Louis Burnley is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory work, Burnley is involved in business management through Mile Marker 255 LLC and serves on the board of the Killinger Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joshua Redmond is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior work includes roles at AXA Advisors and Overbrook Golf Club. He also operates a business under the name Karr Barth Associates. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party managers.

Periklis Kotsiopoulos is a financial advisor with LPL Financial in Media, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Lincoln Investment for 18 years before joining LPL Financial in 2026. Kotsiopoulos serves on the Board of Trustees for the Middletown Free Library, where he contributes to fundraising, community outreach, and strategic planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Maguire Smith is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his career in 2025. Prior to entering the financial services industry, he held various roles including positions at Lee Stocker Tree Service and Whitford Country Club. Mass Mutual Investors Services operates as 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. The firm uses firm-approved analytical tools to develop written financial recommendations within collaborative client relationships.

Andrew Harmer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 41 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 services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions tailored to plan objectives and risk tolerances. The firm’s approach is IPS-driven and includes a range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Max Honig is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation. His prior roles include work with Honig Conte Porrino Insurance Agency and Fairfield University’s Office of Conference and Events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

Darren Direnzo is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has prior work experience at WSFS Bank and James Madison University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning and offering specialized services such as divorce planning and estate settlement assistance.

David Pozzi is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor firm AXA Advisors, LLC, where he worked for 21 years. Outside of his advisory role, he is involved in an outside insurance brokerage business. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of advisory models and third-party asset managers, focusing on personalized risk assessment and tailored program matching without sponsoring its own wrap fee program.

Bryan Cheeseman is a CFP®-certified financial advisor with Ameriprise, based in Thornton, PA, and has 24 years of industry experience. He has been with Ameriprise and its affiliate since 2016. Outside of his advisory role, he is involved with the U.S. Naval Academy Alumni Association and Foundation and participates in a Veterans Capital Markets Career Forum to support veterans exploring careers in finance. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Joshua Jenkins is a financial advisor with Mass Mutual Investors Services in Kennett Square, PA, holding a ChFC® designation and Series 63 and 65 licenses. He has 13 years of industry experience and has been with MML Investors Services since 2015. Outside of his advisory role, Jenkins is a managing partner of a short-term vacation rental business and is involved in insurance brokerage services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

James Smith is a Series 66-licensed financial advisor with Morgan Stanley, based in Greenville, DE, with 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Andrew Baker is a financial advisor with Cetera and holds the CFP® and ChFC® designations as well as a Series 66 license. He has 14 years of industry experience, including prior roles at Securian Financial Services Inc. and Minnesota Life Insurance Co. Baker is also an author and conducts a side business buying and selling sports trading cards on eBay. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Kevin Forster is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at LPL Financial and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he has been involved as a lacrosse coach at Duke's Lacrosse Club and the Academy of the New Church Secondary Schools. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Michael Paul is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, having worked previously under AXA Advisors, LLC. Outside of his advisory role, Paul is involved in several nonprofit organizations, including serving on the board and committees of Jewish Learning Venture and the Jewish Community Foundation of Greater Philadelphia, and participates in endowment and legacy gift initiatives at Temple Sinai. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs, utilizing third-party asset managers and proprietary advisory models without sponsoring its own wrap fee program.

Kelly Rose is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Kathleen Mclellan is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, and Hartford Funds Distributors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies with formal advisory and governance roles.

Patrick Welde is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has worked at Merrill since 1988 and has also been associated with Bank of America, NA since 2009. Outside of his advisory role, he serves on the Board of Trustees for Waldron Mercy Academy, a private Catholic school, and is a director at Llanerch Country Club. 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. The firm offers model-based and discretionary investment strategies for a variety of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Knapp is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2012, including a period when the firm operated as Axa Advisors. Knapp also operates a separate financial services business under the name Franklin Group Financial Services. 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 various asset-management programs through a network of Investment Adviser Representatives and relies on a combination of firm-offered and third-party advisory solutions.

Michael Connelly is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He has held roles at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has worked since 2016. Connelly owns Greystone Ancillary Investment Group, an LLC based in Newtown Square, PA. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Reginald Johnson is a Senior Financial Advisor with Merrill Lynch Wealth Management based in the Bala, Pennsylvania office. In his role, he works closely with high net-worth clients to implement financial goals, preserve wealth, and plan for business succession and wealth distribution in a tax-efficient manner. His advisory approach emphasizes developing personalized, goal-based wealth management plans through long-term relationships. Reggie began his career in financial services in 2003 at Ameriprise Financial, where he owned and operated an individual financial advisory franchise. He joined Merrill in 2011. He holds a Bachelor's degree cum laude in Finance and Economics from Drexel University and a Master's degree in Theology from Lutheran Theological Seminary. His professional designation includes Personal Investment Advisor (PIA). Beyond his professional responsibilities, Reginald Johnson participates in community activities consistent with the Merrill tradition. He devotes time to volunteering with organizations in his local community.