Stanley Robbins is a CFP® and Series 66-registered financial advisor with 22 years of industry experience. He is currently with OSAIC and has previously worked at Lincoln Financial Advisors and Wells Fargo in various advisory roles. Outside of advisory services, he owns and operates an insurance agency offering disability, long-term care, and fixed life insurance products. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, diversification, and access to multiple investment platforms and third-party managers.

Bryan Connolly is a CFP® with 39 years of industry experience. He has worked at OSAIC since 2023 and previously spent 25 years at FSC Securities Corporation. Outside of his advisory role, he owns Lumen Financial Group, a tax preparation business. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and nonprofits through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment solutions that include automated portfolio construction and access to third-party managers.

Jerry Schapira is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.

Scott Schwartzman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with PFS Investments Inc. and Primerica Financial Services since 2010 and 2011, respectively. Outside of his advisory role, Schwartzman provides bookkeeping and tax services for individuals and nonprofit organizations on a part-time basis. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight of model selection and implementation.

Angela Augustine is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Inc. and Securities America Advisors for 15 years. Augustine Financial Group, where she serves as president, focuses on life insurance and fixed annuities. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple managed account platforms and third-party money managers. The firm utilizes advanced asset-allocation and risk assessment tools to construct customized portfolios across various asset classes.

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.

Tristan Hulme is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His background includes roles at Ally Financial and various positions during his time at Ursinus College. Equitable Advisors serves a diverse client base—including individuals, high-net-worth clients, retirement plans, and institutions—offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through multiple sponsored platforms.

David Jenkins II is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, and has 31 years of industry experience. He previously worked at Raymond James Financial Services Advisors and Wealth Advisory Services, Inc. Outside of his advisory role, he is an agent selling term life and universal life insurance products. 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, supporting diversified and alternative investment strategies with both discretionary and non-discretionary management options.

Geordan Vincent is a financial advisor at Equitable Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ameriprise Financial Services and Northwestern Mutual Investment Services. Vincent also serves as power of attorney and executor for his mother's estate. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed TAMPs, providing both discretionary and non-discretionary investment management services.

Vito Depalo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing personalized financial guidance. Vito earned a Bachelor's Degree from the State University of New York at Oswego, which underpins his expertise in the financial services industry. His role focuses on assisting clients with wealth management strategies tailored to their individual investment goals.

Ronan Cooke is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024, and as a Financial Representative at Northwestern Mutual in 2019. In his current role, Ronan focuses on understanding his clients' unique financial situations, goals, risk tolerance, and long-term aspirations. He emphasizes a collaborative approach to co-create personalized financial plans aligned with his clients' priorities. Outside of his professional work, Ronan's interests include comedy, football, social events with friends, movies, museums, and skiing.

Douglas Clark is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory work, he is the owner and proprietor of Artistic Screen Designs INC, a family business he inherited and plans to sell to his son. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension/profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jonathan Cobb is a financial advisor with Mass Mutual Investors Services based in Horsham, PA, holding a Series 66 designation and 17 years of industry experience. He has worked at Mass Mutual Investors Services since 2013 and has been affiliated with MassMutual Life Insurance Company since 2012. In addition to his financial advising career, Cobb serves as a Commissioner of Springfield Township. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and firm-approved analytical tools to deliver written recommendations, focusing on investment categories and strategies without discretionary authority.

Thomas Wick is a financial advisor with Morgan Stanley, holding a Series 66 designation and 25 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Outside of his advisory work, he is involved in a real estate business owning rental properties in Belmar, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.

Marcus Hernandez is a financial advisor at Merrill with Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Merrill since 2009 and at Bank of America, N.A. since 2011. 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 and profit-sharing plans, corporations, and charitable organizations.

Matthew Fiori is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at AXA Advisors, Citizens Bank, Citizens Securities, and PNC Investments. He has also served as a New Jersey State Trooper. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Mary Reinoehl is a CFP® with 36 years of industry experience currently affiliated with LPL Financial since 2017. Her prior experience includes roles at National Planning Corporation and operating Wealth Builder Advisor and Mary A. Reinoehl & Co., her own business concentrating on accounting, bookkeeping, tax services, consulting, and coaching. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with access to model portfolios, research, and various technology-driven investment solutions.

Dennis Haynos is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds the Series 66 designation and has worked previously 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. The firm offers financial planning, consulting, model portfolio management, third-party asset management arrangements, and access to various brokerage and insurance products through an integrated platform.

James Hallman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He previously worked at Pruco Securities, LLC for 39 years and has been associated with Prudential Insurance Company of America for over four decades. His activities include involvement with Prudential-sponsored non-variable insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory and brokerage services, including insurance products through an affiliated agency, supported by an active platform combining adviser programs with other financial offerings.