Jennifer Brennan is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 registrations. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and modeling techniques.

Adam Marone is a financial advisor with LPL Financial in Broomall, PA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he manages rental properties for family without compensation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, including model portfolios, third-party subadvisors, and institutional platforms, supported by advanced advisor tools and a broad financial services network.

Daniel Gennusa is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as power of attorney for his parents and holds a partial ownership interest in an investment-related business. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet certain net-worth thresholds.

Michael Root is a financial advisor with MassMutual Investors Services, holding a Series 63 license and 29 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he serves as the Athletic Director for Holy Family CYO, a Catholic youth athletic organization. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides specialized offerings such as divorce and estate-settlement planning.

Jian Shi is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2025, Jian worked for Morgan Stanley Smith Barney LLC from 2021 to 2025 and operated Shi Consulting LLC from 2015 to 2021. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Mary Cobb is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 18 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized areas and uses Wells Fargo research and planning tools to develop tailored recommendations.

Robert Dewees is a financial advisor with Wells Fargo Advisors in Greenville, DE, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he served in the United States Marine Corps for nine years and held a role at Wells Fargo Clearing. He is treasurer of the Talons Reach Foundation, a nonprofit supporting special operations forces. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of investment and financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations.

Demetrios Karakasidis is a financial advisor at Ameriprise with 13 years of industry experience. He has previously worked at Raymond James & Associates and The Vanguard Group. Outside of finance, he is a co-owner of Pats Pizzeria and serves on the board of Odyssey Charter School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies.

Troy Clements is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Northwestern Mutual and PCS Retirement LLC. Mass Mutual Investors Services 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 planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Patricia Strain Riley is a financial advisor with Merrill, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. Her career includes long tenures at BCG Securities, Inc. and Horace Mann Companies before joining Merrill and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Philip Leshock is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Exton, PA, with 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he manages two rental properties jointly with his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive written recommendations across various planning areas while keeping planning and managed-account services separate.

Robert Mullin is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 27 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been with Metlife Securities Inc. since 2006. Outside of his advisory role, he serves as the head coach of a club volleyball team. Mass Mutual Investors Services 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, using firm-approved tools to develop tailored recommendations without discretionary authority.

Joshua Goldfarb is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He brings over 20 years of experience in the financial services industry, having worked in various advisory roles at notable firms including TIAA-CREF, CitiGroup, and Morgan Stanley. Throughout his career, Joshua has built expertise in financial consulting and advising, leveraging his extensive experience to support his clients. He holds a California Insurance License, which complements his advisory capabilities. Joshua emphasizes collaboration with clients to utilize both his professional experience and the resources available through Fidelity Investments.

Joseph Gandolfo Jr. is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he co-owns a private beach house in Ocean City, New Jersey. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Blair Johnson is a financial advisor with Equitable Advisors in Radnor, PA, holding Series 63 and Series 65 licenses and totaling 31 years in the industry. He has been with Equitable Advisors since 1999, following prior work with Axa Advisors. Outside of advisory services, he is involved in an insurance brokerage business operating under the name Karr Barth Associates. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through various programs and third-party partnerships, focusing on tailored investment solutions that include mutual funds, ETFs, and alternative investments.

Keith Lecky is a financial advisor with Mass Mutual Investors Services, holding the ChFC® and Series 63 designations, and has 34 years of industry experience. He previously worked at Metlife Securities Inc., NewSquare Capital, LLC, and New England Securities. He serves as treasurer for the Lancaster County Building Association Foundation, a nonprofit that provides trade school scholarships. Mass Mutual Investors Services 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, focusing on collaborative annual planning engagements with written recommendations but without discretionary investment authority.

Mark Johnson is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with Osaic Wealth, Inc. and previously worked for Lincoln Financial Advisors for 13 years. In addition to his advisory role, he is a CPA at Lank, Johnson & Tull CPAs, where he performs tax, audit, and valuation work. He also serves as a trustee for a CPA-only client. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios with access to third-party managers and multiple investment platforms.

Kyle Slowik is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 2015 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc. Kyle provides financial strategies and advice tailored to individuals, corporate executives, and their families, focusing on understanding both short- and long-term financial objectives. Kyle graduated from the University of Delaware's Lerner College of Business and Economics with degrees in International Business, Economics, and Spanish. His client focus areas include education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of his professional work, Kyle volunteers as a Big Brother for Big Brothers Big Sisters of Delaware. He also maintains memberships with the Philadelphia Art Museum and the Barnes Foundation. Kyle currently resides in Philadelphia, Pennsylvania, with his wife and daughter.

Aaron Mcintyre is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, National Association. Outside of his advisory duties, he serves as a board member for Pennsbury Township’s Commission Fire/Emergency Medical Services in Chadds Ford, Pennsylvania. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and investment services supported by structured planning tools and the resources of its Global Investment Committee.

Linda Galante is a financial advisor at OSAIC with 30 years of industry experience. She holds the ChFC® and Series 63 designations and has previously worked at FSC Securities Corporation, Inc. and American Capital Corporation. Outside of her advisory role, she co-owns a tax preparation business and is involved in life insurance sales. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services, utilizing various tools and platforms to construct tailored portfolios and support both discretionary and non-discretionary account management.