Cole Crimlish is an Investment Consultant at Fidelity Investments, where he works closely with clients to understand their unique goals and financial aspirations. He is dedicated to providing personalized support that helps clients feel confident and in control of their financial future. Prior to his current role, Cole served as a Financial Representative at Fidelity Investments from 2023 to 2025 and was an Associate at Victory Capital Management in 2023. Cole's professional experience spans various roles within the investment and financial services industry, allowing him to develop expertise in client relationship management and investment consulting. Outside of his professional endeavors, Cole enjoys activities such as cars, fishing, golf, music, pets, and snowboarding.

Michael Lesher is a financial advisor with Merrill, holding Series 66, Series 63, and Series 65 licenses and 13 years of industry experience. He has worked at Merrill since 2019 and previously held roles at Northwestern Mutual Wealth Management Services LLC, Northwestern Mutual Investment Services LLC, Anthony Stanley, and LPL Financial. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jessica Wilson is a financial advisor at Vanguard Advisers with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple Vanguard entities since 2018. Her experience also includes roles at the International Business Institute, Clark Associates, and Messiah College. Vanguard Advisers offers 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, focusing on personalized asset allocations using Vanguard funds and ETFs, supported by a large advisory team and digital delivery platform.

Robert McClure is a financial advisor with Equitable Advisors in Downingtown, PA, holding Series 63 and Series 65 licenses and possessing 47 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, he works as a school bus driver for athletic team transportation. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate advisory models and portfolio managers, utilizing both proprietary and third-party investment programs.

Grey Mitchell is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group, Equitable Advisors, and Northwestern Mutual. Outside of his financial services career, he has experience in moving and storage services and operated a rental business for several years. Mass Mutual Investors Services is a subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual collaborative planning engagements.

Kathleen Doerr is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. She has worked within various Vanguard entities since 2023 and has prior experience in real estate and staffing services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, offering goal-based, algorithm-driven portfolios primarily constructed from Vanguard funds and ETFs. The firm is notable for its scale and digital delivery model, managing a large client base with a high client-to-advisor ratio.

Andrew Holva is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2016. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach and primarily invests in Vanguard funds and ETFs, providing scalable digital delivery supported by a large advisory team.

Robert Rigsby Jr. is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Vanguard marketing Corporation and The Vanguard Group, Inc. since 2007. He also spent a year at Villanova University between 2022 and 2023. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to create personalized asset allocations, with portfolios constructed mainly from Vanguard funds and ETFs and various tax-aware and customization features.

Christine Diemidio is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Raymond James since 2016, and previously at Merrill and Citigroup Global Markets. Raymond James & Associates is a large, SEC-registered investment adviser and broker-dealer managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering tailored financial planning and consulting with non-discretionary implementation through various portfolio management styles and affiliated research.

Matthew Goshey is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2018. Prior to joining Vanguard, he worked at Best Buy and WSFS Bank. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to portfolio construction, primarily using Vanguard funds and ETFs, and serves a large client base through its combination of digital platforms and a team servicing model.

Marissa Mycek is a financial advisor at Vanguard Advisers with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Vanguard affiliates since 2023. Outside of her advisory role, she has been involved with the Academy of Notre Dame and West Chester University. Vanguard Advisers offers both automated and human-supported investment advice, serving retail investors and retirement plan participants. The firm uses a goal-based, algorithm-driven approach to construct personalized portfolios primarily from Vanguard funds and ETFs, combining digital scale with advisor support.

George Mcreynolds Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Cambridge Investment Research and Commonwealth Financial Network. Outside of his advisory work, he is involved in authoring and life coaching through Just Abundance Media LLC and serves as a certified firearms safety instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Andrea Johnson is a Series 66-licensed advisor with Vanguard Advisers, Inc., where she has been working since 2026. She has prior experience at The Best Station Hotel and Texas Road House, among other roles. Johnson’s background also includes positions at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2021. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

John Novak is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding a Series 63 designation and 39 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1986. 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. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a range of investment programs and educational seminars.

Thomas Ring is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked previously at firms including E*TRADE Capital Management, Citizens Securities, TD Ameritrade, and Fidelity Brokerage Services. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Paul Milnes is a financial advisor with Raymond James & Associates in Devon, PA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Credit Suisse Securities, Persimmon Capital Management, and DeWitt Capital Management. Outside of advisory work, he is a partner and investor in JAMMSY I LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a broad affiliate ecosystem.

Robert Martinelli Jr. is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Edward Jones in Exton, PA, having joined the firm in 2026. His prior roles include positions at StoneX Advisors Inc, Lion Street Financial, and The Financial Group of Philadelphia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Edgar Lambert III is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 66 designation and has worked with Raymond James Financial Services Advisors Inc. since 2012. He is the owner of Birch Run Financial, a support company, and is also an author of "Mastering the Money Mind." Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm provides tailored planning and consulting using analytical tools to support client goals and maintains specialized offerings in municipal finance and SIMPLE IRA advisory services.

Christopher Kelly is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing prior to joining Wells Fargo Advisors in 2022. Outside of his advisory role, he serves on the finance committee of The Country Club of Scranton. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, and uses Wells Fargo research and tools to develop tailored recommendations.

Gregory Knight is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Chesterbrook, PA, and has 22 years of industry experience. Prior to joining Wells Fargo in 2016, he spent five years at Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 advisors.