Andrew Tomasko is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. and Long Financial Group, Inc. Additionally, he is an insurance agent for a non-variable insurance business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs and brokerage services supported by extensive research and diverse investment strategies.

Joseph Quinto III is a financial advisor at Cetera with two years of industry experience and holds the Series 66 designation. Prior to joining Cetera, he has worked at Minnesota Life Insurance Co and Securian Financial Services Inc. Outside of financial services, he is the founder and owner of Quinto's Quintessential Lawn Care LLC, a landscaping business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party strategies.

Joseph Bottino Jr. is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dean Hasen is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo Clearing since 2018, following prior roles at Citizens Securities, Inc. and PNC Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute alongside third-party data to guide investment decisions.

Jeffrey Pascoe is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research Advisors and Edward Jones. Outside of his advisory work, he serves as a referee for school sporting events. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Steven Weisz is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliates since 2014. In addition to his role at Ameriprise, he manages an advisory business at Ashford Wealth Advisors, LLC. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Keith Wagner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Raymond James & Associates since 2019 and has prior experience with Insight Global and Ursinus College. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Kimberly St Pierre is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate firms since 2007. In addition to her advisory role, she owns and operates KSP LLC, a business unrelated to investment activities. Ameriprise serves primarily high-net-worth individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to produce personalized, written recommendations. The firm utilizes a centralized consulting team and algorithmic tools to support advisors in delivering tailored retirement income strategies.

Gregory Curran is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America since 2019, following prior roles at Delaware Investments and AllianceBernstein Investments. He serves as an advisory board member for the Boys and Girls Clubs of North Penn Valley, a charitable organization based in Lansdale, Pennsylvania. 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, offering model-based and discretionary investment strategies for individual, high-net-worth, institutional, and charitable clients.

Olawale Odeyemi is a CFA® charterholder and the sole advisor at Contrafactum Research & Management LLC, an independent firm based in Norristown, PA. He has 16 years of industry experience and has managed his firm since 2007. Contrafactum Research & Management LLC provides portfolio management and investment advice primarily on a non-discretionary basis to individual clients, emphasizing client approval for trades and maintaining highly individualized client relationships.