Jeffrey Pelesh is a financial advisor with Principal Financial Services in Springfield, PA, holding the PFS™ and Series 63 credentials and possessing 29 years of industry experience. He has been with Principal Securities since 2015 and has operated the CPA firm Gelman & Pelesh PC since 1991. He also served on the faculty at Villanova University from 1991 to 2020. Outside of his advisory role, he acts as an insurance agent offering fixed life, disability, long-term care, annuities, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Anas Shraim is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities, Merrill, Bank of America N.A., and a contract position with Alphastaff Group. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Thomas Powell is a financial advisor with PNC Wealth Management in Wayne, PA, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America and Merrill over a combined span of about 17 years before joining PNC Investment LLC in 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and implements portfolios via approved model strategies with mutual funds and ETFs.

Ernest Magnus Sims is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Rubicon and Street Diligence. Outside of his advisory work, he serves as the head coach for the Malvern Prep water polo team. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support, enabling advisors to offer customized portfolio management and a range of investment solutions.

Timothy De Carolis is a CFP® with five years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial, Levy Wealth Management Group, and JP Morgan Chase and Co. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that blends passive and active strategies, overseen by an internal Investment Committee.

Bradley Vialpando is a financial advisor with Schwab Wealth Advisory holding a Series 65 license and beginning his advisory career in 2025. He previously worked at Vanguard, Certuity, and Abbot Downing - Wells Fargo, accumulating over a decade of industry experience. Outside of his advisory role, he is involved as a co-owner and consultant in a garment care business operating laundry facilities in Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily for clients in the Schwab Wealth Advisory program and select referrals. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, offering customized recommendations without exercising discretionary trading authority.

Alexandra Byrne is a financial advisor at Commonwealth Financial Network with a Series 66 credential and three years of industry experience. She previously worked at Sims Financial Services for five years and held a role at Monumental Sports and Entertainment for four years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Quinn Karpiak is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Scott Schied is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. 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 offers a range of brokerage and advisory solutions.

Harry Carroll III is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 31 years of industry experience. He has worked with several firms including Massachusetts Mutual Life Insurance Company and New England Securities. Outside of his advisory role, Carroll serves as the head rowing coach at Moorestown High School. MassMutual Investors Services 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 emphasizes ongoing, collaborative planning engagements and offers specialized programs such as event-driven planning and educational seminars.

Jacob Pruitt is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has prior work history with Charles Schwab & Co., Inc. and Randstad Risesmart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process combines fundamental research with quantitative and algorithmic methods, and it serves multiple registered investment companies and advisory platforms.

John Santoro is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds a Series 66 designation and has been with UBS since 2006 in their Philadelphia office. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to client goals and risk tolerances.

Robert Hart is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with J.P. Morgan Securities in Philadelphia, where he has worked since 2020. Prior to this, he held positions at Sanford C. Bernstein & Co., LLC and PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and may incorporate an ESG eligibility framework.

Thomas Helmig Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A. since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors. The firm offers managed account programs, discretionary portfolio management, and brokerage services through a combination of personal financial advisors and an affiliated registered broker-dealer, with a focus on manager selection and tax-efficient investment strategies.

Frederick Brodie is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 1999. Outside of his advisory role, he serves on the investment committee of The Savoy Company, a nonprofit theater organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of funds and model portfolios.

Katarzyna Diamond is a financial advisor at LPL Financial with one year of industry experience and holds a Series 66 designation. She previously worked at Valic Financial Advisors, Inc. for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services utilizing both proprietary and third-party strategies across various platforms.

Raymond Trost is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at T3 Trading Group and Susquehanna Capital Group. Outside of advising, he is a co-owner of TMT Property Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates one of the largest networks of financial advisors and branch offices in the country and manages over $1 trillion in assets.

Pieter Nova is a Series 66-licensed financial advisor at UBS Financial Services with 11 years of industry experience, all of which has been with UBS since 2015. He is based in Radnor, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Austin Hodgens is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at United States Liability Insurance, Lifetime Fitness, and Munich Re, as well as education at Saint Josephs University and teaching positions at Saint Josephs Preparatory School and Saint Katherine of Sienna School. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

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.