Andrew Holva is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2016. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach and primarily invests in Vanguard funds and ETFs, providing scalable digital delivery supported by a large advisory team.

Robert Rigsby Jr. is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with Vanguard entities since 2007. His background includes a role at Villanova University from 2022 to 2023. 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 investment approach and manages a large client base through its digital platform combined with advisor support.

Christine Diemidio is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Raymond James since 2016, and previously at Merrill and Citigroup Global Markets. Raymond James & Associates is a large, SEC-registered investment adviser and broker-dealer managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering tailored financial planning and consulting with non-discretionary implementation through various portfolio management styles and affiliated research.

Matthew Goshey is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2018. Prior to joining Vanguard, he worked at Best Buy and WSFS Bank. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to portfolio construction, primarily using Vanguard funds and ETFs, and serves a large client base through its combination of digital platforms and a team servicing model.

Marissa Mycek is a financial advisor at Vanguard Advisers with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Vanguard affiliates since 2023. Outside of her advisory role, she has been involved with the Academy of Notre Dame and West Chester University. Vanguard Advisers offers both automated and human-supported investment advice, serving retail investors and retirement plan participants. The firm uses a goal-based, algorithm-driven approach to construct personalized portfolios primarily from Vanguard funds and ETFs, combining digital scale with advisor support.

Andrea Johnson is a Series 66-licensed advisor with Vanguard Advisers, Inc., where she has been working since 2026. She has prior experience at The Best Station Hotel and Texas Road House, among other roles. Johnson’s background also includes positions at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2021. 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 with portfolios mainly composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

David Kalapos is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 26 years of industry experience. He has worked extensively with Equitable Advisors since 2000 and previously spent 18 years at Karr Barth Financial Planning, Inc. Kalapos serves as vice president and trustee of the Glassboro Education Foundation, Inc., and chairs the Glassboro High School Sports Hall of Fame Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

John Novak is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding a Series 63 designation and 39 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1986. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a range of investment programs and educational seminars.

Michael Gibson is a CFP® and holds a Series 66 license, with 19 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he manages a rental property in Atlantic City, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Ring is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked previously at firms including E*TRADE Capital Management, Citizens Securities, TD Ameritrade, and Fidelity Brokerage Services. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Anthony Basciano is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His prior work includes roles at MassMutual Life Insurance Co, All Star Sports Academy, ABJ Construction, and C & M Sporting Goods. 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, wrap and money-manager programs, and educational seminars.

Paul Milnes is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services, Credit Suisse Securities, Persimmon Capital Management, and DeWitt Capital Management. Outside of his advisory role, he is a partner and investor in JAMMSY I LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Brian Sanders is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Fidelity Investments, Charles Schwab, and Swan Global Investments. Sanders is based in Springfield, PA. Cetera Investment Advisers LLC is a nationwide registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management and financial planning services, providing advisors with access to model portfolios, third-party managers, and customizable strategies.

Arthur Weiss is a financial advisor with OSAIC based in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with FSC Securities Corporation, Strategic Wealth Advisors Group, and operated his own practice since 1984. Outside of advising, he owns a sole proprietorship providing tax preparation services. OSAIC serves a diverse client base including individual and institutional investors through a large network of advisers and offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessment, and third-party managed portfolios.

Jane Berryman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise since 2015. Outside of advising, she serves on the Board of Directors for the Philadelphia Chapter of the Daughters of the American Revolution and acts as a chapter librarian. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Gregory Knight is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lydia Solomon is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning her industry career in 2025. She has held positions at several associated Vanguard entities as well as prior roles in the hospitality and education sectors. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates proprietary models and primarily Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team advisory model.

Emanuel Bassill Chuckran is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Florida Financial Advisors DBA Tristate Financial Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a varied client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Michael Fiori is a Series 66-registered financial advisor with Equitable Advisors, located in Bala Cynwyd, PA. He has 20 years of industry experience, having worked at Equitable Advisors since 2006 and previously at Axa Advisors. He is associated with Karr Barth Associates, a branded producer group. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of third-party advisory models and provides ERISA fiduciary services, focusing on matching clients to appropriate investment solutions through a network of Investment Adviser Representatives.

Timothy Trexler is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.