Jonathan Weiss is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Questar Asset Management, and Ameritas Investment Company. Weiss is involved in several insurance and business ventures, including fixed insurance sales and managing an S corporation related to insurance commissions. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering services ranging from comprehensive financial planning to advisor-managed portfolios and retirement consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform integrating various advisory and brokerage programs.

Garrett Helfritch is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns GPH Administrative Services LLC, which provides administrative and marketing support. Ameriprise serves clients primarily through its Ameriprise Premier Retirement Income service, focusing on individuals near or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to provide tailored retirement income planning.

Brody Simmons is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at SagePoint Financial, Prudential Financial, and Walmart Inc. Simmons is also an insurance agent specializing in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment approaches through a large network of advisors and offers various financial planning and asset management solutions.

Ronald Romeo is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors Corp. for 21 years and Veravest Investment Advisors, Inc. for 8 years. Outside of his advisory role, he is involved in the sale of indexed annuities and fixed insurance products. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization with discretionary and advisor-managed strategies.

Beth Davis is a CFP® and holds a Series 66 license with 15 years of industry experience, all of which has been with Edward Jones since 2011. She is based in Freeport, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.