James McGuire III is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Robert W. Baird since 2014. He serves as a board member for the Church of the Good Samaritan in Paoli, PA. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, emphasizing manager selection, internal research, and a mix of discretionary and non-discretionary strategies.

John Williams is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following a one-year tenure at WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves as a committeeman for the Montgomery County Republican Committee in Whitemarsh Township East-1 District. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patrick Walsh serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 1979 after graduating from Drexel University with a Bachelor's Degree in Finance. Patrick is known in the Philadelphia area as an industry spokesman and educator. He has lectured at Drexel University's Graduate School of Business and provided daily bond market commentary on KYW News Radio for more than two decades. His expertise includes education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Patrick and his wife, Gretchen, live in Radnor, Pennsylvania. He is involved in the Bala Cynwyd-Narberth Rotary as a director and participates in community activities through the Rotary and St. Dorothy's Finance Committee. His personal interests include chess, football, music, spending time with his family, table tennis, tennis, traveling, and watching movies.

Alexander Canakis is a financial advisor with J.P. Morgan Securities in Philadelphia, PA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Tristate Financial Advisors for two years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting delivered through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to offer a broad range of services.

Kevin Hemphill is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Vanguard Advisers and The Vanguard Group, where he has worked since 2026. Prior to that, he was self-employed and held positions at Lincoln Investment and Trinity Solar LLC. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and eligible employer-sponsored retirement plan participants. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies and primarily Vanguard funds and ETFs to construct personalized portfolios.

Ianina Stolarz is a financial advisor at Vanguard Advisers with five years of industry experience. She holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2021. Prior to this, she spent time as a homemaker and worked briefly with Randstad. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach featuring proprietary asset allocation models and offers a range of customizable portfolio options primarily using Vanguard funds and ETFs.

Vincent Benvenuto is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 registrations. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

James Mcgrane III is a financial advisor at Vanguard Advisers with 16 years of industry experience. He has held his current position with The Vanguard Group since 2014. His credentials include Series 63 and Series 66 registrations. Vanguard Advisers provides both automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios constructed mainly from Vanguard funds and ETFs.

Zachary Firestone is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Edward Jones and American Income Life/Graham Agency. He served in the United States Army Reserves as part of the 443rd Military Police Company from 2013 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Henry Faragalli III is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Janney Montgomery Scott, LLC, returning to RBC Capital Markets in 2025 after an earlier tenure from 2011 to 2017. Outside of his advisory role, he is involved in horse ownership, including buying, selling, and maintaining horses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with customizable investment strategies implemented through in-house and third-party managers, supported by integrated lending and alternative investment options.

Danielle Shughart is a financial advisor with Wells Fargo Clearing in Lemoyne, PA, holding Series 63 and Series 66 designations and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anthony Giordano is a CFP® with 32 years of industry experience, currently serving with Vanguard Advisers since 2015. He has been associated with The Vanguard Group and Vanguard Marketing Corporation since 1997. Outside of his advisory role, he is the treasurer of the Central Bucks Football Parents Club. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized asset allocations primarily composed of Vanguard funds and ETFs.

Allen Minton is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at The Vanguard Group and entrepreneurial experience with Atlantic Pool Service and self-employment. He also has a background connected to University of Pennsylvania Football. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and serves clients through both direct and corporate financial planning agreements.

Paul Maccrory is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Outside of his advisory role, he serves as a trustee for a non-family trust. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Sean Osborn is a financial advisor at OSAIC with eight years of industry experience. He has previously worked at W&S Brokerage Services and Western Southern Life, and held roles at Temple University. Outside of his advisory work, he serves as a board observer for Canine Partners for Life, a nonprofit organization. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and supports discretionary and non-discretionary account management across multiple investment types.

Jonathan Kahrs is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2019. His prior roles include positions at Interactive Wealth Advisors and a period of self-employment. Outside of his advisory work, he is also involved as a landlord in rental property investments. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach with personalized asset allocations, utilizing Vanguard funds and ETFs alongside tax-aware and customizable portfolio features.

Brian Kearon is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Brook Williams is a financial advisor with Thrivent Investment Management in Montgomeryville, PA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with Thrivent Financial for Lutherans since 2002. Williams serves as a board member for the Indian Valley Education Foundation, where he helps coordinate fundraising efforts and decision-making to support educational programs in the Souderton School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses. The firm offers planning on a one-time or ongoing basis, with services covering a wide range of topics but without implementation of recommendations or discretionary trading authority.

Dominic Bisirri is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has been with MML Investors Services and Mass Mutual Insurance Co since 2019. His prior roles include work at Widener University and ownership of DJB Inc. for fifteen years. 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, focusing on collaborative, goal-based planning without discretionary investment authority.

Matthew Berger is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. prior to his current role. His background also includes positions in various other organizations and educational institutions. 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 proprietary models to set personalized asset allocations, offering portfolios primarily composed of Vanguard funds and ETFs along with tax-aware features and customization options.