David Morrison is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at The Vanguard Group, Fidelity Investments, Duke and Duke Wealth Management LLC, and Franklin Mint FCU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing discretionary and non-discretionary management supported by in-house and third-party research.

Joanne Shanaman is a financial advisor with Merrill in Wayne, PA, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2006. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Root is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MassMutual Life Insurance Company and MetLife Securities. Root is also an individual life insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services as well as educational seminars.

Kevin Oneill Jr. is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. His prior work history includes roles at SEI Investments Company and Solomon Edwards. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using firm-approved analytical tools, offering a range of investment and event-driven planning programs.

John Gavin is a financial advisor at LPL Enterprise with Series 66 certification and one year of industry experience. He has held positions at The Prudential Insurance Company of America, Pruco Securities LLC, and State Farm Insurance. Outside of finance, he has been involved with the Republican Party of Pennsylvania and has experience working with local golf clubs and hospitality establishments. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Anthony Bavlish is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked in campus recreation at the University of South Carolina and held a position at Karns Quality Foods. 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 driven by investment policy statements and modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Brendan Murphy is a CFP® professional with nine years of industry experience currently advising clients at Edward Jones in West Chester, PA. Prior to joining Edward Jones in 2017, he served in the US Navy for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory strategies and affiliated investment products, operating under a fiduciary standard across its extensive national network.

Paul Evans is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is also an insurance agent specializing in individual and group life, health, and long-term care insurance. 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 asset management, wrap and money-manager programs, and educational seminars, structuring financial planning as ongoing, collaborative relationships.

Sherie Higgins is a financial advisor with Mass Mutual Investors Services, holding a Series 66 license and bringing 11 years of industry experience. She has been with MML Investors Services since 2015 and Mass Mutual Life Insurance Company since 2014. In addition to her advisory work, Higgins serves as an adjunct professor at Eastern University, teaching part-time in an accelerated adult learning environment. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also features event-driven planning services such as divorce and estate-settlement planning.

Christopher Deering is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 credentials and 18 years of industry experience. His prior roles include positions at Morgan Stanley Distribution, Inc. and BlackRock. 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 a range of brokerage and advisory solutions.

Steven Gdowik is a financial advisor at Thrivent Investment Management with 26 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Prudential Annuities Distributors and Pruco Securities, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. Their approach allows clients to integrate planning with managed accounts through a consolidated billing option called “WealthPlan.”

Jad Abou Chacra is a financial advisor at Vanguard Advisers with a Series 66 designation and no prior industry experience. In addition to his role at Vanguard, he works part-time as a bartender at Ardmore Music Hall. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach largely built on Vanguard funds and ETFs. The firm manages a high volume of client relationships through a combination of digital platforms and a large advisory team.

Hale Hollis is a financial advisor at Vanguard Advisers with 5 years of industry experience. He holds the Series 66 and Series 63 designations. His prior work experience includes roles at The Vanguard Group Inc and Vanguard Marketing Corporation, as well as engagements with Stonewall Golf Course and Hound Dog Honey. Vanguard Advisers provides automated and human-supported investment advice primarily for 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 mainly composed of Vanguard funds and ETFs.

Hunter Herschell is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has three years of industry experience and has been with MassMutual and its subsidiary, MML Investors Services LLC, since 2022. Outside of his advisory role, he is also a licensed insurance agent. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, employing firm-approved analytical tools to support goal-oriented planning.

Austin Born is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at various Vanguard affiliates since 2019 and previously held roles at Ranstadt, Bryn Mawr Trust Company, and Saint Joseph's University. Outside of his advisory work, Born is employed in janitorial services at Clean Right Building Services, Inc. Vanguard Advisers offers 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 with portfolios constructed largely from Vanguard funds and ETFs, utilizing proprietary models and customization options to personalize asset allocations.

Aaron Sanchez is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Northwestern Mutual, East Coast Advisory, Wehrung's Lumber, and Lighthouse Planning Consultants. He has also been affiliated with East Stroudsburg University of Pennsylvania since 2021. 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 financial planning and advisory programs including discretionary and non-discretionary management, leveraging proprietary and third-party research and technologies.

John Devenney III is a financial advisor at Vanguard Advisers with Series 66 and Series 63 registrations and four years of industry experience. He has been with Vanguard entities since 2022 and has prior experience including self-employment and a role at Arcadia University. Outside of his advisory work, he has worked as a contracted driver for Amazon Flex. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models and largely Vanguard funds and ETFs to set personalized allocations.

Nicholas Saggers is a CFP® with 29 years of industry experience, currently serving at Vanguard Advisers. He has been affiliated with The Vanguard Group, Inc. and its related entities since 1995. 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 to asset allocation, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor teams.

Pauline Yip is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. She has previously worked at The Vanguard Group and has a background that includes roles in healthcare and education sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services, multi-asset model portfolios, and access to alternative investments within an integrated operational framework.

Paul Grippi is a CFP® credentialed financial advisor with 16 years of industry experience, currently associated with Vanguard Advisers. His prior experience includes roles at Janney Montgomery Scott LLC, Sinclair Broadcasting, Assurance IQ, and as a self-employed contractor selling Medicare insurance. He is based in Malvern, PA. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach, primarily investing in Vanguard funds and ETFs, and manages a large client base with over 2,400 advisors.