William Lewis is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He previously worked at Merrill and Bank of America, N.A. He serves on the Board of Trustees for Luzerne County Community College. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Dylan Wolff is a Series 66-licensed financial advisor with Vanguard Advisers, bringing three years of industry experience. He has held roles within various Vanguard affiliates since 2023 and previously worked in retail and service positions. Vanguard Advisers provides both 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, utilizing proprietary models to personalize asset allocations and offers a wide range of customizable portfolio options built mainly from Vanguard funds and ETFs.

Edward Christiano is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 66 designation and has worked at Fidelity and its affiliated entities since 2006, including a prior role at Morgan Stanley Dw Inc. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and provides advisory services to multiple registered investment companies and fund-of-funds.

Dino Battaglia is a financial advisor with Charles Schwab who holds Series 63 and Series 65 credentials and has 12 years of industry experience. He previously worked at Vanguard and Sei Investments Company before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves a large client base, primarily 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 combination of non-discretionary advisory relationships and discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options supported by centralized operational and supervisory infrastructure.

Vincent Sobocinski is a CFP® with 19 years of industry experience, currently serving at Vanguard Advisers since 2023. He has been associated with The Vanguard Group and Vanguard Marketing Corporation since 2007. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines goal-based, algorithm-driven asset allocation with a large scale digital platform, managing portfolios primarily composed of Vanguard funds and ETFs.

David Siddons is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Vanguard since 2006 in various roles, including at Vanguard Marketing Corporation and The Vanguard Group, and has served as an agent for his father in a limited capacity. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that emphasizes personalized asset allocation and tax-aware portfolio features. The firm manages a large client base through a combination of digital platforms and advisor teams.

Shawn Kada is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Malvern, PA. He has been with The Vanguard Group since 2010. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach utilizing proprietary models to set personalized asset allocations, with portfolios constructed mainly from Vanguard funds and ETFs.

Zachary Oser is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. He previously worked at Bank of America and has a background that includes teaching positions at Temple University, North Penn High School, and Pennbrook Middle School. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, employing model-based and discretionary investment strategies developed by internal and third-party managers.

Ratnadeep Damle is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on understanding clients' financial and life priorities to customize strategies that align with their goals. His expertise includes college education planning, international wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Before joining Merrill, Ratnadeep managed the international division of an aerospace software company. He holds a Bachelor's Degree from the Massachusetts Institute of Technology and a Master's Degree from Columbia University. He carries the Personal Investment Advisor (PIA) designation. Ratnadeep is involved with community organizations such as Civil Air Patrol, CyberPatriot, and the MIT Alumni Group in the Delaware Valley Region. He speaks English, Marathi, French, Hindi, German, and Japanese. His personal interests include hiking, music, reading, singing, spending time with family, traveling, and yoga.

Brette Husar is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Janney Montgomery Scott for nearly a decade. Outside of her advisory role, she sells photographs that she has taken, edited, and produced. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, leveraging a variety of portfolio management styles and in-house research.

Kate Lauer is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Vanguard entities since 2013. Outside of her advisory role, she serves as a power of attorney for immediate family members. Vanguard Advisers offers 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 investment approach with portfolios largely constructed from Vanguard funds and ETFs, emphasizing personalized asset allocation and tax-aware strategies.

Lisa Bolten is a financial advisor at Vanguard Advisers with four years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual Life Insurance Company and O'Meara Financial Group. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to set personalized asset allocations and manages a large client base through a digital platform supported by over 2,200 advisors.

Leslie Benzak is a CFP® with 25 years of industry experience, currently advising at Cetera. Her prior experience includes roles at Tupelo Wealth Partners, Commonwealth Financial Network, and Lincoln Investment Planning. Outside of advising, she is co-owner of Otium Ventures, a company involved in real estate management, and also provides tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and supports both discretionary and non-discretionary accounts.

William Ferraro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at Computer Services Inc for three years and has held positions in various fields including education and food service. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. 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 data.

Joshua Hartline is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked with Cetera and its related entities since 2022. Prior to his financial career, he was employed at Costco Wholesale and also spent several years involved with Elite Baseball Training. Hartline maintains a role with Musselman Financial Solutions, where he provides client services including Medicare Part D plan reviews. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Efstathios Kanteliotis is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2020, previously spending four years at Wells Fargo Clearing. Kanteliotis serves as a volunteer investment committee member for Holy Trinity Greek Orthodox Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by comprehensive research and multiple portfolio management styles.

Colby Moneta is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019, following prior roles at TD Ameritrade and PNC Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program.

Vincent Libucki Jr. is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and two years of industry experience. He previously worked at JP Morgan Chase for three years and Capital One for seven years. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports primarily for clients with assets managed by Ameriprise.

Mc Cafferty Gray is a Series 66-licensed advisor with Vanguard Advisers, based in Malvern, PA. Gray has been with Vanguard Advisers and related Vanguard entities since 2025. Prior to joining Vanguard, Gray held roles in academia and the winery business, including positions at West Chester University and Penns Woods Winery. Vanguard Advisers offers 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 asset allocation, managing portfolios using Vanguard funds and ETFs, with a range of customization options and a high client-to-advisor ratio supported by its digital platform and team servicing model.

Alec Hayden is a financial advisor with Equitable Advisors holding a Series 66 designation and no prior industry experience. Before joining Equitable Advisors, he worked at Lighthouse Planning Consultants and has been involved with Tavistock Country Club since 2020. Equitable Advisors serves individuals across a wide range of net worth, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, relying on third-party asset managers and advisory programs for many solutions.