Brian Villec is a Certified Financial Planner® with 30 years of industry experience, currently serving as an advisor at LPL Financial. His prior roles include positions at The Leaders Group, Millennium Brokerage Group, and Nationwide. Villec is also involved with multiple insurance agencies in Wilmington, Delaware, referring clients to property and casualty services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, employing model portfolios, third-party subadvisors, and customized strategies to meet client needs.

William Heider is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2019, with prior experience at Park Avenue Securities and Guardian Life Insurance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.

Scott Lissansky is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at MetLife Securities Inc. for 11 years before joining MassMutual and has also served as an independent insurance agent focusing on dental and group disability income, life, accident, health, and property and casualty insurance. 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 emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools and offers specialized event-driven planning programs.

Maryanne Morrissey is a CFP® with 32 years of industry experience, currently with Raymond James & Associates since 2025. She previously worked for 16 years at Janney Montgomery Scott. Morrissey serves as president of the Morrissey Family Foundation, a nonprofit organization involved in asset management and donation distribution. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and investment consulting through various programs and affiliated research resources.

Lance Goldstein is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1999 and has built his career focusing on addressing the wealth management needs of individuals and families through personalized planning and advice. Lance is a founding member of The Brantz Goldstein Group and works with clients on managing new wealth, personal retirement planning, portfolio management, socially responsible investing, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor™ designation, and the Personal Investment Advisor (PIA) designation. Lance earned his bachelor's degree from Washington University in St. Louis. His approach emphasizes evolving tailored wealth management strategies to achieve his clients' specific wealth and income goals, with a concentration on retirement planning services including income guidance and longevity planning. Outside of his professional role, Lance volunteers as a basketball coach with the Philadelphia Dragons Sports Association. He resides in the Queen Village neighborhood of Philadelphia with his wife and three children. They also spend time at their vacation home in the North Fork region of Long Island, New York.

Scott Atkins is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2012, initially with UBS Global Asset Management before transitioning to UBS Global Wealth Management. Atkins serves on the board of directors for Miami Nation Enterprises, participating in regular meetings to oversee administrative matters related to the organization's investments. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm delivers advisory work through a network of financial advisors using proprietary research and model-based asset allocations, combining institutional trading capabilities with wealth management services.

Laura Gates is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Coastal Equities, Inc. and Etoro. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based, holistic financial plans without discretionary management. The firm offers ongoing or one-time planning engagements, with an option to combine planning with managed accounts under a consolidated billing system.

Richard Samaroo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 20 years of industry experience. His career includes roles at Wells Fargo Bank and JPMorgan Chase Bank, with his current tenure at Wells Fargo Clearing beginning in 2024. 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 driven by investment policy statements and modern portfolio theory, and it includes a broader set of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Avram Greenberg is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Cetera and its affiliated entities since 2019. Outside of his advisory work, he is involved with Catherine Greenberg Photography. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm utilizes a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies.

Glenn Moyer is a financial advisor with Equitable Advisors holding a Series 66 designation. He began his advisory career in 2026 and has previously worked in various roles including graduate assistantship at Thomas Jefferson University and positions in the food and beverage industry. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and utilizes third-party asset managers and advisory programs to implement client portfolios.

Mark Giordano is a financial advisor at UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 registrations with two years of industry experience. Prior to joining UBS, he worked at UBS Securities LLC and had a role at the Washington Township Health Department. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Daniel Delia is a financial advisor with Cetera, holding a Series 63 designation and nine years of industry experience. He has worked at Cetera since 2025 and previously spent eight years at Avantax Investment Services, Inc. Outside of his advisory role, he serves as a CPA at Sterling Services, Inc., providing accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a range of investment strategies and custodial arrangements.

Robert Ryan Jr. is a financial advisor with Mass Mutual Investors Services in Radnor, PA. He holds a Series 66 designation and has four years of industry experience. His background includes roles at Mass Mutual Insurance Company and Muhlenberg College. 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, using collaborative, annual planning engagements supported by advanced analytical tools.

Paul Dunn is a Wealth Management Advisor at Merrill Lynch Wealth Management and leads the Dunn Wealth Management Group. Prior to joining Merrill Lynch and The Dunn Group in 2007, Paul owned, operated, and sold a consulting firm for entrepreneurs. He has been leading the Dunn Wealth Management Group since 2018. Paul combines his forensic accounting mindset with his entrepreneurial background to provide multigenerational wealth management services. He focuses on simplifying complex financial issues for career-building clients, particularly wealth-creation-oriented individuals and business owners. Paul follows a clear process to build and preserve wealth, emphasizing the impact of financial decisions on clients and future generations. He holds the CERTIFIED FINANCIAL PLANNER® certification, Certified Plan Fiduciary Advisor® certification, and Chartered Retirement Planning Counselor™ designation. Paul earned his bachelor's degree in marketing from Drexel University. Outside of work, Paul enjoys woodworking and planning family adventures with his two daughters in Malvern.

Amer Dababneh is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously employed with Wells Fargo Bank, N.A., Wells Fargo Advisors, LLC, and PRUCO Securities, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Daniel Quinn is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance since 2014. Outside of advisory activities, he operates a sole proprietorship involved in product review and sales. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers and employs a variety of asset-allocation tools and third-party platforms to manage diversified portfolios.

William Burr is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading The Burr Group based in Philadelphia and Wayne, PA. His team works with individuals, families, business owners, and entrepreneurs to address varied financial needs through personalized strategies. The group's services include retirement planning, education planning, portfolio analysis, insurance, business cash flow management, lending, and estate planning. Before joining Merrill Lynch Wealth Management, William Burr was a professional basketball player and served as President of a company focused on professional athletes. He holds a Bachelor's Degree in Finance from The College of New Jersey. He is also recognized with professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his community involvement, William supports Big Brothers Big Sisters Southeastern PA and participates in local efforts related to sports programs, environmental initiatives, and cancer research fundraising. He resides in the Philadelphia area with his wife Emily and their three children, and he enjoys activities such as traveling, basketball, snowboarding, and golfing.

W. Morris is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with firms including Avantax and Kestra, and operates The Morris Financial Group as a sole proprietor focused on portfolio construction, retirement planning, and investment services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts, offering diversified portfolio management and financial planning through a multi-manager platform.

Michael Nagle is a financial advisor with RBC Capital Markets in Chadds Ford, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining RBC in 2009, he worked at UBS Financial Services for seven years and Pershing LLC for one year. He serves as an elected official of the Conestoga High School Lacrosse Booster Club and is the vice president on the board of directors for the Leopard Lakes Farm/Home Owners association. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Vinicius Pereira is a financial advisor with LPL Enterprise in Malvern, PA, holding a Series 66 designation and one year of industry experience. His prior work includes a brief tenure at Solenis LLC and Merenda Box. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.