Joseph Gambone III is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2015, previously associated with Axa Advisors. Outside of his advisory role, he is involved as an insurance agent with Ashar Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Jacob Baumann is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and previously worked at New York Life Insurance Company and NYLIFE Securities LLC. Outside of advising, he is involved with XGolf, an indoor golf entertainment business. Mass Mutual 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 uses firm-approved software and ongoing collaborative planning relationships to deliver written recommendations focused on investment categories and strategies.

Christopher Simmons Jr. is a financial advisor at Raymond James Financial with 17 years of industry experience. He previously worked at Vanguard Advisers, Inc. and Vanguard Marketing Corporation. Simmons is involved with Wheeler Financial LLC, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized municipal and retirement plan advisory programs.

Dennis Valentino is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he serves on the board of a condominium association and holds trustee positions for multiple 401(k) plans. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored client recommendations.

Deion Whittington is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. His prior employment includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, and Morgan Stanley. Outside of finance, he has been involved with entrepreneurial ventures including Benton Block Recordz LLC and Road Warrior Enterprise. 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 combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to manage approximately $671 billion in assets.

David Correale Jr. is a CFP® professional with 15 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and worked previously at Wells Fargo Advisors, LLC. Based in Newtown Square, PA, he holds the Series 66 designation. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shallon Febres is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Declan Malcarney is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. He previously worked at Ameriprise and has a background that includes teaching roles and service with the Upper Township Beach Patrol. 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 roughly $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

James Frank is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Equitable Advisors since 1999, with additional experience at Karr Barth Financial Planning, Inc. and Financial Planning Partners LLC. Outside of his advisory role, he operates as an attorney specializing in estate planning and serves as an estate administrator and trustee for family members. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm combines advisory and brokerage channels and employs a hybrid referral and implementation model tailored to client goals and risk tolerance.

Nelia Mc Bride is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and The Vanguard Group. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Donna Marie Kelly is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at firms including RBC Capital Markets, Janney Montgomery Scott, and Stifel Nicolaus. Outside of her financial advisory role, she serves as a sacristan at St. Agnes Church, where she assists with weddings, funerals, and baptisms. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, leveraging a range of portfolio management styles supported by affiliated research and sub-advisers.

Nathaniel Cooper is a financial advisor with Thrivent Investment Management in Exton, PA, holding a Series 66 designation and three years of industry experience. Prior to his current role starting in 2023, he worked at Stillwater Medical Center from 2016 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering both one-time and ongoing planning engagements that cover a wide range of financial topics without implementation of recommendations. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Isabella Conti is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and has previously worked at C&C Financial Company and Hannah G's. Outside of her advisory role, she is a sole proprietor at Emerson Reid, where she provides group health and related insurance options for companies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

A Norkiewicz is a financial advisor at LPL Financial with 44 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Cadaret, Grant & Co., Inc., Lancaster Financial Group LLC, and The Investment Center, Inc. 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 a range of advisory programs, financial planning, and brokerage services supported by research and diverse investment strategies.

Brian Kelley is a financial advisor at Morgan Stanley in Philadelphia, PA, holding a Series 66 designation with 12 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2020 before joining Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Matthew Perny is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with entrepreneurs, business owners, executives, and ultra affluent families, helping them simplify complex financial needs through customized strategies. Matt leverages his fiduciary, investment, and trust experience to serve as a chief financial advocate for his clients, coordinating their objectives with accountants, attorneys, and family offices while navigating the resources of Merrill and Bank of America. Prior to joining Merrill, Matt was President and Chief Fiduciary Officer of Stifel Trust Company Delaware, N.A., where he led the national trust company and oversaw trust, investment management, and custody accounts. He began his financial services career in 2002 with Wilmington Trust Company as a Private Client Advisor. His areas of expertise include family wealth management strategies, legacy planning, portfolio management services, socially responsible investing, tax minimization, and services for endowments, foundations, and non-profits. Matt holds a Bachelor of Science degree in Biology from Davidson College and a Juris Doctor degree from the Delaware School of Law at Widener University. He has earned the Personal Investment Advisor (PIA) designation. Matt is a member of the Delaware Estate Planning Council. He resides in northern Delaware with his wife and three sons. In his free time, he enjoys hiking, biking, cooking, fishing, golfing, running, surfing, and spending time with his family.

Daniel Shamkhorskaya is a Financial Advisor at Merrill Lynch Wealth Management based in Philadelphia. He specializes in assisting individuals and families in achieving their financial goals through personalized investment strategies, retirement planning, and risk management. He takes a holistic approach to financial advising by considering financial assets alongside personal values and life goals. Daniel's expertise includes education planning, employee benefits planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His educational background includes a high school diploma from Bensalem High School and studies at Temple University. Fluent in English and Russian, Daniel is involved in community organizations including the Uptown String Band and the Freemasons of Pennsylvania. His personal interests include cooking, music, and traveling. He emphasizes the importance of planning and understanding clients' goals and risk tolerance to build confidence in their financial plans.

Mary Reopell is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Grace Hirshblond is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and previously worked at Georgian Court University and Ess. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Resaish Elliott is a Planning Consultant at Fidelity Investments, a position held since 2022. In this role, Resaish assists clients in building financial plans tailored to their individual identities and goals. Prior to this, Resaish worked as an Investment Solutions Representative at Fidelity Investments from 2021 to 2022. Earlier experience includes roles as a Financial Services Professional at New York Life from 2017 to 2019 and as a Financial Advisor at Stillwell Financial Advisors, a private wealth advisory of Ameriprise Financial, from 2016 to 2017. Resaish's professional focus centers on creating strong financial plans that enable clients to enjoy their financial journey. Outside of work, Resaish has interests in concerts, cooking and baking, football, museums, traveling, and yoga.