Michael Woodrow is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo-related entities since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Kieran Smith is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Cantor Fitzgerald & Co. and Mitsubishi International Food Ingredients, Inc. 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 with proprietary methods to construct personalized portfolios, primarily using Vanguard funds and ETFs, and serves a large client base through its digital platform and team-based servicing model.

Arius Jones is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Fidelity, he worked at The Vanguard Group for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across various asset classes.

Alexander Boyer is a financial advisor at LPL Financial with 20 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Boenning & Scattergood Inc for 17 years before joining LPL Financial. Boyer serves in a fiduciary capacity for charitable trusts and foundations in Pittsburgh, Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment advisory services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of portfolio management options, including model portfolios and third-party asset management, supported by advanced research and operational tools.

Jane Kerr is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. She previously worked at Strategic Investment Group from 2016 to 2022 and at Sei Investments from 2001 to 2016. Outside of her advisory role, she is a finance committee member of Good Works Inc., where she helps oversee the organization’s annual budget. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies in partnership with clients’ financial advisors. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Richard Sobel is a Series 66 licensed financial advisor with 18 years of experience, currently with Vanguard Advisers since 2020. His prior roles include positions at Citizens Securities, Bank of America, Merrill, and Wells Fargo Clearing. He is based in Malvern, PA. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm emphasizes a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs, serving a large client base through its digital platform and advisory team.

Jakob Nines is a financial advisor with Vanguard Advisers, holding a Series 66 designation and bringing nine years of industry experience. He has worked at Vanguard Advisers since 2024 and previously held roles at Lincoln Financial Advisors and US Mortgage Line. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models and primarily invests in Vanguard funds and ETFs, offering tax-aware and customizable portfolio options.

Gene Ferraro is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 46 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Angelo is a financial advisor at Vanguard Advisers with 27 years of industry experience. His prior roles include positions at BlackRock Investment Management, Pacer Advisors, and Lincoln Financial Distributors. He also worked with the Deep Run Valley Sports Association from 2017 to 2019. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and serves a large client base through its digital platform and team servicing model.

Daniel Batty is a CFP®-credentialed financial advisor with MassMutual Investors Services, where he has worked for over 30 years. He holds a Series 63 license and has 31 years of industry experience. Outside of his primary role, he is involved in life and health insurance sales and serves as president of UFG Advisors, LLC, a financial services firm focused on succession planning. Additionally, he is an investor in a golf simulator business. MassMutual Investors Services, LLC 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, and educational seminars with a structured, collaborative planning approach that includes technology-driven analysis and event-driven planning services.

Joshua Shapin is a CFP® with three years of industry experience, currently advising at Vanguard Advisers. He has been with Vanguard-affiliated entities since 2022 and previously worked in education and retail sectors. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily invests in Vanguard funds and ETFs, serving a large client base through a digital delivery platform.

Jaclyn Kane is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at Ameriprise in Exton, PA. Her prior experience includes positions at LPL Financial, Gibraltar Wealth Management, Bernardo Wealth Planning, and Brinker Capital. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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.

Mark Druckenmiller is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. since 2016. 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 using proprietary methodologies and constructs portfolios mainly from Vanguard funds and ETFs.

Christopher Mc Nulty is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked at various Vanguard entities since 2017 and previously attended Saint Joseph's University. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with personalized asset allocations primarily using Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by over 2,200 advisors.

Maureen Bittner Tait is a financial advisor at Vanguard Advisers with four years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at Broad Street Financial LLC, Sei Investments, and Key Financial, Inc. 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 to create personalized portfolios largely composed of Vanguard funds and ETFs, combining scale with digital delivery and a team servicing model.

Ari Frazer is a financial advisor with Ameriprise in Wayne, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with Ameriprise Financial Services since 2005. Outside of his advisory role, Frazer is involved in community activities including serving as Treasurer on the Board of Directors for Radnor Valley Country Club and co-owning two swim schools for children. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficient withdrawal strategies. As a large institutional firm, it provides a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Newman is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Mass Mutual Investors Services since 2017. His prior experience includes roles at Metlife Securities and New England Securities. In addition to his advisory work, he operates a non-MassMutual insurance brokerage focusing on health and Medicare-related insurance. Mass Mutual 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, and charitable organizations. The firm offers structured, annual planning engagements using firm-approved software and supports event-driven planning programs including estate and employer-sponsored planning.

Gerald Petrus Sr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of advisory work, he has engaged in sales of loan products and home-related services through affiliated companies, and has experience as a proctor for professional credential testing. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third-party asset managers.

Andrew Maddaloni is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at Boenning & Scattergood and Janney Montgomery Scott. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports advisors with a variety of investment strategies and operational tools.