Owen Kelly is a CFP® with five years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior roles include positions at The Vanguard Group and CAPTrust. Kelly is also involved in community activities as a volunteer committee member serving as District Finance Chair in Collegeville, PA. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Mark Kemp is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. His prior experience includes roles at National Planning Corporation and operating Kemp & Associates Retirement Services since 2002. Outside of his advisory work, he has conducted business activities related to retirement services and tax advisory through his own firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individual and institutional clients. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, supported by various technology tools and a broad network of over 22,800 advisors.

Michelle Sheridan is a financial advisor with LPL Enterprise, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 13 years of industry experience, including previous roles at Prudential Insurance Company of America and Pruco Securities, LLC. Sheridan maintains an active notary license. LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach involves model-driven portfolios and offers access to third-party asset managers and insurance products through its affiliated entities.

Matthew Lindenmuth is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Primerica Advisors since 2013 and is also involved with Safety Rail Source as an administrative assistant and serves as a middle school soccer coach at Coventry Christian School. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and Pershing for custody and trade execution.

Harry Mcwilliams is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Linsco/Private Ledger since 2005, RBC Capital Markets from 2003 to 2005, and Wells Fargo Clearing from 2002 to 2003. He operates a DBA named Granite Financial Solutions in Colmar, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive advisory and non-advisory financial activities.

Mackenzie Roedel is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Prior to this, Roedel worked at Delaware Distributors, LP and Macquarie Investment Management, each for five years, and held positions at Cornell University and Lazard Asset Management. Outside of Ameriprise, Roedel manages an advisory business, Penn Wealth Planning, LLC, based in New Hope, PA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic tools overseen by specialized committees to support its retirement planning offerings.

Jeffrey Kane is a CFP® professional with 34 years of industry experience, currently with Wells Fargo Clearing since 2016. He serves as a board member of the Madison House Condominium Association in Margate, NJ. Wells Fargo Advisors is a national securities firm providing investment advisory and financial planning services to individual, corporate, and institutional clients, offering both brokerage and advisory solutions supported by extensive research and analytics.

Elias Chamoun is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and BMO Nesbitt Burns. Before his financial services career, he operated Choice Refreshments Vending for over a decade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence, utilizing forward-looking capital market assumptions and may incorporate ESG criteria.

Jorge Arrisueno is a Financial Advisor with Merrill Lynch Wealth Management, where he specializes in family wealth management strategies, services for endowments, foundations, and non-profits, and tax minimization. He collaborates with a team of specialists to develop customized wealth management solutions that emphasize simplicity, tax efficiency, and access to capital, aiming to secure financial security, preserve legacies, and support generational wealth continuity. Jorge is part of the Aguirre-Jankowski Group, which provides comprehensive wealth management through a goals-based approach focusing on life events such as education, retirement, and business transitions. Their approach integrates investment strategies, lending solutions, and risk management to deliver confidence and eliminate uncertainty in clients' financial life plans. Originally from New Jersey, Jorge graduated from Ursinus College with a Bachelor's Degree in Business and Administration, concentrating in Finance and minoring in Spanish. He holds the Personal Investment Advisor (PIA) designation and is proficient in both English and Spanish. Jorge's personal interests include camping, chess, music, skiing, surfing, traveling, and spending time with his family.

Christopher Finizio is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Fidelity Brokerage Services, Bank of America, Merrill, The Vanguard Group, and M&T Bank, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research tools.

Austin Seibert is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at NEXT Financial, Inc. and Ethos Group. His background also includes roles outside finance, such as work with Temple University and the East Penn School District. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Di Biaso is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, where he worked for over a decade. Outside of his advisory work, he manages a portfolio through a personal business, DiBiaso, where he holds power of attorney. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

James Mccarthy is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2007 before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Todd Little is a financial advisor with LPL Financial in Harleysville, PA, holding CFP®, Series 63, and Series 65 credentials and with 29 years of industry experience. He has worked at LPL Financial since 2017 and previously spent six years at National Planning Corporation. Outside of his advisory role, he is involved with Victory Christian Athletic Apparel, a non-investment-related business entity. 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 range of financial planning services and investment programs, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Jason Hine is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes prior roles at Foresters Financial Services, Inc., Transamerica Financial Advisors, MassMutual Financial Group, and MML Investor Services. He is also the owner of a separate business entity, J and J Hine LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated non-securities services.

Damon Derstine is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He has previously worked at Wells Fargo Clearing Services LLC and held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is involved in managing farm property and agricultural activities through a family-owned entity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm’s approach includes tailored recommendations supported by Wells Fargo research and planning tools, provided through both brokerage and advisory programs.

Kelly Binkowski is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. They hold a Series 66 designation and have previously worked at Leonard Brodsky and Associates, Commonwealth Financial Network, Bank of America, and Merrill. Binkowski is based in New Hope, PA. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Catherine Seklecki is a financial advisor at Fidelity with 38 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fidelity Investments since 2022, following prior experience at UBS Financial Services and Delaware Distributors, L.P. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a blend of proprietary fundamental research and quantitative analysis supported by algorithmic methodologies and maintains oversight of affiliated and unaffiliated sub-advisers.

Connor Wagner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Raymond James, he worked at EXP Realty and has experience in the hospitality and recreation sectors, including roles at Stove and Tap Restaurant and Hershey's Mill Golf Club. He also has a background in education, having worked at West Chester University and LaSalle College High School. 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 wide range of clients—including individuals, institutional and pension plans, charitable organizations, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Anthony Spangler is a Series 66-licensed financial advisor with 24 years of experience at Thrivent Investment Management and Thrivent Financial for Lutherans, both since 2002. He is also an ordained minister with the Universal Life Church, authorized to officiate religious ceremonies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers comprehensive, goal-based planning across a variety of topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”