James Stossel is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He previously worked at Woodbury Financial Services for 13 years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Thomas Grogan is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. His work history includes roles at First National Bank of PA, Dollar Bank, Park Avenue Securities LLC, and Guardian Life Insurance Co. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform that provides access to affiliated and third-party managers, with over $256 billion in assets under management.

Patrick Devlin is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 22 years of industry experience. He worked previously at Waddell & Reed from 2005 to 2013 before joining LPL Financial, where he has been since 2013. Devlin also operates Goodlife Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with a range of investment management strategies, including model portfolios, third-party subadvisors, and customized approaches, alongside various non-advisory financial products and services.

Nicholas Perini is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial for six years. Outside of his advisory role, he owns a personal cryptocurrency investment activity focused on Ethereum and Cardano. 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 advisory services with a focus on asset allocation, risk management, and access to third-party money managers and alternative investments.

Todd Stepke is a financial advisor with Key Wealth Management, Inc. in Wexford, PA, holding Series 63 and Series 66 licenses and over 34 years of industry experience. He has previously worked with LPL Financial for more than two decades. Outside of investment advisory, he has been involved in tax preparation and accounting services through TSTEPKE & ASSOCIATES, INC. Key Wealth Management provides financial planning, investment management, and retirement/pension plan consulting to individuals, families, trusts, businesses, and charities. The firm uses a customized, strategic asset-allocation approach across a broad range of investment types and offers specialized retirement plan consulting with ERISA fiduciary services.