Arlene Wilson is a financial advisor at Ameriprise with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she serves on the Board of Directors for the Jewish Federation of Delaware. Ameriprise is a large institutional firm that offers advisory, brokerage, and insurance services, including a retirement-income planning service designed for clients with significant investable assets. The firm employs a centralized consulting team to produce customized, tax-efficient retirement income recommendations, incorporating algorithmic tools and research to support client planning.

Timothy Carlson is a financial advisor with Equitable Advisors holding a Series 66 license and four years of industry experience. Before joining Equitable Advisors in 2022, he worked at Edgewater Markets and JM Search. Outside of his advisory role, he serves as a part-time lacrosse coach for Mesa Lacrosse. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm works with both proprietary and third-party asset management programs, offering a range of investment options and ERISA fiduciary services to qualified plans.

Jonathan Alexander is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at Lincoln Financial and Axa Advisors. He is involved with the Jewish Federation of Philadelphia in a volunteer capacity. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models and third-party asset managers, providing ERISA fiduciary services and leveraging both proprietary and third-party investment solutions.

Joseph Lewandowski is a financial advisor at Fidelity with 10 years of industry experience. His background includes roles at Merrill and Bank of America, as well as a decade of involvement with Hoffman's Marina. Lewandowski holds a Series 66 designation. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Jason Wood is a Financial Consultant at Fidelity Investments, where he works with clients to identify and prioritize their unique goals. He helps build comprehensive financial plans aimed at allowing clients and their families to strive to achieve their most important objectives. Jason has held roles as a Financial Consultant at Fidelity Investments since 2025, and previously served as an Investment Consultant at the same firm from 2024 to 2025. Prior to that, he worked as a Financial Solutions Advisor at Merrill Edge from 2022 to 2024. Outside of his professional work, Jason has interests in baseball, beach activities, fitness, football, running, and traveling.

Nicholas Santana is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in media roles at Nexstar Media Inc. and Heartland Media. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

John Giuffrida is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has held various roles across multiple sectors prior to joining Fidelity, including positions at Chariot Valet and Moe's Original Barbecue. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Michael Vinson is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Enterprise and Iron Hill Brewery, as well as educational positions at The Pennsylvania State University and Science Leadership Academy at Beeber. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Dylan Amoroso is a financial advisor with Ameriprise in Tarpon Springs, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and manages 1309 Group, Inc., an investment-related business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic automation, while offering a broad range of advisory, brokerage, and insurance solutions.

Jack Burkauskas is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he has held roles at Country Club Estates and other organizations, including University of Alabama. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and nonprofit organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers to deliver customized investment solutions.

Alexandria Halstead is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC. Her prior experience includes roles at LPL Financial LLC, Rev.com, and The Prudential Insurance Company of America. She is also involved in independent insurance brokering focusing on fixed annuities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

George Pittaoulis is a financial advisor with Ameriprise, holding a Series 66 designation and over 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Outside his advisory role, he is involved in several business ventures that support staffing and operational infrastructure for financial planning practices. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

James Trotter is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at Metlife Securities Inc., New England Securities, and Kestra Investment Services, LLC. Outside of his advisory role, he is also involved as an agent in individual life and life settlements/viaticals. Mass Mutual Investors Services 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’s approach includes collaborative, annual financial planning engagements using firm-approved software and offers specialized planning programs such as estate settlement and divorce planning.

Michael Monastra Jr. is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at Mass Mutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, and MetLife Securities from 2011 to 2017. He is also involved in individual life insurance sales through a separate business activity. 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, utilizing firm-approved tools and structured, collaborative planning engagements.

John Doyle is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and five years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2020 and previously was involved with Creative Financial Group/MassMutual and John Serock Catering, where he worked as a chef. Doyle has served in the United States Marine Corps Reserves since 2014 and is affiliated with West Chester University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools and provides event-driven planning services including divorce and estate settlement planning.

Robert Tuschinski Jr. is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including 25 years at Metlife Securities Inc. and over a decade with MassMutual and its affiliates. Mass Mutual Investors Services 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, focusing on collaborative, goal-oriented engagements without discretionary authority over clients’ investments.

Intreabud Tran is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets and Wells Fargo in various roles. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to develop customized, non-discretionary recommendation reports delivered in partnership with its financial advisors.

Peter Luzak is a ChFC® with 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following a two-year tenure at MetLife Securities Inc. Outside of his advisory role, Luzak volunteers with Camp Aim, a soccer camp that raises funds for charity. MassMutual 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 with an emphasis on collaborative, goal-oriented planning.

Collin Palmeri is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, Palmeri has worked as a bartender for Milburn Orchards, a private company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, supported by its capital markets and asset management capabilities.

Jonathan Sechuk is a Series 66-licensed financial advisor with Equitable Advisors, based in Bala Cynwyd, PA. He has been with Equitable Advisors since 2026 and previously held roles at Generation Life and Cousins Mike. His background also includes experience with the Fellowship of Catholic University Students and EA Sports Canada. Equitable Advisors serves a wide range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.