Jason Pierce is a Wealth Management Advisor and partner of a wealth management group based in the Philadelphia area, where he works with affluent individuals and families to address their financial goals and streamline their wealth management services. He joined Merrill Lynch Wealth Management in 2014 and provides guidance in areas including family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Jason holds a Bachelor's degree from the University of Scranton and has attained the Chartered Financial Analyst (CFA) designation as well as the CERTIFIED FINANCIAL PLANNER (CFP) professional credential. His expertise spans wealth management, investment analysis, and estate planning strategies, allowing him to offer a full-service and holistic approach as a trusted advisor. Outside of his professional role, Jason is active in the Chestnut Hill Community Association. He lives in Philadelphia with his wife and children.

John Stoffere Jr. is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliates since 2008. Outside of his advisory role, he owns a business involved in restaurant and horse racing partnerships. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with substantial investable assets. The firm utilizes a centralized consulting team and a combination of research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations.

Kevin Reighn is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 63 and Series 66 designations. Reighn has been with Vanguard Advisers, Inc. since 2019 and is also associated with Vanguard Marketing Corporation and The Vanguard Group since 2016. 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 investment approach and manages portfolios primarily with Vanguard funds and ETFs, offering a range of customization options and servicing hundreds of thousands of client relationships through its digital platform and large team of advisors.

John Bradley is a Series 66-licensed financial advisor at Vanguard Advisers with six years of industry experience. He has worked at Vanguard and its affiliated entities since 2026, following prior roles at Ameriprise Financial Services, Point to Point Wealth Planning, Orth Financial Group, and Discover Financial Services. Vanguard Advisers offers 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 using proprietary methodologies to create personalized portfolios largely composed of Vanguard funds and ETFs, supported by a large team of advisors and a digital platform.

Paul Scattolini is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with AXA Advisors, LLC from 2005 to 2020. Outside of advisory work, he is involved with an insurance brokerage business under the name Karr Barth Associates. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

James Napier II is a financial advisor with Vanguard Advisers, holding a Series 66 designation and six years of industry experience. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. He previously worked with Venio LLC dba Keane Unclaimed Property and was a self-employed contractor. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and focuses on portfolios constructed largely from Vanguard funds and ETFs.

Joseph Montooth is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and has previously worked at MassMutual Life Insurance Company and Creative Financial Group. Outside of finance, he has served with the Dewey Beach Patrol. 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 offers collaborative, goal-oriented planning using firm-approved analytical tools and provides various educational and event-driven planning programs.

Jordan Guynn is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Wells Fargo, Vanguard, and Sageworth. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Marc Lowenberg is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 29 years of industry experience. He has previously worked at Royal Alliance Associates, Inc. and John Hancock Mutual Life Insurance Co., and owns a business buying and selling baseball cards. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-based planning supported by firm-approved software and a variety of investment programs.

Brian Reynolds is a financial advisor with Vanguard Advisers based in Malvern, PA. He holds Series 66 and Series 63 certifications and has four years of industry experience. Prior to his current role at The Vanguard Group, Inc., he has held positions in various industries including hospitality, where he continues to work as service staff for Finley Catering. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models and primarily Vanguard funds and ETFs to construct portfolios with various customization and tax-aware features.

Rocco Rugnetta is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has worked since 2006. Prior to joining Merrill Lynch, he spent ten years managing the Retirement Services divisions of two investment companies. He provides advisory and wealth management services to affluent families, professionals, business owners, and corporate executives, focusing on retirement income planning, investment portfolio customization, and corporate retirement plans. Rocco also serves as a Retirement Benefits Consultant, assisting employers with plan design and oversight, as well as educating employees on savings and investment options. Rocco holds several professional designations, including Certified 401(k) Professional, Chartered Retirement Planning Counselor™, Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Benefits Consultant. He earned his MBA in Finance from Saint Joseph’s University and holds a Bachelor of Arts degree from LaSalle University. Additionally, he completed a certificate program at The Institute for Employee Benefits Training. Residing in Philadelphia with his wife Erika and their sons, Rocco is actively involved in community activities such as coaching youth baseball and serving on the board of the Christopher Doto Memorial Scholarship Foundation. He also volunteers at Saint Pio Catholic School and the Guerin Recreation Center. Fluent in English and Italian, Rocco engages with organizations including the Delaware Valley Youth Athletic Association.

David Dieal is a financial advisor with LPL Financial in Ardmore, PA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management, PFG Advisors, and Equitable Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Nicholas Mc Glynn is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, as well as Wm Financial Services, Inc. since 2004. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Julie Bickel is a financial advisor at LPL Financial with 29 years of industry experience. She holds the CFP® designation and Series 65 and 63 licenses. Prior to joining LPL Financial in 2023, she worked for Boenning & Scattergood, Inc. for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Bartholomew Mikulski is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held roles at Wells Fargo Home Mortgage and Lakeview Loan Servicing. 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 advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Brant Murray is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Citizens Bank, PNC Bank, and the Community College of Philadelphia. Outside of his financial career, he is involved with Garage Fishtown, a separate business venture. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Catherine Koresh is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2008. Outside of her advisory role, she is the owner of Oack LLC, an LLC she created with her husband. 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 investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

John Oakes Jr. is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Ryan Galloway is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. Galloway is also an individual life and group health insurance agent. 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, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Matthew Delphais is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. His prior work includes roles at Creative Financial Group and Testo Instruments, as well as positions at Downingtown Country Club where he currently works in the pro shop handling tee time bookings and retail sales. 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, structuring client engagements as annual, collaborative relationships that focus on recommending investment categories and strategies without discretionary authority.