William Brennan is a CFP® professional affiliated with OSAIC, based in Newark, DE, with 41 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. He is also the owner of Brennan Financial Group and co-owner of The Inn at Westwynd Farm, a horse farm and inn. OSAIC serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers offering integrated brokerage, advisory, and portfolio management services. The firm employs a variety of investment tools and third-party platforms to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Kevin Noguez Ochoa is a financial advisor with Merrill, holding a Series 66 designation and no prior industry experience before joining the firm. His work history includes roles at Kendal at Longwood from 2014 to 2023 and Bank of America, N.A. since 2025. 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, institutions, and charitable organizations.

Aaron Turner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Hornor, Townsend & Kent, Inc. and Penn Mutual for 18 years each. Outside of his advisory role, he is also active as a non-variable insurance agent with Rockwell Insurance Agency and 1847 Financial. 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 provides a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management along with research from multiple sources to support diversified investment strategies.

Sherie Higgins is a financial advisor with Mass Mutual Investors Services, holding a Series 66 license and bringing 11 years of industry experience. She has been with MML Investors Services since 2015 and Mass Mutual Life Insurance Company since 2014. In addition to her advisory work, Higgins serves as an adjunct professor at Eastern University, teaching part-time in an accelerated adult learning environment. Mass Mutual Investors Services, LLC 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 offers collaborative, annual financial planning engagements using firm-approved analytical tools and also features event-driven planning services such as divorce and estate-settlement planning.

Daniel Johnson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Voya Financial Advisors, Citizens Securities, Rockland Trust, and BSMG Investment. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Daniel Batty is a CFP®-certified financial advisor with MassMutual Investors Services, where he has worked since 1996, accumulating 30 years of industry experience. He also serves as president of UFG Advisors, LLC, a financial services firm, and is involved in life and health insurance sales and brokerage. Additionally, he is an investor in a golf simulator business in Mechanicsburg, PA. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative planning relationships using advanced software tools to analyze client goals and offers educational seminars and specialized planning programs.

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.

Luke Chapman is a financial advisor with Mass Mutual Investors Services in Hockessin, DE, holding CFP® and Series 63 credentials and with 17 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2011. Outside of his advisory role, he is a partner at Now What Financial Education, LLC, where he co-authors books and performs paid speaking engagements related to financial education. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Thomas Belisari is a CFP® with 43 years of industry experience, currently advising at LPL Financial since 2026. He previously worked at OSAIC and Key Financial, Inc., where he held roles spanning multiple decades. He serves as chairman of the West Whiteland Township Pension Advisory Board, overseeing pension plan investments and performance. 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 wide range of advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management approaches supported by in-house and third-party research.

David Walker is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining LPL Financial, he worked at Compass Ion Advisors and spent over a decade at Willowdale Chapel. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

James Mcdermott is a financial advisor at Edelman Financial Engines with a Series 65 designation. He has been with Edelman Financial Engines since 2025 and previously worked in the mortgage industry at NVR Mortgage, Freedom Mortgage, and DITECH GREEN TREE. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large participant base through both advisor-led and online platforms.

Leandro Genoese is a financial advisor with Cetera, holding a Series 66 designation and over 26 years of industry experience. He has worked with Avantax and has operated Genoese & Associates, P.A., a CPA firm specializing in tax preparation, business consulting, payroll, bookkeeping, and accounting, since 2008. Besides advisory work, he serves as president of this firm and is involved as a general partner in real estate and mortgage-related partnerships. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to diverse investment strategies under both discretionary and non-discretionary arrangements.

Jeromia Burger is a financial advisor with MassMutual Investors Services, holding the ChFC® and Series 66 designations and bringing 18 years of industry experience. He has worked with UFinancial, MML Investor Services, LLC, and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is involved as an insurance broker specializing in health, group life, and group disability coverage. MassMutual Investors Services, LLC is 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 utilizes detailed client data and firm-approved analytical tools to develop collaborative, goal-oriented financial plans.

John Chessock is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Wells Fargo Advisors since 2013. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with an emphasis on tailored recommendations and optional implementation through various brokerage or advisory programs.

Shaleah Ingram is a financial advisor with Primerica Advisors in Exton, PA. She holds Series 63 and Series 65 licenses and has five years of industry experience. Her prior work includes roles at Club Pilates, Excellence In Motions Associates, EB Media, and Reach Gospel Radio/Faith City. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, primarily using model-delivery strategies created by unaffiliated asset managers.

Charles Tilkens Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and five years of industry experience. He previously worked at The Vanguard Group, Inc. and Citadel Credit Union. Outside of his advisory role, he operates e-commerce businesses selling items on eBay and collectibles on Mercari. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors, offering a range of portfolio management and financial planning services across multiple program structures and investment strategies.

Jared Stanley is a CFP® with 17 years of industry experience, currently advising at Cetera. His prior roles include positions at Citadel Federal Credit Union, Cuso Financial Services, LP, and The Vanguard Group, INC. Outside of his advisory work, he is involved in coaching youth sports. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supporting over 10,000 advisors and managing more than $256 billion in assets.

Matthew Kedash is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Trinity Wealth Advisors and Florida Financial Advisors, LLC. Outside of finance, he has worked in the food service industry, including ownership roles at Bethany Blues BBQ Pit and Gee Bowls Newark LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Dean Camp is a financial advisor with Wells Fargo Advisors in Kennett Square, PA, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as power of attorney for his mother and owns a privately held entity named CLAM Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Leigh Joseph is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Osaic since 2024 and previously spent eight years with Securities America Advisors and Securities America Inc. Joseph is also a 50% owner of Medlab Logistics Payroll, a non-investment-related business where she handles payroll and bookkeeping tasks. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios on both discretionary and non-discretionary bases.