Gabriel Goforth is a financial advisor at Ameriprise with two years of industry experience. He previously worked at SEI Investments and has co-ownership in ByteBuiltMedia, LLC, a consulting business unrelated to investment services. Ameriprise Financial Services serves both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice based on detailed analysis and tax-aware withdrawal strategies.

Andrew Smoker is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Cetera. He is also a partner at Smoker & Company, providing tax preparation and planning services, and is involved in property management through Smoker Property Management. Additionally, he holds a role as an insurance agent selling property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm that offers a broad range of services to individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm utilizes a multi-manager platform that allows advisors to implement various model portfolios, third-party managers, or bespoke strategies across multiple program structures and custodial relationships.

George Mastrogiorgos is a financial advisor with Ameriprise in Exton, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2003, including the current firm structure since 2020. He also owns and manages CSWMG, Inc., which provides administrative support and oversees employees for his financial planning practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement-income planning using proprietary analysis and third-party data. The firm’s approach includes non-discretionary implementation and operates within an investment universe influenced by its affiliated product relationships.

Joseph Sholley is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. He has been associated with Cetera and CETERA Financial Specialists LLC since 2010 and is a 50% owner of LMS Advisors LLC, where he is involved in financial advising. Additionally, he operates LMS Tax & Accounting LLC, providing tax and accounting services. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to third-party managers and various program structures.

Mitchell Camp is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Robert Half prior to his current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Shawn Berwager is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2012, previously associated with Axa Advisors, LLC. Outside of his advisory role, he operates a separate business under the name A.P. Lubrano & Company, Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party and proprietary investment solutions.

Nicole Vicencio is a Series 66 licensed financial advisor with 28 years of industry experience. She has worked at LPL Financial since 2017 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. She is associated with Sequoia Wealth Management, an entity related to her LPL business. 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, third-party asset management, and institutional platforms.

Charles Edmonds Jr. is a financial advisor with Mass Mutual Investors Services in Kennett Square, PA. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 30 years of industry experience. Edmonds has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual 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 educational seminars, and structures planning engagements as annual, collaborative relationships using firm-approved tools.

Joseph Amalfitano is a financial advisor with Raymond James Financial in Exton, PA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Raymond James Financial and its related entities since 2008. Amalfitano is also the owner of Amalfitano Financial Group, a support company. 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, pension plans, corporations, and institutional clients, offering tailored, non-discretionary planning and consulting supported by advanced analytical tools.

John Funk is a financial advisor with Mass Mutual Investors Services in Exton, PA, holding a Series 63 designation and 55 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 1991. MML 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 financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and recommend investment strategies.

Jason Bishop is a CFP® and ChFC® with 10 years of experience in financial services. He is currently associated with MassMutual Investors Services and has held roles at Wienken Advisors, Ltd. since 2020 and MassMutual since 2015. Outside of his primary advisory work, he is involved in marketing and presenting seminars through Wienken Advisors and serves as Vice President at UFG Advisors, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and structured planning engagements.

Harry Welch Jr. is a CFP® professional at Wells Fargo Advisors with 29 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009, including a decade at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations.

Edmund Dracup is a financial advisor with MassMutual Investors Services, holding a CFP® designation and Series 63 and 65 licenses, with 33 years of industry experience. He has been with MassMutual and its affiliate MML Investors Services since 1994. Outside of his advisory role, he serves as a township supervisor for East Vincent Township and is involved in equine activities through ownership and management of Top Rail Equine, LLC. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, employing firm-approved analytic tools and offering event-driven planning services including divorce and estate-settlement planning.

Michael Caccavo is a financial advisor with Edward Jones, holding the CFP® and ChFC® designations and the Series 66 license. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Josh Williams is a Planning Consultant who collaborates with clients to develop financial plans aimed at achieving their financial goals. His role focuses on tailoring financial strategies to meet the specific needs of each client. Outside of his professional responsibilities, Josh has personal interests that include baseball, fitness, football, golf, and caring for pets.

Ethan Bell is a financial advisor with Thrivent Investment Management in Leola, PA, holding Series 65 and Series 66 registrations and bringing three years of industry experience. His prior roles include positions at Securities America Advisors, Bare Wealth Advisors, Ambassador Advisors, and American Portfolios Financial Services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of advisors, providing comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and asset management services.

Samuel Baez Jr. is a CFP® with 16 years of industry experience, currently affiliated with LPL Financial. He previously worked at Key Financial and Royal Alliance for 14 years and spent two years at Edward Jones. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Scott Kerr is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at various units of Fidelity Investments since 2013. Scott is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including multi-manager and fund-of-funds structures.

Thomas Campbell is a CFP® professional with 24 years of experience in the financial services industry. He has been with Edward Jones since 2006, serving clients from Exton, PA. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.