Gary Gounaris is a financial advisor with Wells Fargo Clearing in Radnor, PA. He holds Series 63 and Series 65 designations and has 32 years of industry experience, including over 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale, with approximately $671 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Max Land is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at firms including Creative Financial Group, MML Investors Services LLC, and Northwestern Mutual. Outside of his advisory roles, Max has held positions with organizations such as the Golf Association of Philadelphia and Sedona Tap House. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ethan Harris is a financial advisor with Cetera in West Chester, PA, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at Citadel Federal Credit Union, The Vanguard Group, and CUSO Financial Services, LP. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers portfolio management, financial planning, and access to various program platforms, operating a multi-manager platform that allows advisors to use affiliated and unaffiliated managers or create customized strategies.

Kenneth Jones is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Jones serves as an officer on the board of Blue Hen Veterans and Friends, Inc., a nonprofit focused on military support. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.

Christopher Otten is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and has worked with Massachusetts Mutual Life Insurance Company since 2011. Outside of advisory work, he is also a sales agent for individual life, health, group life, and group health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-driven planning processes and offers specialized planning programs including estate-settlement and employer-sponsored planning.

Jason Scott is an Investment Consultant at Fidelity Investments, where he has been working since 2021. He specializes in providing insight and guidance to clients concerning investment planning and retirement accounts, helping them work towards their financial goals. Prior to his current role, Jason gained experience as a Relationship Banker at Wells Fargo from 2015 to 2021. He also worked as a part-time Field Representative at Primerica between 2014 and 2015, and held producer positions at American Income Life in 2008 and 2010-2011. These roles have contributed to his understanding of financial services and client relationship management. Outside of his professional career, Jason has personal interests that include art, fitness, parenthood, tennis, and writing.

Giovanni Diomede is a financial advisor with Merrill in Wilmington, DE, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and Bank of America, N.A., as well as an academic role at Wilmington University. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kristen Weil is a financial advisor at Morgan Stanley in Newtown Square, PA. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior experience includes roles at J.P. Morgan Securities, J.P. Morgan Private Bank, and Wedbush Securities, as well as multiple positions at Princeton University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support its financial planning process.

Lori Rutkowski is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously spent 27 years with Lincoln Financial Advisors Corporation before joining Osaic in 2025. Outside of advising, Lori also provides notary services in Delaware. Osaic serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools, third-party managers, and managed-account solutions.

Patrick Dever is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology from its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Mark Mesco is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, with prior roles at Accurant Biotech and Mass Mutual Life Insurance 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 collaborative, software-assisted approaches to develop client recommendations.

Allyson Defruscio is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at The Vanguard Group. Her background includes roles in education and fitness prior to entering the financial services industry. Morgan Stanley Wealth Management offers advisory services to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs.

Gennaro Vuono is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior positions include roles at Bestvest Investments Ltd, where he worked for 12 years, as well as experience at Oppenheimer and Ryan Beck & Co. Vuono also served as an independent insurance agent for 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Gina Maiden is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at MML Investors Services since 2018 and has been associated with Robert W. Fitzmaurice, Clu, CFP since 1998. 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, employing firm-approved analytical tools and structuring planning engagements as annual, collaborative relationships.

Cody Gross is a financial advisor with Ameriprise in Exton, PA, holding a Series 66 designation and eight years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, he serves on the Penn Tau Alumni Board of Sigma Phi Epsilon Fraternity and is involved with the West Chester University Marching Band as part of the instructional and coaching staff. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a non-discretionary implementation approach.

Daniel Maguire is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 33 years of industry experience, including prior roles at MetLife Securities and MassMutual Life Insurance Company. In addition to his advisory work, he assists customers with life settlements and the sale of life insurance policies. 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 provides financial planning, asset management, and educational seminars through collaborative, annual engagements.

Michael Crowley is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has six years of industry experience. Prior to joining MassMutual in 2019, he worked at Litemovers, LLC and was employed by Outback Steakhouse and West Chester University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides a range of planning programs and educational seminars, utilizing firm-approved tools to deliver written recommendations.

Brad Corsi is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has previously worked at MassMutual Life Insurance Co. before joining his current firm. 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 emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized planning services including divorce and estate-settlement planning.

Andrew Hunt is a financial advisor at Edward Jones with 39 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Chad Stein is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He brings over a decade of experience in the financial industry, having held various roles including Planning Consultant at Fidelity Investments from 2021 to 2024, Portfolio Analyst at BNY Mellon Wealth Management from 2019 to 2021, and Account Analyst at BNY Mellon Institutional Accounting from 2017 to 2019. Earlier in his career, he gained experience as an Investment Strategist Intern at Brinker Capital from 2013 to 2016. Chad graduated from the University of Pittsburgh with a focus in Finance and Economics and has completed the Certified Financial Planner designation. He applies his knowledge and experience to collaborate with clients in pursuing their financial goals and providing peace of mind. His work is driven by a passion for serving people and acting as a trusted advisor. Outside of his professional life, Chad has interests that include fitness, football, social events with friends, golf, music, and reading.