Edward Eckenroad is a financial advisor at Ameriprise with 24 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2008. He serves on the boards of The Preserve at Inniscrone and Sigo in Avondale, PA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Hiller is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses. His prior firms include Cuso Financial Services, Lp, where he worked for 18 years, and Citadel Federal Credit Union, where he has been involved since 2002. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.

Daniel Gennusa is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as power of attorney for his parents and holds a partial ownership interest in an investment-related business. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet certain net-worth thresholds.

Jian Shi is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2025, Jian worked for Morgan Stanley Smith Barney LLC from 2021 to 2025 and operated Shi Consulting LLC from 2015 to 2021. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Allen Wessel is a CFP®-credentialed financial advisor with Edward Jones, where he has worked since 1999, totaling 27 years of industry experience. He holds a Series 63 license and is based in New Holland, PA. Outside of his advisory role, he owns and maintains a rental property in New Holland. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joel Long is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked at firms including Avantax Insurance Agency and Willoughby Wealth Management Group. Outside of his advisory work, he is involved in various business activities including ownership and management of an insurance agency, tax preparation services, and a food products company. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with access to both affiliated and third-party managers.

Erik Miller is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He also serves as a member and CPA at Smoker & Company, LLC, a tax accounting firm, where he provides tax preparation and planning services. Miller offers wealth management services through Smoker Wealth Management, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm provides a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships.

Richard McLaughlin is a CFP® professional with 43 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2007. His background includes founding McLaughlin Insurance Agency, where he worked for over three decades. Outside of investment advisory, he has worked as a financial educator and independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management strategies across multiple custody platforms.

Vincent Amalfitano is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2008. Outside of his advisory role, he works as an independent contractor at Amalfitano Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Kory Barto is a CFP® and Series 66-registered financial advisor with Edward Jones, bringing five years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at Cetera Financial Group, Aston Carter (Aerotek), and AEP Holdings, INC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Lawrence Griest is a financial advisor with LPL Financial who holds Series 63 and Series 66 designations and has 10 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Franklin Mint Federal Credit Union. 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 services including financial planning, model portfolio programs, and institutional platforms, utilizing a combination of discretionary and non-discretionary strategies supported by advisor-facing technology.

Evan Dupuis is a financial advisor with Mass Mutual Investors Services in Kennett Square, PA. He holds a Series 66 designation and has been in the industry since 2025. Prior to his advisory role, he worked at Christian Camps of Pittsburgh Inc. for seven years and attended High Point University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Joseph Lewandowski is a financial advisor at Fidelity with 10 years of industry experience. His background includes roles at Merrill and Bank of America, as well as a decade of involvement with Hoffman's Marina. Lewandowski holds a Series 66 designation. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Joshua Jenkins is a financial advisor with Mass Mutual Investors Services in Kennett Square, PA, holding a ChFC® designation and Series 63 and 65 licenses. He has 13 years of industry experience and has been with MML Investors Services since 2015. Outside of his advisory role, Jenkins is a managing partner of a short-term vacation rental business and is involved in insurance brokerage services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

John Murphy Jr. is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 38 years of industry experience. He has worked at several firms including Orrstown Financial Advisors and Infinex Investments, and served in community roles with the Susquehanna Regional Police Commission and East Donegal Township. Murphy also sells life, health, disability, and long-term care insurance as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Michael Skiff is a CFP® and ChFC® with 21 years of experience, currently serving at MassMutual Investors Services since 2008. He holds positions as an agent for health and group life insurance and as a broker servicing existing equity index annuities. Skiff is also vice president of UFG Advisors, LLC, a role he assumed in 2024. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and offers specialized planning services including estate settlement and employer-sponsored programs.

Scott Chapin is a financial advisor with OSAIC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Woodbury Financial Services Inc. for 10 years before joining OSAIC in 2024. Chapin is also the owner of The Chapin Group, a sole proprietorship involved occasionally in insurance needs for clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing a range of tools and third-party solutions to construct diversified portfolios tailored to client needs.

Stefanie Feinstein is a Series 66-credentialed financial advisor with Equitable Advisors, where she has worked since 2018. She has eight years of industry experience, including prior roles at AXA Advisors and SKIGITAL LLC. Outside of her advisory work, she is a part-time softball coach and adjunct professor at Immaculata University, and also works as a private softball instructor. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching clients to various advisory models and third-party asset managers.

Robert Clayton is a CFP® with five years of industry experience, currently affiliated with Mass Mutual Investors Services in Exton, PA. His prior work includes positions at Equitable Advisors, Merrill Lynch, Temple University, and the University of Pittsburgh. Outside of finance, he has worked in the hospitality and service industries, including roles at The New Deck Tavern and McKenzie Brewhouse. 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 provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Glenn Gardiner is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including CUSO Financial Services, PNC Investment LLC, TD Bank, Fidelity Investments, and BNY Mellon Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment advisor providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.