David Monastra is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA. He holds a Series 63 designation and has 36 years of industry experience. Prior to his current role, he spent 29 years with Metlife Securities Inc. He is also a notary public. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytic tools and offers specialized programs including divorce planning and event-driven services.

Joseph Petry is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise and Stifel. Petry is based in Wilmington, Delaware. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources, along with advanced portfolio management technologies.

Silk Hedges is a financial advisor at Mass Mutual Investors Services with one year of industry experience. Prior to joining Mass Mutual and its affiliates in 2024, Silk worked at Thrivent Financial and JPMorgan Chase. Outside of the financial industry, Silk was engaged as a stay-at-home parent from 2022 to 2024. Mass Mutual Investors Services is 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 seminars, employing firm-approved software tools to analyze client goals and deliver written recommendations.

Steven Pierce Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. and holds a Series 66 designation. He has 24 years of industry experience, including a decade at CUNA Brokerage/LPL Financial LLC and current roles at Fulton Bank. Outside of his advisory work, he is the owner of Pierce Mgmt LLC, a property management company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through comprehensive client interviews and risk profiling.

Brady Mc Govern is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. His background includes various roles at Gettysburg College and other organizations. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that address topics from cash flow and retirement to specialized areas such as business-owner transition and special-needs planning.

James Leitz is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Seapointe Village Realty and various educational and community organizations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its advisory roles with registered investment companies and its use of systematic methodologies and AI in portfolio management.

Russell Kuchera is a financial advisor with LPL Financial in Bear, Delaware, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at M&T Bank and Citizens Securities, Inc. 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, offering a range of advisory programs and retirement plan consulting services.

Robert Marasheski is a financial advisor with MassMutual Investors Services, holding CFP® and ChFC® designations and over 26 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of financial advising, he also practices physical therapy on a part-time basis. MassMutual Investors Services, LLC is 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 seminars, emphasizing collaborative planning relationships without discretionary authority over client investments.

Brandon Miller is a financial professional with Cetera and holds a Series 66 designation, with three years of industry experience. He has worked with Cetera, Cetera Wealth Services, LLC, and Diamond State Financial Group since 2023, and previously was employed at Securian Financial Service and Minnesota Life Insurance Company in 2023. Outside of his advisory role, he has been involved with Dutch-Way Farm Market since 2005. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform with access to various investment strategies and program structures.

Benjamin Diaz is a Series 66 licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2016. He is based in Swedesboro, New Jersey. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Keith Kepplinger is a financial advisor at Morgan Stanley with six years of industry experience. He has held roles at Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and J.P. Morgan Securities, among others. Outside of financial advising, he is a passive owner of several outpatient mental health franchises through Ellie Mental Health and High Horse Ventures LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Connor Hollick is a financial advisor at LPL Financial with the Series 66 designation and two years of industry experience. His prior work includes roles at DealerFlex and Financial House, as well as teaching experience at Temple University. 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 representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

William Brennan is a CFP® professional affiliated with OSAIC, based in Newark, DE, with 41 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. He is also the owner of Brennan Financial Group and co-owner of The Inn at Westwynd Farm, a horse farm and inn. OSAIC serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers offering integrated brokerage, advisory, and portfolio management services. The firm employs a variety of investment tools and third-party platforms to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Keith Maguire is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2023. Prior to his advisory role, he spent time in educational settings including Clemson University and Malvern Prep. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and firm-approved software to develop collaborative, annual financial plans, typically recommending investment categories and strategies without discretionary authority.

Jennifer Valentine is a financial advisor at Osaic with Series 66 credentials and one year of industry experience. Prior to joining Osaic Wealth Inc, she worked at Lindenberg Financial and spent 19 years at Learning Express Academy. She currently serves as a relationship manager at Lindenberg Financial, where she acts as the main point of contact for clients and coordinates with internal teams. Osaic Wealth Inc serves a diverse client base, including retail and institutional investors, through a large network of affiliated advisers and multiple advisory platforms. The firm employs various portfolio construction tools and offers integrated brokerage, investment advisory services, and access to third-party money managers.

Nicholas Familetti is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has six years of industry experience, including roles at Blue Golf Software and the Pennsylvania Golf Association prior to his current position. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive planning using firm-approved software tools and offers specialized services such as divorce planning and employer-sponsored programs.

Joseph Garrity is a financial advisor with LPL Enterprise in Newark, Delaware, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Citizens Bank and First Citizens Community Bank. He also sells Medicare Supplement and Medicare Advantage insurance policies through United Healthcare. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

William Smith II is a Series 66-licensed financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he coordinates youth wrestling tournaments and serves as secretary on the board of directors for the Oxford Wrestling Alliance. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized retirement income service that provides written recommendation reports and ongoing planning focused on dependable income and tax-aware withdrawal strategies.

Kevin Noguez Ochoa is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has previously worked at Bank of America, N.A. and Kendal at Longwood. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s corporate platform, providing access to a broad set of financial products and services.

Michael Dayton is a financial advisor with MassMutual Investors Services in Newtown Square, PA. He holds the CFP® and ChFC® designations and has 16 years of industry experience. Prior to joining MassMutual Investors Services in 2017, he worked at MetLife Securities Inc. and has been involved in full-time education since 1999. Outside of his advisory role, he acts as an insurance agent and is involved in managing fix-and-flip real estate partnerships. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, employing collaborative planning processes supported by firm-approved analytical tools.