Max Pondolph is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following a year at Equitable Advisors LLC. Prior to his financial services career, he held positions at Aramark Food and Uniform Service and the Philadelphia Cricket Club. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies.

Carl Morgan is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Todd Strunk is the Vice President and Branch Leader at Fidelity Investments, where he leads and coaches a team of associates to deliver a world-class experience to customers. He has held this position since 2024. Todd has extensive experience with Fidelity Investments, having served in several roles since 2006. His previous positions include Regional Planning Consultant from 2016 to 2024, Workplace Financial Consultant from 2012 to 2016, and Financial Consultant from 2006 to 2012. Outside of his professional responsibilities, Todd's personal interests include football, gardening, and traveling.

Matthew Boatmon is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and 28 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a substitute organist at St. Mark's Episcopal Church in Philadelphia and First and Central Presbyterian Church in Wilmington. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kathryn Danielov is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliate since 2016. Outside of her advisory role, she owns Katie Reynolds Photography, a small photography business. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Samuel Summer is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity in 2026, he worked at Florida Financial Advisors under the DBA Tristate Financial Advisors and has experience in both investment consulting and fixed insurance sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brett Hutchins is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Fidelity Investments and The Vanguard Group, Inc. Outside of finance, he is a 50% owner and instructor at British Swim School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Pell White III is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has previous work experience at Fitch Ratings, Morgan Stanley, and Mercer Management, as well as operating a sole proprietorship. His background also includes four years at Penn State University. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, using a combination of proprietary and third-party advisory programs.

Jill Confer is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation. She has prior experience with Raymond James Financial Services Advisors, Inc., Bassett, Brosius, Foy & Associates, and the Brandywine School District. Outside of advising, she works as an associate at Wilmington Wealth Management, focusing on social media, scheduling, and office management. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brent Bialous is a financial advisor at Equitable Advisors with the Series 66 designation. He began his advisory career in 2025 after completing his education at James Madison University. Prior to joining Equitable Advisors, he has no industry experience listed. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s advisory approach involves assessing client risk tolerance and matching them with appropriate program models or discretionary managers, utilizing both proprietary and third-party solutions.

Michael Boyer is a financial advisor at Cetera with the PFS™ designation and one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and operates his own CPA firm specializing in individual and small business tax returns. Outside of financial advising, he serves as CFO of Ferris Home Improvements, a local company focused on home renovation projects. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and employs a multi-manager platform that includes affiliated and unaffiliated third-party managers.

William Keating Jr. is a Series 66 licensed financial advisor with Equitable Advisors in Bala Cynwyd, PA, with 23 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in an independent insurance brokerage business. 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 asset management programs through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory models.

Kyle Smith is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Envestnet Inc. and J O Hambro Capital Management. Outside of his advisory role, he has experience working in diverse settings including higher education and small businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Ryan Ognall is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials. He has been with Vanguard and its affiliated entities since 2025. Vanguard Advisers provides 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 and primarily constructs portfolios from Vanguard funds and ETFs, offering features such as tax-aware strategies and multiple customization options.

Lance Earle is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked in various roles within the Cetera network since 2025 and previously with Avantax and Van Buren Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Gary Peters is a CFP® with 28 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities Inc. for 20 years. In addition to his advisory role, Peters is involved in property, casualty, health, and group life insurance sales and ownership. Mass Mutual Investors Services is 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 offers collaborative, ongoing planning relationships using firm-approved software and a range of investment strategies.

Keren Drummond is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. since 2015, including her current roles at Merrill and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors. The firm incorporates strategic asset allocation, tax-aware strategies, and trading support as part of its investment approach.

James Conlan is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with J.P. Morgan affiliates since 2008. J.P. Morgan Securities LLC 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 its Institutional Consulting Services program. The firm combines quantitative modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Tammy Tasch is a Series 66-credentialed financial advisor at OSAIC with 19 years of industry experience. Her background includes roles at Lincoln Financial Advisors, Masso Torrence Wealth Management, and UBS Financial Services. In addition to her advisory work, she is a Notary Public and co-owns an arts and crafts business. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and portfolio strategies.

Andrew Rosenbaum is a financial professional with one year of industry experience, currently affiliated with Cetera. He previously worked at Diamond State Financial Group and has a Series 66 designation. Outside of advisory roles, he has experience working in other industries including hospitality and painting services. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.