Anthony Raieta is a Series 66-licensed financial advisor with four years of industry experience. He has worked at UBS Financial Services since 2022 and previously held roles at the Federal Home Loan Bank of San Francisco and Wells Fargo Bank, NA. UBS Financial Services Inc. 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 integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Michael Lynch Jr. is a financial advisor with Mass Mutual Investors Services in Exton, PA, holding CFP® and ChFC® designations and bringing 32 years of industry experience. He has worked with MML Investors Services, Inc. and MassMutual since 1994. In addition to his advisory role, Lynch also works as a licensed agent in life and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning and a range of event-driven services.

Shubhra Wells is a financial advisor at Osaic with 11 years of industry experience. She holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. In addition to her advisory role, she is involved in marketing life and health insurance services through The FMA Group. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and multiple program options delivered through an extensive affiliate network.

Christopher Montich is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Metlife Securities Co. He serves as co-trustee for a life insurance trust established for his grandchildren and is a board member of the Upper Merion Township Board of Community Assistance, where he evaluates and awards community grants. 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 uses collaborative, annual planning engagements with firm-approved software tools to analyze client goals and offers a range of programs including investment management and educational seminars.

Michael Bacchini is a financial advisor with Ameriprise in Glenmoore, PA, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at AXA Advisors from 2006 to 2017 before joining Ameriprise Financial Services and then Ameriprise. Outside of his advisory role, he owns OBH Enterprises LLC, a manufacturing and distribution business, and serves on the board of Fiorenza's Food For Friends, a community organization. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored income recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Arlene Metricarti is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Vanguard since 2017. Outside of her advisory role, she has been involved with Brick Lane Community Church in a staff position. 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 featuring proprietary methodologies and portfolios composed largely of Vanguard funds and ETFs.

Matthew Maginnis is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. His prior roles include positions at OneMain Financial and Bergeys Inc, where he also performed manual labor on weekends. He served six years with the Pennsylvania Army National Guard. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Nikolaus Kilmer is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding Series 66 and Series 63 licenses. He has nine years of industry experience, including eight years at Northwestern Mutual Wealth Management Company. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm‑approved software tools to develop written recommendations tailored to client goals.

Jeffrey Gruehn is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 38 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. He also operates an insurance brokerage focusing on individual life, health, group life, group health, disability, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Stephanie Galindo is a financial advisor at Vanguard Advisers with six years of industry experience. She holds the Series 66 designation and has been with The Vanguard Group since 2020. Prior to joining Vanguard, she worked at William Paterson University and TJX Companies. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Joanne Weidner is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has previously worked at Securities America Advisors and Mutual of Omaha Investor Services, and she has led The Weidner Financial Group since 2006. Outside of her advisory roles, Weidner conducts Medicare workshops to assist seniors in navigating Medicare Supplement and Advantage plans and serves on a committee for the Lion's Eye Bank of Delaware Valley, supporting their fundraising efforts. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation and portfolio optimization tools, providing a variety of managed account programs and third-party money manager options.

Connor Mc Dermott is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and Marketwise. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.

Joseph O'Connell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a finance committee member for Our Lady of the Assumption in Wayne, PA. 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 offers both brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Brandon Malone is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 designations and having three years of industry experience. Prior to joining Vanguard Advisers, he worked at Apple for seven years. Outside of his advisory role, he operates as a freelance photographer specializing in photoshoots and videography. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach with personalized asset allocations primarily composed of Vanguard funds and ETFs, and manages a large client base with a hybrid digital and team servicing model.

Amanda Peabody is a financial advisor at OSAIC with 12 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors Corporation for eight years, as well as at Citadel Federal Credit Union and CUSO Financial Services LP for five years. Amanda also serves as a notary public. OSAIC serves a diverse client base including retail and institutional investors, offering a variety of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation, portfolio optimization, and provides both discretionary and advisor-managed investment strategies.

Jeffrey Freeman is a CFP® and CFA® with 22 years of industry experience. He is currently an advisor at Vanguard Advisers and has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2003. Vanguard Advisers provides 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 using proprietary models and primarily constructs portfolios from Vanguard funds and ETFs.

Carolyn Porter is a Series 66 licensed financial advisor with Wells Fargo Clearing in Chester Springs, PA. She has 26 years of industry experience and 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 offers a wide range of brokerage and advisory solutions.

Brian Vassalluzzo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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.

Louis Pastore is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors from 2014 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including access to third-party asset managers and institutional platforms.

Alevtina Schlanger is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked primarily at The Vanguard Group since 2022, with prior roles including work at Randstad US and involvement in a non-profit environmental organization. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios largely composed of Vanguard funds and ETFs. The firm serves a large client base through digital delivery and a team servicing model.