Matthew Oven is a financial advisor at RBC Capital Markets with a Series 66 license. He joined RBC in 2025 and has prior experience working in education-related roles, including positions at Temple University and Scranton Preparatory School. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services tailored to clients’ risk profiles, using a combination of in-house and third-party investment managers.

Matthew Delzingaro II is a financial advisor at LPL Financial holding Series 65 and Series 63 licenses. He has been in the industry since 2025, with prior experience at the Andrew Hoff Agency and as a high school teacher. 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. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to diversified model portfolios and research.

Jane Iademarco is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with LPL Financial since 2011 and also maintains an affiliation with RWC Investment Management since 2010. Outside of advisory work, Jane operates an online art store where she sells her own artwork. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

Nicholas Amalfitano is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at Pacer Financial, Inc., Key Investment Services LLC, KeyBank, and extended experience at Don Kelley Auto Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports client implementation through its advisory programs and external providers.

Timothy Traut is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at The Vanguard Group, Inc. since 1998. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary methodologies and primarily investing in Vanguard funds and ETFs.

Joseph Croll is a CFP® professional with 19 years of industry experience. He currently serves as a financial advisor at UBS Financial Services and has held positions at Morgan Stanley and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor strategies to client goals.

Charles Huntington is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He has been with Wells Fargo and its affiliated entities since 2009, holding Series 63 and Series 65 credentials. Outside of his advisory role, Huntington co-founded the Greater Philadelphia Pharma in Transition Group, which provides guidance to displaced pharmaceutical employees. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Michael Collins is a financial advisor with LPL Financial in Lansdale, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Lincoln Investment and Lincoln Investment Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Matthew Lang is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, following seven years at UBS Financial Services. Outside of his advisory role, he serves as president of EPI Philadelphia, where he manages event planning efforts for the local chapter of the Exit Planning Institute. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both individual and employer-sponsored financial planning arrangements.

Ryan Leib is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with UBS Financial Services in Conshohocken, PA since 2013. Outside of his advisory role, he serves as a course instructor at Delaware County Community College. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates proprietary capital market assumptions and research to tailor financial plans and portfolio management, combining institutional trading capabilities with wealth management services.

Ricardo Coroniti is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Securities America Advisors, Inc. and other affiliated entities for over two decades. In addition to his advisory work, he owns an insurance sales business specializing in term life insurance and variable annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by firm-provided asset-allocation tools and access to third-party managed accounts.

Jack Florio is a CFP® and Series 66 credentialed financial advisor at Wells Fargo Advisors with eight years of industry experience. His career includes roles at Wells Fargo Clearing and SEI Investments. He owns Florio Financial LLC and holds a partial ownership in Frank Brooks Florio Wealth Management, LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels, serving clients who meet specific net-worth criteria.

James Stambaugh is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014 and holds Series 63 and Series 65 designations. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Kyle Heuchert is a financial advisor with LPL Financial in Harleysville, PA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley, Porter and Guide Wealth Management, and Marsh McLennan Agency, along with earlier experience in education and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and technologies such as machine learning.

Russell Colosi is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 credential and 21 years of industry experience. He has been with Equitable Advisors since 2017, previously working with AXA Advisors and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as Vice President of Operations and Finance at Firstrust Financial Advisors, LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model. The firm utilizes LPL-sponsored programs and endorsed third-party managers to provide a range of advisory and brokerage solutions.

Rachel Satterthwaite is a financial advisor with LPL Financial, holding a Series 66 credential and six years of industry experience. Her prior work includes roles at Waddell & Reed and insurance agencies, as well as operating her own business and involvement with Collegeville Tax Services. She is also engaged in tax preparation and accounting services through Collegeville Tax Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources to support diversified investment strategies.

Neil Brown is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. He previously worked at BNY Mellon for 35 years before joining Merrill in 2019. Merrill, along 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Frentzen Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at multiple firms including Securities America and Trumark Financial Credit Union. He is also the owner of Frentzen Financial Solutions LLC, a financial services business. Cetera Investment Advisers LLC is a large nationwide advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management and access to third-party money managers.

Blake Fisher is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Mid Penn Bank, First Bank, Wells Fargo, and experience in social media and self-employment ventures. He also served in various positions from 2016 to 2026, including at Penn State University and several 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.

Jeffery Balistreri-Brenner is a Financial Consultant currently working at Fidelity Investments since 2025. He collaborates with clients to identify their financial goals, explore options, and implement strategies to co-create holistic financial plans tailored to their unique needs and aspirations. His professional experience includes roles at Fidelity Investments as an Investment Consultant (2024-2025), Investment Solutions Representative II (2023-2024), and Investment Solutions Representative I (2022-2023). Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2021 to 2022. Outside of his professional work, Jeffery has personal interests in baseball, cars, football, motorcycles, outdoor adventures, and parenthood.