Stephen Selige Jr. is a financial advisor at Edward Jones with nine years of industry experience and holds a Series 66 designation. He has been with Edward Jones for ten years. Outside of his advisory role, he has an interest in gas royalties through involvement with Expand Energy Corporation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.

Louis Pettinato is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial since 2018 and previously was affiliated with Nationwide Insurance and Nationwide Securities LLC from 2013 to 2018. Outside of his advisory work, Pettinato is involved as an artist and musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and various institutional clients nationwide. The firm provides a range of advisory programs, including discretionary and non-discretionary management, leveraging research from multiple sources and offering services such as retirement plan consulting, brokerage, and overlay portfolio management.

Jude Stambone is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with LPL Financial since 2011. He also operates Stambone Financial as a separate business. 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 financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes various model portfolios and research resources.

Charles Parry is a CFP®-certified financial advisor with Edward Jones, where he has worked since 1999, totaling 27 years of industry experience. He is a partner in Bald Mountain Sportsman Club LLC, a converted non-profit hunting club, and serves as a board member for Lakeside Outing Club, a lake association in New Milford, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Nicole Reviello is a financial advisor at Ameriprise with 21 years of industry experience. She has held positions at Ameriprise since 2017 and previously worked at Lincoln Financial Advisors Corporation. She holds the Series 66 designation and is based in Moosic, PA. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

Christopher Albright is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the owner of Astra Wealth Advisors, a business entity for tax and investment purposes. LPL Financial is a national SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non‑discretionary management supported by research from LPL and third-party subadvisors.

Lisa O'Brien is a CFP® professional with 34 years of experience in the financial industry. She currently works with OSAIC and was previously with FSC Securities Corporation for 14 years. Outside of her advisory work, she owns and manages a business focused on planning strategies. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, employing asset-allocation tools and automated rebalancing to manage diversified portfolios across various investment types.

Shay Gillen is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Their background includes roles at Lee University and running a soccer training business. Outside of advising, Shay has been involved in youth soccer activities, including working with Soccer Shots. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and annual reviews.