William Reiner Jr. is a CFP®-designated financial advisor with over 31 years of industry experience. He has worked at LPL Financial since 2021 and spent 16 years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Reiner is also involved as an insurance agent selling term and universal life products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options, supported by research and model portfolios.

Shaun Small is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Small is also involved in managing Essential Ally Capital Management, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm uses proprietary research and planning tools to develop personalized recommendations, with an offering that includes both brokerage and advisory programs.

Christopher Bruder is a financial advisor with LPL Financial, holding a Series 66 credential and 23 years of industry experience. He has been with LPL Financial since 2006. Bruder also operates under the DBA The Bruder Investment Group and provides non-variable life insurance policies for clients as part of his business activities. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research services.

Giovanni Astorino is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He worked at Securities America Advisors and Securities America, Inc. for 12 years prior to joining OSAIC. Astorino also owns an insurance-related business. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services through a large network of advisers and multiple platforms. The firm uses various tools and third-party solutions to construct and manage portfolios across a broad spectrum of investment options.

Thomas Taggart is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Brandon Skupski is a financial advisor at LPL Financial with 18 years of industry experience and a Series 66 designation. His prior work includes roles at J Alden Associates, Alden Capital Management, Triad Hybrid Solutions, Triad Advisors, and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various technology-driven solutions.

Shawn Smith is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, previously spending eight years at Park Avenue Securities. Outside of his advisory role, Smith is involved in consulting through several businesses, including SCS Advisor Consulting, LLC, where he advises other professionals on strategic planning and growth, as well as independent insurance brokering. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients with Ameriprise-managed accounts.

Jennifer Connolly is a financial advisor with Cetera who holds the Series 66 and Series 63 designations and has eight years of industry experience. She has previously worked at firms including RKL Wealth Management LLC and Avantax, and she currently provides comprehensive financial planning services at Johanson & Yau. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors and serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures and custodial relationships.

Philip Walby is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Pruco Securities LLC and Adam Schopp. Walby is also involved with InTheNet Academy. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels, offering financial planning, consulting, and access to model portfolios and third-party asset management programs.

Stephanie McCurry is a Certified Financial Planner (CFP®) with 38 years of industry experience. She has been with Raymond James Financial since 2009 and also associated with Raymond James Financial Services, Inc. since 2002. Outside of her advisory role, she serves as a finance and investment committee member for Lehman Memorial United Methodist Church and holds the Certified Divorce Financial Analyst (CDFA) designation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dominick Clemente is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2019 and also spent time at Bank of America. Clemente attended Pennsylvania State University from 2014 to 2018. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Randal De Fillippis is a financial advisor at LPL Financial with 13 years of industry experience and a Series 66 designation. He has previously worked with Denise Sattherthwaite and Waddell & Reed, Inc., and has experience in insurance sales through various carriers connected to W&R insurance agencies. 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 a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and utilizes research from LPL Research and third-party subadvisors.

Thomas Mc Kee is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Wawa from 2015 to 2018. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,000 advisors.

John Harwick is a financial advisor at Fidelity with 24 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Harwick has been with Fidelity since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Donald Cornagie is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network since 2012. Outside of his advisory role, he serves as an executor for estates and trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Kelly Williams is a financial advisor with Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2013, with a brief consulting role at a family-run business, The Village Teahouse. She also assists her husband with organizing a small online resale hobby. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, using multi-asset model portfolios and centralized operational support.

Mark Irwin is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with various Fidelity entities since 2011, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis, using systematic methodologies and long-term asset allocation benchmarks to construct model portfolios.

Ivelis Valles is a CFP®-certified financial advisor with Ameriprise, based in Vineland, NJ, with 29 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Outside of her advisory role, she is a salaried financial advisor for Kimberly StPierre at KSP MLS LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Joseph Maxwell is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. In this role, he works with high net worth clients and families, providing insight and support to help them work toward their financial goals. Mr. Maxwell has over 25 years of experience in the financial industry. Prior to his current role, he held several positions at Fidelity Investments, including Financial Planning Consultant and Investment Representative. His experience also includes roles as a Financial Analyst at Ayco Goldman Sachs Company, Financial Advisor at UBS PaineWebber, and Generalist at Thomas Weisel Partners. Outside of his professional work, Joseph Maxwell enjoys gardening, golf, kayaking, spending time with his pets, and traveling.

Jennifer Mac Kerchar is a financial advisor with Ameriprise in Churchville, PA, holding a Series 63 designation and bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves as the elected Majority Inspector of Elections in her voting district. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.