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.

Elizabeth Donaldson is a financial advisor with Merrill in Newark, DE, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she is a co-owner of a family rental property in Hamilton, New Jersey. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Smith is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior experience at Envestnet Inc. and J O Hambro Capital Management. Outside of his advisory role, he has worked in other fields including a small business in the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

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.

Tamara Tilton is a financial advisor with Edward Jones in Oxford, PA, holding a Series 66 designation and three years of industry experience. She previously worked at Diflippo and Company and has been self-employed since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

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, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Franklin Mint Federal Credit Union. He is involved with Mint Wealth Advisors, an investment-related business operating alongside his LPL role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

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.

Steven Lucas is a CFP® professional with 20 years of industry experience, currently affiliated with Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with SL Rentals LLC, a rental property business. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Patrick Morocco is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Covenant Wealth Strategies and various positions at Liberty University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management, along with access to model portfolios and research from multiple sources.

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.

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.

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.