Shelley Scalise is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has extensive experience in the financial services industry, having worked in various advisory roles since 1999. Prior to her current role, she served as a Wealth Management Advisor at TIAA from 2015 to 2020, Vice President Financial Advisor at First Niagara between 2010 and 2015, Financial Consultant at PNC during 2009 to 2010, Retail Investment Officer at NatCity Investments from 2003 to 2009, and Financial Advisor at Hilliard Lyons Asset Management from 1999 to 2003. Throughout her career, Shelley has focused on collaborating with clients to create financial plans that are clear and tailored to their unique circumstances. She emphasizes understanding her clients' values to make the financial planning process more accessible and aligned with their goals.

James Stossel is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He previously worked at Woodbury Financial Services for 13 years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Patrick Devlin is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 22 years of industry experience. He worked previously at Waddell & Reed from 2005 to 2013 before joining LPL Financial, where he has been since 2013. Devlin also operates Goodlife Financial 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 supports its network of over 22,800 advisors with a range of investment management strategies, including model portfolios, third-party subadvisors, and customized approaches, alongside various non-advisory financial products and services.

Andrea Hulsman is a financial advisor at Morgan Stanley with three years of industry experience. She previously worked at Merrill for five years and Dollar Bank for ten years. Hulsman holds a Series 66 designation and is based in Sewickley, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support client financial goals.

Todd Stepke is a financial advisor with Key Wealth Management, Inc. in Wexford, PA, holding Series 63 and Series 66 licenses and over 34 years of industry experience. He has previously worked with LPL Financial for more than two decades. Outside of investment advisory, he has been involved in tax preparation and accounting services through TSTEPKE & ASSOCIATES, INC. Key Wealth Management provides financial planning, investment management, and retirement/pension plan consulting to individuals, families, trusts, businesses, and charities. The firm uses a customized, strategic asset-allocation approach across a broad range of investment types and offers specialized retirement plan consulting with ERISA fiduciary services.