Reghan Hesser is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, Hesser worked at Sterling Investment Advisors and has experience in content creation through a compensated role at the social media site Link To Know It. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christopher Vandusen is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management strategies and access to both in-house and third-party investment managers.

William Allen is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley Smith Barney, Nuveen Securities, and TIAA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Peter Blagojevic is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Prestige Subaru and Citizens Securities, Inc. Outside of advising, he has earned residual commissions from Aflac and occasionally works with delivery services. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment advisory programs and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Wesley Underwood is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2017, following five years at JP Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he works part-time as a driver for an online ride share service. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Joshua Isernia is a Financial Advisor at Merrill Lynch Wealth Management. He provides personalized financial strategies aimed at helping clients and their families achieve their financial goals. His areas of expertise include institutional investment consulting, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based ESG investing, tax minimization, and retirement income planning. Joshua holds a Bachelor's Degree from Monmouth University and holds the designation of Personal Investment Advisor (PIA).

Trevor Bielawski is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior experience includes roles at Equitable Advisors and Axa Advisors, as well as a position at IN4M.IO. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse clientele, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis, utilizing algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Luke Wallace is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and ten years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he assists clients in selecting Medicare supplement plans as a licensed health insurance sales agent. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual, high-net-worth, corporate, and charitable clients. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Timothy Pepper is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Charles Schwab, TD Ameritrade, Harrisdirect LLC, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Ty Costantino is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has prior experience in retail sales and insurance brokerage. Outside of advising, he is involved in buying and selling jewelry through Sansom Metals. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers using collaborative, goal-oriented planning supported by firm-approved analytical tools.

Ryan Maguire is a Series 66-registered financial advisor with Equitable Advisors in Philadelphia, PA, possessing five years of industry experience. His career includes roles at the Small Business Growth Alliance from 2013 to 2020 before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, corporate and institutional clients, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses various advisory models and third-party managers, offering a range of investment options and ERISA fiduciary services through credentialed advisers.

David Woody is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley, Iron Mountain, Hughes Enterprises, and Foothold Technology. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Eric Cardonick is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2013. Outside of advising, he works as a part-time independent contractor for DoorDash and participates in user research studies for User Interviews. Merrill, along 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.

Antonio Bene is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, his work history includes roles at Subaru of America and Rowan University. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles to registered investment companies and its use of systematic methodologies and AI-driven research.

Gary Devicci is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® and ChFC® designations. He has 49 years of industry experience and previously worked at Cantella and Co., Inc. for over a decade. He is also involved in several independent business ventures, including ownership of CPI Planning and Devicci Financial Associates, LLC, as well as serving as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi‑billion dollar asset base across multiple platforms and custodians.

Octavius Reid III is a financial advisor with Morgan Stanley in Marlton, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. Outside of his advisory role, Reid serves on the board of the Rhythm and Blues Foundation and lectures for the National Basketball Association’s Rookie Transition Program. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Emily Hepburn is a Wealth Management Advisor with Merrill Lynch Wealth Management and serves as the head of The Sterrett Hepburn Group. She works with individuals, couples, and families to help them deploy, grow, and transfer their wealth more effectively. Emily advises clients from diverse backgrounds, including executives, business owners, and professionals, with particular sensitivity to those experiencing significant life transitions such as marriage, divorce, retirement, or the sale of a business. Emily earned a Bachelor's degree in business with a concentration in finance from Boston University and holds the CERTIFIED FINANCIAL PLANNER™ designation. She has been with Merrill since 2009 and continues a family legacy in financial advising, following in the footsteps of her mother, Barbara Sterrett, who was a Merrill Advisor for 39 years. Emily's approach emphasizes education, empowerment, and a consultative process aimed at helping clients pursue their financial goals and establish their desired legacy. Outside of her professional work, Emily is involved with the Big Brothers Big Sisters of Massachusetts Bay. She enjoys spending time with her family, engaging in activities such as boating, cooking, gardening, golfing, running, and skiing.

Robert Murray is a financial advisor at Merrill with 20 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2005. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luke Herber is a financial advisor with J.P. Morgan Securities in Philadelphia, PA. He holds the Series 63 and Series 65 licenses and has seven years of industry experience. He has worked at J.P. Morgan Securities LLC and affiliated J.P. Morgan entities since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative analysis to develop model asset allocations and may include ESG considerations.

Nick Vaillancourt is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads branch operations and focuses on fostering a collaborative approach to financial planning in client interactions. He has held leadership positions at Fidelity Investments since 2021, serving as Assistant Branch Leader before his current role. Prior to joining Fidelity, Nick was a Regional Sales Manager at Citizens Securities Inc from 2015 to 2021. Nick emphasizes contributing to a culture that empowers associates to reach their full potential through teamwork and effective financial planning.