Amanda Grey is a CFP®-certified financial advisor with six years of industry experience. She currently works at LPL Financial and previously held roles at Cadaret Grant & Co., Inc., Circle Wealth Management, and in congressional offices. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Kyle Fogarty is a CFP® and ChFC® with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns a rental property in Stockton, NJ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of nearly 24,000 financial advisors offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Douglas Schlegel Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His background includes service in the military and roles at Thrivent Financial and Amazon. Outside of advising, he is developing a business to manage rental properties through an LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach separates planning from managed accounts while offering a consolidated billing option called “WealthPlan.”

Debra Mosser is a financial advisor at OSAIC with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Royal Alliance Associates, John Hancock, and Keystone Financial Management. She performs supervisory delegate duties and daily administrative tasks for Keystone Financial Management LLC. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services, offering portfolio construction tools and access to third-party money managers across various investment strategies.

Ryan Wukitsch is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA for 13 years. In addition to his advisory role, he is a commissioned notary in Pennsylvania. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing model portfolios and research from LPL and third-party sources.

Danielle Kulp is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Primerica Financial Services since 2009 and has been with Primerica Advisors since 2020. Outside of financial services, she is involved with Wingmom Bucks County, providing support services such as babysitting, transportation, and home organizing. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Robert Engleman Jr. is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2026, he worked for Edward Jones for five years and was associated with Robert Engleman MD for fourteen years. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning centered on income sources and tax-aware withdrawal strategies. The firm’s advisory approach combines investment research, third-party data, and algorithmic tools to support client recommendations.

George Yasso is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he spent 16 years with Serratelli Financial Group. Outside of his advisory role, Yasso serves as the elected City Controller for Bethlehem, Pennsylvania, where he reviews city purchases and contracts. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations tailored to clients' needs.

Amy Nichols is a financial advisor with Thrivent Investment Management in Easton, PA, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked at Thrivent Financial since 2018 and previously spent seven years with Larry Lancaster State Farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, estate, and tax strategies. The firm combines goal-based analyses with managed-account options while keeping planning and portfolio management services distinct.

Stephen Cassidy is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has prior experience with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. 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 offers a range of programs including wrap and money-manager options, with financial planning structured as annual collaborative relationships that utilize firm-approved analytical tools.

Brian Rogers is a financial advisor with Ameriprise in Springfield, PA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Ameriprise, he worked at Wells Fargo Clearing and Global Atlantic Financial Group. His background also includes roles in education and sports analytics. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendations that incorporate research, modeling, and tax-efficient strategies. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic tools alongside professional oversight in its retirement planning approach.

Amber Carrick is a financial advisor with Osaic Wealth, Inc. based in Nazareth, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. She previously worked at Signator Investors Inc for 10 years before joining Royal Alliance Associates, INC., where she has been since 2018. Outside of her advisory role, she is president and owner of Keystone Financial Management LLC, an investment-related business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using both discretionary and non-discretionary management approaches.

Richard Armitt is a financial advisor with Primerica Advisors in Lebanon, NJ, holding Series 66, Series 63, and Series 65 licenses and 10 years of industry experience. His prior work includes roles at Merck and Johnson & Johnson. In addition to his advisory duties, he is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by discretionary separately managed accounts. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Kathleen Boyle is a Series 66-licensed financial advisor with Edward Jones, based in Flemington, NJ. She has been with Edward Jones in various roles since 2012. Outside of her advisory work, she holds a notary public commission which she utilizes for both clients and non-clients as needed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporates, and nonprofits. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.

Taj Piontkowski is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work experience includes roles at Equitable Advisors LLC, The Cheesecake Factory, and Gilbane Building Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Nastassia Pogrebniak is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2015 and previously worked at Bank of America, N.A. since 2024. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

Dennis Keyser is a financial advisor with LPL Financial in Quakertown, PA, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior firms include Thrive Capital Management, Infinex Investments, Mid Penn Bank, and United Bank. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Savannah Webb is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at PFS Investments Inc., PPL Electric Utilities, and Primerica Financial Services. In addition to financial advising, she receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by unaffiliated asset managers. The firm operates on a large scale, with thousands of advisors and approximately $15.5 billion in assets under management.

Edward Schrimpe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 21 years and OSAIC for 2 years. He is also involved in asset and wealth management services related to life insurance and fixed annuities outside of securities. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Steven Szmak is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. He is also the sole proprietor of Albri, LLC, an investment-related business based in Flemington, New Jersey. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.