Gerard Olinger is a financial advisor with Wells Fargo Clearing in Newtown Square, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Brendan Rogan is a Financial Consultant currently working at Fidelity Investments. He partners with individuals and families to build and implement financial plans tailored to their unique needs, preferences, and goals for the future. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before assuming his current role in 2025. Prior to joining Fidelity, Brendan worked at Merrill Lynch from 2017 to 2023, where he held positions as a Financial Solutions Advisor and Relationship Consultant.

Lynda Durso is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Robert Boland is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank. Outside of his advisory role, he serves on the board of directors for the Easttown Library Foundation and on the board of trustees for the Yacht Club of Stone Harbor. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles using both in-house and third-party investment managers.

Trevor Pinto is a financial advisor with Wells Fargo Clearing in Philadelphia, PA. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior experience includes multiple roles at Citizens Bank and Citizens Securities, where he worked from 2006 to 2021 before joining Wells Fargo. 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, utilizing research and analytics to support investment decisions.

Elizabeth Burlinson is a financial advisor at Merrill with 18 years of experience in the industry. She holds the Series 66 designation and has been with Merrill since 2008. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model-based and discretionary strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, corporate retirement plans, and charitable organizations.

Christopher Hopkins is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles outside the financial industry, such as positions at Starlite Productions and The Lighting Practice. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services, combining proprietary and third-party solutions.

Kieran Hickey is a financial advisor at Ameriprise with a Series 66 designation and has been with the firm since 2024. Prior to joining Ameriprise, he was a full-time student and also worked at Bull's Bridge Golf Club. 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 to deliver tailored retirement-income advice through a centralized consulting team.

Gregory Lynch is a financial advisor with Ameriprise in Wilmington, DE, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Bank of America, BlackRock, Inc., JPMorgan Chase Bank NA, and J.P. Morgan Securities. He also has experience outside finance, having worked at Taverna Rustic Italian Wilmington. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with significant investable assets, offering tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Aristotle Tinios is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients by utilizing Fidelity's extensive resources and services to understand and support their financial, personal, and professional goals. He focuses on creating tailored financial plans in partnership with clients, working diligently throughout the process. Prior to his current position, Aristotle served as an Investment Consultant at Fidelity Investments from 2023 to 2024. His experience also includes roles at Vanguard, where he worked as an Internal Sales Consultant from 2022 to 2023 and a Retail Sales Consultant from 2021 to 2022. Additionally, he was an Inbound Sales Consultant at Prudential Annuities from 2019 to 2021. Aristotle's personal interests include beach activities, football, hiking, soccer, tennis, and yoga.

Mark Oneill is a financial advisor with Raymond James & Associates in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Raymond James & Associates since 2016. Outside of advising, he is listed as an owner of a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Donna Victorin is a financial advisor at Fidelity with 22 years of industry experience. She holds Series 63, Series 66, and Series 65 designations and has been with Fidelity Investments since 2004. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Gregory Wilson is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and over 24 years of industry experience. He has been with Equitable Advisors and its predecessor firms since 2001. Wilson is also the sole owner of Portfolio Strategies Team, LLC, which provides operational support for Franklin Group Financial Services, and oversees other affiliated business activities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and advisory programs, and providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Lee Zeplowitz is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Equitable Advisors since 1999 and has prior experience with Axa Advisors and Karr Barth Financial Planning. Outside of his advisory role, he serves on the Planned Giving Advisory Committee for the Boy Scouts of America Cradle of Liberty Council and operates a coaching consultation business. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management solutions. The firm utilizes a variety of advisory programs and third-party managers to deliver customized investment strategies.

Daniel Joie is a CFP® professional with 39 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance CO. In addition to his advisory work, he operates a tax preparation business that has been active since 1981. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-supported approaches to deliver goal-based recommendations and offers specialized planning services such as divorce planning and estate settlement.

Michael Nichols is a financial advisor with Raymond James Financial in Wilmington, DE, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2016. Outside his advisory role, Nichols is CEO of Patronus Partners LLC, where he manages budgeting and payroll operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients, offering tailored, non-discretionary planning using analytical tools to align with client goals.

Bradly Schultz is a Series 66 licensed advisor with Cetera in Wilmington, DE. He has one year of experience in the financial industry, having joined Cetera and affiliated firms in 2026. Prior to his financial advisory roles, Schultz worked for Verizon from 1998 to 2025. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, operating across various program structures and custodial relationships.

Andrew Vande Poele is a Senior Financial Advisor and a member of the Vande Poele Group at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2015 and has over eight years of experience in the financial services industry, working directly with and supporting wealth management clients. Andrew works primarily with successful individuals and small businesses in the Wilmington, Delaware area. He employs a goals-based wealth management approach, focusing on building close relationships with his clients to understand their financial resources, needs, and goals. Using this information, he implements long-term wealth management plans to help clients achieve their objectives. His areas of expertise include college education planning, employee benefits planning, personal retirement planning, portfolio management services, and retirement income. Andrew holds a Bachelor of Science degree in Finance from the University of Delaware and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has interests in football, golfing, skiing, and swimming.

Edward Doran is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Goldman Sachs & Co. for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment selections.

Jarrod Howard is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals and families grow, preserve, and manage their wealth through a risk-based approach. He focuses on a range of client needs, including college education planning, family wealth management, legacy planning, personal retirement planning, philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. Jarrod holds a Bachelor's Degree from Hampton University and holds the designation of Personal Investment Advisor (PIA). He works with families and institutions to implement customized strategies that align with their unique financial goals, bringing clarity and transparency to the complexities of wealth planning. Jarrod is fluent in English and Spanish and contributes to the community by supporting organizations such as Sponsors for Educational Opportunity. Outside of his professional role, Jarrod enjoys boating, fishing, running, skydiving, and surfing.