support tools.

Nicholas Leski is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors and PSG Financial, among other firms. Leski is also a licensed insurance agent offering fixed life insurance, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Samuel Gruehn is a financial advisor with MassMutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked with MassMutual Life Insurance Company and affiliated entities since 2019. Outside of his advisory role, he also acts as an insurance agent specializing in life, disability, and long-term care insurance. MassMutual 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 planning recommendations without investment discretion.

Victor Marcelo is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. Prior to his current role, he was involved with the Martuscelli Restaurant Group and held positions at the University of Delaware, Newark Country Club, and Saint Mark's High School. 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 structures financial planning as collaborative, annual engagements using firm-approved analytical tools, with implementation of recommendations offered separately.

Paul Mac Donald is a financial advisor with Mass Mutual Investors Services based in New Castle, Delaware. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including previous roles at Olive Garden. He is also involved in an individual life insurance sales business. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser and offers financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Paul Failla is a financial advisor with Morgan Stanley in Newtown Square, PA, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies.

Suzette Hippert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Izzi is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds the ChFC® designation and a Series 63 license. Izzi has been with Mass Mutual-related firms since 2011, serving in roles that include insurance brokerage for individual life and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including educational seminars and event-driven planning programs.

Brian Zucker is a Vice President and Financial Consultant at Fidelity Investments. He holds the designation of Certified Financial Planner and focuses on assisting clients in developing personalized financial plans that reflect their individual goals and circumstances. Brian's professional experience includes roles as Vice President, Financial Consultant at Fidelity Investments since 2025, Financial Consultant at Fidelity Investments from 2020 to 2025, Financial Advisor at Merrill Lynch Wealth Management from 2018 to 2020, Central Relationship Manager at Fidelity Investments from 2016 to 2018, and Brokerage Service Associate at Vanguard from 2014 to 2016.

Jeffrey Merten is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and modeling techniques to support its financial planning process.

Benjamin Crane is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at NRG Energy and Davey Resource Group and has a background that includes full-time education through 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a focus on plan objectives, demographics, and risk tolerances.

Dawn Green is a financial advisor at OSAIC with 16 years of industry experience and holds the Series 63 and Series 65 credentials. Her prior experience includes roles at Mass Mutual, Prudential Insurance Company of America, and Signator Investors. She is also an adjunct professor at Wilmington University and owns Wisdom Wealth and Winning, a financial planning business. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services supported by firm-provided asset-allocation tools and third-party managed account solutions.

Tyler Kreger is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His career includes roles at First Citizens Community Bank and Bankers Life and Casualty. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Natalie Plaza is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in serving individuals, corporate executives, and their families, with a particular focus on clients in the entertainment industry. As a CERTIFIED FINANCIAL PLANNER (CFP) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), Natalie and her team offer a full range of wealth management services, leveraging the resources of Merrill Lynch, Bank of America Private Bank, and Bank of America. Natalie began her career in architectural design after earning a Bachelor's degree in Environmental Design from the University of Colorado at Boulder. She transitioned into financial advising in 2018, developing expertise in education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, women and wealth, sports and entertainment finance, and tax minimization. Her approach focuses on identifying clients' needs and objectives to thoughtfully plan for their financial goals. Natalie is involved in professional and community organizations including the Greater Los Angeles LGBTQ Leadership Team at Bank of America, LPGA Women Who Play, Santa Monica Sports Club, and Women In Film. In her personal time, she enjoys basketball, golfing, skiing, spending time with her family, and watching movies. She resides in Los Angeles, California.

William Smith is a financial advisor at Morgan Stanley with 35 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds a Series 63 designation and serves as a trustee and co-trustee for a trust in Radnor, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Robert Harbison III is a financial advisor at Stifel with 39 years of industry experience. He previously worked at RBC Capital Markets Corporation for 16 years and City National Bank for 2 years. Outside of his advisory role, he manages a rental property in Willowgrove, Pennsylvania. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Daniel Mandel is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Wells Fargo entities since 2011. Mandel serves on the finance committee of Congregation Adath Israel in Lower Merion, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Frank Grabuski is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He previously worked at Wharton Retirement Consultants, Wharton Advisory Group, and LPL Financial. Grabuski is also the founder and CEO of Radnor Wealth Advisors and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions across multiple platforms, including proprietary model strategies and access to unaffiliated strategists.