Emanuele Buonamici is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 66 designation and has previously worked at PNC Bank and PNC Investments. Outside of his advisory role, he volunteers as a financial educator with the Foundation for Financial Planning through the CFP Pro Bono Program. 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 approach utilizing proprietary models to set personalized asset allocations, with portfolios largely composed of Vanguard funds and ETFs.

Sufyan Davis Arrington is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked at Equitable Advisors and has held various positions including roles in education and retail. 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 approach utilizing proprietary models to construct personalized portfolios mainly composed of Vanguard funds and ETFs.

David Mebs is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC for four years. Outside of his advisory role, he is involved with FirstTrust Financial Resources as an independent insurance agent and provides settlement consulting services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Kate Hershey is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds a Series 66 designation and has worked with PNC Financial Services Group since 2006. Hershey is also a licensed employee at Fulton Bank, where she dedicates a significant portion of her time. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations.

Alfred Barbato is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC and Wells Fargo. He is also associated with TruMark Financial Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Ryan Flynn is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers services supported by structured planning tools and market modeling techniques.

Marc Bianchi is a financial advisor with Morgan Stanley in Blue Bell, PA, holding a Series 66 designation and 23 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

James Mcfadden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Eagle Fund Distributors and Carillon Tower Advisers, Inc. since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment offerings.

Aaron Tidd is a financial advisor with LPL Financial in Pottstown, PA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at The North Face and held teaching positions at Boyertown Area Senior High and Boyertown Junior High East. He is also involved with Diamond Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios and research from LPL Research and third-party subadvisors.

Barry Weller is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and Questar Asset Management. In addition to his advisory role, he owns and operates Barry Weller & Associates Inc., a tax preparation and insurance services firm. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers and managed accounts. The firm utilizes asset-allocation tools and risk assessment techniques to construct diversified portfolios across multiple investment types.

Phuong Loan Vu is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of her advisory role, she is the owner of LVPT Investments LLC, an investment-related business focused on real estate in Philadelphia. 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, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Sheila Bowden is a financial advisor at Vanguard Advisers with five years of industry experience. She holds Series 66 and Series 63 designations and has worked at Vanguard Marketing Corporation and The Vanguard Group since 2020. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering tax-aware features and customizable options.

Justice Smith is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Cetera. His prior roles include positions at Voya Financial Advisors and involvement with educational institutions as a football coach and board member. He is active in nonprofit work as treasurer for Friends of PJP and holds ownership in a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base ranging from individual investors to institutional accounts. The firm offers a variety of portfolio management and retirement services, operating as a multi-manager platform that provides advisors with diverse investment options and program structures.

Alexander Boris is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. His career includes positions at Raymond James & Associates since 2021 and a prior role at Juice Dr. in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with primarily non-discretionary client relationships and access to diverse portfolio management styles.

Jan Carr is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, Jan worked for 15 years at Boenning & Scattergood. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Nicholas Diascro is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been associated with Vanguard and its affiliated entities since 2008 and operates a small e-commerce business selling handmade items on Etsy. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to construct portfolios mainly comprised of Vanguard funds and ETFs.

Paul Clancy is a financial advisor at RBC Capital Markets with 26 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. He holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Melissa Patton is a financial advisor with Vanguard Advisers and holds the Series 66 designation. She has 21 years of industry experience, including roles at Wells Fargo Advisors and The Vanguard Group. Outside of her advisory work, she is also an actor in film, TV, web videos, and stage, and an author. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Its approach is goal-based and algorithm-driven, utilizing proprietary models and Vanguard funds to create personalized, tax-aware portfolios with a range of customization options.

John Brannon is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and totaling 11 years of industry experience. He has been with Vanguard Advisers since 2019 and also works with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2014. Outside of his advisory role, he serves as president of the West Chester East High School Indoor Track Boosters board. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs, managing a large client base through its digital platform and team servicing model.

Kenneth Montgomery is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 65, Series 63, and Series 66 credentials. His prior work includes roles at Chilton Trust and Bank of America, N.A. 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 plans, corporations, and charitable organizations.