Keith Cadden is a CFP® professional with 19 years of experience, currently serving at Morgan Stanley in West Conshohocken, PA. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and Corporate Financial Planning agreements.

Kevin Farrell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 35 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2013 to 2024. 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 both discretionary and non-discretionary management supported by in-house and third-party research.

Beth Bebb is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She has worked with Thrivent and its predecessor entities since 2007. Outside of her advisory role, she is a motivational speaker and trainer focused on Christian youth ministry and religious education, and she also operates an Avon web-based sales business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written planning recommendations without discretionary trading authority.

Robert Sek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Cifelli is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2012. He also owns and manages Cifelli Asset Management LLC, a financial practice based in St. Petersburg, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses Wells Fargo research and planning tools to develop tailored recommendations, with implementation options available through various brokerage and advisory programs.

Geoffrey Thompson is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, bringing seven years of industry experience. He has been affiliated with Cambridge Investment Research in various roles since 2018 and is a partner and CPA at Pappler, Thompson & Associates, an accounting and tax services firm he has been involved with since 1996. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of proprietary and third-party investment strategies with both discretionary and non-discretionary options.

Thomas Becker is a financial advisor at LPL Financial with 27 years of industry experience. He has held positions at LPL Financial since 2018 and previously worked at PNC Investment from 2004 to 2018. Becker also operates Tradewinds Financial Services, an investment-related business associated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Thomas Quinn is a CFP®-credentialed financial advisor with 39 years of industry experience. He has been with RBC Capital Markets since 2009 and also works with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

Matthew Glenn is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He is based in Cape May, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical for large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Christopher Shoemaker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Sturdy Savings Bank, Cetera, Morgan Stanley Investment Advisors, and UBS Financial Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through a broad advisor network and institutional consulting services.

James Barron is a Benefits & Planning Consultant specializing in Executive Services. In this role, he collaborates with clients to develop customized financial plans that address their individual short- and long-term goals. He emphasizes building strong relationships with clients and their families to maintain trust and reliability. James has professional experience as an Investment Solutions Representative at Fidelity Investments from 2021 to 2024, a Broker at Charles Schwab from 2020 to 2021, and an Associate Advisor at New Horizons Wealth Management from 2017 to 2019. He holds insurance licenses in Arkansas and California.

Edwin Andrews is a CFP® professional with 38 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Matthew Galasso is a financial advisor with Mass Mutual Investors Services, holding a Series 65 designation and bringing 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and is also associated with Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. since 2016 and 2009, respectively. In addition to his advisory roles, he operates as an independent insurance agent focusing on disability, fixed annuities, life, accident, health, long-term care, and property and casualty insurance. 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, using firm-approved tools to deliver goal-based recommendations without investment discretion.

Allison Kruse is a Series 66-registered financial advisor at Edward Jones with four years of industry experience. She worked at Sharon Bank for 20 years prior to joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Gregg Reich is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James since 2018 and also serves as a private wealth advisor at Sturdy Financial Services. His work history includes prior roles at Cetera and Sturdy Savings Bank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals.

Richard Less Jr. is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and methodologies such as Monte Carlo simulations to model financial outcomes.

James Mccormick is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michael De Marco is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to create personalized Recommendation Reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Menke is a financial advisor with LPL Financial, holding the ChFC® designation and a Series 63 license, and has 28 years of industry experience. He previously worked at Royal Alliance Associates and American Express Financial Advisors Inc. Since 2014, he has also been a boxing coach. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of advisers, offering financial planning and a range of advisory programs with both discretionary and non-discretionary management options.

Gary Padussis is a financial advisor at Cetera with 40 years of industry experience. He holds a Series 63 designation and has worked with Cetera and its affiliates since 2013. Outside of his advisory role, he is involved as an FAA flight instructor, serves as a board member and treasurer for local organizations, and owns Coho Brewing Company. Cetera Investment Advisers LLC is an SEC-registered advisor supporting a large nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a range of portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary program options.