Amer Dababneh is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 65 and Series 63 certifications and has been with Wells Fargo entities since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. 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 sources.

Daniel Quinn is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance since 2014. Outside of advisory activities, he operates a sole proprietorship involved in product review and sales. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers and employs a variety of asset-allocation tools and third-party platforms to manage diversified portfolios.

W. Morris is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with firms including Avantax and Kestra, and operates The Morris Financial Group as a sole proprietor focused on portfolio construction, retirement planning, and investment services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts, offering diversified portfolio management and financial planning through a multi-manager platform.

Michael Nagle is a financial advisor with RBC Capital Markets in Chadds Ford, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining RBC in 2009, he worked at UBS Financial Services for seven years and Pershing LLC for one year. He serves as an elected official of the Conestoga High School Lacrosse Booster Club and is the vice president on the board of directors for the Leopard Lakes Farm/Home Owners association. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Vinicius Pereira is a financial advisor with LPL Enterprise, holding the Series 66 designation and one year of industry experience. His prior work includes roles at Solenis LLC and Merenda Box. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining advisory programs with brokerage and insurance product sales through an integrated platform.

Joseph Gualtieri is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill Lynch since 1981. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Milligan is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and has been with MassMutual and its affiliated firms since 2025. Outside of his advisory role, he has been involved with the Merion Golf Club since 2021. 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 provides financial planning, asset management, and educational seminars using firm-approved analytical tools to support client goals.

Matthew Brown is a CFP® with 29 years of experience in the financial industry. He has worked at Edward Jones since 2019 and previously held roles at JPMorgan Securities, JPMorgan Chase Bank, and J.P. Morgan Institutional Investments. Brown serves as a director on the Padua Academy Foundation, where he participates in reviewing investment manager performance and making financial aid recommendations. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Cecily Venkatesh is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2018. In addition to her advisory role, she has longstanding involvement with Franklin Mint Federal Credit Union since 2003. LPL Financial is a national firm serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Vincent Martina is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Summit Financial and various engagements with country and cricket clubs. He also operates a separate wealth management business under The Rockland Group. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Matthew Effner is a Series 66-licensed financial advisor with 18 years of industry experience, currently with UBS Financial Services Inc. since 2021. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning a total of 12 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to tailor investment strategies.

Ryan Wallace is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise in 2025, he held positions at Trillium Wealth & Partners, Bessemer Trust Company of Delaware, and Arden Trust Company of Delaware. Before entering the financial sector, he worked in catering and fencing businesses and spent several years in education. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts.

William Fagan Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for nine years. In addition to his advisory role, he is licensed as an insurance agent offering a range of insurance products including accident and health insurance, disability insurance, and annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing a variety of asset allocation tools and portfolio management options.

James Cannon III is a CFP® professional with 18 years of experience, currently affiliated with RBC Capital Markets in Philadelphia, PA. He has worked at RBC Capital Markets since 2014 and also holds a position at City National Bank starting in 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs providing portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Isaiah Gibson is a Financial Consultant at Fidelity, a role he has held since 2025. He has been engaged in the financial services industry since 2018, with experience at both Fidelity and Vanguard. His previous positions include Investment Consultant at Fidelity Investments from 2023 to 2025, Financial Advisor at Vanguard from 2021 to 2023, Portfolio Implementation Associate at Vanguard from 2019 to 2021, and Brokerage Investment Professional at Vanguard from 2018 to 2019. Isaiah focuses on building client relationships based on trust, transparency, and shared purpose. He collaborates closely with clients to understand their unique goals and values, assisting in the development of financial plans aimed at growing, protecting, and preserving wealth across generations. His approach combines clear guidance with disciplined strategy, supporting clients through various stages of their financial journeys. Outside of his professional responsibilities, Isaiah has interests in concerts, fitness, football, traveling, and volunteering.

Zack Costagliola is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he collaborates with clients to develop holistic financial plans tailored to their individual values and goals. Prior to his current position, Zack gained experience as a Senior Financial Advisor at Vanguard from 2021 to 2024, and held multiple roles at Vanguard starting from 2016, including Financial Advisor, Select Services Investment Professional, and Client Relationship Specialist. Throughout his career, Zack has focused on providing comprehensive financial advisory services, emphasizing active listening and customized strategies to support client financial objectives. His professional journey reflects a consistent commitment to client-centered financial planning. Outside of his professional work, Zack has interests in fishing, football, golf, reading, running, and traveling.

Joseph Furey is a CFP® professional with nine years of industry experience, currently serving as an advisor at Vanguard Advisers in Malvern, PA. His prior experience includes roles at Bryn Mawr Trust Advisors, Charles Schwab, UBS Financial Services, and JP Morgan Chase Bank. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Colleen Krcelich is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has worked with Rockland Group Wealth Management and Axa Advisors, among other roles, and is also a certified public accountant. Outside of her advisory work, she serves as president of the Lehigh Valley Chapter of the Pennsylvania Society of Tax and Accounting and is involved with several community nonprofit boards; she is also a lecturer at Pennsylvania State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and various asset management programs. The firm employs a network of Investment Adviser Representatives and primarily utilizes third-party advisory programs and managers to implement client solutions.

Barbara Exter is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 42 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and previously held roles at MetLife Securities Inc. Additionally, she serves as secretary for a nonprofit addiction recovery center, where she maintains records and participates in fundraising activities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including asset management programs, educational seminars, and specialized planning such as divorce and estate-settlement planning.

Vinessa Russoniello is a CFP®-designated financial advisor with 18 years of industry experience, currently with Fidelity. Her prior experience includes six years at Morgan Stanley before joining Fidelity in 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to diverse clients including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles for multiple registered investment companies.