Stanley Robbins is a CFP® and Series 66-registered financial advisor with 22 years of industry experience. He is currently with OSAIC and has previously worked at Lincoln Financial Advisors and Wells Fargo in various advisory roles. Outside of advisory services, he owns and operates an insurance agency offering disability, long-term care, and fixed life insurance products. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, diversification, and access to multiple investment platforms and third-party managers.

Bryan Connolly is a CFP® with 39 years of industry experience. He has worked at OSAIC since 2023 and previously spent 25 years at FSC Securities Corporation. Outside of his advisory role, he owns Lumen Financial Group, a tax preparation business. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and nonprofits through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment solutions that include automated portfolio construction and access to third-party managers.

Jerry Schapira is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.

Scott Schwartzman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with PFS Investments Inc. and Primerica Financial Services since 2010 and 2011, respectively. Outside of his advisory role, Schwartzman provides bookkeeping and tax services for individuals and nonprofit organizations on a part-time basis. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight of model selection and implementation.

Joseph Maxwell is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. In this role, he works with high net worth clients and families, providing insight and support to help them work toward their financial goals. Mr. Maxwell has over 25 years of experience in the financial industry. Prior to his current role, he held several positions at Fidelity Investments, including Financial Planning Consultant and Investment Representative. His experience also includes roles as a Financial Analyst at Ayco Goldman Sachs Company, Financial Advisor at UBS PaineWebber, and Generalist at Thomas Weisel Partners. Outside of his professional work, Joseph Maxwell enjoys gardening, golf, kayaking, spending time with his pets, and traveling.

David Jenkins II is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, and has 31 years of industry experience. He previously worked at Raymond James Financial Services Advisors and Wealth Advisory Services, Inc. Outside of his advisory role, he is an agent selling term life and universal life insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting diversified and alternative investment strategies with both discretionary and non-discretionary management options.

Vito Depalo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing personalized financial guidance. Vito earned a Bachelor's Degree from the State University of New York at Oswego, which underpins his expertise in the financial services industry. His role focuses on assisting clients with wealth management strategies tailored to their individual investment goals.

Ronan Cooke is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024, and as a Financial Representative at Northwestern Mutual in 2019. In his current role, Ronan focuses on understanding his clients' unique financial situations, goals, risk tolerance, and long-term aspirations. He emphasizes a collaborative approach to co-create personalized financial plans aligned with his clients' priorities. Outside of his professional work, Ronan's interests include comedy, football, social events with friends, movies, museums, and skiing.

Douglas Clark is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory work, he is the owner and proprietor of Artistic Screen Designs INC, a family business he inherited and plans to sell to his son. 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 diverse client base including individuals, institutional and pension/profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Thomas Wick is a financial advisor with Morgan Stanley, holding a Series 66 designation and 25 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Outside of his advisory work, he is involved in a real estate business owning rental properties in Belmar, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.

Mary Reinoehl is a CFP® with 36 years of industry experience currently affiliated with LPL Financial since 2017. Her prior experience includes roles at National Planning Corporation and operating Wealth Builder Advisor and Mary A. Reinoehl & Co., her own business concentrating on accounting, bookkeeping, tax services, consulting, and coaching. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with access to model portfolios, research, and various technology-driven investment solutions.

Dennis Haynos is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio management, third-party asset management arrangements, and access to various brokerage and insurance products through an integrated platform.

James Hallman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He previously worked at Pruco Securities, LLC for 39 years and has been associated with Prudential Insurance Company of America for over four decades. His activities include involvement with Prudential-sponsored non-variable insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory and brokerage services, including insurance products through an affiliated agency, supported by an active platform combining adviser programs with other financial offerings.

David Schmidt is a Series 66 credentialed financial advisor with 14 years of industry experience, currently practicing at LPL Financial in Jamison, PA since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from internal and third-party sources.

Riley Masterson is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Newtown, PA. He has two years of industry experience, having worked with Cambridge Investment Research, Inc. prior to his current role. His background includes positions outside finance, such as at Sycamore Grill and Penn Community Bank. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals of varying net worth, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies across multiple platform arrangements.

Majdah Dphrepaulezz is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been associated with Cetera and its affiliate Cetera Wealth Services since 2013. Additionally, she provides financial coaching and advisory services focused on widows and divorcees through her other business, Altus Wealth Management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting diverse investment strategies and program structures.

Bruce Dimicco is a financial advisor at Stifel with 42 years of industry experience. He has worked with Stifel since 2007 and holds a Series 63 designation. Outside of his advisory role, he serves as treasurer for the Middletown Monthly Meeting of Friends and the Coxton Lake Environment Preserve, and he is a board member of the A Marlyn Moyer Scholarship Foundation, which awards first-year college scholarships. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses as a basis for client decisions.

Marc Hicks is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Waddell & Reed, Inc. and various insurance carriers. Hicks also operated Hicks-Strybuc, LLC prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to deliver both discretionary and non-discretionary management.

Duane Davis is a Series 66-licensed financial advisor with LPL Enterprise. He joined the firm in 2025 following a 13-year tenure at Chubb Limited. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party asset management, and access to various financial products.

Kenneth Dusablon is a financial advisor at Primerica Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Primerica Advisors and Primerica Financial Services since 2022. In addition to his advisory role, he is an Associate Management Consultant with Greencastle Consulting. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.