Jack Walker is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and Waters Edge. Outside of his advisory work, he has bartended and served at various establishments, including event catering. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools to develop tailored investment strategies without discretionary authority.

Emily Lanning is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2001. Outside of her advisory role, she works part-time in customer service for KT Communications Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Bruce Cooke is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL Financial, he worked at CCO Investment Services Corp for 11 years. He also conducts business through his own entity, Bruce Cooke, CFP Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning services, and investment management solutions including model portfolios and third-party research.

Lisa Lamarche is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Milestone Wealth Advisors, Inc. for 11 years and LPL Financial for 19 years. In addition to her advisory role, she is involved in independent insurance brokering with several providers including Genworth, Legal and General, Nationwide, AIG, and Principal. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Heather Hubert is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2015. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with broader banking services, including lending and custody.

Fletcher King is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services through both direct client engagements and corporate financial planning agreements.

Tobin Hunsinger is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James & Associates since 2016, with a brief employment gap between 2020 and 2022. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser that manages approximately $500.956 billion in assets and supports over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, delivering advice on a non-discretionary basis while clients retain implementation authority.

Kevin Walls is a financial advisor at Stifel with 16 years of industry experience. He has held his position at Stifel Nicolaus & Co Inc since 2015. Walls holds Series 63 and Series 66 designations and is based in Greenville, DE. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Melanie Dahl is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 22 years of industry experience and has worked at Mass Mutual Investors Services since 2017, with prior roles at MetLife Securities Inc. and Metropolitan Life Insurance Co. Additionally, she is an independent insurance agent and serves as a head junior volleyball coach. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, offering a range of programs including educational seminars and event-driven planning services.

Karen Conicelli is a financial advisor at Morgan Stanley with 11 years of experience at the firm and holds a Series 66 designation. She is based in Greenville, DE. 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, utilizing structured discovery processes and firm-approved tools to support client planning needs.

Brenan Mc Allister is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing nine years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with MassMutual Life Insurance Company since 2016. In addition to his advisory role, Mc Allister has been involved with Bucknell University since 2012 and also operates an individual life insurance brokerage. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements typically structured as annual collaborative relationships that utilize firm-approved analytical tools.

Michael Brady is a financial advisor with LPL Financial in Broomall, PA, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial since 2001. Brady is also the owner of Horsham Holdings Group, a non-investment-related business. 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 financial planning, various advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Nicholas Leski is a financial advisor at OSAIC with four years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Lincoln Financial Advisors and PSG Financial, among other roles. Outside of advisory services, he is also a licensed agent offering fixed life insurance, fixed annuities, and traditional life insurance. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by various platforms and utilizes asset allocation tools and third-party managers to construct portfolios tailored to client needs.

Samuel Gruehn is a financial advisor with MassMutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked with MassMutual Life Insurance Company and affiliated entities since 2019. Outside of his advisory role, he also acts as an insurance agent specializing in life, disability, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop tailored planning recommendations without investment discretion.

Victor Marcelo is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. Prior to his current role, he was involved with the Martuscelli Restaurant Group and held positions at the University of Delaware, Newark Country Club, and Saint Mark's High School. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as collaborative, annual engagements using firm-approved analytical tools, with implementation of recommendations offered separately.

Paul Mac Donald is a financial advisor with Mass Mutual Investors Services based in New Castle, Delaware. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including previous roles at Olive Garden. He is also involved in an individual life insurance sales business. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser and offers financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Nicholas Vali is a CFP® and ChFC® with 13 years of experience in financial advisory. He is currently with Cetera and has previously worked at Minnesota Life and Securian Financial Services. Outside of advisory, he is a partner in a golf course business and holds an equity interest in other local ventures. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and a range of investment program options.

Stephen Izzi is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds the ChFC® designation and a Series 63 license. Izzi has been with Mass Mutual-related firms since 2011, serving in roles that include insurance brokerage for individual life and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including educational seminars and event-driven planning programs.

Dawn Green is a financial advisor at OSAIC with 16 years of industry experience and holds the Series 63 and Series 65 credentials. Her prior experience includes roles at Mass Mutual, Prudential Insurance Company of America, and Signator Investors. She is also an adjunct professor at Wilmington University and owns Wisdom Wealth and Winning, a financial planning business. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services supported by firm-provided asset-allocation tools and third-party managed account solutions.

Tyler Kreger is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at First Citizens Community Bank and Bankers Life and Casualty. Kreger’s background also includes work outside of finance, with early experience at Marcon Roofing and involvement in education through the Bellefonte Area School District. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and third-party research, supporting both discretionary and non-discretionary management strategies.