Jeffrey Kelly is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Cambridge since 2012. Outside of his advisory role, he serves as president of a local dumpster rental franchise. 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 advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody and platform arrangements.

William Schultz is a CFP® with 25 years of industry experience, currently with Wells Fargo Advisors since 2018. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. Outside of his advisory role, he owns and operates Zabri Wealth Management, a financial planning practice based in Royersford, PA. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

Gregg Hoffman is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of his advisory work, he is a musician who plays trombone with the Red Hill Band. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Moyer is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Fidelity, he worked for 25 years at The Vanguard Group, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it holds regulatory registrations and advisory roles that distinguish it among large institutional peers.

Isidore Ogoussan is a CFP® and ChFC® with 15 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and previously worked at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. Ogoussan is a committee member of the Delaware Africa Coalition and the Young Caribbean Professional Network and serves on the board of the Pennsylvania Restaurant and Lodging Association. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning and investment management services through a network of independent Financial Professionals, employing a variety of portfolio management strategies across multiple custody platforms.

Christine Burghart is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds the Series 63 designation and has been with Wells Fargo Advisors since 2012. 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, including niche areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.

George Scafidi is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America/Merrill Lynch, New York Life Insurance, and David Lerner Associates. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with affiliated brokerage and investment management capabilities.

Julia Brufke Wenger is a financial advisor at Osaic with 28 years of industry experience. She holds the CFP® and ChFC® designations and previously worked at Signator Investors Inc for 10 years before joining Osaic in 2018. Outside of her advisory work, she is an author of novels, an inventor with a patent-pending fashion item, and a songwriter. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

Jeffrey Smith Sr. is a financial advisor at Mass Mutual Investors Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2007. He serves as a council member on the President’s Advisory Council at Alvernia University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved analytical tools to develop individualized plans and offers various investment and educational programs.

Steven Hofmann is a financial advisor with Osaic Wealth, Inc. in Reading, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at SagePoint Financial, Eagle Strategies, Grandview Financial Partners, and New York Life affiliates. Hofmann serves on the Endowment Committee of Hawk Mountain Council BSA and is a board member of the Hofmann Family Foundation. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large affiliated adviser network. The firm offers integrated brokerage, advisory services, financial planning, and utilizes firm-provided asset-allocation tools with access to multiple investment platforms and third-party managers.

Steve Reiter is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for SagePoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advising, he spends time on life and long-term care insurance sales and owns a real estate holding company that manages his business office property. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm employs various portfolio construction tools and third-party platforms to provide investment solutions tailored to client needs.

Ramsey Rayan is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at PIMCO Investments LLC for 13 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

John Massaro Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Wyomissing, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Justin Bartolomucci is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Collegeville, PA. Outside of his advisory role, Bartolomucci serves as treasurer for the Collegeville Economic Development Organization and is a board member at Ursinus College, where he reviews research procedures involving human subjects. 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 maintains a large network of advisors and branch offices, providing services under a fiduciary standard.

Gary Miller is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at The Vanguard Group and Prudential Insurance Company of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Beth Wentzel is a financial advisor at Ameriprise with eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Outside of her advisory role, she has ownership in a real estate business in Gilbertsville, Pennsylvania. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Megan O Brien is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017, alongside roles at Bank of America N.A. and Albright College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Hamm is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2021. He has four years of industry experience and previously held roles at CODY Computer Services, Inc. and Gateway Ticketing Systems, Inc. Outside of his advisory work, he prepares income tax returns for immediate family members on a private basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning focused on a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Stefanie Feinstein is a financial advisor at Equitable Advisors with eight years of industry experience and holds a Series 66 designation. She has worked at Equitable Advisors since 2018 and previously at AXA Advisors and SKIGITAL LLC. Outside of finance, Feinstein is a part-time softball coach and adjunct professor at Immaculata University and also provides private softball instruction. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, and institutional clients, offering financial planning, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored and other third-party platforms to deliver advisory and brokerage solutions.

Adam Hartzell is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked at PFG Advisors, LLC. He has been associated with LPL Financial and Diamond Credit Union since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party research, and various investment strategies.