Kevin Farrell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Ameriprise Financial Services and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Beth Bebb is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Thrivent and its predecessor firms since 2007. Outside of her advisory role, Bebb is a motivational speaker and trainer in youth ministry and religious education and also operates a web-based Avon representative business. 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 analyses and planning without discretionary trading authority, focusing on written recommendations across various financial topics and allowing clients to combine planning with managed-account services under a consolidated billing option.

Dean Sorantino is a financial advisor at RBC Capital Markets in Ocean City, NJ, holding a Series 66 designation. He joined RBC Capital Markets in 2024 and has held various roles within the firm and in other businesses including the restaurant industry. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Howard Cohen is a financial advisor with Mass Mutual Investors Services in Margate, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2007. Outside of his advisory role, he is involved in individual and group life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools and offers specialized event-driven planning services such as estate settlement and divorce planning.

Geoffrey Thompson is a Series 66-licensed financial advisor with eight years of industry experience, currently with Cambridge Investment Research Advisors since 2020. He has a longstanding career as a partner and CPA at Pappler, Thompson & Associates since 1996 and also serves as president of Thompson Pappler Inc., providing accounting and tax services. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 using a variety of portfolio management strategies across multiple platforms.

Thomas Becker is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at PNC Investment for 14 years and Quick & Reilly, Inc. for one year. Becker also engages in a related investment activity through Tradewinds Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of advisory strategies implemented by its network of over 22,800 investment adviser representatives.

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.

James Devlin Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 44 years of industry experience. His prior roles include positions at Ameriprise Financial Services and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering customizable strategies supported by LPL Research and third-party subadvisors.

Glen Stewart is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. He previously worked in education with the Upper Township School District for 24 years. Outside of his financial advisory role, he contributes creative content as an image provider for Shutterstock. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive written recommendations covering various planning areas and provides clients with options to coordinate planning and managed-account services through its WealthPlan program.

Michael Bonventure is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera. His career includes roles at Avantax Investment Services, Gryphon Financial Wealth Advisors, and McKonly & Asbury, LLP, where he serves as a director providing tax compliance and consulting services. He also holds a principal position at Morris J Cohen & Co P.C. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers through a multi-manager platform.

Jordan Wiedmayer is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors LLC and Kevin Toll Group Keller Williams Philadelphia. He also has experience working in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Jason Kiefer is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Wells Fargo Advisors in 2021. Outside of his primary role, he holds a 4% ownership interest in Fortress Financial, LLC, a financial practice based in Ocean City, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through client meetings and summary letters.

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.

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.

Jeffrey Shirk is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is a 32% owner of Fortress Financial LLC and serves as a trustee and holds power of attorney roles for family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting specific net-worth thresholds and integrates advisory services with other financial products and referral channels.

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.

John Kaighn Jr. is a financial advisor with OSAIC, holding a Series 63 designation and bringing 32 years of industry experience. He previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Jersey Benefits Advisors, where he also served as president. Kaighn is involved in insurance sales through Jersey Benefits Group, Inc., where he holds a treasurer position. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary account management.

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.