Peter Snelling is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving managers, professionals, and rising executives. He advises clients through financial transitions related to career moves and retirement. Since beginning his career as a financial advisor in 1983, Peter has guided clients in preserving and growing their assets through various market cycles and life events. He focuses on a wide range of financial matters, including wealth accumulation, legacy planning, education investing, and long-term planning. Peter regularly offers workshops on career transitions and retirement. He joined Merrill Lynch in 2008 to utilize the firm's extensive platform. Peter works cooperatively with clients' other advisors, such as tax attorneys and accountants, and leverages expertise in estates and trusts through Merrill and Bank of America. Peter holds a Bachelor's Degree from the University of Delaware and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He and his team maintain a boutique practice size to provide a high-touch approach, with many client relationships spanning more than 20 years.

Steven Zimmerman is a CFP® and ChFC® with 27 years of industry experience. He is currently with Cetera, having been affiliated with the firm and its predecessors since 2016. In addition to his advisory work, he serves as an insurance agent selling life, health, disability, annuities, and long-term care products, and is involved in a life settlement business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to third-party managers and customized strategies.

Binh Nguyen is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory role, Nguyen serves as an authorized check signer for two Ardmor, PA-based nail and spa businesses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Adam Barker is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored financial planning strategies, focusing on executive compensation, equity compensation services, family wealth management, liquidity management, managing new wealth, sports and entertainment, and tax minimization. As a portfolio advisor, Adam works closely with clients to develop individualized plans that integrate cash flow, investments, tax considerations, retirement, and estate planning to create cohesive financial foundations. Adam began his career in accounting within alternative investments, where he audited and reviewed multiple investment portfolios for four years. In 2019, he transitioned to Merrill Lynch Wealth Management to focus on working directly with individuals and families. He holds the Accredited Wealth Management Advisor℠ (AWMA™) designation, Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA) credentials. Adam earned his bachelor’s degree from Drexel University. Committed to simplifying complex financial issues, Adam emphasizes ongoing communication and customized strategies that evolve with clients' changing objectives. He integrates children's education funding, retirement lifestyle planning, estate planning, and insurance to help alleviate clients' financial concerns. Beyond his professional work, Adam is involved with NAMI PA, Main Line. In his personal time, he enjoys bungee jumping, golfing, pickleball, skiing, and tennis.

Robert Riley is a ChFC®-designated financial advisor with over 50 years of industry experience. He has been with OSAIC since 2018 and previously worked at John Hancock/Signator for 15 years. Riley serves as a foundation board member and fundraiser for Paoli Hospital. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios across multiple asset classes.

Collin Henry is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He has worked at Ameriprise since 2023 and is also a senior sales engineer and account manager at Cenero LLC, an audiovisual integrator. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mark Mueller is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been associated with Raymond James Financial and its affiliated entities since 1999 and has worked with Anchor Investment Group since 2016, where he also performs independent contractor duties related to local branch support. He serves as an acting executor in an investment-related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and uses analytical tools to guide client decisions, supporting implementation through various advisory programs.

Keith Maguire is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2023. Prior to his advisory role, he spent time in educational settings including Clemson University and Malvern Prep. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and firm-approved software to develop collaborative, annual financial plans, typically recommending investment categories and strategies without discretionary authority.

Christopher Gibbons is a CFP® with 17 years of industry experience, currently serving at Vanguard Advisers. His prior roles include positions at APW Capital, Eisner Amper Wealth Management, and Thrivent Financial For Lutherans. Outside of advising, he is involved in entertainment as a musician and contributes as a writer and podcaster for The Philly Soccer Page. Vanguard Advisers provides 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 using proprietary models to create personalized portfolios largely made up of Vanguard funds and ETFs.

Michael Cernek is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Legacy Planning Partners, and Triad Advisors. Outside of his advisory work, he owns Cernek Family Farm LLC, an agricultural business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Nicholas Familetti is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has six years of industry experience, including roles at Blue Golf Software and the Pennsylvania Golf Association prior to his current position. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive planning using firm-approved software tools and offers specialized services such as divorce planning and employer-sponsored programs.

Richard Trotta is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Citizens Securities, Inc. and Santander Securities, LLC. 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.

Rita Mangini is a financial advisor with Merrill in Wayne, PA, holding a Series 63 designation and over 32 years of industry experience. She has been with Merrill since 1983, accumulating 43 years at the firm. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Dayton is a financial advisor with MassMutual Investors Services in Newtown Square, PA. He holds the CFP® and ChFC® designations and has 16 years of industry experience. Prior to joining MassMutual Investors Services in 2017, he worked at MetLife Securities Inc. and has been involved in full-time education since 1999. Outside of his advisory role, he acts as an insurance agent and is involved in managing fix-and-flip real estate partnerships. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, employing collaborative planning processes supported by firm-approved analytical tools.

Gregory Conti is a financial advisor with Equitable Advisors in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as president of C&C Financial Company, which places group life, disability, health, dental, and vision insurance coverage for corporations and individuals. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Kevin Huff is a financial advisor at Vanguard Advisers with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Vanguard Group since 2017. Prior to that, he was employed at TIAA-CREF from 2014 to 2016. Outside of his advisory role, his spouse works as a limited agent in an investment-related capacity. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, utilizing proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Tyler Strano is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with The Vanguard Group since 2017. Outside of his advisory role, he was involved with Lightning Gaming from 2017 to 2023. Vanguard Advisers provides 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 and manages client portfolios largely with Vanguard funds and ETFs.

Helen O'hara is a Wealth Management Advisor at Merrill Lynch Wealth Management. She works with families, small business owners, and corporate executives through every phase of their financial journey—from career-building years and pre-retirement planning to retirement and legacy planning. Helen helps clients navigate uncertainty, gain clarity about their future, and simplify their financial lives so they can focus on what matters most. Prior to joining Merrill, Helen spent over 25 years building a local real estate company into an industry leader. She began her career at Deloitte, where she earned her Certified Public Accountant (CPA) designation and developed a strong foundation in business and finance. She holds a Bachelor of Science degree in Accounting from Villanova University School of Business. Helen earned the CERTIFIED FINANCIAL PLANNER™ (CFP) certification in 2014 and also holds designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Helen resides in West Chester, PA with her family and rescue dogs. Outside of work, she enjoys cycling, boating, traveling, and spending time at the Jersey Shore. She is involved with community initiatives such as Better Money Habits through Bank of America and participates in the professional organization Beacon.

Donald Binckes II is a Series 66-registered financial advisor at Vanguard Advisers with 10 years of industry experience. He has worked with The Vanguard Group since 2017 and held prior roles at National Asset Management and National Securities Corp. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Joseph Taylor is a CFP® with five years of industry experience and currently works at Vanguard Advisers. His prior experience includes roles at J.P. Morgan Securities LLC, The Vanguard Group, and self-employment. 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 a proprietary glide-path methodology and offers portfolios primarily constructed from Vanguard funds and ETFs.