Jian Shi is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2025, Jian worked for Morgan Stanley Smith Barney LLC from 2021 to 2025 and operated Shi Consulting LLC from 2015 to 2021. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Brian Altmann is a financial advisor with Ameriprise, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2004 and previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Altmann is involved in managing and training staff through several business ownerships, including Generational Partners LLC and Quintet Collective LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement income plans within a large institutional framework that includes advisory, brokerage, and insurance solutions.

Robert Dewees is a financial advisor with Wells Fargo Advisors in Greenville, DE, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he served in the United States Marine Corps for nine years and held a role at Wells Fargo Clearing. He is treasurer of the Talons Reach Foundation, a nonprofit supporting special operations forces. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of investment and financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations.

Demetrios Karakasidis is a financial advisor at Ameriprise with 13 years of industry experience. He has previously worked at Raymond James & Associates and The Vanguard Group. Outside of finance, he is a co-owner of Pats Pizzeria and serves on the board of Odyssey Charter School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies.

Matthew Grady is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at NaviQ, Wells Fargo Bank, and FastModel Sports. He also has an academic background with 11 years at Manhattan College. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs using a network of Investment Adviser Representatives and third-party asset managers.

Patricia Strain Riley is a financial advisor with Merrill, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. Her career includes long tenures at BCG Securities, Inc. and Horace Mann Companies before joining Merrill and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Philip Leshock is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Exton, PA, with 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he manages two rental properties jointly with his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive written recommendations across various planning areas while keeping planning and managed-account services separate.

Robert Mullin is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 27 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been with Metlife Securities Inc. since 2006. Outside of his advisory role, he serves as the head coach of a club volleyball team. 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 tools to develop tailored recommendations without discretionary authority.

Jason Meiser is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, previously associated with AXA Advisors, LLC from 2007 to 2020. Outside of his advisory role, he owns Meiser Wealth Management. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers and offers access to multiple third-party advisory programs and asset managers.

Joshua Goldfarb is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He brings over 20 years of experience in the financial services industry, having worked in various advisory roles at notable firms including TIAA-CREF, CitiGroup, and Morgan Stanley. Throughout his career, Joshua has built expertise in financial consulting and advising, leveraging his extensive experience to support his clients. He holds a California Insurance License, which complements his advisory capabilities. Joshua emphasizes collaboration with clients to utilize both his professional experience and the resources available through Fidelity Investments.

Joseph Gandolfo Jr. is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he co-owns a private beach house in Ocean City, New Jersey. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Keith Lecky is a financial advisor with Mass Mutual Investors Services, holding the ChFC® and Series 63 designations, and has 34 years of industry experience. He previously worked at Metlife Securities Inc., NewSquare Capital, LLC, and New England Securities. He serves as treasurer for the Lancaster County Building Association Foundation, a nonprofit that provides trade school scholarships. 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, focusing on collaborative annual planning engagements with written recommendations but without discretionary investment authority.

Mark Johnson is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with Osaic Wealth, Inc. and previously worked for Lincoln Financial Advisors for 13 years. In addition to his advisory role, he is a CPA at Lank, Johnson & Tull CPAs, where he performs tax, audit, and valuation work. He also serves as a trustee for a CPA-only client. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios with access to third-party managers and multiple investment platforms.

Kyle Slowik is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 2015 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc. Kyle provides financial strategies and advice tailored to individuals, corporate executives, and their families, focusing on understanding both short- and long-term financial objectives. Kyle graduated from the University of Delaware's Lerner College of Business and Economics with degrees in International Business, Economics, and Spanish. His client focus areas include education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of his professional work, Kyle volunteers as a Big Brother for Big Brothers Big Sisters of Delaware. He also maintains memberships with the Philadelphia Art Museum and the Barnes Foundation. Kyle currently resides in Philadelphia, Pennsylvania, with his wife and daughter.

Jack Freeland is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and two years of industry experience. His career includes roles at several firms, including Fidelity Investments and Lighthouse Planning Consultants, as well as experience at various businesses outside financial services. Equitable Advisors serves a broad client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and a range of asset-management programs. The firm employs a model-based approach, often utilizing third-party sponsors and offering a diverse selection of investment products and fiduciary services.

Aaron Mcintyre is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, National Association. Outside of his advisory duties, he serves as a board member for Pennsbury Township’s Commission Fire/Emergency Medical Services in Chadds Ford, Pennsylvania. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and investment services supported by structured planning tools and the resources of its Global Investment Committee.

Linda Galante is a financial advisor at OSAIC with 30 years of industry experience. She holds the ChFC® and Series 63 designations and has previously worked at FSC Securities Corporation, Inc. and American Capital Corporation. Outside of her advisory role, she co-owns a tax preparation business and is involved in life insurance sales. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services, utilizing various tools and platforms to construct tailored portfolios and support both discretionary and non-discretionary account management.

Joseph Cesario is a Planning Consultant at Fidelity Investments, where he collaborates with clients and financial advisors to develop comprehensive financial plans. His approach focuses on understanding clients' financial goals as well as their family and charitable priorities to create tailored long-term strategies. Joseph's experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, where he gained expertise in client relationship management and financial services. This progression highlights his commitment to supporting clients in achieving their financial objectives. Outside of his professional work, Joseph has personal interests in beach activities, cooking and baking, fitness, gardening, golf, and spending time with pets.

Francis Fix is a financial advisor with Equitable Advisors holding a Series 66 designation and no prior industry experience. His work history includes brief tenures at RBMuha and River Wealth Advisors. Equitable Advisors serves a diverse client base including individuals from non-high-net-worth to high-net-worth segments, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a broad network of Investment Adviser Representatives.

Philip Capra is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their unique situations and goals. Philip leverages Merrill's investment insights alongside Bank of America's banking services to provide comprehensive wealth management solutions. He specializes in areas including family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and tax minimization. Philip holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Philip earned a Bachelor's Degree from Wagner College. Outside of his professional work, he enjoys baseball, golfing, traveling, and spending time with his family.