Robert Hartfield Jr. is a financial advisor at Osaic with 43 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 17 years and has operated Hartfield Advisors since 2002. Outside of his advisory work, he offers various insurance products including accident, disability, and life insurance through his own insurance agency. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, pension, corporate, and charitable investors. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, utilizing firm-provided tools and third-party resources to build and manage portfolios across a wide range of asset types.

Michael Woodrow is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2017, also having worked at Wells Fargo Bank, N.A. since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Kieran Smith is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at Cantor Fitzgerald & Co. and Mitsubishi International Food Ingredients, Inc. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, offering tax-aware features and customizable options.

Arius Jones is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Fidelity, he worked at The Vanguard Group for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across various asset classes.

William Michetti is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as executor and holds power of attorney for his domestic partner in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Alexander Boyer is a CFP® professional with 19 years of industry experience, currently serving at LPL Financial since 2023. He previously spent 17 years at Boenning & Scattergood Inc. Boyer acts in a fiduciary capacity for charitable trusts and foundations in Pittsburgh, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services through a national network of investment adviser representatives.

Byron Clark is a financial advisor with Wells Fargo Clearing in Radnor, PA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He previously worked at BNY Mellon for 12 years before joining Wells Fargo in 2018. Clark serves as a trustee for a family trust outside of his advisory role. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Geovanni Bennett is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, he worked at firms including Park Securities LLC and National Financial Network/Guardian. Outside of his advisory role, he serves as the head coach of the junior varsity boys soccer team at Central Bucks High School South. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jane Kerr is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. She previously worked at Strategic Investment Group from 2016 to 2022 and at Sei Investments from 2001 to 2016. Outside of her advisory role, she is a finance committee member of Good Works Inc., where she helps oversee the organization’s annual budget. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies in partnership with clients’ financial advisors. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Richard Sobel is a Series 66 credentialed financial advisor with 17 years of industry experience. He has worked at Vanguard Advisers and its affiliates since 2020, following prior roles at Citizens Securities and Bank of America/Merrill. 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 models and offers a wide range of portfolio customization options, managing hundreds of thousands of client relationships through a large advisor team and automated platform.

Jakob Nines is a financial advisor with Vanguard Advisers, holding a Series 66 designation and bringing nine years of industry experience. He has worked at Vanguard Advisers since 2024 and previously held roles at Lincoln Financial Advisors and US Mortgage Line. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models and primarily invests in Vanguard funds and ETFs, offering tax-aware and customizable portfolio options.

Tyler O'Connell is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. His work history includes roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group. 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 investment approach using proprietary models and offers portfolios mainly constructed from Vanguard funds and ETFs, with options for tax-aware features and customization.

Gene Ferraro is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Michael Angelo is a financial advisor with Vanguard Advisers, holding Series 63, Series 65, and Series 66 licenses and bringing 26 years of industry experience. He has been with The Vanguard Group since 2013 and previously worked with the Deep Run Valley Sports Association from 2017 to 2019. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach, primarily using Vanguard funds and ETFs, and manages a high volume of client relationships via its digital platform and extensive advisor team.

Gail Weigle is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Batty is a CFP®-certified financial advisor with MassMutual Investors Services, where he has worked since 1996, accumulating 30 years of industry experience. He also serves as president of UFG Advisors, LLC, a financial services firm, and is involved in life and health insurance sales and brokerage. Additionally, he is an investor in a golf simulator business in Mechanicsburg, PA. MassMutual 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, and charitable organizations. The firm emphasizes annual, collaborative planning relationships using advanced software tools to analyze client goals and offers educational seminars and specialized planning programs.

Joshua Shapin is a CFP® with three years of industry experience, currently advising at Vanguard Advisers. He has been with Vanguard-affiliated entities since 2022 and previously worked in education and retail sectors. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily invests in Vanguard funds and ETFs, serving a large client base through a digital delivery platform.

Jaclyn Kane is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ameriprise in Exton, PA. She previously worked at LPL Financial, Gibraltar Wealth Management, Bernardo Wealth Planning, and Brinker Capital. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Joseph Hamilton is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and one year of industry experience. His career includes multiple roles within MassMutual and affiliated entities since 2021. Outside of finance, he has experience working with community organizations such as the YMCA and has been involved in diverse roles including previously operating a pool services business. MassMutual 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 structured, annual financial planning engagements using firm-approved analytical tools, with implementation services available through separate brokerage or insurance arrangements.

Stephen Notebaert is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing three years of industry experience. He is also the owner and operator of Bird Dog Custom Woodwork, LLC, a woodworking business. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans with goal-based, algorithm-driven portfolios built mainly from Vanguard funds and ETFs.