Kurt Diehl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Diehl Financial Group since 2020 and has been associated with PFS Investments Inc. and Primerica Financial Services since 2007 and 2006, respectively. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on portfolio management rather than institutional pension or profit-sharing plans.

Christopher Schlack is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he co-owns an LLC with his wife that manages a residential property. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Robert Pretopapa is a CFP® with 23 years of experience in the financial services industry. He has been with LPL Financial since 2008, following prior roles at PNC Wealth Management and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of advisors, utilizing both proprietary and third-party investment strategies.

Eric Taylor is a ChFC® credentialed financial advisor with 11 years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Thomas Smith is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Avantax and Blue Valley Financial LLC. In addition to his advisory role, Smith owns and operates Hess and Smith, a tax preparation and accounting business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor 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 that includes affiliated and third-party model portfolios and strategies.

Benjamin Antonchak is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at various Cetera entities since 2022 and operates under his own financial services businesses, Antonchak and Balkcom Financial Services and Antonchak Financial LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program options and third-party managers.

Brandon Medici is a financial advisor with LPL Financial holding a Series 65 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Fox Financial Group and Heart & Home Realty, where he is involved in real estate brokerage. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Matthew Lindenmuth is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Primerica Advisors since 2013 and is also involved with Safety Rail Source as an administrative assistant and serves as a middle school soccer coach at Coventry Christian School. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and Pershing for custody and trade execution.

Charles Mckelvey is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at Commonwealth Financial Network and Cadaret, Grant & Co., Inc. He also engages in fixed insurance sales on a limited basis. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions across multiple custody and platform arrangements.

Edwin Gonzalez is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at GlobalAtlantic/KKR, Wells Fargo, and FedEx Ground. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Steven Werner is a Financial Consultant currently with Fidelity Investments since 2023. He has extensive experience in financial consulting, having worked in similar roles at Etrade from 2006 to 2023, and prior to that, as a Financial Specialist at Wachovia Bank from 2002 to 2004. He also served as a Financial Advisor at American Express between 2000 and 2001. Throughout his career, Steven has partnered with clients to identify financial goals, develop personalized plans tailored to their unique situations, and provide investment guidance. He approaches client relationships with a commitment to treating them as an extension of his own family. Outside of his professional work, Steven has interests in baseball, golf, music, softball, and table tennis. He is also involved in volunteering activities.

Joan Markus is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel since 2009, with prior experience at PaineWebber. Markus also serves as a notary. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Nathan Kistler is a financial advisor with LPL Financial in Bethlehem, PA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior work includes roles at Santander Securities, Santander Bank, Cuso Financial Services, and Citizens Bank. 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 with access to model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools.

Paul Febbo is a financial professional with 11 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and operates a separate financial services business, Febbo Wealth Management, LLC. Additionally, he owns a small video game project pursued as a hobby. Cetera Investment Advisers LLC serves a broad client base, including individual, corporate, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

James Serratelli is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at DFPG Investments, Inc., Questar Asset Management, Questar Capital Corporation, and Robertson Serratelli Financial Group. He is also a co-owner of JMH Ventures, LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver annual written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Pierce Hyldahl is a financial advisor with Equitable Advisors in Annandale, NJ, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Robert Half and Ramapo College of New Jersey. He has been involved with the YMCA for six years. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Andrew Polony is a financial advisor with Equitable Advisors in Bethlehem, PA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Equitable Advisors and its predecessor Axa Advisors LLC since 2013. Polony operates a wealth management business under the name The Rockland Group. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and institutions. The firm utilizes a network of Investment Adviser Representatives and offers access to a variety of advisory programs and third-party asset managers.

Sondrine Gutierrez is a Series 66-licensed financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she coaches the girls' basketball team at Wilson Area School District. Morgan Stanley Wealth Management is a large institution serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Olivia Ackerman is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Her prior roles include positions at USHealth Advisors and Juice Press LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and holds a unique regulatory standing as both a commodity pool operator and advisor to multiple registered investment companies.

Forrest Obrien is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 35 years of industry experience. He previously worked at Commonwealth Financial Network and Cadaret, Grant & Co., Inc. Outside of his advisory role, he owns Financial Sources Inc., a private entity that facilitates securities and insurance business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a mix of proprietary and third-party strategies across multiple platforms.