Mark Kemp is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2017. His prior experience includes nine years at National Planning Corporation and operating Kemp & Associates Retirement Services since 2002, along with managing a tax advisory firm through 2021. Outside of his advisory roles, he is involved in real estate management through ownership of two property-related entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of financial planning and advisory services, leveraging model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management programs.

Michelle Sheridan is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes multiple roles at Prudential Insurance Company of America and Pruco Securities, LLC. Additionally, she maintains an active notary license. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with other financial product sales.

Ronald Chakler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at American Portfolios Financial Services and OSAIC before joining LPL Financial. Chakler is also the owner of RMC Financial Group LLC, a life insurance business for which he is licensed but does not actively solicit sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from both internal and third-party sources.

Andrew Soltys is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has been with Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a focus on systematic methodologies and long-term asset allocation benchmarks.

Harry Mcwilliams is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with Linsco/Private Ledger since 2005. Mcwilliams also operates Granite Financial Solutions, LLC as a DBA. 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 provides a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches and offering access to model portfolios and research.

Ryan Mace is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Equitable Advisors and Emerald Asset Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Mackenzie Roedel is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Prior to this, Roedel worked at Delaware Distributors, LP and Macquarie Investment Management, each for five years, and held positions at Cornell University and Lazard Asset Management. Outside of Ameriprise, Roedel manages an advisory business, Penn Wealth Planning, LLC, based in New Hope, PA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic tools overseen by specialized committees to support its retirement planning offerings.

Bradley Snyder is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life. Outside of the financial industry, he was involved with GreaseBusters of Central PA & Pittsburgh for five years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that includes brokerage and insurance products.

Chloe Moore is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Fidelity Investments and has a background in performing arts, including experience as an opera singer and voice teacher. She currently serves as a soprano section leader at Doylestown Presbyterian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Philip Fredericks is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, Inc. for 14 years. Fredericks also has outside employment with the Office of New Jersey Assemblyman Robert J. Auth. 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 advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Kane is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member of the Madison House Condominium Association in Margate, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Todd Gunerman is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1995 and with Hamilton Financial Advisors since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jorge Arrisueno is a Senior Portfolio Advisor and Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with affluent individuals, families, and businesses to develop customized wealth management solutions. His approach emphasizes collaboration with a diverse team of specialists to address financial growth, wealth preservation, tax efficiency, and estate planning, ensuring continuity of generational wealth. Jorge specializes in family wealth management strategies, services for endowments, foundations, and non-profits, and tax minimization. He is a Personal Investment Advisor (PIA) and holds a bachelor's degree in Business and Administration with a concentration in Finance and a minor in Spanish from Ursinus College. Fluent in English and Spanish, Jorge combines his expertise to help clients pursue their financial goals with confidence. Outside of his professional work, Jorge enjoys camping, chess, music, skiing, surfing, traveling, and spending time with his family. Originally from New Jersey, he has a personal affinity for the shore and draws on his background and experiences to support his client relationships.

Christopher Finizio is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Fidelity Brokerage Services, Bank of America, Merrill, The Vanguard Group, and M&T Bank, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research tools.

Austin Seibert is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at NEXT Financial, Inc. and Ethos Group. His background also includes roles outside finance, including employment at Target and involvement with SneakerKing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Kevin Di Biaso is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, where he worked for over a decade. Outside of his advisory work, he manages a portfolio through a personal business, DiBiaso, where he holds power of attorney. 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 municipal and public finance through a unique affiliation with a municipal advisor.

Lauren Austin is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2024. In this position, she partners with clients through various life stages to develop and navigate financial plans tailored to their goals and aspirations. Lauren emphasizes the importance of maintaining dynamic financial plans that evolve as her clients' lives change. Lauren has extensive experience within Fidelity Investments, having served as a Financial Consultant from 2015 to 2024, an Investment Representative from 2013 to 2015, and a Financial Representative from 2011 to 2013. Throughout her career, she has focused on long-term client relationships and financial planning. Additional details about her education, credentials, personal interests, or community involvement were not provided.

James Mccarthy is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform combining advisor programs with insurance and lending products.

Todd Little is a financial advisor with LPL Financial in Harleysville, PA, holding the CFP® designation and Securities Series 63 and 65 licenses. He has 29 years of industry experience, including prior roles at National Planning Corporation and KEMP & ASSOCIATES. Outside of his advisory work, he is involved with Victory Christian Athletic Apparel, a business entity unrelated to investment services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Jason Hine is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including MML Investor Services, MassMutual Financial Group, Transamerica Financial Advisors, and Foresters Financial Services. He is also the owner of J and J Hine LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with active sales of financial products.