Timothy Traut is a financial advisor at Vanguard Advisers with 28 years of industry experience, all spent at The Vanguard Group since 1998. He holds Series 63 and Series 65 licenses. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and primarily constructs portfolios from Vanguard funds and ETFs, offering a high volume digital platform supported by a large advisory team.

Charles Huntington is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Wells Fargo Advisors since 2016, including prior experience with Wells Fargo Clearing. Outside of his advisory role, he 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 advice, with tailored recommendations supported by Wells Fargo research and planning tools.

Michael Collins is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including previous roles at Lincoln Investment and Citizens Securities, Inc. Collins is based in Lansdale, PA. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by technology tools and a large network of advisors.

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.

Ricardo Coroniti is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and with 42 years of industry experience. His career includes over two decades at Securities America Advisors, Inc., alongside operating his own business ventures since the mid-1990s, including insurance sales focusing on term life insurance and variable annuities. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

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.

Kyle Heuchert is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Morgan Stanley and Porter and Guide Wealth Management. His background includes roles at Marsh McLennan Agency and teaching experience at Temple University and Souderton Area High School. 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 advanced operational tools and a large network of advisors.

Russell Colosi is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and 21 years of industry experience. He has worked with several firms, including Mass Mutual Investors Services and MSI Financial Services, and has been with Equitable Advisors since 2017. Outside of his advisory role, he serves as Vice President of Operations and Finance for Firstrust Financial Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs through a network of representatives, utilizing both proprietary and third-party solutions.

Jeffrey Michetti is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from its Investment Institute with diversification principles and modern portfolio theory in its investment approach.

Ethan Kohler is a financial advisor at Wells Fargo Advisors with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, United States Liability Insurance, and Lehigh Valley Health Network. 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 using Wells Fargo research and tools, with discrete planning engagements tailored to client needs.

Rachel Satterthwaite is a financial advisor with LPL Financial in Collegeville, PA, holding a Series 66 designation and six years of industry experience. Her prior roles include work with Waddell & Reed and various insurance carriers. She is also involved in tax preparation through Collegeville Tax Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.

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 designations. His prior experience includes roles at Securities America Advisors, CUSO Financial Services, and Raymond James Financial. He is also the owner of Frentzen Financial Solutions LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management solutions, including access to third-party managers and customized strategies.

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.

Frank Coulson III is a Series 66 licensed financial advisor with Morgan Stanley, where he has worked since 2014. He has 24 years of industry experience and is based in West Conshohocken, PA. Outside of his advisory role, he holds a 25% ownership in a family farm and is the sole owner of an LLC for boat ownership. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by advanced modeling tools and acts primarily in an advisory capacity for retirement planning unless otherwise engaged.

Brett Daily is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at The Vanguard Group and has experience with Saint Joseph's University and Phoenixville YMCA. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprised of mutual funds, ETFs, and ETPs.

Martha Kerns is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Amir Shahpari is a financial advisor with Raymond James & Associates who holds a Series 63 designation and has 25 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning and advisory services with a non-discretionary approach supported by a broad range of investment strategies and affiliated research.

Michael Greenhalgh is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. His career includes roles at Merrill, RBC Capital Markets, Morgan Stanley Private Bank, and Bank of America. 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 strategies for a range of individual and institutional clients.