Pavel Mordasov is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Janney Montgomery Scott and Cetera. 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 combines proprietary research with third-party analytics to support its investment approach.

Mark Druckenmiller is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. since 2016. 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 methodologies and constructs portfolios mainly from Vanguard funds and ETFs.

Christopher Mc Nulty is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked at various Vanguard entities since 2017 and previously attended Saint Joseph's University. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with personalized asset allocations primarily using Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by over 2,200 advisors.

Ari Frazer is a financial advisor with Ameriprise in Wayne, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with Ameriprise Financial Services since 2005. Outside of his advisory role, Frazer is involved in community activities including serving as Treasurer on the Board of Directors for Radnor Valley Country Club and co-owning two swim schools for children. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficient withdrawal strategies. As a large institutional firm, it provides a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Newman is a financial advisor at Mass Mutual Investors Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MetLife Securities Inc. He also operates a non-MassMutual insurance brokerage focusing on health, group health, and Medicare insurance. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including asset management and educational seminars.

Gerald Petrus Sr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of advisory work, he has engaged in sales of loan products and home-related services through affiliated companies, and has experience as a proctor for professional credential testing. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third-party asset managers.

Andrew Maddaloni is a financial advisor with LPL Financial in Berwyn, PA, holding Series 63 and Series 66 designations and 23 years of industry experience. He previously worked at Boenning & Scattergood and Janney Montgomery Scott. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Gabriel Barakat is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple Vanguard affiliates since 2021. Prior to joining Vanguard, his background includes roles in various sectors such as education and logistics. 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 and manages portfolios mainly composed of Vanguard funds and ETFs.

Traci Coles is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2007 and previously with QVC from 2005 to 2019. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm is notable for its scale, digital delivery, and portfolio management services tailored to individual and plan-level clients.

Richard Walsh is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Financial in 2021, he worked for 18 years at Janney Montgomery Scott. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by proprietary and third-party research and strategies.

Barry Richter is a financial advisor with Raymond James & Associates in Devon, PA. He holds a Series 63 designation and has 41 years of industry experience, including 18 years with his current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Bryan Kinman is a financial advisor at Fidelity with 21 years of industry experience. He previously worked at The Vanguard Group from 2004 to 2021 before joining Fidelity in 2022. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Brian D'amico is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Summer Blanchard is a financial advisor at Merrill with 17 years of industry experience. She has been with Merrill since 2008 and holds a Series 66 designation. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Laster is a CFP® with 18 years of experience, currently affiliated with Vanguard Advisers. He has worked at The Vanguard Group, Inc. since 2007 and is the owner of Jeremy Laster Landscaping, a landscaping business he has operated since 2017. Vanguard Advisers provides both automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized asset allocations primarily through Vanguard funds and ETFs.

Alain St. Hilaire is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has prior experience at Wells Fargo spanning 15 years and has been associated with multiple Vanguard entities since 2021. 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 and manages a large client base through its digital delivery platform combined with advisor support.

Darian David is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Schwab Wealth Advisory, Charles Schwab & Co., Citadel Credit Union, and KPMG LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Jack Lee is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial priorities and develop strategies tailored to pursue their short-, mid-, and long-term goals. His role includes providing advice on a range of topics such as general investing, retirement planning, and saving for unexpected expenses. Jack also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jack holds a Bachelor's Degree from George Washington University. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Through ongoing discussions with clients, he offers guidance and advice that adapts as their financial needs evolve.

Francis Sciecinski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and uses proprietary research along with third-party solutions to address diverse client needs.

Brett Rosenthal is a financial advisor with Merrill in Wayne, PA, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He worked at BNY Mellon for four years before joining Merrill in 2017. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.