Samuel Paolino Jr. is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. He is an owner of Rafter, Lewis & Paolino Financial Advisors and serves as a financial professional at Rosenthal CPA Company. He has been affiliated with Cetera and its related entities since 2010. Cetera Investment Advisers LLC is a national SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services and access to third-party money managers.

Shelby Tennant is a financial advisor with UBS Financial Services in Greenville, DE, holding a Series 66 designation and six years of industry experience. Tennant has been with UBS since 2017 and previously worked at The Greene Turtle and the University of Delaware Education. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies to clients' goals and risk tolerances.

Leanne Evans is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James in various capacities since 2016. Outside of her advisory role, she serves as a Finance and Investment Committee member for the Girl Scouts of Eastern Pennsylvania. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and municipal advisory services.

Mary Mc Laughlin Craskey is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliate since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Dominic Marsico Jr. is a financial advisor at Cetera with 49 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera in 2023, he worked at Securian Financial Services and managed the Wechsler/Marsico Agency for nearly three decades. He is also the president of Financial Education Seminars Inc., an expense management business he has led since 1995. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment platforms and third-party managers, with approximately $256 billion in assets under management.

Anthony Magnotta Jr. is a financial advisor with Cetera holding the ChFC® and Series 63 designations and has 35 years of industry experience. His career includes roles at First Allied Advisory Services and Mantua Investment & Insurance. He is a partner in Landolfi & Magnotta and involved in several insurance agencies. Cetera Investment Advisers LLC serves a broad client base including individuals, 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, providing advisors access to various investment strategies and program structures.

Michael Lamaina is a CFP® with 35 years of industry experience. He is currently with LPL Financial, where he has worked since 2017, and has been with Cornerstone Financial Advisors, Inc. since 1996. Outside of financial advising, he owns Lamainiac Motorsports, a business unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a variety of advisory programs, financial planning services, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

John Mccaughan is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Advisors Corporation and Lincoln National Life Insurance Company, with a combined tenure of over 27 years. Outside of his advisory role, he is also licensed as an insurance agent offering disability insurance, fixed annuities, equity-indexed annuities, and traditional life insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Kevin Mccauley is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Cambridge since 2008. Outside of his advisory role, he serves as treasurer for the West Collingswood Extension Civic Association and works as a tax preparer and notary public. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and platform arrangements.

Andrew Frank is a financial advisor with Cambridge Investment Research Advisors in Woodstown, NJ, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2015. Outside of his advisory role, he is part owner of Frank Leonards & Frank LLC and serves as an independent insurance agent and trustee for irrevocable trusts. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and estates. The firm provides financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals, offering various implementation platforms and both discretionary and non-discretionary strategies.

Anthony Petruccelli is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He is also involved with AP Wealth Management Corp., a non-investment business entity focused on tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth clients—retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Brian Altmann is a financial advisor with Ameriprise, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2004 and previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Altmann is involved in managing and training staff through several business ownerships, including Generational Partners LLC and Quintet Collective LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement income plans within a large institutional framework that includes advisory, brokerage, and insurance solutions.

Demetrios Karakasidis is a financial advisor at Ameriprise with 13 years of industry experience. He has previously worked at Raymond James & Associates and The Vanguard Group. Outside of finance, he is a co-owner of Pats Pizzeria and serves on the board of Odyssey Charter School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies.

Patricia Strain Riley is a financial advisor with Merrill, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. Her career includes long tenures at BCG Securities, Inc. and Horace Mann Companies before joining Merrill and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Christopher Ochlan is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and previously worked for Securities America Advisors and Securities America Inc for 15 years. Outside of his advisory role, he serves as CFO for two software and air traffic control companies. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using firm-provided tools and automated processes to construct diversified portfolios.

Robert Riso is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 24 years of experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, using research and analytics from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Emil Rotaeche is a financial advisor with Edward Jones in Haddon Township, NJ, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Outside of advising, he is involved in managing a rental property in Merchantville, NJ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient overlay services. The firm supports a large national network of advisors and branches, managing over $1 trillion in assets.

Michael Tash is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he owns an interest in a racehorse through MyRaceHorse. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Joseph Johnson is a financial advisor with LPL Financial in Pitman, NJ, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with an insurance agency, Gentry Partners, which offers various types of insurance including universal and term life policies. 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 provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Jeffrey Simpson is a financial professional with 30 years of industry experience, currently affiliated with Cetera. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior work includes roles at Diamond State Financial Group and Minnesota Life, among others. He serves on the advisory board of the Rocky Run YMCA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.