Daniel Fordice is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. He is a member and 20% owner of Sugarfoot Advisors, LLC, an operating entity for his Mass Mutual business. 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, using firm-approved software and collaborative planning processes to deliver written recommendations without investment discretion.

Max Pondolph is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following a year at Equitable Advisors LLC. Prior to his financial services career, he held positions at Aramark Food and Uniform Service and the Philadelphia Cricket Club. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies.

Salvi Debellis is a financial advisor with Primerica Advisors in Paoli, PA, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior work includes 14 years at Lincoln Financial Distributors before joining Primerica Financial Services and Primerica Advisors in 2019. Outside of his advisory role, he is involved with DiSabatino Landscaping. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a tiered percentage-based fee approach.

Carl Morgan is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Todd Strunk is the Vice President and Branch Leader at Fidelity Investments, where he leads and coaches a team of associates to deliver a world-class experience to customers. He has held this position since 2024. Todd has extensive experience with Fidelity Investments, having served in several roles since 2006. His previous positions include Regional Planning Consultant from 2016 to 2024, Workplace Financial Consultant from 2012 to 2016, and Financial Consultant from 2006 to 2012. Outside of his professional responsibilities, Todd's personal interests include football, gardening, and traveling.

Matthew Boatmon is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and 28 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a substitute organist at St. Mark's Episcopal Church in Philadelphia and First and Central Presbyterian Church in Wilmington. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kathryn Danielov is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliate since 2016. Outside of her advisory role, she owns Katie Reynolds Photography, a small photography business. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Samuel Summer is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity in 2026, he worked at Florida Financial Advisors under the DBA Tristate Financial Advisors and has experience in both investment consulting and fixed insurance sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brett Hutchins is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Fidelity Investments and The Vanguard Group, Inc. Outside of finance, he is a 50% owner and instructor at British Swim School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Allon is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc. and Citizens Securities, Inc. Prior to joining OSAIC in 2024, he spent seven years at Woodbury Financial Services Inc. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisers and multiple platforms. The firm utilizes a variety of asset-allocation tools and third-party services to construct diversified portfolios across numerous asset classes.

Jill Confer is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation. She has prior experience with Raymond James Financial Services Advisors, Inc., Bassett, Brosius, Foy & Associates, and the Brandywine School District. Outside of advising, she works as an associate at Wilmington Wealth Management, focusing on social media, scheduling, and office management. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Elizabeth Donaldson is a financial advisor with Merrill in Newark, DE, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she is a co-owner of a family rental property in Hamilton, New Jersey. 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, pension plans, corporations, and charitable organizations.

Michael Boyer is a financial advisor at Cetera with the PFS™ designation and one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and operates his own CPA firm specializing in individual and small business tax returns. Outside of financial advising, he serves as CFO of Ferris Home Improvements, a local company focused on home renovation projects. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and employs a multi-manager platform that includes affiliated and unaffiliated third-party managers.

Kyle Smith is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Envestnet Inc. and J O Hambro Capital Management. Outside of his advisory role, he has experience working in diverse settings including higher education and small businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Ryan Ognall is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials. He has been with Vanguard and its affiliated entities since 2025. 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 and primarily constructs portfolios from Vanguard funds and ETFs, offering features such as tax-aware strategies and multiple customization options.

Lance Earle is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked in various roles within the Cetera network since 2025 and previously with Avantax and Van Buren Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Rachel Endres is a financial advisor at Osaic with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Lincoln Financial Advisors, Inc., as well as Mass Mutual Life Insurance Company and MML Investors Services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and risk-tolerance questionnaires to construct portfolios across a range of investment types.

Ramona Plant is an advisor at Mass Mutual Investors Services holding a Series 66 designation with one year of industry experience. Her prior work includes positions at Bankers Life entities and GlaxoSmithKline. Outside of her advisory role, she has been affiliated with Capone's since 2021 and served with the Borough of Phoenixville from 2015 to 2026. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and provides a range of programs including estate settlement and employer-sponsored planning.

Thoma Capo is a Series 66-registered financial advisor with two years of industry experience. He has worked at Wells Fargo Clearing since 2025 and previously held roles at Pruco Securities LLC and M&T Bank. Outside of his advisory career, he has owned and managed rental properties in Pennsylvania. 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 combines research and analytics with diversification principles and modern portfolio theory to provide brokerage and advisory solutions.

Minh Gonzalez is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2019. Prior to his current role, he was involved in management positions at Voyeur NightClub and The Trocadero Theater. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.