Edward Kassab is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor (CEPA®) designations, as well as being recognized as a Personal Investment Advisor (PIA). With over a decade of experience, Edward develops tailored financial strategies for individuals, families, and business owners, focusing on significant life transitions. Throughout his career, Edward has assisted clients in managing various financial scenarios, including business transitions, job changes, college planning, retirement preparation, and concentrated stock positions. His approach emphasizes flexibility and client-focused strategies, aiming to understand each client's unique financial goals. Edward earned his Bachelor's Degree from Temple University's Fox School of Business. Outside of his professional role, he enjoys fishing, music, skydiving, and spending time with his family, including his wife Mallory, their son Leo, and their dog KC.

Michael Benedykciuk is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments and Fidelity Brokerage Services, and previously at The Vanguard Group. Prior to his finance career, he held various roles including positions at Boston University and healthcare and technology companies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios constructed from mutual funds, ETFs, and ETPs, and offers unique services such as registered commodity pool operator activities and advisory roles to multiple fund-of-funds.

James Stotter is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 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 plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Matthew Von Worrall is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Prior to his career in finance, he was employed by Adidas and spent four years at Monmouth University. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brynne Kuberski Garris is a CFP®-certified financial advisor with four years of industry experience. She is currently with MassMutual Investors Services and has previously worked at Raymond James & Company, Financial Engines Advisors L.L.C., BCR Wealth Strategies, and Morgan Stanley. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures its financial planning as annual, collaborative engagements using firm-approved tools to analyze goals and deliver written recommendations.

Karen Scotti is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 16 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Andrew Brown is a Financial Consultant currently working at Fidelity Investments since 2022. He specializes in developing personalized financial strategies by building relationships based on trust, empathy, and open communication. Prior to his current role, Andrew worked as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith from 2018 to 2022. Before that, he served as a Workplace Investment Advisor at T. Rowe Price from 2013 to 2018. Andrew's approach to financial planning involves understanding each client's unique goals, values, and aspirations to create tailored strategies that aim to bring clarity, confidence, and a greater sense of financial well-being.

Francis Naselli is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities Inc. from 2015 to 2017. Naselli has ownership in Creative Premier Agency LLC, a business focused on individual life and long-term care insurance. 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 offers collaborative, annual financial planning engagements using firm-approved analytical tools and also delivers specialized event-driven planning programs.

David Kron is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Kron serves as treasurer for the Global Philadelphia Association in a nominal role overseeing financial reports. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ellen Donahue is a financial advisor with Mass Mutual Investors Services and holds the ChFC® and Series 66 designations. She has 18 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. Donahue is the owner of EMD Consulting, LLC, an entity used for business expense management. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, and charitable organizations. The firm offers a range of solutions including asset management, wrap programs, and educational seminars.

Benjamin Stover is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2023, he worked for Susquehanna International Group, LLP for 22 years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team and uses algorithmic automation to generate tailored recommendations.

Joseph Kicinski Jr. is a ChFC® and Series 66-licensed financial advisor with Edward Jones, based in West Chester, PA, and has six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Infiniti of West Chester from 2011 to 2019. Outside of his advisory role, he serves as Vice President of the Malvern, PA chapter of Business Networking International (BNI). Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Angelo Picone is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Equitable Advisors, he worked at Stellar Technology Solutions. Outside of his advisory role, he is involved as a cook at II Brothers Pizza. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional entities, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and broker-dealer model.

Christopher Piercy is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Prior to joining Charles Schwab in 2021, he worked at TD Ameritrade Inc., Citizens Securities, Inc., and Citizens Bank. Charles Schwab & Co., Inc. serves 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 and discretionary investment options, utilizing multi-asset model portfolios and centralized operational structures.

David Alshay is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include extended tenures at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. He is also involved in selling various insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by in-house and third-party research.

Raymond Mccarty III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Wachovia Bank, N.A. since 2002 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he serves on the board of the Columbia Heritage River Cottage Association and coaches volleyball for the Columbia Boro School District. 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 investment approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jason Pierce is a Wealth Management Advisor and partner of a wealth management group based in the Philadelphia area, where he works with affluent individuals and families to address their financial goals and streamline their wealth management services. He joined Merrill Lynch Wealth Management in 2014 and provides guidance in areas including family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Jason holds a Bachelor's degree from the University of Scranton and has attained the Chartered Financial Analyst (CFA) designation as well as the CERTIFIED FINANCIAL PLANNER (CFP) professional credential. His expertise spans wealth management, investment analysis, and estate planning strategies, allowing him to offer a full-service and holistic approach as a trusted advisor. Outside of his professional role, Jason is active in the Chestnut Hill Community Association. He lives in Philadelphia with his wife and children.

John Stoffere Jr. is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliates since 2008. Outside of his advisory role, he owns a business involved in restaurant and horse racing partnerships. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with substantial investable assets. The firm utilizes a centralized consulting team and a combination of research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations.

Ellen Nastase is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2005 and Bank of America since 2009. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lisa Mahabir is a financial advisor with Ameriprise based in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior work includes roles at Santander Securities LLC, Sovereign Bank, and Citizens Bank. Outside of financial advising, she is involved in construction as an office manager for RM Masonry Construction and has worked as a sales assistant at S&T Bank. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team to deliver non-discretionary, research-driven retirement recommendations that integrate tax-efficient strategies and asset management tailored to client needs.