Amanda Grey is a CFP®-certified financial advisor with six years of industry experience. She currently works at LPL Financial and previously held roles at Cadaret Grant & Co., Inc., Circle Wealth Management, and in congressional offices. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Kyle Fogarty is a CFP® and ChFC® with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns a rental property in Stockton, NJ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of nearly 24,000 financial advisors offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

James Witner is a financial professional with five years of industry experience, currently associated with Cetera. He holds the Series 65 designation and has worked at various firms including Rosenzweig & Associates and Diversified, LLC. Witner is also involved with Van Pelt Wealth Advisors, where he conducts investment research and operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management services and operates a multi-manager platform that supports diverse investment strategies across discretionary and non-discretionary accounts.

Douglas Schlegel Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His background includes service in the military and roles at Thrivent Financial and Amazon. Outside of advising, he is developing a business to manage rental properties through an LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach separates planning from managed accounts while offering a consolidated billing option called “WealthPlan.”

Ryan Wukitsch is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA for 13 years. In addition to his advisory role, he is a commissioned notary in Pennsylvania. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing model portfolios and research from LPL and third-party sources.

Amy Nichols is a financial advisor with Thrivent Investment Management in Easton, PA, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked at Thrivent Financial since 2018 and previously spent seven years with Larry Lancaster State Farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, estate, and tax strategies. The firm combines goal-based analyses with managed-account options while keeping planning and portfolio management services distinct.

Stephen Cassidy is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has prior experience with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options, with financial planning structured as annual collaborative relationships that utilize firm-approved analytical tools.

Brian Rogers is a financial advisor with Ameriprise in Springfield, PA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Ameriprise, he worked at Wells Fargo Clearing and Global Atlantic Financial Group. His background also includes roles in education and sports analytics. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendations that incorporate research, modeling, and tax-efficient strategies. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic tools alongside professional oversight in its retirement planning approach.

Richard Armitt is a financial advisor with Primerica Advisors in Lebanon, NJ, holding Series 66, Series 63, and Series 65 licenses and 10 years of industry experience. His prior work includes roles at Merck and Johnson & Johnson. In addition to his advisory duties, he is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by discretionary separately managed accounts. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Shikha Prashar is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones, UBS Financial Services, and Credit Suisse. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice.

Jeremy Bravo Sanmartin is a financial advisor with Merrill, holding a Series 66 designation and beginning his career in the industry. His prior experience includes roles at Bank of America and academic positions at Pennsylvania State University – Lehigh Valley, Northampton Area Community College, and Freedom High School. 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, and institutional investors.

Kathleen Boyle is a Series 66-licensed financial advisor with Edward Jones, based in Flemington, NJ. She has been with Edward Jones in various roles since 2012. Outside of her advisory work, she holds a notary public commission which she utilizes for both clients and non-clients as needed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporates, and nonprofits. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.

Taj Piontkowski is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work experience includes roles at Equitable Advisors LLC, The Cheesecake Factory, and Gilbane Building Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Nastassia Pogrebniak is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2015 and previously worked at Bank of America, N.A. since 2024. Merrill, along 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, and institutional investors.

Grover Stults is a financial advisor at Cetera with 29 years of industry experience and holds a Series 63 designation. He has worked at Cetera and its affiliated entities since 2025 and previously spent 15 years at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Stults is also the owner and sole proprietor of Center for Financial Strategies, LLC, a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Edward Schrimpe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 21 years and OSAIC for 2 years. He is also involved in asset and wealth management services related to life insurance and fixed annuities outside of securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Robert Clarke is a financial advisor at LPL Financial with 29 years of industry experience. He has been with LPL Financial since 2005 and holds Series 63 and Series 65 licenses. His outside business activities include managing two registered DBAs, RWC Investment Management, LLC and RWC Investment Mgmt, LLC, based in Doylestown, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by proprietary research and third-party model portfolios.

Cornelius Mccarthy is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with LPL Financial since 2008. 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, utilizing both discretionary and non-discretionary management along with research and model portfolios from various sources.

Steven Szmak is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. He is also the sole proprietor of Albri, LLC, an investment-related business based in Flemington, New Jersey. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Joseph D'amore is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Ameriprise in 2022, he worked at LPL Financial, LLC and Penn Wealth Planning for over a decade. He also serves as an adjunct lecturer at Gwynedd Mercy University, teaching undergraduate courses. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm provides written recommendation reports combining research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and enhanced by algorithmic automation overseen by a Retirement Income Oversight Committee.