Nicholas Santana is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in media roles at Nexstar Media Inc. and Heartland Media. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Dylan Amoroso is a financial advisor with Ameriprise in Tarpon Springs, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and manages 1309 Group, Inc., an investment-related business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic automation, while offering a broad range of advisory, brokerage, and insurance solutions.

Alexandria Halstead is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC. Her prior experience includes roles at LPL Financial LLC, Rev.com, and The Prudential Insurance Company of America. She is also involved in independent insurance brokering focusing on fixed annuities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

George Pittaoulis is a financial advisor with Ameriprise, holding a Series 66 designation and over 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Outside his advisory role, he is involved in several business ventures that support staffing and operational infrastructure for financial planning practices. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

James Trotter is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at Metlife Securities Inc., New England Securities, and Kestra Investment Services, LLC. Outside of his advisory role, he is also involved as an agent in individual life and life settlements/viaticals. 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, charitable organizations, and employers. The firm’s approach includes collaborative, annual financial planning engagements using firm-approved software and offers specialized planning programs such as estate settlement and divorce planning.

Michael Monastra Jr. is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at Mass Mutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, and MetLife Securities from 2011 to 2017. He is also involved in individual life insurance sales through a separate business activity. Mass Mutual 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, utilizing firm-approved tools and structured, collaborative planning engagements.

John Doyle is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and five years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2020 and previously was involved with Creative Financial Group/MassMutual and John Serock Catering, where he worked as a chef. Doyle has served in the United States Marine Corps Reserves since 2014 and is affiliated with West Chester University. 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 using firm-approved analytical tools and provides event-driven planning services including divorce and estate settlement planning.

Robert Tuschinski Jr. is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including 25 years at Metlife Securities Inc. and over a decade with MassMutual and its affiliates. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented engagements without discretionary authority over clients’ investments.

Intreabud Tran is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets and Wells Fargo. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Alexis Peterson is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at JPMorgan Securities, JPMorgan Chase Bank, The Vanguard Group, and Bank of America Merrill Lynch. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Peter Luzak is a ChFC® with 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following a two-year tenure at MetLife Securities Inc. Outside of his advisory role, Luzak volunteers with Camp Aim, a soccer camp that raises funds for charity. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-oriented planning.

Collin Palmeri is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, Palmeri has worked as a bartender for Milburn Orchards, a private company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, supported by its capital markets and asset management capabilities.

Periklis Kotsiopoulos is a financial advisor with LPL Financial in Media, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Lincoln Investment for 18 years before joining LPL Financial in 2026. Kotsiopoulos serves on the Board of Trustees for the Middletown Free Library, where he contributes to fundraising, community outreach, and strategic planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Maguire Smith is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his career in 2025. Prior to entering the financial services industry, he held various roles including positions at Lee Stocker Tree Service and Whitford Country Club. Mass Mutual Investors Services 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 uses firm-approved analytical tools to develop written financial recommendations within collaborative client relationships.

Andrew Harmer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and over 42 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a diversified investment approach and offers a broad range of financial products through its bank and insurance affiliates.

Max Honig is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation. His prior roles include work with Honig Conte Porrino Insurance Agency and Fairfield University’s Office of Conference and Events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

Darren Direnzo is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has prior work experience at WSFS Bank and James Madison University. 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 provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning and offering specialized services such as divorce planning and estate settlement assistance.

Bryan Cheeseman is a CFP®-certified financial advisor with Ameriprise, based in Thornton, PA, and has 24 years of industry experience. He has been with Ameriprise and its affiliate since 2016. Outside of his advisory role, he is involved with the U.S. Naval Academy Alumni Association and Foundation and participates in a Veterans Capital Markets Career Forum to support veterans exploring careers in finance. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Joshua Jenkins is a financial advisor with Mass Mutual Investors Services in Kennett Square, PA, holding a ChFC® designation and Series 63 and 65 licenses. He has 13 years of industry experience and has been with MML Investors Services since 2015. Outside of his advisory role, Jenkins is a managing partner of a short-term vacation rental business and is involved in insurance brokerage services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

James Smith is a Series 66-licensed financial advisor with Morgan Stanley, based in Greenville, DE, with 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.