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.

Rachel Goodman is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and one year of industry experience. She has worked at Equitable Advisors since 2024 and is also involved with 5 Star Appraisals, a real estate firm where she performs data entry. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

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.

Kyle Thomas is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and six years of industry experience. He has been with The Vanguard Group since 2019 and previously worked at Werner Company, General Electric, and Montgomery Truss and Panel. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Yumei Huang is a financial advisor with Vanguard Advisers in Malvern, PA, holding a Series 66 designation and nine years of industry experience. Prior to joining Vanguard, she worked at JPMorgan Chase Bank and Axa Advisors. Outside of her advisory role, Huang is the owner of Ivy Best Supply, a resale business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach with portfolios built mainly from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

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.

Meghan Walsh is a financial advisor with Vanguard Advisers based in Malvern, PA, holding Series 66 and Series 63 licenses. She has one year of industry experience, all with Vanguard entities. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to personalize asset allocations, primarily utilizing Vanguard funds and ETFs, and serves a large client base through a combination of digital delivery and advisor support.

Kyle Scott is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2014 and joined Vanguard Advisers in 2025. Vanguard Advisers provides investment advice through both digital and human-supported services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering tax-aware features and customization options.

Nicholas Desimone is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 66 and Series 63 designations and has worked at various Vanguard entities since 2021. Outside of his advisory work, he is involved in retail operations at Ice Line Pro Shop, where he has provided customer service and equipment maintenance for several years. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

James Frank is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Equitable Advisors since 1999, including prior roles at Karr Barth Financial Planning, Inc. In addition to his advisory work, Mr. Frank is an attorney who drafts estate planning documents and serves as an estate administrator or trustee. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives, often utilizing third-party asset managers and advisory platforms.

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.

Joseph Bockus is a financial advisor at Vanguard Advisers with 5 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Vanguard entities since 2021. His prior work includes roles outside the financial industry, such as positions at Enterprise Rent-A-Car and Fastenal. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs, supported by a large team of over 2,200 advisors serving hundreds of thousands of clients.

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.

Isabella Conti is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. She has worked at Equitable Advisors since 2022 and previously held roles at C&C Financial Company and Michigan State University. Outside of her advisory work, Conti is also a broker and sole proprietor of Emerson Reid, where she provides group health and life insurance options for companies. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm delivers advice through a network of Investment Adviser Representatives and utilizes both firm-offered and third-party asset management solutions.

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.

David Schwarz is a financial advisor with Vanguard Advisers, holding the CFP® designation along with Series 65 and Series 63 licenses. He has 17 years of industry experience and has worked at The Vanguard Group since 2007. Outside of his advisory role, he coaches swimming for the Suburban Seahawks Club. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios built mainly from Vanguard funds and ETFs, supported by a large team of advisors and a digital platform serving hundreds of thousands of clients.

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.

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.