Anatol Maxwell is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, and supports its network of over 22,800 advisors with research and operational tools.

Nicole Maltese is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory role, she serves as the treasurer for the Girl Scouts in West Chester, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, delivering tailored recommendations through meetings and written summaries.

Brendan Graham is a Series 66–licensed financial advisor with Vanguard Advisers, based in Malvern, PA. He has two years of industry experience, including prior roles at InFocus Financial Advisors and various positions at Salisbury University. 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 modeling and primarily Vanguard funds and ETFs. The firm manages a large scale of client relationships supported by a team servicing model and focuses on retail and plan participant clients.

Kelly Klyce is a CFP® professional with 23 years of industry experience. She has been with Vanguard Advisers since 2014 and has worked at Vanguard Marketing Corporation and The Vanguard Group Inc. since 2002. Kelly is based in Malvern, PA. Vanguard Advisers provides both automated and human-supported investment advice to 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 a range of customization options and managing a high volume of client relationships through its digital platform and team model.

Jake Haus is a financial advisor at Vanguard Advisers with Series 65 and Series 66 designations. He joined Vanguard in 2026 and has prior experience at LPL Enterprise and Prudential Advisors. Outside of his advisory role, he has worked as a bouncer. 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 constructs portfolios mainly from Vanguard funds and ETFs, offering various customization options.

Gordon Ferguson is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Vanguard Advisers, he spent 11 years at Global Atlantic Financial Company. Vanguard Advisers provides both 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 approach to portfolio construction, utilizing Vanguard funds and ETFs along with various tax-aware and customization features.

Richard Miller is a financial advisor at Cetera with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His prior roles include positions at HD Vest Insurance Services and Metropolitan Life Insurance. Outside of advising, Miller provides tax preparation and consulting services through Van Buren Financial Group LLC and operates as an independent health insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary program structures.

Elizabeth Smith is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2008. 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.

Ryan Uchniat is a financial advisor at Vanguard Advisers with 11 years of industry experience. He holds the Series 66 designation. His prior work includes roles at Scottrade, Inc. and Jeffrey Miller Catering. Vanguard Advisers provides automated and human-supported investment advice for retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm combines scale and digital delivery to manage a large client base with a high client-per-advisor ratio.

Dan Glazier is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He works closely with clients to understand their motivations and vision for the future, guiding them through the planning process using Fidelity's resources to develop personalized financial plans. Prior to his current role, Dan served as an Investment Consultant at Fidelity Investments from 2019 to 2020. He has extensive experience in the financial services industry, having worked at Capital One from 2007 to 2019 in various roles including Financial Advisor, Customer Service Manager, and Customer Service Associate.

William Mundy is a financial advisor with Morgan Stanley in Berwyn, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Mundy serves on the capital committee of the Aronimink Golf Club and is a member of the Advisory Board at Agnes Irwin School, focusing on issues related to girls' education. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources. The firm manages approximately $2.74 trillion in client assets and serves clients through various specialized programs and financial planning strategies.

John Scott II is a Certified Financial Planner (CFP®) with 10 years of industry experience. He currently works at Vanguard Advisers and has held roles at various Vanguard entities since 2016, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides both automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily invests in Vanguard funds and ETFs, serving hundreds of thousands of clients through a combination of digital platforms and a large advisor team.

Ryan Bell is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has worked at various Vanguard entities since 2022, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to that, he held roles at Bank of America and in academic settings at the University of Delaware and East Stroudsburg University. 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 investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering scalable digital delivery supported by a large team of advisors.

Jason Saks is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2021, previously serving as a Planning Consultant. Prior to joining Fidelity, Jason held various roles in the financial industry, including Financial Advisor at Prudential Advisors and multiple positions at Vanguard, ranging from Investment Consultant and Manager to Senior Block and Option Desk Trader. His career began with roles in equity trading and business development. Jason specializes in wealth planning and financial advising, utilizing Fidelity's resources, tools, and products to assist clients in managing their financial lives with clarity and confidence. His approach emphasizes long-term wealth building and helping clients navigate financial challenges over time. Outside of his professional work, Jason has interests in board games, cooking and baking, football, pets, reading, and traveling.

James Mammarella Jr. is a CFP® professional with 34 years of industry experience, currently serving as an advisor at OSAIC since 2023. Prior to joining OSAIC, he worked at FSC Securities Corporation for 16 years. Outside of his advisory role, he owns Wealth Efficiency Strategies, a firm focused on evaluating insurance needs. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, consolidation activity, and complex affiliate network.

Stephen Mcdermott is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at M&T Securities, Wilmington Brokerage Services Company, Wilmington Trust Investment Management, and UBS Financial Services. Outside of advisory work, he coaches defense for the Tatnall High School football team. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk assessment tools and offers a complex affiliate network alongside multiple custodial and legacy program arrangements.

Thomas Egan is a CFP® professional with 22 years of experience in the financial industry. He has been with Vanguard Advisers since 2019 and has worked within the Vanguard organization since 2007. His credentials also include Series 63 and Series 65 licenses. Vanguard Advisers provides 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 with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and managing a large client base through a digital delivery platform.

Christopher Kwon is a financial advisor with Equitable Advisors in Devon, PA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at Equitable Advisors since 2016 and previously worked at Axa Advisors, LLC and MSI Financial Services, Inc. Kwon also conducts business using external platforms linked to his professional activities. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory models, including third-party asset managers and LPL-sponsored programs, and offers ERISA fiduciary services through credentialed representatives.

Max Minnier is a financial advisor with Merrill in Wayne, PA, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, he was a full-time student for four years and operated a landscaping business during high school. He is also the sole owner of a rental property investment in Downingtown, Pennsylvania. 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 a range of model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Stella is a financial advisor with Ameriprise in Landenberg, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services aimed at clients with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and algorithmic tools to support its advisors in delivering tailored retirement-income advice.