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.

Andrew Soltys is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2015, with earlier roles at Equitable Advisors and Wells Fargo Clearing. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients using a combination of proprietary 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.

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.

Scott Sylvainus is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 13 years of industry experience, having worked previously with Mutual of Omaha and its affiliated firms. In addition to his advisory role, Sylvainus serves as a Township Supervisor and Planning Commissioner for Upper Nazareth Township. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

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.

Ryan Oestreich is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with 18 years of experience in the industry. He has been with Mass Mutual and its affiliated firms since 2008. Outside of his advisory role, he is involved in Medicare insurance sales through his own business and works as a mortgage loan originator. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative planning relationships that use firm-approved analytical tools to develop investment strategies.

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.

Lauren Austin is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2024. In this position, she partners with clients through various life stages to develop and navigate financial plans tailored to their goals and aspirations. Lauren emphasizes the importance of maintaining dynamic financial plans that evolve as her clients' lives change. Lauren has extensive experience within Fidelity Investments, having served as a Financial Consultant from 2015 to 2024, an Investment Representative from 2013 to 2015, and a Financial Representative from 2011 to 2013. Throughout her career, she has focused on long-term client relationships and financial planning. Additional details about her education, credentials, personal interests, or community involvement were not provided.

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.

Steven Werner is a Financial Consultant currently with Fidelity Investments since 2023. He has extensive experience in financial consulting, having worked in similar roles at Etrade from 2006 to 2023, and prior to that, as a Financial Specialist at Wachovia Bank from 2002 to 2004. He also served as a Financial Advisor at American Express between 2000 and 2001. Throughout his career, Steven has partnered with clients to identify financial goals, develop personalized plans tailored to their unique situations, and provide investment guidance. He approaches client relationships with a commitment to treating them as an extension of his own family. Outside of his professional work, Steven has interests in baseball, golf, music, softball, and table tennis. He is also involved in volunteering activities.

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.

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.

Mark Enriquez is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a three-year tenure at Morgan Stanley Private Bank. He serves as Treasurer and Board Member for Team Giving, a nonprofit organization addressing time-sensitive critical needs. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.