Andrew Polis is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside his advisory role, he serves as co-trustee of his father's trust and co-executor for his mother's estate, both investment-related responsibilities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Michael Steinrock is a financial advisor at Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation with four years of industry experience. His career includes roles at Merrill and Bank of America/Merrill Lynch. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dillon Mills is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Bank, The Evangelisti Group, and Kennedy Investment Group. Outside of his advisory role, Mills owns and manages a real estate business, overseeing property acquisitions and renovation projects. 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 investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Margaret Disammartino is a financial advisor with Merrill based in Philadelphia, PA. She holds a Series 66 designation and has 18 years of industry experience. She has been with Merrill Lynch since 1991. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal teams and third-party style managers.

Derrick Phillips is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America, Inc. and Securities Service Network, Inc. Phillips is also a partner at Evesham Capital Management, focusing on life and health insurance sales and fixed annuities. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

Emily Huber is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has worked at Edward Jones in two separate periods and spent three years at Bank of America (Merrill Lynch). Prior to her finance career, she held roles at the University of Delaware, Brookside Golf & Country Club, and Thomas Worthington High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Arthur Ace is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including PNC Wealth Management and Truist Investment Services. Outside of his advisory role, he serves on the board of the Touchstone Foundation, focusing on mental health services for youth, and participates in leadership and estate planning nonprofit organizations in Lancaster County. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of advisors, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research, incorporates ESG criteria, and includes broader derivatives and commodities capabilities.

Dana Nguyen is a financial advisor at UBS Financial Services with six years of industry experience. Nguyen holds Series 63 and Series 65 licenses and has worked at UBS since 2019. Prior roles include positions at Citizens Securities, Citizens Bank, PNC Bank, and Kish Bancorp. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Delvis Kaliqi is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked in various roles including service positions such as a waiter and barista. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Samantha Talecki is a Client Experience Advisor at Merrill Lynch Wealth Management. In her role, she works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. She aims to empower clients with the knowledge and tools needed to take control of their financial lives and choose the platform that best fits their needs. Samantha holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Lafayette College. Her professional philosophy involves helping clients uncover what matters to them and their families to create a strategy for pursuing their financial goals.

Paul Flood is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 13 years of industry experience. His previous roles include positions at Citizens Securities, Citizens Bank, and Scottrade. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Joseph Delguercio is a ChFC® credentialed financial advisor with over 41 years of industry experience. He is currently with Mass Mutual Investors Services, where he has worked since 2017, and has been associated with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in an entrepreneurial capacity as a member of an LLC for administrative and sales activities, and also works as an insurance agent, providing property, casualty, health, and group life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as ongoing, collaborative relationships and provides various programs including wrap and money-manager offerings, educational seminars, and recently added a standalone Divorce Planning service.

Jenna Louve Champion is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2016, following five years at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting advisors with technology and a wide range of advisory strategies.

Matthew Santillo is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related firms since 2005. Outside of advising, he is involved in a business providing monthly accounting and annual tax preparation services through Integrity Management Partners LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning using proprietary research and third-party data, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Kimberly Daniels is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with LPL Financial since 2015 and previously worked at Wireless Zone from 2011 to 2019. 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, model portfolios, and institutional platforms.

Adam Conish is a financial advisor with UBS Financial Services in Philadelphia, PA. He holds the Series 65 and Series 63 designations and has 19 years of industry experience, including prior roles at Quasar Distributors, LLC and Glenmede Investment Management, LP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Martin Sinclair is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been associated with Cetera and its affiliate entities since 2013 and operates a CPA practice, Sinclair Associates LLC. Sinclair is involved in nonprofit work as a board member of My Father's House Inc. and serves as treasurer for the Prader-Willi Syndrome Association Chapter of New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers multiple program options, including model portfolios and custom strategies, managing over $256 billion in assets.

Seth Kuhn is a Series 66 licensed advisor with J.P. Morgan Securities in Philadelphia, PA, with one year of industry experience. His background includes roles at JPMORGAN Chase Bank, N.A., Villanova University, and Pennsylvania State University, as well as involvement with For Soccer Ventures and Adelphia Seafood. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Charles Strano is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at FSC Securities Corporation for 29 years before joining OSAIC in 2023. Outside of his advisory role, he owns a sole proprietorship focused on the sales and service of life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with various portfolio management options and maintains a complex affiliate network alongside alternative investment access.

Marguerita Chapman is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and AI techniques in portfolio management.