Shane McMahon is a CFA® charterholder and Series 63 licensed advisor with five years of industry experience. He is currently with Ameriprise and has prior experience at firms including Goldman Sachs, JPMorgan Chase & Co., and Charles Schwab. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Douglas Jones is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses his professional efforts on retirement planning, estate and legacy planning strategies, investment advice, tax-efficient strategies, and overall guidance in managing clients' finances. Since joining Merrill in 2015, Doug has built experience in retirement planning by developing tailored strategies that address the unique needs and goals of individual clients and families. Doug holds a Bachelor of Science degree from Ursinus College. He has earned the professional designations of Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background and credentials support his expertise in complex financial situations, retirement accounts, investment options, and income distribution strategies. A South Jersey native residing in Tabernacle, NJ, Doug enjoys baseball, basketball, cooking, football, hunting, music, swimming, traveling, and watching movies. He values trust and communication in relationships, paralleling his professional approach to client partnerships with the importance he places on family and community.

James Boyd is a CFP® professional with 23 years of experience, currently serving at Mass Mutual Investors Services since 2021. He previously worked at Park Avenue Securities and Guardian Life Insurance Company, accumulating nearly a decade of experience at each. In addition to his advisory role, he is an insurance agent specializing in life, disability, and fixed annuities. MassMutual Investors Services is 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 offers collaborative, annual financial planning engagements using firm-approved analytical tools and supports a range of investment and planning programs.

Edward Ellis is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following seven years at Bank of America, N.A. Outside of his advisory role, Ellis serves on the board of directors for The Tender Inc., an adult day center providing caregiver support services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Grant Holdren is a CFP® professional with 22 years of experience in the financial services industry. He has worked with Cambridge Investment Research Advisors and related entities since 2012 and has held roles at Allied Financial Advisors, LLC since 2004. Outside his advisory work, he serves as treasurer and board member for the Estates of Whitemarsh Hills HOA and is involved with educational scholarship activities through BLOCS Scholarship LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, and charitable organizations. The firm provides financial planning and investment management through a network of independent professionals, offering both discretionary and non-discretionary portfolio management and access to proprietary and third-party strategies.

Roland Mcduell is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including a long tenure at Avantax Investment Services and ownership of his own tax preparation and accounting practice. Outside of advising, he is involved in tax preparation and bookkeeping through his businesses. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, supporting both discretionary and non-discretionary investment authorities.

Richard Disammartino Sr. is a financial advisor at LPL Financial in Horsham, PA, with 43 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is the owner of Maggie's Farm Woodworks. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

David Felker is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Yardley, Pennsylvania. He joined Merrill Lynch in 2009 following 13 years with Smith Barney. David specializes in providing customized wealth management strategies for individuals, affluent families, businesses, and non-profit organizations, focusing on long-term client relationships built through a disciplined, personalized process. David's approach involves personal consultations to identify clients' financial goals and priorities, followed by the development and implementation of tailored strategies utilizing a range of investment tools. He holds the Personal Investment Advisor (PIA) designation and is affiliated with Merrill Lynch. David was born in Bethlehem, Pennsylvania, attended Bethlehem Catholic High School, and studied at Temple University in Philadelphia. Beyond his professional work, David has been actively involved in his community, including roles such as former President of the Council Rock Newtown Athletic Association and current staff member of Pennsylvania District 30 Little League. He participates in several organizations, including the Bethlehem Catholic High School Alumni Association, Temple University Athletic Boosters, and The Hun School of Princeton. David also engages in motorsports as an amateur race car driver and high performance driving instructor, and he enjoys golf, sports, and reading. He lives with his wife, Amy, and their three children.

Richard D. Rogers is a financial advisor at UBS Financial Services in Newtown, PA, holding Series 63 and Series 65 designations with 40 years of industry experience. He has been with UBS since 1993. Rogers serves on the Bucks County Free Library Board, overseeing the library system for the county. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor client strategies.

Francisco Gil is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include eight years at Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC. 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 a large advisor network with municipal and public finance expertise as well as specialized retirement plan advisory services.

Joseph Demarco is a financial advisor with Ameriprise in Marlton, NJ, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

David Woffindin is a financial advisor at Stifel with 50 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Woffindin holds Series 63 and Series 65 credentials. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and governmental entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Eugene Cho is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2019, following a year at Merrill and five years at Rutgers University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party databases.

Grace Loveland is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James, she worked for Epic Systems Corporation for six years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services with a focus on tailored, non-discretionary advice supported by a range of portfolio management styles and affiliated research.

Dustin Sullivan is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and previously worked at Brandywine Counseling & Community Services and ESF Summer Camps. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing proprietary asset allocation tools and access to third-party money managers across multiple platforms.

John Myers is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and Citizens Securities, Inc. Outside of his advisory roles, he is involved with Curley's Pub. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jeremy Kuptsow is a CFP® with five years of industry experience currently serving as a financial advisor at Osaic Wealth, Inc. He previously worked at The Vanguard Group, Inc. for four years and has held various roles involving financial planning and client services. Kuptsow also acts as an insurance agent offering annuities, health, life, employee benefits, and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities through a large network of affiliated advisors and multiple advisory platforms. The firm employs a combination of asset-allocation tools, risk assessment methods, and automated rebalancing to construct portfolios that may include various securities and alternative investments.

Ronald Zeitz is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is involved in several real estate partnerships and is a passive partner in an automobile investment venture. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and institutional trading capabilities to tailor solutions to clients' goals and risk tolerances.

Francis Rudisill is a CFP® with 36 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to this, he worked for Metlife Securities Inc. for 28 years and has been affiliated with MassMutual Life Insurance Company since 2016. 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 structures financial planning as an annual, collaborative process using firm-approved analytical tools, focusing on recommending investment categories and strategies without discretionary authority.

Vincent Primavera is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc., PNC Wealth Management, Edward Jones, TD Ameritrade, and Merrill. Primavera also operates Primavera Financial Services, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by extensive research and model portfolios.