Albert Corrato is a CFP®, ChFC®, and Series 63 registered financial advisor with MassMutual Investors Services, where he has worked since 2017. He has 26 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He serves as a board member of Hillcrest Memorial Park, a nonprofit cemetery association, and holds a director and treasurer position on the board of the Better Business Bureau for Eastern Pennsylvania and Washington, DC. MassMutual Investors Services, LLC 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 a range of programs including wrap and money-manager services along with educational seminars.

Matthew Carrozza is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation. He has over 12 years of industry experience, including roles at Bank of New York Mellon from 2013 to 2025 and JPMorgan Chase Bank, N.A. since 2025. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Bitanga is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior work includes involvement with Slim's Chance Bulldogs and Slim's Chance Foundation, as well as experience at Bertucci's Italian Restaurant. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Teti is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with Axa Advisors, LLC. Outside of his advisory role, he acts as an independent contractor for Karr Barth Administrators Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Andrew Wood is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he partners with clients to understand and outline their financial goals, working collaboratively to develop tailored plans that align with their specific situations. Before becoming a Financial Consultant, Andrew held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2024, Workplace Planning Consultant III from 2021 to 2023, and Workplace Planning Associate in 2021. He holds a California Insurance License, which supports his work in financial planning and consulting. Andrew's experience at Fidelity reflects a continuous focus on financial planning and client support, leveraging the company's resources to assist clients in pursuing their definitions of financial success.

Don Dewees is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as treasurer of the Edgar A. Thronson Foundation and participates on the investment committee of the Delaware Center of Horticulture. 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 including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with banking and other financial products, supporting clients through tailored recommendations and flexible implementation options.

Jill Angstadt Truesdell is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has worked since the beginning of her career in 1993. She specializes in working with high-net-worth individuals and their families, focusing on personalized wealth management strategies including investment management, retirement planning, estate services, and tax planning. Jill was a founding member of The HART Group in 2005, which has developed into one of Delaware's largest financial advisory practices. Jill is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Personal Investment Advisor (PIA) designation. She earned a Bachelor of Science degree in Accounting from the University of Delaware. Jill lives in Wilmington, Delaware with her husband, Don, and their two children, Trey and Jillian.

Michael Oleary is a ChFC®-designated financial advisor with 30 years of industry experience. He is currently with LPL Financial, having joined the firm in 2025 after 16 years at Next Financial Group Inc. Outside of his advisory work, he is involved in a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs with access to diverse investment strategies and research.

Paul Bechly is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the CFP® and CFA® designations and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Outside his advisory role, he is involved with Bizybiz LLC, a consulting firm, and serves as an arbitration panel member for FINRA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning and utilizing firm-approved tools to model outcomes. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Danielle De Vard is a financial advisor at Merrill with Series 65 and Series 63 credentials. She joined Merrill in 2025 and has prior experience with Bank of America, State Farm, and LPL Enterprise. Outside of her advisory role, she is the owner of Modern Now Innovations LLC, which licenses a patent for an adjustable needle used in tailoring. 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.

Gustavo Gutierrez is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. He has worked at Merrill since 2013 and has been with Bank of America, N.A. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carlina Fiocchi is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. Her work history includes roles at Thomas Cuffari - Equitable Advisors and Pats Select, as well as teaching experience at Rowan University. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and endorsed TAMPs, providing both discretionary and non-discretionary asset management solutions.

Talene Brinker is a financial advisor with LPL Financial, holding a Series 66 designation and eight years with the firm. She has two years of industry experience and previously worked at Brookside Bagels & More and Neumann University. Brinker also serves as a notary through her affiliation with Brinker Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with a focus on both discretionary and non-discretionary management strategies.

Ernest Repice is a ChFC® credentialed financial advisor with 46 years of industry experience, currently affiliated with Equitable Advisors since 1999. He previously worked with Axa Advisors, LLC, spanning 21 years of his career. Repice is listed as an associate on the Karr Barth Associates Private Client Group website, which is used for client communication. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Charles Cutshall is a financial advisor with Merrill in Wayne, PA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Merrill since 1997 and Bank of America since 2011. Outside of his advisory work, Cutshall serves as vice president of Love Kidder Township, a social welfare organization focused on environmental wellbeing, and owns a fly fishing guide business where he provides instruction. Merrill, in partnership with Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Michael Antoni is a financial advisor with Raymond James & Associates in Devon, PA, holding a Series 66 credential and seven years of industry experience. Prior to joining Raymond James, he worked at Gagliardi Insurance Services for two years. Outside of his advisory role, Antoni serves as an assistant hockey coach at Drexel University and acts as a co-trustee of a charitable trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

William Owens is a financial advisor with Equitable Advisors in Havertown, PA, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors since 2009 and was previously affiliated with AXA Advisors. Owens is also involved with KARR BARTH ASSOCIATES and A.P. Lubrano & Company, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored financial solutions.

Waley Zhao is a financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, Zhao held positions at Trinity Wealth Securities, Florida Financial Advisors, and Tristate Financial Advisors. Outside of finance, Zhao worked for four years at Niagara University Ice Complex Inc. 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 its Institutional Consulting Services program.

Isaac Fendrick is a financial advisor at Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at PGIM Investments LLC and Prudential Investment Management Services LLC. He has also held roles outside of finance, including a position at the Kelley School of Business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes structured financial planning supported by firm-approved tools and methodologies.

Roberto Calderon is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he serves successful professionals, business owners, and families by helping them navigate financial complexities and make informed wealth management decisions. His approach focuses on enhancing the efficiency of clients' financial lives by identifying opportunities, preventing costly errors, and organizing the various components of their financial landscape. Roberto's expertise covers areas including college education planning, executive and equity compensation services, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, special needs planning, tax minimization, and retirement income. He holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations and earned a bachelor's degree from Florida International University. Roberto is fluent in English and Spanish. Outside of his professional duties, Roberto enjoys engaging in sports such as tennis, padel, golf, and volleyball, and spends time experimenting with new recipes in the kitchen. He is also involved with The Ability Experience community organization.