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.

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.

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.

Johnson Sabir is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at various J.P. Morgan entities and Citizens Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a wealth advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, supported by a centralized due diligence team and incorporates ESG eligibility considerations.

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.

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.

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.”

Anthony Stencler is a financial advisor with LPL Financial and holds the Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Raymond James Financial Services and Wealth Advisory Services. Outside of his advisory work, he is involved with XTREME XPERIANCE, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of financial planning, portfolio management, and retirement services supported by proprietary research and a variety of strategic investment options.

Cheryl Tobin is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 credential and has worked at Merrill since 2016, including four years with Bank of America, N.A. She serves as a Power of Attorney for an entity outside her advisory work. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

John Richards is a financial advisor at LPL Financial with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Lincoln Financial Securities and Securian Financial Services. Outside of advisory services, he is the owner and principal of an insurance agency, Strategic Planning and Insurance Advisors, based in North Wales, PA. 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 offers a variety of financial planning and portfolio management options, utilizing multiple investment strategies and advanced operational tools.

Frank Orlando is a financial advisor with LPL Financial in Furlong, PA, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at Merrill and Signator Investors, Inc. He is also the principal of Orlando Wealth Management 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 offers a range of investment programs and utilizes various advisory strategies supported by operational and research tools.

Louis Saltarelli Jr. is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc for 16 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various portfolio programs, utilizing a broad network of investment adviser representatives.