Grey Mitchell is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group, Equitable Advisors, and Northwestern Mutual. Outside of his financial services career, he has experience in moving and storage services and operated a rental business for several years. Mass Mutual Investors Services is a subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual collaborative planning engagements.

David Schaeffer is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and firm-approved processes, focusing on advisory services without providing individual security recommendations as part of standalone planning.

Andrew Holva is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2016. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach and primarily invests in Vanguard funds and ETFs, providing scalable digital delivery supported by a large advisory team.

Robert Rigsby Jr. is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Vanguard marketing Corporation and The Vanguard Group, Inc. since 2007. He also spent a year at Villanova University between 2022 and 2023. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to create personalized asset allocations, with portfolios constructed mainly from Vanguard funds and ETFs and various tax-aware and customization features.

Christine Diemidio is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Raymond James since 2016, and previously at Merrill and Citigroup Global Markets. Raymond James & Associates is a large, SEC-registered investment adviser and broker-dealer managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering tailored financial planning and consulting with non-discretionary implementation through various portfolio management styles and affiliated research.

Matthew Goshey is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2018. Prior to joining Vanguard, he worked at Best Buy and WSFS Bank. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to portfolio construction, primarily using Vanguard funds and ETFs, and serves a large client base through its combination of digital platforms and a team servicing model.

Andrea Johnson is a Series 66-licensed advisor with Vanguard Advisers, Inc., where she has been working since 2026. She has prior experience at The Best Station Hotel and Texas Road House, among other roles. Johnson’s background also includes positions at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2021. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

John Novak is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding a Series 63 designation and 39 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1986. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a range of investment programs and educational seminars.

Thomas Ring is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked previously at firms including E*TRADE Capital Management, Citizens Securities, TD Ameritrade, and Fidelity Brokerage Services. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Paul Milnes is a financial advisor with Raymond James & Associates in Devon, PA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Credit Suisse Securities, Persimmon Capital Management, and DeWitt Capital Management. Outside of advisory work, he is a partner and investor in JAMMSY I LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a broad affiliate ecosystem.

Brian Sanders is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Fidelity Investments, Charles Schwab, and Swan Global Investments. Sanders is based in Springfield, PA. Cetera Investment Advisers LLC is a nationwide registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management and financial planning services, providing advisors with access to model portfolios, third-party managers, and customizable strategies.

Robert Martinelli Jr. is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Edward Jones in Exton, PA, having joined the firm in 2026. His prior roles include positions at StoneX Advisors Inc, Lion Street Financial, and The Financial Group of Philadelphia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Edgar Lambert III is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 66 designation and has worked with Raymond James Financial Services Advisors Inc. since 2012. He is the owner of Birch Run Financial, a support company, and is also an author of "Mastering the Money Mind." Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm provides tailored planning and consulting using analytical tools to support client goals and maintains specialized offerings in municipal finance and SIMPLE IRA advisory services.

Christopher Kelly is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing prior to joining Wells Fargo Advisors in 2022. Outside of his advisory role, he serves on the finance committee of The Country Club of Scranton. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, and uses Wells Fargo research and tools to develop tailored recommendations.

Gregory Knight is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Chesterbrook, PA, and has 22 years of industry experience. Prior to joining Wells Fargo in 2016, he spent five years at Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 advisors.

Andrew Borders is a CFP® with 16 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior experience includes roles at Citadel Federal Credit Union, CUSO Financial Services, Wells Fargo Clearing, and Edward Jones. Borders also owns Plan and Prosper Financial Partners LLC and works as an independent insurance agent. Cambridge Investment Research Advisors serves a broad client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Lydia Solomon is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning her industry career in 2025. She has held positions at several associated Vanguard entities as well as prior roles in the hospitality and education sectors. 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 that incorporates proprietary models and primarily Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team advisory model.

Gregory Boston is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He worked at UBS Financial Services from 2008 to 2021 before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both non-discretionary and discretionary services, with an investment process driven by investment policy statements and modern portfolio theory, and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Christopher Heaven is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 22 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to guide its financial strategies.

James McGuire III is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Robert W. Baird since 2014. He serves as a board member for the Church of the Good Samaritan in Paoli, PA. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, emphasizing manager selection, internal research, and a mix of discretionary and non-discretionary strategies.