Lorna Burkart is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and Primerica Financial Services since 1990. Her other business activities include part-time involvement in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Michael Doherty Jr. is a financial advisor at LPL Financial with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he was affiliated with Doherty Financial Services, LLC and Commonwealth Financial Network for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, utilizing a variety of investment strategies and operational tools.

Todd Gestrich is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His previous roles include positions at CUNA Brokerage Services, Cuna Mutual Group, and Navy Federal-related firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering services such as financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Doherty is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He previously worked at Commonwealth Financial Network and has been involved with Doherty Financial Services LLC since 2019. Outside of advising, he has served as a notary public and is involved in offering non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Rogozinski is a financial advisor at Edward Jones with eight years of industry experience, including two years in healthcare consulting at Theralent Healthcare Consulting LLC. He holds a Series 66 designation and has been with Edward Jones since 2017. Outside of his advisory role, he owns and occasionally sells timeshare weeks to manage maintenance costs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Joanne Morton is a CFP® professional with 30 years of experience in the financial industry, currently affiliated with Cetera. Her career includes longstanding roles at Avantax and ownership of Morton & Associates, a tax preparation and planning business she has operated for over 40 years. Outside of her advisory work, she manages tax preparation and individual tax planning services through her sole proprietorship. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporations, charities, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management strategies, financial planning, and retirement services, supported by over 10,000 advisors and more than $250 billion in assets under management.

Robert Sampson is a CFP®-certified financial advisor with 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2021 and previously spent seven years at Lincoln Financial Securities Corporation. Outside of financial advising, he serves on the board of Visiting Nurses of the Lower Valley and is treasurer and board member of Always Home. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, using various custody platforms and both proprietary and third-party investment strategies.

Jesse Czaja is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Edward Jones and Voya Financial Advisors. Outside of his advisory role, he operates Bodhi Logic LLC, a small business consulting firm based in Norwich, Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Mark Coletta is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 27 years of industry experience. He has worked previously at Raymond James Financial Services Advisors and Financial Services, and he is a partner at Coletta & Coletta LLC, where he has been involved in accounting and tax preparation since 1991. He also serves as a board member of Friends of Lake Williams, Inc., a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client goals.

Steven Wedegis is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 35 years of industry experience, including over 25 years with Cambridge Investment Research. Wedegis is also president of Financial Directions Inc., a tax preparation, accounting, and probate services firm. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.