Richard Murray is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2014. He has been involved in the financial services industry since 1997. Richard focuses on clients' goals by offering financial strategies tailored to high net-worth individuals and business owners. He employs a disciplined wealth management process that considers each client's risk tolerance, time horizon, liquidity needs, and overall investment goals to help them pursue their objectives. Richard holds a Bachelor of Science degree in Business Management with a concentration in Finance from Saint Francis University in Loretto, Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER (CFP) certificant and a Personal Investment Advisor (PIA). His professional affiliations include membership in the CFP Board, Screen Actors Guild, and AFTRA. He is actively involved in the American Heart Association, dedicating time to volunteering and raising awareness about heart disease. Richard resides in Wilmington, Delaware, and has two children, Colin and Abby.

Brayden Patterson is a financial professional at Cetera with one year of industry experience. He holds a Series 66 credential and has also been affiliated with Diamond State Financial Group since 2023. Patterson’s background includes roles outside finance, such as positions at the University of South Carolina and various hospitality establishments. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients, and provides a range of portfolio management and financial planning options across multiple program structures.

Alison Young Johnson is a financial advisor at Ameriprise with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver annual, non-discretionary retirement recommendations, supported by a centralized consulting team.

Douglas Rothenberger is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Ascensus and KeyBank. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service aimed at clients approaching or in retirement, providing tailored retirement-income planning and ongoing advice based on proprietary research and third-party data.

Harry Lewis is a Series 66-licensed advisor with Equitable Advisors, based in Bala Cynwyd, PA. He joined the firm in 2025 and has prior work experience that includes roles outside the financial industry. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a mix of firm-offered and third-party solutions.

Gregory Sullivan is a financial advisor with MassMutual Investors Services in Merion Station, PA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with MassMutual Investors Services since 2013 and also maintains a role with MassMutual Life Insurance Company. Outside of his advisory duties, he is involved in individual and group life and health insurance sales through Lenox Advisors, Inc. 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 programs, structuring planning as annual collaborative engagements with clients.

Kenneth Apessos is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Outside of his advisory role, he serves as a board member and officer of Saint George Senior Housing, a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of investment programs, including third-party advisory models and firm-offered offerings, tailored to clients’ risk tolerance and financial goals.

Christine Gallo is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including TIAA-CREF, JPMorgan Chase Bank, and Capital One Investing. Outside of her advisory role, she is involved in delivery services such as Amazon Flex and DoorDash as a contractor. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery tools and firm-approved methodologies.

Maria Santana is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley Private Bank, The Vanguard Group, and Enhance Healthcare Consulting. Outside of her advisory roles, she was involved with Lancaster Family YMCA for two years. 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, offering model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frank Alteri is a financial advisor with Wells Fargo Clearing in Newark, DE, holding a Series 63 designation and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Christian Robinson is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 credential and previously worked at Roman Financial Group. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual collaborative relationships, utilizing proprietary software to analyze client goals and deliver written recommendations.

Ryan Maguire is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior experience at MassMutual Life Insurance Co and MML Investors Services, LLC. Ryan’s background includes four years of education at Saint Joseph’s University. 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, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning relationships using firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored planning.

William Mc Allister is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006 and holds Series 63 and Series 66 credentials. In addition to his advisory role, he is a partial owner of a local retail cigar lounge and serves as president of a transportation company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions.

Peter Blauert is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 39 years of industry experience, including roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Blauert is also licensed as an insurance agent for individual and group life, health, and supplemental Medicare plans. 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 utilizes firm-approved software tools and offers a range of planning programs, including recently added divorce planning services.

William Lundstrom is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes ten years at M&T Securities and twelve years at Wilmington Brokerage Services Company. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory network with various financial services and oversight of over $819 billion in discretionary assets.

Ryan Swan is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and as a contractor for Legacy Center LLC. Outside of his advisory role, he serves as an assistant football coach at St. Joseph's Preparatory 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Dawson Muth is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work includes roles at MML Investors Services and MassMutual Life Insurance Co. Outside of finance, he has worked as a caddy at Applebrook Golf Club for over ten years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with a written recommendation report and ongoing advice.

Mark Fuessinger is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 33 years of industry experience, including roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. In addition to his advisory work, he is a part owner of an inherited family rental property. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved software for goal analysis and offering collaborative, annual planning engagements.

Stephen Devlin is a CFP® and ChFC® professional with seven years of industry experience, currently affiliated with Cetera. His work history includes roles at Diamond State Financial Group, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory work, he serves as a board member of his homeowner’s association. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a nationwide network of independent advisors.

Amy Rottura is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds Series 63, 65, and 66 licenses and has held roles at The Haverford School and Widener University Delaware School of Law, where she serves as an adjunct professor teaching online courses. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth thresholds. The firm develops customized recommendations using proprietary research and tools, with clients choosing whether and how to implement these through various brokerage or advisory programs.