Michael Martin is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Charles Schwab in Wilmington, Delaware. He has been with Charles Schwab and Charles Schwab Bank since 2011. Outside of his advisory role, he serves as the Financial Secretary and a board member of Chester Heights Fire Company No. 1. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal alternative investment program.

Brandon Moyer is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation for six years. Outside of his advisory role, he occasionally assists clients with life insurance analysis and Medicare-related matters through Delphi Insurance Management Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, using various asset-allocation tools and multiple third-party platforms to construct portfolios tailored to clients’ risk tolerance and investment preferences.

Sofia Portante is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Bryn Mawr Trust and Janney Montgomery Scott. Outside of Ameriprise, she manages an advisory business, Point to Point Wealth Planning, as an Associate Financial Advisor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes research, third-party data, and algorithmic tools to provide non-discretionary recommendations tailored to clients’ needs.

Dana Edwards is a financial advisor with Wells Fargo Advisors in Greenville, DE, holding Series 63, 65, and 66 designations and totaling 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, Edwards worked at Wells Fargo Clearing from 2016 to 2024 and at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

Gary White Jr. is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. He has worked with several Vanguard entities since 2023 and has additional experience at Optum Infusion Services, WHOOP Inc, and Einstein Medical Center Montgomery. Outside of advising, he works as a pharmacy technician at CVS Health. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, using a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm’s scale and digital delivery support hundreds of thousands of client relationships through a large team of advisors.

Charlotte Stellwagen is a financial advisor at OSAIC with 40 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2024, she was with Woodbury Financial Services for 14 years and has been active in her own firm, Stellwagen Financial Services, since 1990. She is also a Certified Divorce Financial Analyst and works as a contractor reviewing property divisions in divorce settlements. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs an integrated approach combining brokerage and advisory services with tools such as asset-allocation models and automated rebalancing, offering a range of investment options and third-party managed accounts.

Edward Aiken is a financial advisor with Osaic Wealth, Inc. in Wilmington, Delaware, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been affiliated with Osaic since 2024 and concurrently serves on the Next Level Advisory Board and with Diamond State Financial Group and Minnesota Life Insurance Company since 2002. Outside of finance, he works as a sports referee for college, high school, and youth basketball and football. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to multiple managed account solutions. The firm utilizes proprietary tools and third-party platforms to construct diversified portfolios tailored to client needs.

Richard McLaughlin is a CFP® professional with 43 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2007. His background includes founding McLaughlin Insurance Agency, where he worked for over three decades. Outside of investment advisory, he has worked as a financial educator and independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management strategies across multiple custody platforms.

Kurt Miller is a financial advisor with Wells Fargo Clearing in Newark, DE, holding CFP® and Series 66 credentials and possessing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Meagan Buus is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2022. She has held multiple leadership and consulting positions within Fidelity Investments since 2010, including Regional Leader, Regional Coaching Consultant, Regional Planning Consultant, and Financial Consultant. Prior to her current tenure, she worked as Vice President and Regional Vice President at Fisher Investments and as a Financial Consultant at E-Trade. Her professional experience spans various aspects of financial consulting and leadership, focusing on supporting advisors to provide value to clients with clarity, care, and purpose. This mission guides her work in delivering comprehensive financial services and leadership within the investment industry. Outside of her professional career, Meagan engages in family activities and outdoor pursuits such as hiking, scuba diving, and other adventures. She also dedicates time to volunteering and enjoys spending time with her pets.

Pamela Goodman is a Senior Vice President and Senior Financial Advisor with the high net worth advisory team Nottingham-Walsh-Goodman-Pierce & Associates at Merrill Lynch Wealth Management. She joined Merrill Lynch Wealth Management 38 years ago and collaborates closely with clients to develop personalized financial strategies that align with their long-term goals. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. Pamela holds an MBA in International Finance and Marketing from Temple University's Fox School of Business & Management and completed certificate programs at Harvard Business School Online and Cornell University in 2021. She earned her undergraduate degree from Muhlenberg College after studying Global Finance at City University of London and the European School of Business. Her professional designations include Certified Divorce Financial Analyst (CDFA), Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Pamela and her family actively participate in community activities including the Lower Merion Little League's Challenger Program and Special Olympics. She is an active member of the Jewish Business Network of Philadelphia and serves on Merrill Lynch's Women's Exchange and Leadership Committee for Diversity & Inclusion. Additionally, she is involved with the PALM Center for Positive Aging and the Philadelphia Women Leaders Association.

Dawn Maddox is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Outside of advisory work, she is involved in a construction company that owns rental real estate. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and firm-supported research.

Trevor Johnson is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at LPL Financial since 2023 and previously spent 15 years at RBC Capital Markets. Outside of his advisory role, he is the owner of a horse business and a cocktail and cuisine establishment. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Piedimonte is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and previously worked with the Fellowship of Catholic University Students for five years. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services and serves as an administrator or trustee for various estates and trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party managers and proprietary tools, to tailor investment solutions to client needs.

Therry Venescar is a financial advisor at Merrill with a Series 66 designation. He has less than one year of industry experience, joining Merrill in 2025. Prior to this, his work history includes roles at Bank of America, Santander Bank, and Rider University Controllers Office. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Weber is a financial advisor at Vanguard Advisers with Series 66 credentials and one year of industry experience. He has worked in roles at The Vanguard Group, TravisMathew, CVS Pharmacy, and served in the United States Army National Guard. Prior to joining Vanguard Advisers, he was self-employed for one year. 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 portfolios constructed primarily from Vanguard funds and ETFs, supported by a digital delivery model and a large team of advisors.

Michael Schneider is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and 35 years of industry experience. He worked at PNC Investments for 14 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various strategic and tactical investment options and advanced operational tools.

Todd Hilinski is a Senior Financial Advisor with Merrill®, based in Philadelphia. He works with business owners, executives, professionals, and multiple generations of families to help them develop purposeful and cohesive financial strategies. With over fifteen years of experience, Todd applies his expertise to assist clients in resolving financial questions, evaluating options, and planning for their long-term goals. Todd holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor® (CPFA), and Chartered Retirement Planning Counselor™ (CRPC™). Additionally, he is recognized as a Retirement Benefits Consultant, enabling him to design, implement, and service 401(k) and corporate retirement plans. Todd earned his bachelor's degree from Thomas More College. Todd lives in Ardmore, Pennsylvania, with his wife Alexis and their two daughters, Audrey and Sloan. Outside of work, he enjoys playing golf, shooting sporting clays, spending time at Ocean City, New Jersey, and on Florida's West Coast, as well as traveling internationally.

Eamon Scanlon is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. His prior work includes roles at Precision Wealth Partners, North American Benefits Company, and educational positions at Penncrest High School and Springton Lake Middle School. Mass Mutual 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, utilizing technology such as Monte Carlo simulations and automated asset-allocation tools to support investment strategy recommendations.

Eric Loughnane is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Insight Advisors, Cordatus Wealth Management, Prospera Financial Services, Purshe Kaplan Sterling Investments, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with both proprietary and third-party investment strategies.