Robert Hartfield Jr. is a financial advisor at Osaic with 43 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 17 years and has operated Hartfield Advisors since 2002. Outside of his advisory work, he offers various insurance products including accident, disability, and life insurance through his own insurance agency. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, pension, corporate, and charitable investors. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, utilizing firm-provided tools and third-party resources to build and manage portfolios across a wide range of asset types.

Marko Vasic is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 66 designations and having two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A. and has experience with firms including Dick's Sporting Goods and Cetera Advisor Networks. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Michael Durstein is a financial advisor with Cetera, holding CFP®, ChFC®, and Series 66 credentials and bringing 10 years of industry experience. He has worked at Cetera since 2023 and previously served at Minnesota Life and Securian Financial Services. Durstein serves on the advisory boards of the Delaware HIV Consortium and the Muscle Movement Foundation. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services delivered through a large network of independent advisors.

Brandon Biery is a financial advisor with Merrill in Wilmington, DE, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he serves as a committee member on the board of Ducks Unlimited - Brandywine Chapter, a charitable organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Edward Ha is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Cetera Investment Services since 2019, following three years at Foresters Financial. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, with programs ranging from automated allocations to direct indexing and unified managed accounts.

Chase Stackhouse is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he held roles at Orth Financial Group, West Chester University, CVS Pharmacy, and Oxford Area School District. He also supports a registered financial advisor through Kimberlee M. O. LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient withdrawal strategies delivered through a centralized consulting team.

Tamara Milam is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked in various capacities within Wells Fargo since 2009. Outside of her advisory role, she serves as co-trustee for her mother's trust and acts as power of attorney for her son's IRA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients who meet certain net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, delivering recommendations through comprehensive planning engagements.

Brody Scott is a Series 66-licensed financial professional with one year of industry experience, currently affiliated with Cetera. Prior to joining Cetera, he held roles at Barclays Bank Delaware and has experience in hospitality and brewing industries. He is also involved with Diamond State Financial Group, providing financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with over $256 billion in assets under management.

James Blaszkow is a financial advisor with Merrill in Wilmington, DE, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held roles at Fins Hospitality Group, Northwestern Mutual, Washington College, and Sallie Mae. Outside of his advisory career, he coaches a youth lacrosse team for the Brotherly Love Lacrosse Club. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Max Eisenberg is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with RBC Capital Markets in Philadelphia, PA, and has previously worked at Morgan Stanley Private Bank and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, incorporating both in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.

Thomas Brennan Jr. is a financial advisor at Primerica Advisors in Newark, DE, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at La Red Health Center and various positions within Primerica Financial Services and related affiliates. Brennan also engages in the sale of loan products and home security referrals through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, focusing on a tiered percentage-based fee model rather than fixed fees.

Debra O'Malley is a financial advisor with Merrill in Philadelphia, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Merrill since 1992. Outside of her advisory role, she serves as a Majority Inspector for the 33rd Ward in Philadelphia, assisting with voter registration on election days. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Bryan Henrick is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Katherine Cuomo is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and 11 years of industry experience. She has been affiliated with Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. / U.S. Trust since 2010. Outside of her advisory role, she serves on the fundraising committee of the Morris Animal Refuge's 1874 Society, an advisory board supporting the shelter. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexandra Moore is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at The Vanguard Group for seven years prior to joining Merrill. Outside of her advisory work, she owns a small art business where she creates custom murals and paintings. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Colleen Gibbons is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Damon Missouri is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has previously worked at Merrill and Bank of America Merrill Lynch. Missouri serves as a Brigade/Command Chaplain in the New Jersey Army National Guard and holds roles with environmental and nonprofit organizations, including treasurer and secretary of the Outdoor Equity Alliance and an employee/contractor position at The Watershed Institute. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Joseph Hamilton is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and one year of industry experience. His career includes multiple roles within MassMutual and affiliated entities since 2021. Outside of finance, he has experience working with community organizations such as the YMCA and has been involved in diverse roles including previously operating a pool services business. MassMutual 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 structured, annual financial planning engagements using firm-approved analytical tools, with implementation services available through separate brokerage or insurance arrangements.

Christopher Burgos is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked with firms including DSFG Tax & Advisory and Securian Financial Services. Burgos is also the president of DSFG Cares, Inc., a nonprofit organization that allocates charitable donations to local causes, and is an author. Cetera Investment Advisers LLC is a SEC-registered firm that supports over 10,000 independent advisors serving a broad client base from individuals to institutional accounts. The firm offers a variety of portfolio management and advisory services, utilizing a multi-manager platform that includes affiliated and third-party managers across multiple program structures and custodial relationships.

Cameron Michalak is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial for two years. Outside of his advisory role, Michalak is a varsity soccer coach at Tome School. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.