Nicole Reviello is a financial advisor at Ameriprise with 21 years of industry experience. She has held positions at Ameriprise since 2017 and previously worked at Lincoln Financial Advisors Corporation. She holds the Series 66 designation and is based in Moosic, PA. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

Christopher Albright is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the owner of Astra Wealth Advisors, a business entity for tax and investment purposes. LPL Financial is a national SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non‑discretionary management supported by research from LPL and third-party subadvisors.

Lisa O'Brien is a CFP® professional with 34 years of experience in the financial industry. She currently works with OSAIC and was previously with FSC Securities Corporation for 14 years. Outside of her advisory work, she owns and manages a business focused on planning strategies. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, employing asset-allocation tools and automated rebalancing to manage diversified portfolios across various investment types.

Kevin Canfield is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 33 years of industry experience, including roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1990. In addition to his advisory work, he engages in sales related to individual and group life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and firm-approved analytical tools to develop tailored financial plans without investment discretion, providing event-driven and specialized planning programs.

Shay Gillen is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Their background includes roles at Lee University and running a soccer training business. Outside of advising, Shay has been involved in youth soccer activities, including working with Soccer Shots. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and annual reviews.