Charles Fisher Jr. is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 designations and 33 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Rebecca Mcgehean is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Avon Grove Nazarene Academy for 17 years and has involvement with Avon Grove Library. Outside of her advisory role, she contributes administratively to Rae McPherson Creative. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, offering a wrap-fee asset management program that utilizes model-delivery strategies managed by third-party asset managers.

Rebecca Dauterive is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at The Vanguard Group and The Institutes. Outside of her advisory role, she has experience working in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Stanley Wilcox is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he is the sole owner of BKV Operating LLC, a mineral rights and royalties business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with tailored recommendations delivered through meetings and client summaries.

Dawn Cote is a financial advisor with Merrill in Newark, DE, holding Series 63 and Series 66 designations and having 32 years of industry experience. She has been with Merrill since 2002. Outside of her advisory work, she operates a sole proprietorship involved in family-held Ebay and Poshmark sales. 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.

David Babcock is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he holds full power of attorney for his parents, though this authority is not currently in use. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

John Clark is a financial advisor with Wells Fargo Advisors in Exton, PA, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Clark is also a member of the investment committee at Mercy Investment Services and owns Clark & Goshow Financial Strategies Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad range of planning options tailored to clients meeting certain net-worth criteria.

Joseph Quig is a financial advisor at Edward Jones with 30 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1996. Outside of his advisory role, he is involved in entrepreneurial ventures including Yorklyn Quarryworks LLC and FanU Holdings, LLC, a company developing a social media application for sports. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment services through a nationwide network of more than 23,000 advisors.

Francesco Genovese is a Series 66 licensed financial advisor with 26 years of industry experience. He is currently with Cetera and has previously worked at Avantax Insurance Agency, LLC and Avantax Advisory Services. He also serves as a consultant at Genoese Wealth Management and Genoese & Associates, P.A., where he assists with tax planning and investment document reviews. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services, including access to third-party money managers and model portfolios.

Nathan Smedley is a financial advisor with LPL Financial in Kennett Square, PA, holding a Series 66 credential and 21 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as a FINRA arbitrator and is a managing partner involved in ownership of several car wash businesses. 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 of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Keith Digregorio is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 45 years of industry experience. He has worked at Linsco Private Ledger since 2006. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

Matthew Didomenico is a financial advisor with Raymond James Financial in Wilmington, Delaware, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Century Tax and Financial Services and Raymond James Financial Services Advisors. Outside of advisory work, he manages tax preparation and client meetings as a tax manager at Century Tax and Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advice supported by advanced risk profiling and modeling tools and maintains specialized services in municipal and public finance.

David Layo is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with OSAIC and has prior experience at Lincoln Financial Advisors Corporation and Citadel Federal Credit Union. Outside of his advisory role, he is a co-owner and financial planner at Capital Wealth Management Group, LLC, where he focuses on client financial planning. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using proprietary asset-allocation tools and third-party platforms to construct and manage portfolios across a range of asset classes.

John Patsy is a CFP® professional with 18 years of industry experience, currently serving clients at LPL Financial since 2009. He holds the Series 66 designation and operates out of Hauppauge, NY. Additionally, he is engaged as an insurance agent with LTCi Partners, focusing on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

Cathy Jackson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 28 years of industry experience. She previously worked at Avantax Investment Services and Next Financial Group and has been involved with Beacon Financial Group for over 20 years. Jackson serves as a board member and volunteer for charitable organizations focused on financial education and community support. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services across various program structures and custodial relationships.

Frank Dowling is a financial advisor with Primerica Advisors in Wilmington, Delaware, holding Series 65 and Series 63 licenses and with 27 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1998. His other business activities include the sale of investment-related products and home-related services through affiliated companies such as Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm offers advisory services through a large network of advisors and relies on model-delivery strategies managed by unaffiliated asset managers, with custody and trade execution supported by BNY Mellon Advisors and Pershing.

Timothy Grove is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and has recently started his career in the industry. His prior roles include positions at Wilmington Trust, LPL Financial LLC, Wealth Enhancement Group, and Purshe Kaplan Sterling Investments. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and provides event-driven planning services such as divorce and estate settlement planning.

Arash Ahmadpour is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and was previously employed at the University of Delaware from 2014 to 2018. Outside of his advisory role, he holds power of attorney for his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles, and it acts as an ERISA fiduciary when providing investment advice.

Jack Mattera is a financial advisor with Mass Mutual Investors Services in Exton, PA, holding Series 66 and Series 63 licenses and six years of industry experience. His work history includes roles at MassMutual Life Insurance Co., MML Investors Services, Vanguard Marketing Corporation, and prior experience at Temple University and Exxon. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management and educational programs, structuring planning engagements as ongoing, collaborative relationships using firm-approved analytical tools.

Elizabeth Darling is a financial advisor with Edward Jones in Oxford, PA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she was involved in several symphony orchestras, including the Dubuque, Billings, and Lima Symphony Orchestras, and has experience outside finance in the hospitality and brewing industries. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.