David Grindle Jr. is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked with Wells Fargo Funds Distributor, LLC and Wells Fargo Funds Management, LLC over 15 years before joining Wells Fargo Advisors in 2021. In addition to his advisory role, he owns Grindle Wealth Management, LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, providing a broad range of financial planning and investment services tailored to clients who meet a net-worth threshold.

William O’Brien is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Morgan Stanley & Co. Incorporated. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes an IPS-driven process tailored to plan objectives and demographics, with a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Anthony Acchione Jr. is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. He has worked in various roles within Vanguard-affiliated entities since 2023. Outside of finance, he is involved in a contract food service business as a cook with B&T Catering. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach. The firm manages a large client base through its digital platform and team servicing model, focusing on personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Kevin Elvey II is a financial advisor at Vanguard Advisers with one year of industry experience. He holds the Series 66 designation and has been associated with Vanguard-affiliated entities since 2024. Outside of his advisory role, he owns two inactive businesses, DebtFit Inc., which focused on financial coaching, and HigherCred LLC, which worked with schools and parents to identify online learning options for highly capable high school students. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to create personalized portfolios mainly constructed from Vanguard funds and ETFs.

Calvin Thompson is a financial advisor at Vanguard Advisers with 25 years of industry experience and holds the Series 66 designation. He previously worked at TIAA-CREF and Tiaa for 13 years before joining Vanguard in 2025. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages hundreds of thousands of client relationships through a combination of digital platforms and advisor teams.

Andrew Dilks is a financial advisor with Vanguard Advisers, holding the CFP® designation and Series 63 and 65 licenses. He has five years of industry experience, including roles at Sei Investments and an early career position at St. Joseph's University. He has been with The Vanguard Group since 2020. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary methodologies and primarily Vanguard funds and ETFs to construct diversified portfolios with various customization options.

Todd Marotta is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 28 years of industry experience. His career includes roles at Fidelity Investments, Citizens Securities, Mercer Global Advisors, and PNC Investments. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a large network of independent advisors.

Devin Voorhees is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at OSAIC, Triad Hybrid Solutions, Triad Advisors, and TD Bank. Outside of advising, he owns and participates in a podcast called The Red Corner LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody platforms and both proprietary and unaffiliated investment strategies.

John Rosecky is a Wealth Management Advisor with Merrill Lynch Wealth Management. He assists clients by providing financial services through a broad platform that can be tailored to meet specific needs. His approach involves working closely with clients to create personalized financial strategies designed to help pursue their individual goals. John's expertise encompasses liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. He carefully considers cost, tax implications, and risk to help ensure clients make informed and confident financial decisions. He also has access to specialists in commercial loans, corporate financing, trust services, 401(k) plans, residential mortgages, and life/long-term care insurance. He holds a Bachelor's Degree from Drexel University and professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). John is involved in professional and community organizations such as the St. Andrews Society of Philadelphia and serves as President of the Delaware County Medical Society Public Health Fund. He also participates in community volunteer activities.

Kanchan Chug is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. She has been with Vanguard Marketing Corporation and The Vanguard Group since 2021 and with Vanguard Advisers since 2023. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants with automated and human-supported investment advice. Its investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Joseph Mchugh is a financial advisor at Vanguard Advisers with 15 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and operates Generations Landscaping and Lawn Care LLC. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and predominantly Vanguard funds and ETFs.

Karen Clemens is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with Cambridge Investment Research Advisors and has held prior roles at Ic Advisory Services Inc. and The Investment Center Inc. Clemens also operates Karen S Clemens CPA, PC, providing accounting services, and engages as an author, educator, and speaker. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various portfolio management and platform arrangements.

Christopher Kolmer is a Wealth Management Advisor with extensive experience in both institutional and individual investing. After spending a decade at Deutsche Bank as Vice President in Global Market Sales for Fixed Income, he joined Merrill Lynch Wealth Management in 2015 to focus on assisting individuals and families directly. He serves ambitious and well-educated clients who often have the financial knowledge but not the time to manage their wealth, offering guidance that simplifies complex matters and fosters confidence. Chris holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and a Bachelor's degree in Finance from Villanova University. He emphasizes a proactive and professional approach, aiming to be a reliable resource during major life transitions and ongoing financial planning. He works collaboratively with his brother, Kevin Jr., leveraging their complementary strengths to provide a dynamic team experience for families. Outside of his professional life, Chris is a father of three sons and enjoys spending time with his family, including coaching his oldest son's baseball team. He also pursues interests such as cooking, golfing, and supporting Wildcats basketball.

Nicholas Pocceschi is a financial advisor with Charles Schwab in Wayne, PA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Since 2019, he has been with Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Dan Shapero is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. He has held several leadership and financial advisory positions throughout his career, including Branch Manager at E*TRADE From Morgan Stanley from 2021 to 2023, Financial Consultant at E*TRADE Financial from 2017 to 2021, Relationship Manager at PNC Financial Services Group Private Client Group from 2013 to 2017, and Regional Bank Private Banker at Wells Fargo from 2011 to 2013. Dan's professional experience spans branch management, financial consulting, and private client relationship management. His goal is to lead and inspire associates to be the best version of themselves, enabling them to meet the financial planning and service needs of clients effectively.

Mary Kishoiyian is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She has been with Vanguard Advisers since 2019 and has also worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2010. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a high volume of client relationships through a combination of technology and a large advisor team.

Martha Temple Cass is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously held a position at Citigroup Global Markets beginning in 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Michael Strulson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Oppenheimer for 17 years before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of wrap fee advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

Richard Pinola Jr. is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for 16 years and has operated Hendrixson Pinola Financial Services since 2009. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a broad range of advisory and brokerage services supported by advanced portfolio construction tools and multiple third-party platform solutions.

Christian Pagliaro is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at firms including Trinity Wealth Securities, Florida Financial Advisors, and Comparion Insurance Agency. Pagliaro served in the United States Marine Corps from 2020 to 2022. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs.