Bruce Cooke is a CFP®-certified financial advisor with 34 years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at Cco Investment Services Corp and Wells Fargo Clearing. Cooke also operates a wealth management business under his own name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

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.

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 with Raymond James & Associates, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has been with Raymond James & Associates since 2016, with a two-year gap in his employment history. Raymond James & Associates, Inc. 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 investors, and municipal entities, offering financial planning and investment consulting through various advisory programs.

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 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Company. Additionally, he has been affiliated with Bucknell University since 2012. Outside of his advisory role, Mc Allister is involved in individual life insurance brokerage. 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 provides financial planning, asset management, and educational seminars, utilizing tools such as Monte Carlo simulations and automated asset allocation in its planning process.

Michael Brady is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is a business owner of Horsham Holdings Group, a non-investment-related 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 services including financial planning, wrap and model portfolio programs, and institutional platforms, with advice and account management provided primarily by investment adviser representatives using a variety of strategies and support tools.

Nicholas Leski is a financial advisor at Osaic with Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for three years and PSG Financial for two years. He is also licensed as a life insurance agent, offering fixed life insurance, fixed annuities, and traditional life insurance. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based asset allocation and portfolio optimization approach and offers a range of programs delivered through a multi-advisor platform.

Samuel Gruehn is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and six years of industry experience. He has been associated with MassMutual Life Insurance Company and its related entities since 2019. Outside of his advisory role, he works as an insurance agent specializing in life, disability, and long-term care insurance. Mass Mutual 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 financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning with clients.

Victor Marcelo is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2023. Prior to his financial advisory roles, he was involved with the Martuscelli Restaurant Group and has worked at the University of Delaware, Newark Country Club, and Saint Mark’s High School. Mass Mutual Investors Services, a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning through collaborative engagements using firm-approved analytical tools and specialized programs including divorce planning and estate-settlement services.

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. She holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Insurance Company, Prudential Insurance Company of America, and Signator Investors, Inc. In addition to her advisory role, Green is an adjunct professor at Wilmington University and owns a financial planning business, Wisdom Wealth and Winning LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with various advisory and brokerage services delivered through a multi-advisor platform.

Tyler Kreger is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His career includes roles at First Citizens Community Bank and Bankers Life and Casualty. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Natalie Plaza is a Wealth Management Advisor at Merrill Lynch Wealth Management. She serves individuals, corporate executives, and their families, with a focus on areas such as education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. Natalie began her career in architectural design after earning a Bachelor's degree in Environmental Design from the University of Colorado at Boulder. She transitioned into finance in 2018 when she joined Merrill Lynch Wealth Management as a Financial Advisor. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Natalie and her team work with clients in the entertainment industry, leveraging their knowledge of the industry's unique financial challenges to provide comprehensive wealth management services. Natalie is a member of several professional organizations, including the Financial Planning Association™, LPGA Women Who Play, Santa Monica Sports Club, and Women In Film. In her spare time, she enjoys basketball, golfing, skiing, spending time with her family, and watching movies. She currently resides in Los Angeles, California.

Robert Harbison III is a financial advisor at Stifel with 39 years of industry experience. He previously worked at RBC Capital Markets Corporation for 16 years and City National Bank for 2 years. Outside of his advisory role, he manages a rental property in Willowgrove, Pennsylvania. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Joseph Durney Jr. is a CFP® professional with 19 years of industry experience, currently serving with Wells Fargo Advisors since 2014. He is based in Wilmington, DE, and holds Series 63 and Series 65 licenses. In addition to his work at Wells Fargo Advisors, he holds ownership interests in multiple investment-related businesses, including Beartooth Investments, LLC and Heirloom Affiliate Management LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and planning tools. The firm provides a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, delivered through a network of financial advisors.